Customizing Terminology in Strategic Plans

As an administrator, you can customize Strategic Planning terminology by renaming the two object labels:

  • Strategic Priority
  • Strategic Goals

Changing one or both terms to align with the terminology used on campus can be completed by following the steps below. 


On the left hand side of your Planning and Self-Study account, click on Admin




Click Configuration Settings.



Click Strategic Planning Terminology.



By default, the terminology currently being used will be displayed in the dropdown. Administrators can choose to either select from a list of common alternative terms or enter their own custom term. The common terms available to choose from include:

  • Strategic Priority
  • Strategic Initiative
  • Strategic Objectives
  • Strategic Goals



If you choose to Enter Custom Value, you must provide both the singular and plural forms for the term so they can be presented correctly throughout the platform. Custom values can be added for either one or both levels, as needed. 




Click Save Terminology so that the new values will be reflected in all locations where the previous labels were displayed. 





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