Administrators can view the Updates added by Leads on their end of a Strategic Plan. They can view the added Evidences to each Narrative.
To view the progress updates, click Manage Strategic Plan.
Under Plan Overview, expand the Strategic Goal you want to view,
Click on the tactic link.
The tactic status, progress update and any evidence associated with the update will be visible.
NOTE: Administrators can also update the progress.
The option to Export the tactic progress will be available and It will export as an excel file.
Insights Report
Administrators can export all progress updates made to all tactics or a particular tactic so they can be shared with stakeholders outside of Planning & Self-Study.
You can do this by clicking Manage Strategic Plan.
Click Insights.
A progress bar is displayed. To view the updates, click the Updates Added portion of the progress bar.
Click View Details.
The details will appear on the next screen and administrators have the option to Export Progress Updates.
After clicking Export Progress Updates, click the download icon on the following screen.
The download will begin and will open as word document.
Outcome Mapping Crosswalk CSV
Administrators can view the data export of organizational outcomes mapped to the Strategic Goals of the Strategic plans they are in. Administrators can access this report from Export area of each Strategic Plan. This allows for a more concise view of outcome mapping so administrators can easily see which areas of the institution are aligned with strategic goals and priorities.
Export and Share a Strategic Plan
Administrators have the ability to export plans as PDF's CSV's or share them via secure web links. This allows leaders to communicate progress and align campus-wide efforts with stakeholders who may not have a PSS account.
Navigate to the admin panel and click Strategic Plans.
Locate the specific plan and click Manage Strategic Plan next to the plan title.
Click Share in the top right corner of the page.
Select from the available sharing options.
Export Plan to PDF
- Choose the elements to include in the PDF.
- Click Export and the PDF begins downloading within the browser.
Share Plan Online
- Click to Enable the Public Share Link.
- Select the elements to include for public viewers.
- Copy Link to share with stakeholders and click Done.
Note: This link can be toggled off at any time to remove public access.