Overview
This article describes how institutional administrators can manage Plan Reviews that are already in progress. These features allow for greater flexibility when reviewers become unavailable or when organizational structures change after a review cycle has begun. Only users with administrative permissions in Planning and Self-Study can perform these actions.
Permissions
- A user must have institutional administrator permissions.
- The Plan Review must be in an In Progress or a Not Started status.
Getting Started
To modify an active Plan Review, follow the steps below:
- Navigate to Plans on the left hand admin panel.
- Click into the Plan and select the Reviews tab.
- Click into the Review.
- Click on More Options and select Edit.
- To change the reviewer, click the X to remove the existing reviewer and select a new reviewer.
- Click Next.
- To Edit the organization, de-select/select the organization on the following screen.
- Click Finish.
After changing the reviewer, a prompt will be displayed confirming the change.
The system will generate an email notification to alert the new reviewer, as long as these email notifications are enabled under Admin>Configuration Settings.