Overview
This article explains how to manage existing measures within an Assessment Plan. When an outcome is added to a new plan, measures from previous plans carry over automatically. This guide clarifies how to update these measures, the critical difference between editing and revising, removing, and deleting a measure.
Managing Measures with the Measure Library
The Measure Library is a centralized feature designed to manage and find measures efficiently. Unlike previous versions where all measures carried over automatically, the library provides full control over which items appear in a plan.
- Search and Filter: Locate measures by name or filter by method (Direct, Indirect, or Not Selected).
- Detailed Information: View the title, description, type, and the date of the last assessment before adding a measure to a plan.
- Retained Measures: Measures removed from a plan are not deleted; they remain in the library for future use.
- Smart Population: When an outcome is selected, only measures from the most recent previous plan populate. Older measures remain in the library until selected.
Modifying Measures in a Plan
To update or remove a measure currently in an Assessment Plan, select the Menu Button (three dots) to the right of the measure title.
- Measure Details: Opens the page to edit or revise measure definitions.
- Remove from Plan: Removes the measure from the current plan. The measure returns to the library immediately and remains available for future plans.
Editing vs. Revising a Measure
After selecting Measure Details, the choice to either Edit or Revise is found by expanding the options next to the measure name.
Note: Measures can only be Revised during the active dates of the Reporting Year associated with the plan. If the Reporting Year has passed, the revision option is no longer available. For example, if the Plan's Reporting Year ends May 31, 2024, it will no longer be possible to Revise the Measure once the date has passed.
Comparison of Change
| Feature | Edit | Revise |
|---|---|---|
| Primary Use | Correcting typos or universal errors | Updating a measure for a specific new year |
| Scope | Changes apply to all plans (past, present, and future) | Changes apply to the current and future plans only |
| History | Overwrites historical data across all records | Preserves the version of record for previous years |
Deleting a Measure
Deletion is a permanent, non-reversible action.
This removes the measure and all affiliated data across every plan in the system. This should only be chosen if the measure was created in error and no historical data needs to be maintained.
Steps to Delete
- Enter the Assessment Plan.
- Expand the Outcome affiliated with the measure.
- Select the Menu Button next to the measure name and choose Measure Details.
- Select the Pencil Icon and choose Edit.
- Scroll to the bottom of the "Edit Measure Definition" screen and select Delete this Measure.
- Confirm the deletion in the pop-up prompt by clicking Delete.