Overview
The Assessment Catalyst Toolpack for Planning & Self-Study (P&SS) introduces Artificial Intelligence (AI) summary generation for Assessment Plan Reports. This feature enables administrators, leads, and contributors to synthesize complex plan data into a cohesive narrative, reducing drafting time.
Generating an Assessment Plan Summary
To begin the summary generation process, select an Assessment Plan. The interface displays options to Write Summary with AI and Write Summary Manually.
Selecting the option to write the summary with AI prompts the assistant to analyze a standard set of fields to ensure a consistent report structure:
- Plan Details: Name, year, type, and associated courses.
- Outcomes and Measures: Core goals and the metrics used to track them.
- Results and Statuses: Documented findings and the current standing of each goal.
- Action Items: Descriptions, due dates, progress updates, and budget requests.
- Historical Data: Year-over-year comparisons to highlight trends.
- Select Write Summary with AI to allow the assistant to analyze the plan data.
- The Assistant displays a status message while generating the report summary.
- Once a draft generates, users can refine the content by submitting follow-up instructions to the assistant.
- Instructions to consider providing to the AI Assistant include:
- Adjust Focus: Emphasize specific high-priority outcomes or measures.
- Modify Length: Shorten the text for executive summaries or expand sections for detail.
- Highlight Priorities: Focus on planned actions and associated resource needs (such as budget requests) to better communicate with leadership.
- After the final draft generates, select Insert This Summary. Users retain full control to edit the text manually before saving and finalizing the report.
Reporting Issues and Providing Feedback on AI Responses
Users in 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.