Review an Academic Plan in Workday
When a student submits an Academic Plan, an advisor will review it in their Inbox. An advisor can Approve, Send Back, or Deny a student’s Academic Plan. An advisor can cancel reviewing the Academic Plan and review it later.
Approve an Academic Plan
Step 1: Select the Inbox icon on the Workday homepage.
Step 2: Select the Academic Plan Event Action. Review the details of the academic plan, then select Approve.
Step 3: Review Details and Process for more information on completed actions and next steps – Select Done
Send Back an Academic Plan
Send back an academic plan when students need to make changes to their Academic Plan.
Step 1: Select the Inbox icon on the Workday Today homepage.
Step 2: Select Academic Plan Event – Review academic plan – Select Send Back
Step 3: Enter the Reason the Academic Plan is being sent back, then select Submit.
Note: The student’s name will already be selected in the To field.
Step 4: Review Details and Process for more information on completed actions and next steps, then select Done.
Deny an Academic Plan
Please note: Denying an academic plan will terminate the entire business process. A new academic plan will need to be submit for approval.
Step 1: Select Inbox on the Workday homepage.
Step 2: Select the Academic Plan Event action, review the academic plan, and select Deny.
Step 3: Enter the Reason the academic plan is being denied, then select Submit.
Step 4: Review Details and Process for more information on completed actions
and next steps, then select Done.
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