Planning & Self-Study Release Notes for September 14, 2023

Action Status Chart in Insights

The plan administrator/Dean will be able to view a chart depicting the status of all the actions of an assessment plan while viewing insights. Users will be able to view the status of actions added for outcomes and measures in an assessment plan.

 

The chart will include all of the general outcomes and measure actions. The actions will be segregated by their respective status Not Started/In Progress/Completed. The chart will accurately depict the number of actions for each of the statuses. The actions of type “Maintain Assessment Strategy“ will not be included in the chart.

 

 

 

View Details of Actions

Plan administrator/Dean will be able to view the details of actions of a particular status. Users will be able to view the details of actions of a particular status. All the actions will be listed alphabetically. The list will include both general outcomes & measure actions. The following details will be shown for actions:

  • The outcome title associated with an action will be shown. The outcome associated with the general outcome/measure action will be shown.
  • The last updated date will be shown for an action. Under the case, an update is added for an action then the date when an update was added will be shown. Under the case, multiple updates are added for an action then the most recently added update’s date will be shown.
  • The due date added for an action will be shown for an action.

 

 

View Details/Updates of Actions with a Particular Status

Plan administrator/Dean will be able to view the details of an action. The title of the assessment plan associated with the action’s outcome should be shown. The organization Name with which the action’s outcome is associated will be shown. Under the case, the user is viewing the details of a measure action then the measure title should be shown.

 

Under the case, the user is viewing the details of a general outcome action then the measure field will not be shown. A description of the action should be shown. Most recently added updates added for an action will be listed at the top.

  • If the user is viewing the details of the Revise Curriculum action then all of its updates will be listed.
  • The date when the action update was created/updated will be shown. The name of the user who added/updated the action update along with the details of the action update will be shown.

 

Export Action Details 

The Plan administrator/Dean will be able to export the details of an action in CSV format. The report will consist of all the action details and its associated updates.

 

Compare Actions of Multiple Assessment Plans

Users will have the ability to compare the actions with multiple assessment plans. Upon comparison, a separate chart will be shown for all the plans selected for comparison. Users will be able to view the details of the actions of all the plans under insights.

 

Feedback Workflow and Data Extract for Top Level Admin

In the Program Review module, institution-level administrators can now export the new Feedback Flow Overview CSV report. The report allows administrators to export all the feedback flow reviews for all programs or other organizations in a program review.

 

To accommodate this change, the place where you can edit settings for a program review was moved to a new overflow menu in the front. Now you can easily access the Edit Settings area without having to click into the program review itself.

 

 

When you click on the name of the program review, you will see a new export button on the top right. Here, you can access the new Feedback Flow Overview report.

 

 

The report consists of the submission status, the last submission date, the name of the feedback flow, the stage of the feedback flow, and the actual text of the reviews, along with other relevant information.

 

 

Customize Template and Website Offline Export in Self Study

While no functionality has changed, the self-study module has been enhanced to allow self-study administrators and contributors to more easily find current functionality and features. Users can now more easily find the ability to customize a template as well as export an offline website.

 

To access this customize template feature, you simply have to login to your planning and self study and on navigating to a desired self study, you will find the Customize template button to the top left of the screen.

 

 

 

Export Format Selection:

Another significant enhancement to our export functionality, making it even more convenient for our users. In this release, we have streamlined the export process, allowing you to directly select the format you require, whether it's PDF or Word. This improvement simplifies your workflow and provides a seamless experience for generating documents.

 

 

Above attached is the picture for PDF format of the self study export.

Above attached is the picture for Word format of the self study export.

 

Self study Settings:

We have also moved out setting option to the main page of self study listing, which will allow the users to directly access the settings area and make changes or delete the self study from this location.

 

 

 

Manage Websites:

We are introducing the "Manage Websites" section, a dedicated location that centralizes all website-related tasks. With this enhancement, you can now seamlessly copy the link of online HTML webpage, download offline exports, edit, and delete the websites you create, all from one convenient location.

 

 

Above attached is the picture for Copy option for Online HTML Webpage

 

Above attached is the picture of option for Download offline Export

 

Above attached is the picture for Edit and Delete Options in the Manage Website area.

 

Ability to Remove Courses from a Course Assessment Plan

Plan administrators will now have the ability to make selections when defining the scope of course assessment plans. Earlier plan administrators had to initially define the scope of plans without having the ability to choose courses and later they defined the reporting period. The courses in the plan would be the ones that have sections that fall within the selected reporting period.

 

Define the reporting period

In the enhanced workflow, users will first be defining the reporting period and the plan scope, Once the reporting period is defined, all such organizations of an institution where courses are aligned will be listed.

 

Under the case, administrators attempt to define the plan scope prior to the reporting period then the system will notify with an alert.

 

By opting for the option to select a reporting period, the system will navigate the user to define the reporting period screen where they can make their selection.

 

Define plan Scope

Once the reporting period is defined, all such organizations of an institution where courses are aligned will be listed.

 

Additionally, they will have the ability to view a list of courses that belong to a particular organization to the users. We will be showing only those organizations/courses of an institution where courses are aligned & fall within the selected reporting period.

 

 

Edit Course Selection

Users can view the count of courses available for an organization. By default, all the courses will be selected. However, administrators will have the ability to view the list of all available courses and deselect some if required.

Upon making changes to the selections, users need to confirm by clicking save selections. The updated selections will then be reflected on the organization list screen.

By clicking on apply, the course selections will be reflected and the scope will be defined.

 

Leader Insights Release Notes

Release Notes for Leader Insights are now located on their own page of the Help Center:

Leader Insights Release Notes for September 14, 2023

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