Major Change Requests
Students’ major change requests are located on the Change of Major Ready for SIS Update dashboard for final approval. Below are instructions for completing the approval process.
*First, save the Change of Major Ready for SIS Update dashboard as a favorite by clicking the star on the upper right side of the screen. When you revisit the site, you can navigate to this favorite by selecting the down arrow next to the star in the top right corner.
The dashboard’s initial settings will show all majors. Colleges are shown in acronym formats. To initiate the approval process, select your unit from the dropdown menu under “Owner: Full Name” ( please see below).
Once you’ve made your selection, the TerpEngage website will always open to major changes within your unit moving forward.
All dashboards have a “Refresh” button on the upper right side. Select it once per minute to show the most recent data.
To review or approve major change requests, look in the lower section under “Details” to locate any unapproved requests. Each row will represent a different request. Review or approve a request by selecting the “Case Plan Name” (e.g., “Geology Major Change Request”). This will open the request/case plan. The status column will display either option from the following:
- New (a student has submitted the form but did not mark any of the tasks as complete)
- In-Progress (a student has submitted the form and marked at least one of the tasks as complete)
- Awaiting Review (a student has submitted the form, and all tasks have been marked complete)
Once you’ve opened the plan, scroll down to the “Contact Visible Fields” subsection to find the “Status” check box. To edit the status, select the arrow for the dropdown menu.
Select “Complete” to save the request and move it to the college for review.
Marking a Task as “Incomplete”
To ensure the student sees the appropriate task status and that the Case Plan status resets and updates correctly, advisors should follow the following steps to mark a status as “Task Incomplete.”
1. Go to the case plan for the student’s active major change request.
2. Scroll down to the “Case Tasks” section.
3. Find the task(s) the student needs to update, correct, or complete.
4. Use the small dropdown arrow to the far right of the row and select “Edit.”
5. Scroll down to the “Task Information” section and update the status to “In Progress.”
6. Select “Save.”
7. Return to the case plan and update the status to “Task Incomplete.” This will prompt the advisor to enter detailed information about the incomplete task into a text box. The information typed here will be emailed directly to the student.
When an advisor updates the Case Plan status to “Task Incomplete,” students can see and access the Case Plan and associated tasks from the TerpEngage community. Also, anyone with access to the major change queue for the requested major can update the Case Plan or Task status.
Once the status has been updated, the student can view their case plan and tasks in the TerpEngage community. Once they have fulfilled their requirements, the student will need to update the status to “Complete.”
Once all tasks are marked as “Complete,” the case plan status will be updated to “Awaiting Review,” so the advisor can review the changes.
When Incompletes Turns Into Withdrawals
When a task is pending and requires action from the student, the case plan will be marked as "Incomplete." After two weeks, the student will receive a reminder email indicating that their required action has not been completed. They will continue to receive reminder emails every week thereafter. The final reminder will be sent on the 59th day of the incomplete task, and on the 60th day, the case plan will be withdrawn.
If a withdrawal occurs, neither the student nor the advisor should attempt to change the status back to "Incomplete" or "In Progress." Instead, a new case must be created, and the process will need to start over. Failing to do so will result in the TerpEngage community not accurately reflecting the current status of the case, which may lead to lost progress.