Assessment Planning

  • Creating an Assessment Plan

      In order to create an Assessment Plan, a user must first be assigned the Administrator role for Planning & Self Study. With this permission, users can create Assessment Plans by following the steps described below.  The process begins by selecting Plans on the left-hand administrative menu.  On the following screen, all existing Plans will display, along with a Start ...

  • Accessing the Assessment Plan

      There are multiple ways for a user to access an Assessment Plan, depending on the Role they have been assigned in Planning & Self Study.  Accessing Plan as an Administrator Administrators can access the Plan via a workflow that allows for oversight of all Organizations pulled into the Plan. They would begin by selecting "Plans" on the administrative toolbar found on t...

  • Selecting Outcomes to include in a Plan

    The first step in creating an Assessment Plan is selecting the Outcomes that the Organization will assess during the Plan's Reporting Year. This will entail selecting Outcomes for inclusion, and may also include removing Outcomes from the Plan if it is later decided that they will not be assessed.  Adding Outcomes to the Plan Adding Outcomes begins with clicking the "Se...

  • Adding Measures to an Outcome in a Plan

    After selecting the Outcomes that the Organization will assess in the Plan, the next step is to enter the Measures used to assess each Outcome. On the Plan page, the selected Outcomes will appear.  To add a Measure to an Outcome, first select the Outcome. This will expand the Outcome to reveal a "New Measure" button. Click to add a new Measure. This will produc...

  • Measures - Editing, Revising, Removing, Deleting

    When an Outcome is pulled into a new Assessment Plan, all of the Measures that were aligned with that Outcome in previous Plans will be carried over as well.  In addition to creating any new Measures that are required, the user would likely want to make sure that these auto-populated Measures are up-to-date. From within the Plan, changes can be made to edit or remove a ...

  • How to Enter Results, Findings, and Actions in an Assessment Plan

    Adding Results to the Assessment Plan Once Measures have been added to the Plan, the next step is to enter the Results of those Measures. To begin, click the Add Results button for the Measure.   This will present a page from which the Results format can be selected. Please note that you may not see all of the following options, based on the type of Outcome assessed, ...

  • Maintaining Past History in Assessment Plans

      Here are some best practices when looking to make changes to your plan:   Mission Statement: In Organization Management, navigate to a program or organization. After entering the program or organization, click Program Information on the left. Open the Options menu beside Mission Statement. Click Revise and assign an effective year to the revised Mission Statement. Ou...

  • Tracking Actions and Adding Updates

    Centralized Tracking of Actions  Program Contributors can see all Program Actions, Track statuses, and report on progress of improvement initiatives from their Program’s profile.    Administrators and Program Leads can access actions created for assessment plans through the Actions tab in the Organization Profile page. Here, these users can view actions for all relevant...

  • Marking a Plan Complete/Re-opening a Plan

      An administrator can choose to change a plan status to Complete even if data has not been entered. You can mark a plan complete by following these steps.    From the left hand side, click Plans and click the More Options ellipses next to the plan title.   Choose Mark as Complete and the status will change to Complete. You'll also receive a notification at the bottom ...

  • Deleting a Plan

    Administrators have the ability to delete a plan, if necessary.    Please Note: Deleting a Plan is a non-reversible action that will result in loss of all data associated with the Plan, including outcomes, statuses, conclusions, measure findings, actions, and plan reviews. While this may be necessary in certain cases, we recommend making sure that you are familiar with ...

  • Assessment Plan Reports

      Administrators have the ability to view assessment plan reports for each organization.    To view an assessment plan report, click Plans on the left hand panel and click into a plan.     The plan will display the Progress by Organization. The status can be In Progress, or Complete and a Report link will appear next to each organization. If the organization is showing...

  • Comprehensive CSV Export of Assessment Plans

    The Comprehensive CSV Export of Assessment Plans includes the Findings Summary and Analysis Summary, Actions Items, and Action Status.   This report will export the data for all the input fields results and findings along with the measure actions and their respective updates for an organization.   To locate the report, click on an assessment plan title.    Click Export...

  • Comparing Assessment Plan Data Across Cycles

      Comparative Reporting in Plans While Assessment Plans can only be connected to a single Reporting Year, it is possible to produce Comparative Reports that aggregate data from multiple Plans, allowing for up to 5 Reporting Years to be compared side-by-side.   These reports will include: An Overview displaying total counts of Organizations included the Plan, Outcome be...

  • Assessment Plan Insights

      The Insights tab within an Assessment Plan shows an overview of a plan's progress.   The overview area displays: The number of organizations associated with the plan The number of organizations in progress The number of outcomes The number of measures Conclusions entered Actions  If any budget requests have been made, this will appear under the Budget Request sectio...

  • Creating an Assessment Plan Review

    In Planning & Self-Study, Program assessment plans are able to be reviewed via rubric evaluation.     Creating a New ReviewThe administrator can create a review for an organization with a unique title, due date, rubric for evaluation and can then allocate it to multiple organizations. You can assign a specific reviewer to a specific organization or to multiple organizat...

  • Reviewing an Assessment Plan

    After an Assessment Plan has been completed, reviewers may be assigned to review the plan using a rubric.    If you are assigned as a reviewer, you will receive an email notification that the plan is ready for review. You'll also receive a reminder email to complete the review within 48 hours of the due date.       As a reviewer, you can also access the assigned review...

  • Contributor's View of Review Feedback

    Once reviews are completed, Contributors can easily access them through the Docs and Reports tab of the organization profile.    Click the review title under Review Results.   As a Contributor, you'll be able to see the criterion scores and feedback. You also have the option to download as a PDF.           

  • FAQ: Cyclical Assessment Planning

    What are the acceptable file types when attaching a file to a measure? pdf, txt, log, xml, doc, docx, xls, xlsx, ppt, pptx, gif, jpg, jpeg, png, csv   What is the file size limit for file attachments? 100 MB   If I update a measure, will that measure change in previous plans even though previous plans are marked Complete? Yes. If you're changing the definition of a meas...