Overview
This guide provides instructions for using the Artificial Intelligence (AI) assistant within Assessment Planning to develop specific, data-driven action items. Assessment Leads and Contributors can use existing data as a foundation for improvement to streamline the action-planning process.
Accessing 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, select and 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.
Note: Outcomes containing only file-upload measures are fully supported, as the AI can analyze available metadata to provide recommendations.
- Select Ideas for Improvement to launch the AI assistant panel.
- The assistant performs an analysis of the outcome context to provide concrete starting points.
- Review the three ideas for improvement provided by the AI assistant.
The assistant generates 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. If an outcome contains only file-upload measures, the AI reviews available content across all measures—such as definitions, summaries, analyses, and measure-level actions—to generate outcome-level action suggestions.
- 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, select Offer More Improvement Ideas for new suggestions. Adding specific details or ideas prior to requesting new suggestions improves result quality.
- Select Create Action to insert the action description.
- Refine the details in the action panel:
- Edit the Description to fit specific institutional needs.
- Add an optional recommended due date and budget request.
- Select Create Action to save the action.
- A notification displays at the bottom of the page confirming the action has saved successfully.
Reporting Issues and Providing Feedback on AI Responses
Users in Planning & Self-Study (P&SS) can report issues and provide feedback on AI-generated responses directly within the platform. By capturing relevant context from the conversation, this feature allows users to flag incorrect behavior. This ensures the Watermark team can investigate and improve the accuracy and reliability of AI insights to support institutional assessment and planning workflows.
To report an issue, select Report an Issue within the AI Assistant conversation.
Provide a detailed explanation of the issue and select Submit. Once feedback is submitted, a confirmation message displays on the page.
Note: This action does not submit a ticket to the Watermark Support team.