Workspace Management

  • Workspace Foundations

    This is an introductory video on the AMS series of foundational training videos that will walk through each step of the process that will ultimately lead to a workspace.A workspace pulls several individual components together to create an entire plan or narrative. The workspace is also where contributors enter their data which is later used to generate reports.In this t...

  • Workspace Template

    This video will walk you through the process of building a workspace template.      1. Log in to your AMS account and click on Workspace Tools on the left-side of the screen.     2. Click Workspace Template Builder.     3. Title your workspace template. The title of the workspace should indicate what the workspace         will be used for but should be generic enough so...

  • Enroll Participating Area in Workspace

    To enroll a participating area into a workspace in Taskstream’s AMS, please follow the steps below: 1. From the AMS Coordinator menu on the manager account homepage, click the Workspace Tools link. 2. Next, click the Workspace Management link. 3. Select the workspace by clicking on the title or its corresponding Edit button. 4. Go to tab 3. Enrollment. 5. Click the Par...

  • Unenrolling a Participating Area from a Workspace

    To unenroll a participating area from a workspace in Taskstream’s AMS, please follow the steps below:1. From the AMS Coordinator menu on the account homepage (of an account with the appropriate management permissions), click the Workspace Tools link. Next, click the Workspace Management link.2. Select the workspace by clicking on the title or its corresponding Edit butt...

  • Restrict visibility of requirements

    To manage Workspace requirement visibility for all or a sub-set of Participating Areas, please follow these steps:  In the manager account, from the AMS Coordinator menu in the left panel of the account home page, click the Workspace Tools link, then click Workspace Management.Click either the name of the Workspace or its corresponding Edit button.Click on the (2) Tem...

  • Assign Workspace Manager and/or Review Manager permissions / All Access Permissions

    To assign an AMS Workspace Manager in Taskstream, please follow these steps:  From the AMS Coordinator menu in the left panel of the account home page, click the Workspace Tools link, then click Workspace Management.Click either the name of the Workspace or its corresponding Edit button.Click on the (3) Enrollment tab to access the Workspace Enrollment page.Click the ...

  • Assign Reviewers

    To assign Reviewers for a Workspace, please follow these steps:  From the AMS Coordinator menu in the left panel of the account home page, click the Workspace Tools link, then click Workspace Management. Select the Workspace by clicking on the title or its corresponding Edit button. Click on the (3) Enrollment tab to access the Workspace Enrollment page. Click the Revi...

  • How do I copy an assessment cycle?

    You can add a new cycle to your workspace by copying a previous cycle, following these steps: 1. From your home page, click Workspace Tools from the AMS Coordinator menu on the left-hand side of your page. 2. On the following page, click Workspace Template Builder. 3. Then click Edit next to the Workspace to which you need to add a cycle. 4. Click Proceed with Editing ...

  • How do I import or copy measures?

    When you have already created measures in AMS, you can use these steps to import or copy them into an Assessment Plan: From the Workspaces tab on the home page, click the name of the workspace.From within the appropriate assessment cycle on the left side of the screen, select the appropriate Assessment Plan requirement and click the Check Out button in the upper right...

  • Unlock an Area Without Canceling a Review

    To unlock a Reviewed item, log into your manager account and click Workspace Tools, then click Workspace Management. Select the Workspace containing the area you wish to unlock and then go to Tab 4 Preferences. Click the Change link next to desired requirement to change the preference from Do not allow editing after review is released to Allow editing after review is...

  • Self-Study

    If your school is using AMS and you're interested in creating a self-study report, please contact your Client Success Manager for more information on Watermark's new Planning & Self-Study module.Reach out to the Support Team if you don't know who your Client Success Manager is.