Plan reviews

This feature is currently in preview. To learn more about enabling this at your institution, reach out to your Stellic representative.

Overview

Plan review is a collaborative workflow that allows students to submit their academic plans for advisor approval. Advisors can review, edit, comment on, and formally approve student plans, ensuring students stay on track for their academic goals while meeting institutional requirements. This process creates accountability and clear communication between students and advisors about academic progress and planning decisions.

If your institution would like to enable locking down reviewed primary plans, reach out to your Stellic representative. You can manage what specifically gets locked—adding or removing courses, dropping registered courses, and more. You can also manage what notifications happen for plan reviews by deciding what's considered a change that triggers a notification to review (adding courses, enrolling in courses, withdrawing, and other modifications).

Review Management

• Receive notifications for new plan review and plan update requests

• Filter students by plan status (reviewed, unreviewed, changes pending)

• Add notes and feedback as part of your review process

Plan Analysis

• View detailed change history with filtering options (by author, type, timeframe)

• See highlighted New Changes and Unreviewed Changes on student plans

Flexible Workflow

• Choose to lock primary plans after review (Reach out to Stellic to enable)

• Review secondary plans with proposed changes and selectively approve modifications

• Make direct changes to primary plans when needed

Review and approve a Student Plan

1. From the left navigation panel, click Students

2. Navigate to the students profile you need to review

3. From the top right of the students page, click View Pending Request

4. Review the students proposed plan

Review a Secondary Plan Request

Navigate to your institution's Stellic login page and sign in with your credentials.

To review and approve student plan changes:

1. Select the Review Request from your notifications

2. Click the provided link to view the student's proposed changes

3. Review the comparison view that opens:

   • Left pane: Student's current locked plan

   • Right pane: Proposed changes (unofficial plan)

   • Highlights: New differences marked by semester

Click Accept to approve and apply the changes to the student's official plan.