Centralized Tracking of Actions
Program Contributors can see all Program Actions, Track statuses, and report on progress of improvement initiatives from their Program’s profile.
A contributor can click to enter their program/organization.
Click Actions.
Administrators can access actions created for assessment plans through the Actions tab in the Organization Profile page. Here, these users can view actions for all relevant units in the organizational hierarchy.
- Admins can click Organization Management.
- Click on a Program/Organization.
- Click Actions tab.
Note: To select other/additional action types, an admin must go to Admin>Configuration Settings>Action Types
All of the actions created for the specific program in the hierarchy, regardless of the plans, will be displayed under this tab.
List view of the actions.
All four columns in the Actions tab can be used for sorting.
- Action: Lists all the actions created across reporting years in different plans.
- Due Date: Displays the due date, if specified, for a particular action.
- Reported From: Displays the Plan name in which the particular action was reported.
- Status: The Status column indicates the appropriate status for an action.
There are 3 different statuses to choose from: Not Started, In Progress, and Complete.
Users can access the details for a particular action and can also change the status by clicking directly into the action.
Through this detailed view of an individual action, the user can see the plan name, outcome name, and the measure name for which the action was reported. It also displays the Recommended Due Date and the Budget, if specified for an action.
A link to the plan is also provided in this view. Upon clicking the link, the user will be taken to the plan workspace where they can see the detailed plan view.
Adding Updates to Actions
Administrators and contributors can also provide a written update on an action so that contributors can more easily track the context around progress. When viewing an action, these users can add an update by clicking Add Update. These users can also edit or delete existing updates. Whenever a user adds or edits an update, the user information and the date of the change is displayed on Update card.
Supporting evidence, such as documents, spreadsheets, images, and PDFs, can be uploaded during the creation or editing of action updates. This functionality is available in the following workflows:
- Assessment Plans: Includes Program and Course assessment plans.
- Past Findings: Accessible when viewing measure results from previous reporting years.
- Organization Management: Located within the Actions tab.
Technical Specifications
- File Limit: Maximum of 5 files per action update.
- File Size: Up to 100 MB per file.
- File Types: All standard supported formats.
Note: The system displays an error message if an upload does not meet these specifications.
Viewing Action Updates
Updates to actions are automatically added to the corresponding plan report.
Each update appears in the Actions column, noting which user made the change, along with the date of the change.
Exporting Action Updates
Export a comprehensive list of actions and their updates by downloading a CSV file from the assessment plan. From the plan, click Export.
Select the Plan Action Detail export to view a list of actions and all attachment details within this plan (without progress updates).
To see a list of all actions, status, recommended due date, action description, attachments and any updates that have been added, click Comprehensive Plan Export.
Choose to download all plan information or only specific organizations and programs.