Roles and Notifications

In Planning and 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
Tagged in a Comment Link to Comment Contributor or Admin Tagged in a Comment Contributor or Admin Tagged in a Comment
Assigned Evidence Link to Evidence Assignee Assigned Evidence Assignee Assigned Evidence

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
Click here to submit a ticket for the Support Team.
Watermark Academy
Click to access the Watermark Academy for free webinars, workshops, certifications, and free on-demand training