Overview
This article provides a step-by-step guide for institution-level administrators to configure plan fields and help text. It explains how to add global directions across all plans as well as how to generate custom, plan-specific directions.
Adding Global Directions to All Assessment Plans
To add directions that appear globally on every plan, users must log in with institution-level administrator access credentials.
Navigate to Admin Configuration Settings Plans.
- Input the required help text into the designated custom directions field.
Click Save.
The system displays this saved help text directly on the Plan Outcome page inside a block designated as a Note from the Administrator.
Creating Custom Directions for a Specific Plan
Institutions can build unique instruction sets tailored exclusively to an individual plan rather than using global prompts.
- Navigate to the specific plan requiring modification.
- Click Edit Plan Settings.
- Under the Plan Scope header options, select Define Custom Directions.
Activating this workflow pre-populates the input fields with any existing global instructions. Administrators can modify these text fields to establish standalone guidance rules for the selected plan.