Customize a Self-Study Report
Self-Study administrators can customize self-study reports according to their or their accreditor’s needs.
Administrators can add new sections and standards and can choose to omit or include the narratives for each. They can also edit the title or description of existing sections and subsections, reorder existing ones, and/or remove them.
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Individuals working in Planning & Self Study can be added to a Self-Study report as either:
a Self-Study Administrator
a Narrative Contributor
Self-Study Administrators have greater control over managing evidence within the Self-Study, and can also assign other users as Narrative Contributors throughout the Self-Study. Only individuals who are involved in the administ...
Adding Evidence to an Individual Standard
In each section of the Self-Study, content contributors have the ability to add evidence to the area they have been assigned.
This evidence is uploaded through the Manage Evidence function on the right of the section's landing page:
This will bring the user to a page where evidence can be added from a variety of sources:
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Accessing the Self-Study Report
There are multiple areas of the Planning & Self Study homepage where a user can access the Self-Study report(s) that they have been assigned to. These are:
The "Project Tracker", which appears towards the top of the homepage
The "Service & Committee Involvement" dashboard, which appears towards the bottom of the homepage
Once the Sel...
When entering content into a self-study report in Watermark’s Planning and Self-Study platform, there are several functionalities you can utilize and best practices you can follow to ensure that your self-study report displays as intended.
In this article, we will discuss how to effectively:
edit the formatting of the Narrative text
clear undesired formatting from cop...
When creating a self-study, you can click into the Overview tab to add a new page if you've chosen to include an Introductory Page.
Click Introductory Pages and select the Add New Page drop down.
To create a page, click the Create Page option and provide a page title. Click Create.
The following screen will open a blank narrative page. Here you can choose to ...
When writing a narrative, it is possible to change the status of the narrative at any time. When clicking on Write Narrative the default status appears as Not Started. As you begin to enter text, the status will change to Drafting upon clicking Save.
The status can also manually be changed by clicking the Narrative History icon and then clicking the drop down ...
Ability to Include or Omit the Judgement of Compliance in a Self-Study
Users can choose to include or omit the Judgment of Compliance for specific sections or standards, providing greater flexibility and control when setting up a self-study. The decision to include or omit Judgments of Compliance will be visible in the generated reports.
Note: The option to remove...
Publish a Self-Study Report to a Website
Self-Study administrators can create websites for self-studies and publish them online in an easily navigable format by following these step-by-step instructions:
Navigate to the report’s Overview section, click Manage Websites.
2. Click Create Website. Enter a title and customize the url.
3. Click Next after ente...
This is a list of available Planning & Self-Study Templates that can be activated for your account. Please note, this list will be updated as our template options change.
Regional Accreditation Templates
Blank Template (See this article for more information on creating a new self-study from scratch: Customizing Self-Study Reports)
HLC - Assurance Review
HLC Self-S...
Can you link attachments and links to narrative from Docs and Reports?
The link here is for plan-specific reports; however, any files from Docs and Reports can be downloaded and uploaded as evidence.
Why does a Self-Study appear locked for a user?
A user must be added to a self-study as a Self-Study Administrator or a Contributor in order to have access to it.
Ho...