Planning & Accreditation Management
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Strategic Planning: Creating Budget Items
Create a Budget ItemBudget Items provide users with a space to request funds for a variety of expenditures that can b...
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Strategic Planning: Action Planning & Budget Items
Action Items are strategic initiatives that are created within the Strategic Planning Module. Often times, they are p...
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Strategic Planning: Entering Results and Analysis
OverviewThis article provides instructions for entering and viewing results and analysis for unit-level goals, outcom...
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Strategic Planning: Budget Requests & Review
OverviewThis article guides users through the process of submitting budget requests and tracking their approval statu...
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Strategic Planning: Processing Submitted Budget Requests
Process a Submitted Budget Request
Go to the Planning tab in the side menu and
click
on Strate...
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Strategic Planning: Creating a SWOT Analysis
Creating a SWOT AnalysisA SWOT Analysis a study undertaken by an organization to identify its internal strengths and ...
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Strategic Planning Construction 1 of 3: Mission and Org Outcomes
This video will help you to understand the Mission and Organizational Outcomes in Strategic Planning
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Strategic Planning Construction 2 of 3: Actions and Budget Items
In this video, we will learn to document the Action and Budget Items
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Strategic Planning Construction 3 of 3: Budget Administration
This video will help you to understand the Budget Administration process
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Plan Data Entry
In this video, we will learn about Plan Data Entry
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Creating a Plan
This video demonstrates the steps to Create a Plan
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Creating an Objective
This video demonstrates the steps to Create Objectives
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Accreditation Management: Making Edits To Your Report’s Outline
OverviewThis article explains how to modify the structure of an active Accreditation Template using the Edit Outline ...
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Accreditation Management Construction 1 of 6: Activating a Template
In this video, we will learn to activate an Accreditation Report Template
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Accreditation Management Construction 2 of 6: Creating a Report
This video demonstrates the steps to create an Accreditation Report
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Accreditation Management Construction 3 of 6: Exploring the Report
In this video, we will explore various areas of an Accreditation Report
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Accreditation Management Construction 4 of 6: Narrative and Evidence
This video demonstrates how to enter Narrative and Evidence
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Accreditation Management Construction 5 of 6: Creating a Shared Site
In this video, we will learn to create a Shared Site
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Accreditation Management Construction 6 of 6: Report Export
This video demonstrates the steps to export an Accreditation Report
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Accreditation Management: Evidence Linking Tip and Tricks
In this video, we will look at some tips and tricks to Link Evidence in an Accreditation Report.