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 Administrator tool, you hav...
As a Planning & Self Study Administrator, it is vital to have a high-level understanding of several technical concepts related to Planning & Self Study to ensure streamlined usage.CSV Imports are required to establish foundational data objects such as user accounts, organizations, programs, terms, courses, course sections, and enrollment. Initially, these files will b...
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 a month ensures that you have the most up-to-date student information in Planning & Self Study and eventually in other integr...
The imports listed are intended to encompass all imports currently required for System Administration across all Watermark products. Please note which imports are required vs. optional for specific products.
Required or Optional
Required for course level assessment;
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...
System Administration will now store and manage data for program-to-course alignments. This functionality, previously managed in Planning & Self-Study through the Curriculum tab, includes an option for system administrators to import CSVs with bulk data to align courses to programs. To update data already imported, System Administrators must import the changes through...
If you want to change the location of a program 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 Organiza...
The ability to delete Programs (with or without associated Planning and Self-Study data) is fully functional within System Administration. When a System Administrator goes 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, th...