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 |