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...

  • 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...

  • 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...