Overview
This article explains how Planning & Self Study administrators configure, add, or remove custom Measure statuses within institutional Assessment Plans, and outlines where these statuses appear across platform reports.
Configuring Measure Statuses
Administrators select the available tracking options for Assessment Plan Measures globally across the organization by following these steps:
- From the Planning & Self Study homepage, select Admin from the left-hand administrator menu.
- On the following screen, select Configuration Settings.
Under the Data Objects section, select Measure Status.
Review the list of available Measure Status options on the configuration page:
- Met (selected by default)
- Not Met (selected by default)
- Not Applicable
- Partially Met
Note: The system locks the "Met" and "Not Met" options by default so users cannot deselect them. Administrators can freely select or deselect the "Not Applicable" and "Partially Met" options based on institutional preferences.
Impact on Reporting Features
Once an administrator saves the configuration, the active options apply to all dynamic Assessment Plan Measures. The chosen settings automatically update the layout and terminology across these specific areas:
- Comprehensive Plan Export Comma-Separated Values (CSV) files
- Plan Measure Detail CSV files
- Plan Insights Measure Status Chart dashboards
- Plan HTML and PDF reports
- Strategic Plans modules