Overview
This guide provides step-by-step instructions for using the AI assistant within Assessment Planning to develop specific, data-driven action items. This is intended for Assessment Leads and Contributors looking to streamline the action-planning process by using existing data as a foundation for improvement.
Access the AI Actions Panel
The AI assistant is located directly within the outcome workflow to ensure all relevant results and evidence remain visible during the planning process.
- From an Assessment Plan, click to expand an outcome.
- Select Analyze Outcome.
- Verify that the outcome contains basic information (such as results from at least one measure) to ensure high-quality suggestions.
- Click Ideas for Improvement to launch the AI assistant panel.
- The assistant performs an analysis of the outcome's context to provide concrete starting points.
- Review the three ideas for improvement provided by the AI. (The assistant will provide 3 suggestions each time).
The assistant generates these recommendations by analyzing:
- Outcome Details: The core definition of the goal.
- Results and Evidence: Current performance data.
- Associated Measures: Details and actions from all measures linked to that specific outcome.
- Institutional Guidelines: Existing action standards and previous actions.
Note: These suggestions are recommendations only and are never automatically saved to the system.
- If none of the suggestions are satisfactory, click Offer More Improvement Ideas for new suggestions. It is suggested to add specific details or ideas before requesting new ideas.
- Click Create Action to insert the action description.
- Refine the details in the action panel:
- Edit the Description to fit specific institutional needs.
- Add a recommended due date and Budget Request (optional)
- To save the action, click Create Action.
- A notification will display at the bottom of the page to confirm the action has been saved.