System Administration

  • Creating New 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 Administrator tool, you hav...

  • CSV Imports Overview

      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...

  • CSV Import Guidelines

    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...

  • Required or Optional Imports

    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. CSV Import Required or Optional Organizations Required Programs Required People Required Terms Required for course level assessment; recommended fo...

  • 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...

  • Aligning Courses to Programs aka Program Curriculum

      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...

  • 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 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...