Admin Tools & Configuration
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
Customizing Terminology in Strategic Plans
As an administrator, you can customize Strategic Planning terminology by renaming the two object labels:
Changing one or both terms to align with the terminology used on campus can be completed by following the steps below.
On the left hand side of your Planning and Self-Study account, click on Admin.
Click Configuration Set...
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...
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...