Admin Tools & Configuration

OverviewThis article explains how to access user accounts, define user roles, and assign leads within Planning & Self...

The article details roles and notifications in Planning & Self-Study, Program Review, Strategic Plans, and Accreditat...

Email Notification Controls for Planning Administrators can enable and disable the email notifications for variou...

Creating New Reporting YearsSelect Admin on the left-hand menuSelect Configuration SettingsSelect Reporting YearsSele...

OverviewAdministrators can customize the welcome message on the Home page for all users. This article goes through th...

Planning & Self Study Administrators have the ability to add or remove Measure statuses for use in Assessment Plans.I...

OverviewThis article provides a step-by-step guide for institution-level administrators on how to configure plan fiel...

OverviewThis article explains how to configure the language used for outcomes throughout Planning & Self-Study. This ...

As an administrator, you can customize Strategic Planning terminology by renaming the two object labels:Strategic Pri...

Admins can modify terminology in the Curriculum Terminology.To do so, click Admin from the left hand panel.Click Conf...

Organization Management/Docs & ReportsNo limitPlans/Attach Description Documents to a MeasureMaximum file size: 100 m...