Overview
This article provides a brief overview of the summary feature in the Assessment Plan module, which allows users to document, manage, and report on assessment plan summaries for each organization added to the plan.
Assessment Plan Summary Tool
The summary feature is accessible via the Write Summary button, which appears once there is at least one measure status set. The summary editor that opens includes Cancel, Save, and Remove buttons.
Managing the Summary
Save: Saves a written summary at any time to ensure all input is stored. The system will prompt you to save any unsaved changes before leaving the page, which prevents data loss.
Remove: Use this button to remove a previously saved summary.
Cancel: This option will close out of the summary editor without saving changes.
Reporting and Visibility
The summary is automatically included in all reporting formats, specifically the:
Submitted plan report (HTML and PDF)
Plan Organizational Progress Summary (CSV)