Maintaining Past History in Assessment Plans

Here are some best practices when looking to make changes to your plan:

Mission Statement: In Organization Management, navigate to a program or organization. After entering the program or organization, click Program Information on the left. Open the Options menu beside Mission Statement. Click Revise and assign an effective year to the revised Mission Statement.

A Mission Statement section showing the program’s mission text and the last‑updated date. A menu is open with options to Edit and Revise, and the Revise option is highlighted.

Outcomes: In Organization Management, navigate to a program. After entering the program, click Program Information on the left and then click Manage Outcomes. Choose the Outcome you would like to revise and click the More Options menu beside the Outcome. Click Revise in options menu (not Edit) and assign an effective year to the revised Outcome. Click Save & Close at the top of the page after entering revision.

A Manage Outcomes page showing a list of learning outcomes with titles, last‑updated dates, and descriptions. A menu is open for one outcome with options to Edit, Revise, and Archive. The Revise option is highlighted. The page also shows tabs for Learning Outcomes and Success Outcomes, a Create New Outcome button, and Save & Close and Cancel buttons.

Measures: Navigate to the appropriate plan, expand the measures below the chosen Outcome, and select Measure Detail from the More Options menu beside the chosen measure.

A Program Review page for 2023–2024 showing the Accounting (AAS) learning outcomes. Under the Critical Thinking outcome, an Essay – Business Plan measure appears with an Add Results button. A menu is open showing options to Measure Details and Remove from Plan, with Measure Details highlighted.

This new revision will get associated with the assessment plan's reporting period. Additionally, it will become the current measure version in this assessment plan and all the plans for this reporting period and in reporting periods moving forward. The new revision will not become the current version in any completed/reopened assessment plan for this particular reporting period.

Note: Once a program assessment cycle has been closed by the administrator, revisions can no longer be made, even if the plan is re-opened.

A measure definition page showing details for an assignment measure, including the method, outcome, program, course, title, target, description, and file attachment options. A menu is open with options to Edit and Revise, with the Revise option highlighted.

Courses, Programs and Organizations: If you edit the name of an Organization, Program, or Course in System Administration, that name change will be processed in all locations where the name currently appears. This can include any Plan, Curriculum Map, etc. where the Organization, Program, or Course has previously been included. If you want to preserve past history, you can screenshot the Curriculum Map and upload it to the Docs and Reports section under Organization Management.

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