The article details roles and notifications in Planning & Self-Study, Program Review, Strategic Plans, and Accreditation Self-Studies. Leads and Administrators are assigned roles based on organizational level, with specific notifications triggered by actions like plan submission or review assignments. Accreditation Self-Studies include Contributors, Administrators, and Assignees with defined viewing and notification privileges linked to their assignments.
In Planning & Self-Study, Program Review, and Strategic Plans there are two roles: Contributors and/or Leads, and Administrators
Leads are assigned first as contributors in the People file, then assigned as leads in Planning & Self-Study Organization Management, Plans, or Program Review modules. The level of the organization(s) to which leads are assigned determines their role in the hierarchy and what they can view.
Administrators are assigned in the People file and their assigned organization determines what they can view in the hierarchy.
Planning:
Notification
Notification Content
Who Receives it?
Trigger for Notification
Measure Data Request
Link to form for submitting data
Faculty assigned to course (if enrollment data is loaded)
E-mails to faculty activated through Plans as a data collection option
New Lead Welcome
Link to Plan
Lead assigned within Plan module
Lead assigned to a Plan
Plan Published
Link to Plan
All Leads & Admins within same Organization as Plan & above in hierarchy
Plan gets published
Plan Submitted
Link to Plan
All Leads & Admins within same Organization as Plan & above in hierarchy
Plan gets submitted
Tagged in a Comment
Link to Comment
Lead or Admin tagged in comment
Submitted plan and person tagged
Reviewer Assigned to Review
Link to Review
Lead or Admin assigned to review plan with rubrics
Lead or Admin assigned to review plan with rubrics
Review Due Date Reminder to Reviewer
Link to Review
Lead or Admin assigned to review plan with rubrics
Lead or Admin assigned to review plan with rubrics
Program Review:
Notification
Notification Content
Who Receives it?
Trigger for Notification
New Lead Welcome
Link to Program Review
Leads assigned within Program Review module
Lead assigned within the Program Review module to a Program Review
Program Review Published
Link to Program Review
All Leads & Admins within same Organization as Program Review.
Publish Program Review
Program Review Report Submitted
Link to Program Review
All Leads of the organization & Institution level/ Root level admins
Submit Program Review
Reviewer Able to Write Feedback on Report
Link to Feedback Form
Lead or Admin, if identified in Feedback Flow as Reviewer
Feedback Flow created; Program Review Submitted
Feedback Due Date Reminder to Reviewer
Link to Feedback Form
Lead or Admin, if identified in Feedback Flow
Feedback Flow created; Program Review Submitted and Due Date Reached
All Report Feedback Stages Complete
Link to Program Review
Administrator who created Feedback Flow
All Reviewers identified for Feedback Flow have Submitted
Strategic Plans:
Notification
Notification Content
Who Receives it?
Trigger for Notification
Tactic Assigned
Link to Relevant Priority, Goal and Tactic
Lead of Organization to which tactic assigned
Strategic Plan published to organization; tactic assigned to organization
For Accreditation Self-Studies, there are three roles: Contributors, Administrators, and Assignees
Contributors are assigned within a particular sub-section of the Self-Study. They can view only the sub-section to which they are assigned.
Administrators are assigned in the Overview section of a Self-Study (or they are the creator) and can view the entire Self-Study. All institution level administrators in the system are automatically assigned as Self-Study Administrators when the Self-Study is created, although you can remove them if you choose.
Assignees are assigned in the Overview/Manage Evidence section of the Self-Study. They can only view the evidence to which they are assigned and must already be assigned as a Contributor or Administrator to be eligible for an Assignee designation.
Accreditation Self-Studies:
Notification
Notification Content
Who Receives it?
Trigger for Notification
New Admin Welcome
Link to Self-Study
New Admin assigned to Self-Study
New Admin assigned to Self-Study
New Contributor Welcome
Link to Section to Which Contributor Assigned
New Contributor Assigned to Self-Study
New Contributor Assigned to Self-Study
Status Change - Narrative
Link to Applicable Section of Self-Study
Contributor Assigned to Section with Status Change & Administrator of Self-Study
Status Change saved for a sub-section of Self-Study