Accreditation Management: Making Edits To Your Report’s Outline

Overview

This article explains how to modify the structure of an active Accreditation Template using the Edit Outline tab. Users can update report titles, adjust reporting periods, and manage the visibility or order of standards after a report has been activated. This guide is intended for administrators and users with permissions to refine report structures in Faculty Success.

Once activated, an Accreditation Template constructed in the Administration tab serves as the cornerstone for your report’s outline. However, you can make changes to its structure after your report has been activated in the edit outline tab.

The Edit Outline interface showing the report title field, reporting period dropdown, and the list of standards with action icons.
This guide helps you understand updates available for your template/outline after launching a report.

Edits That Can Be Made

Note: When adding additional standards, descriptive text cannot be added. Additionally, when editing existing standards, descriptive text cannot be modified, and report nomenclature configured in the template cannot be changed once the report is active.

  1. Change the Report Title.
  2. Update the Reporting Period.
  3. Add additional standards.

    Note: Nomenclature may differ based on your template settings.

    • Appendices, histories, and introductions can be added even if they were not planned for in the original template.
    • To add a new first-level standard, select the green plus (+) icon that reads Add another…. Enter a title and press Enter to save.
    • To add second-level standards, use the similar option that populates below a newly created first-level standard. Enter a title and press Enter to save.
Close-up of the report title text field and the green plus icon used to add another standard to the section.
Changing the title of your report and adding sections.
  1. Hide standards.
    • Select the drag and drop (eye) icon by any first or second-level standard to hide it from the report outline and export. Select the eye icon again to make the standard visible.
  2. Reorder your report.
    • Select the drag and drop icon by any first or second-level standard and drag the item to rearrange its placement in the outline.
The report outline view highlighting the eye icon for visibility to hide the sections and the grid icon for dragging and dropping sections.
A view of how you can hide standards and rearrange them.
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