Assessment Plan Insights

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The Insights tab within an Assessment Plan shows an overview of a plan's progress.

The overview area displays:

  • The number of organizations associated with the plan
  • The number of organizations in progress
  • The number of outcomes
  • The number of measures
  • Conclusions entered
  • Actions

If any budget requests have been made, this will appear under the Budget Request section.

From the Insights area, an administrator can choose to export different plan reports.

The Export panel showing Program Plan 21‑22 with a list of CSV export options including Plan Measure Detail, Comprehensive Plan Export, Plan Measure Results, Plan Outcome Detail, and Plan Organizational Progress Summary, with Plan Measure Detail selected.

Institution Learning Outcome Success

This chart displays the learning outcomes and whether they were met, not met, or still in progress. It is also possible to customize the display by clicking Customize and selecting the outcomes to display.

The Institution Learning Outcome Success section showing a list of selected outcomes with checkboxes and Gen Ed labels, opened from the Customize button.

Outcome and Measure Widgets

Outcome Status- percentage of outcomes that have been met, not met or are in progress.

Measure Status- percentage of measures that have a met, not met, or in progress status

Measure Type- percentage of measures that are direct, indirect, or unspecified

The section showing three donut charts for Outcome Status, Measure Status, and Measure Type. Outcome Status showing 67 percent not met and 33 percent met. Measure Status showing 60 percent in progress, 30 percent met, and 10 percent not met. Measure Type showing 90 percent direct and 10 percent unspecified.

Action Status Chart

The plan administrator/Dean is 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 includes all of the general outcomes and measure actions. The actions are segregated by their respective status Not Started/In Progress/Completed. The chart depicts the number of actions for each of the statuses. The actions of type “Maintain Assessment Strategy“ are not included in the chart.

The Action Status section showing a progress bar for all outcome actions with segments for Not Started, In Progress, and Complete.

View Details of Actions

Plan administrator/Dean can view the details of actions of a particular status. All of the actions are listed alphabetically. The list includes general outcomes & measure actions.

To access the details, click the bar chart and select View Details.

The action status tooltip showing 3 out of 3 actions not started with a View Details link.

On the next screen, the following details are shown:

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

The All Outcome Actions page showing a table with columns for Action, Outcome, Last Updated, and Due Date, listing multiple actions for Written Communication. The page showing an Export CSV button in the top right.

View Details/Updates of Actions with a Particular Status

Plan administrator/Dean can view the details of an action. To view the details, users can click on an action and a new window will be displayed.

The View Action page showing an In Progress action card with plan, organization, outcome, measure, action description, and recommended due date. The page showing an Updates section below with a Sort By dropdown and a dated update entry.

Export Action Details

The Plan administrator/Dean can export the details of an action in CSV format. The report consists of all the action details and its associated updates.

The All Outcome Actions page showing a table of actions with columns for Action, Outcome, Last Updated, and Due Date, with an Export CSV button highlighted in the top right.

Compare Actions of Multiple Assessment Plans

Users can compare the actions with multiple assessment plans. Upon comparison, a separate chart is shown for all of the plans selected for comparison. Users are able to view the details of the actions of all the plans under insights.

Users can click Compare Plans to see a chart similar to the one below.

The navigation bar showing tabs for Progress by Organization, Insights, and Reviews with Insights opened, followed by Compare Plans and Filter by Organization buttons.

After selecting the plans to compare, the action status charts will update with the action statuses.

The Action Status section showing two progress bars for Assessment Plan 2020‑2021 and Assessment Plan 2021‑2022, each displaying segments for Not Started, In Progress, and Complete.

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