Planning & Self-Study Release Notes for December 28, 2022

Improved Usability for Adding Actions and Referencing Past Results

Action Items can now be added directly below the Findings area. Past results are easier to read. Users can view and update Action items from past assessment plans.

We have renamed the Actions & Past Results button to Past Findings. We also removed the Actions and Past Results icons from the Actions panel. Please refer to the attached screenshot of the existing workflow.

 

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Adding an Action
Action items can now be added directly below the Findings area.
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In the existing add action workflow, the plan administrators/contributors are unable to select an action status and they have to create the action and then update it in order to change the status. 
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We have introduced the status field in the action creation workflow. 
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Viewing Actions Details
In the existing add action workflow, the plan administrators/contributors can view all the actions created for the measure they’re working on in the actions panel. They had to click on the actions button which was not prominent on the screen. All of the current and past actions were shown in the action panel and created confusion for users to distinguish between those. 
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Now, the plan administrators/contributors can view all the actions created for the measure beneath the Analysis field. They can view all the action details by expanding the action title accordion. They can edit, delete, add an update, and edit an update when previewing the action details. In the enhanced workflow, only current actions are shown in the measure. 

 

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The Actions & Past Results button has been renamed to Past Results. You can see a streamlined view of the Past Results, which also includes past actions in the Analysis area for its respective assessment plan. All the past actions will now be shown under the results data of a measure that was added in a past reporting year plan. please refer to the screenshot.
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In the existing workflow, plan administrators/contributors can add an update to an action when viewing the action details in the action panel.

 

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In the enhanced workflow, plan administrators/contributors will be able to add an update to an action while viewing the details of an action just beneath the Analysis field.

 

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Hide Completed Actions

In the enhanced work, plan administrators/contributors will be able to hide all of the completed current actions in a measure and view only Not Started & In Progress actions.

 

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Enhancements to Leader Insights

We are excited to engage Chief Academic Officers, Vice Presidents of Academic Affairs and Vice Presidents of Institutional Effectiveness to understand and respond to new or escalated challenges to student success in the current academic year with data from Planning & Self-Study and Student Success & Engagement.

By delivering the first integration between P&SS and SS&E, leaders will understand the new challenges with student success in the current academic year so they can engage and partner with Directors or VP of Student Success on key initiatives that address these new challenges.

These first insights allow leaders to understand the overall enrollment alongside the risk predictions for course completion and term persistence, while providing insights on where key engagement outreach efforts are targeted.

 

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New Student Success & Engagement Insights in the Watermark Institutional Leader Insights Area!

 

SS&E Insights! Term Overview Widget

Institutions with Student Success & Engagement can view student term enrollment alongside overall Predictive Risk Averages for Course Completion and Term Persistence. They can further understand the number of students who have received critical outreach or intervention in the form of a key engagement. Terms are from Student Success & Engagement, and defaults to the current term. This widget answers these essential questions:

  • What is the Enrollment for the given term?
  • What is the Average Predicted Risk for Course Completion for students enrolled in the given term?
  • What are the Average Predicted Risk for Term Persistence for the students enrolled in the given term?
  • How many students enrolled in the given term are receiving key engagements?
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Student Term Overview Widget for Institutions that license Student Success & Engagement
SS&E Insights! Course Completion Risk Summary and Engagement Widget

Institutions with Student Success & Engagement can view a summary of student Course Completion Risk for the selected term. Leaders can further view the key engagement distribution by each risk level. This widget answers these two essential questions:

  • What is the proportion students by risk category as it related to course success?
  • Where are we prioritizing our efforts/key engagement as it relates to students and their course success risk level?
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Course Completion Risk Summary and Engagement Widget for Institutions that license Student Success & Engagement
SS&E Insights! Term Persistence Risk Summary and Engagement Widget

Institutions with Student Success & Engagement can view a summary of student Term Persistence Risk for the selected term. Leaders can further view the key engagement distribution by each risk level. This widget answers these two essential questions:

  • What is the proportion students by risk category as it related to term persistence?
  • Where are we prioritizing our efforts/key engagement as it relates to students and their term persistence risk level?

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Term Persistence Risk Summary and Engagement Widget for Institutions that license Student Success & Engagement

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