Customizing Self-Study Reports

Customize a Self-Study Report

Self-Study administrators can customize self-study reports according to their accreditor’s needs and in response to conditions unique to their current situation (e.g., an area for improvement from the last accreditation visit that must be addressed in the report). Administrators can add new sections and standards and can choose to omit or include the narratives for each. They can also edit the title or description of existing sections and subsections, reorder existing ones, and remove them.
Note: These changes will only be reflected in the self-study report and will not change the base template or other reports created with the template.
Self-Study administrators can make these changes as follows:
1.  Navigate to the report’s Overview section, click “Settings”, and then select “Customize this Self-Study”.

2. Use the context menu to edit or delete an item.
  • Selecting to edit an item enables you to edit the title, description, and whether to include or omit the narrative. While editing you can also use the arrow buttons to reorder the items in the self-study report.

  • Omitting the narrative will remove any data and evidence from the section. The evidence will still be available in the Overview section. If the narrative is included in the self-study again, the previous narrative data will be restored.
  • Deleting the section or standard will unlink it from any related evidence and delete the narrative data. The evidence will still be available in the Overview section. The narrative data will not be recoverable.

Building a Self-Study Report from a Blank Template

To ensure Planning & Self-Study can flexibly support  accreditation reporting needs, in addition to using pre-built templates for the most common regional and specialized accreditors, self-study administrators can build templates from scratch as follows:
  1. From the template drop-down list, select “Blank Template"


  2. Upon selecting a Blank Template, you will see a blank section, with a blank standard within it.  Navigate to “Settings” to customize the report.

  3.  Use the self-study report customization options to add sections and standards, edit titles and descriptions, reorder them, and include or omit narratives for each one.


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