Account Level Settings & Procedures

  • File Capabilities

    Organization Management/Docs & Reports No limit Plans/Attach Description Documents to a Measure Maximum file size: 100 mb, up to 5 files   Accreditation Self-Studies/Add Evidence Maximum file size: 100 MB, no limit on number of files   Program Review/Add Evidence Maximum file size: 25 MB, no limit on number of files   Acceptable file types throughout Planning & Self-St...

  • User Roles and Permissions

    Accessing User Accounts In order to create Planning & Self-Study user accounts for your institution, your account needs access to the System Administrator module. To access this module, select System Administration from the Navigator app switcher in the top right corner. This module is visible only to users with the System Administrator role. From within the System Adm...

  • Roles and Notifications

    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 ...

  • Managing Email Notifications

      Email Notification Controls for Planning Administrators can now enable and disable the email notifications for various functionalities in Planning. These controls affect everyone in the organization. The system also will display the date and time of the last email sent of each type.   Email Notification Options   Plan Published Notification Emails The program lead/co...

  • Creating Reporting Years and Adding to a Plan

      Creating New Reporting Years Select Admin on the left-hand menu Select Configuration Settings Select Reporting Years Select the Add New Reporting Year icon in the top-right Give the Reporting Year a title and assign dates. Then click Add     Adding a Reporting Year to a Plan Select Plans on the left hand side. Click More Options (three dots) next to the plan name ...

  • FAQ: User Roles and Permissions

      Does the organization level at which I add someone in the People file affect their access to P&SS? Yes. If the person is assigned an Administrator role, they will be able to access the organization they are associated with in the People file, and organizations following below them in the hierarchy. If the person is assigned a Contributor role, their level of access is...