Program Review as a Contributor

Tools for Contributors (i.e. Assessment Leads)

Contributors are responsible for entering data in the Program review within their department. When the contributor logs into Planning & Self-Study, the Program reviews to which they were assigned as an assessment lead appears on the home page. 


Contributor Homepage

When the contributor logs in they will be able to see Plans, Self studies and Program reviews where they are assigned as a lead. The Program Review will appear under My Leadership and underneath Projects in Progress. Currently, there is no status bar to show the progress for Program Review. When the user clicks on a Program Review, they will land on the overview page.


Overview Page

This page has the welcome message, list of total leads assigned for the respective Program review, user’s name and date who last updated the program review and a button to Export. All of the categories selected by the administrator in the template are displayed here. Users can select any section of the category to see more information like reflection questions, Details section, Evidence and Narrative’s preview.


Progress By Section

The “Progress By Section” card on the Overview page gives a glimpse of the status of all the sections of the program review. It also displays the name of the user and the date when the last changes were made to the section’s narrative.



This section has the details about the updates in the Narrative section. It displays the date and name of the lead who made the latest update.

Evidence Section

Here, contributors upload files and links to support their Narrative. Only acceptable file types with a unique title are allowed.
Note: Users are restricted from adding or editing evidence titles containing the specified special characters. Special characters include: # ? : " *< > | ./',
Once a file is uploaded, users can rename or remove the file later. Few sections like Program student learning outcomes, Curriculum map, Measures and Results and Actions items have data coming in from Planning. Therefore, users will see some reports already available in the Manage evidence page and cannot delete those reports.


Narrative Area

In this section a lead can write a narrative in the Froala editor. On the right panel, leads have prompts for their quick reference. They also have quick access to the Evidence section where they can see the files added as evidence. Users also have the option to insert (embed) the links of these files in the narrative.

History Logs

On the Narrative page, users can select a status for their narrative and save a log entry each time they make some changes to the narrative and change the status. This helps to track the progress of the narrative over time. The selected status is also displayed on the section’s main page.


Narrative Progress

The “Narrative Progress” card on the section page displays the progress of the section by showing the list of statuses selected for the narrative in chronological order along with the date and user’s name who changed the status of the narrative. 



Contributors can export the Program review report in PDF & Word format. Export file will have all the categories along with their Evidence and Narratives. All the evidence and Narratives will have links to the reports that were uploaded.


More Export Options for Program Review

The export feature in program review gives the users more control while exporting the report. This gives the user the flexibility to include or exclude evidence in the exported report.


Password Protection for Evidences in Exported Report

The users now have the option to include evidence in the report with password protection. If you apply this new option, anyone viewing evidence files in the exported report will need this password to access them. The password can be changed anytime, and changing the password will affect any old as well as new exported versions of the report.


Option to Include Evidence Section With No Evidence

If there is no evidence added in the section, the user now has the option to include/exclude the evidence section in the exported report. Users may wish to include the evidence section to serve as a placeholder or reminder that evidence will be added at a later time. The space to list evidence for a section will not be displayed for the respective section in the exported report if the option is not selected.


Smart Connections

The narrative area for this section displays the latest mission statement of the program that is tied to Some of the sections that are available to the contributor which pull data from Planning are described below.

Program Mission Statement

The narrative area for this section displays the latest mission statement of the program that is tied to the current academic year. Also if there are any versions of the mission statement present, they would be displayed here too.


Alignment to Institution Mission

In the narrative area of this section, the users are able to view the program mission statement and the institutional mission statement together at one place so that the user does not have to go out of the module to view these.

Program Student Learning Outcomes

The narrative area of this section displays the outcomes of the program and the year when the outcome was assessed. It also shows whether the outcome was met or not met in a particular reporting year in which it was assessed.


Curriculum Map

This section’s narrative area displays the curriculum map for the program. It also shows the alignments made in the curriculum map. Additionally, if a user wants to make any changes in the curriculum map, there’s an option to edit the curriculum map too. So the user does not need to leave the module to make any changes to the curriculum map.


Action Items and Use of Results

The users are able to view the outcomes that were assessed in the reporting years selected for the program review. Users can select any one outcome and view the assessment data for that particular outcome. Also, for each assessment year, the narrative area also displays the action items that were in place for the selected outcome. In addition to this, the Evidence area also has the HTML report which has the assessment data of the outcomes for the years selected in the program review.


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