Core Data Management

  • CSV Import Guidelines

    Currently System Administration content is relevant to Planning & Self-Study and limited Student Learning & Licensure admins. System Administration Import Guide In order to use System Administration to the fullest, your institution will provide data from your student information (SIS) or learning management system (LMS) on a regular basis. Uploading data at least twice ...

  • Creating a New Person

    Currently System Administration content is relevant to Planning & Self-Study and limited Student Learning & Licensure admins. In order to create 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 visib...

  • Updating Person IDs

    When creating a new person in System Administration, you can add a Person ID, or you can opt to choose from an auto-generated Person ID that mirrors the user's email address.     If a Person ID needs to be updated (or the auto-generated version was inadvertently created). the Person ID can be updated via import in System Administration.   From the People section of Sys...

  • Aligning Courses to Programs via Import

    System Administration stores and manages data for Program-to-Course alignments. This data can be entered via CSV import, or through manual updating. This article will focus on entering Program-Course Alignment data via import.  For information on entering this data manually, please see: Aligning Courses to Programs Manually Importing Program-Course Alignment Data This ...

  • Aligning Courses to Programs Manually

      System Administration allows users to create, update, and remove program to course alignment. Importing program curriculum through a CSV import is still an option and is still suggested for bulk program curriculum imports and updates.    System Administrators can search for a course name or course catalog code and toggle on and off a course's alignment to a program. A...

  • Creating Programs/Organizations

    The Hierarchy of Organizations In System Administration, the institutional hierarchy is built across two data sets - Organizations and Programs.  An Organization is best understood as any area of the hierarchy that falls above the Program. Organization types that System Administration will offer as an option are as follows: Center College Department Division Institute ...

  • Deleting Programs/Organizations

    The ability to delete Programs (with or without associated Planning and Self-Study data) is fully functional within System Administration. When a System Administrator attempts to delete a Program, a validation check will notify the Administrator if there is associated data or not. If there is no associated data, the delete will be confirmed. If there is associated data...

  • Editing a Program's Parent Organization

    If you want to change the location of a program in your organizational structure, you can make these changes in System Administration.   To re-parent a program, click Programs located on the left-hand side of the System Administration area.     Select the ellipses (more options) next to the program you want to change and click Edit Program.      Under the Parent Organ...

  • Sample CSV files for Import (Planning & Self-Study)

    Sample files for importing data for Planning & Self-Study in System Administration can be found below. 

  • Sample CSV files for Import (Student Learning & Licensure)

    Sample files for importing data for Student Learning & Licensure in System Administration can be found below. 

  • Error Messages in System Administration

    When importing new data into System Administration, there are certain validations that will run to make sure that existing data is not adversely affected. If there are inconsistencies between existing data and the data being imported, an error message will be displayed that will identify the error along with the file location of the data that was rejected.  Such errors ...

  • Formatting Tips for Setting Date as YYYY-MM-DD in MS Excel

      System Administration imports require date fields to be entered in the YYYY-MM-DD format. However, Excel uses a default “General Date Format” that differs from system Administration’s requirements. Below is the process for changing the default date format to the YYYY-MM-DD format required by System Administration. Important Note When a file is opened in Excel, the dat...

  • After Email Update in System Admin, Users may need to Reset Password

      Important Note to System Administrators after updating user email: If users at your institution log into their affiliated Watermark product(s) through login.watermarkinsights.com with an email and password, then they will need to create or reset their password by choosing the 'Forgot Password' link at login.watermarkinsights.com. If users at your institution use SAM...