Overview
This article provides a step-by-step guide for institution-level administrators on how to configure plan fields and help text. It covers adding global directions that apply to all plans and creating custom, plan-specific directions.
Add Global Directions to All Assessment Plans
To add directions that will appear on every plan, a user must have institution-level administrator access.
Navigate to Admin > Configuration Settings > Plans.
- Add your help text in the designated field.
Click Save.
The help text will appear on the Plan Outcome page as a Note from your Administrator.
Create Custom Directions for a Specific Plan
Institutions can create custom directions to provide unique instructions for a single plan.
- Navigate to the specific plan to edit.
- Click Edit Plan Settings
- Under Plan Scope, select Define Custom Directions.
When this option is selected, any existing global directions are pre-populated in the fields and can be edited to create unique instructions for that specific plan.