Admin Tools & Configuration
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User Roles and Permissions
OverviewThis article explains how to access user accounts, define user roles, and assign leads within Planning & Self...
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Roles and Notifications
OverviewThis article details the specific platform roles and system notifications across Planning & Self-Study (PSS),...
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Managing Email Notifications
OverviewThis article explains how administrators can manage email notifications across Assessment Plans, Accreditatio...
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Creating Reporting Years and Adding to a Plan
OverviewThis article explains how administrators create new institutional reporting years and assign those periods to...
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Configuring Home Page Message
OverviewThis article explains how administrators can modify and configure the global welcome message displayed on the...
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Additional Status Options for Measures
OverviewThis article explains how Planning & Self Study administrators configure, add, or remove custom Measure statu...
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Configurable Plan Fields and Directions
OverviewThis article provides a step-by-step guide for institution-level administrators to configure plan fields and ...
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Configuring Outcomes Terminology
OverviewThis article explains how to configure the language used for outcomes throughout Planning & Self-Study. This ...
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Updating Terminology in Strategic Plans
As an administrator, you can customize Strategic Planning terminology by renaming the two object labels:Strategic Pri...
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Editing the Curriculum Map Terminology
Admins can modify terminology in the Curriculum Terminology.To do so, click Admin from the left hand panel.Click Conf...
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File Limits
OverviewThis article details the maximum file size constraints, total file quantity limits, and acceptable file exten...