Plan Navigator - Revision history

Admin at 14:26, 22 April 2026

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Admin at 22:29, 28 July 2025

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Admin at 22:04, 28 July 2025

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Admin at 20:11, 28 July 2025

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Admin at 19:28, 28 July 2025

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Admin at 17:39, 28 July 2025

2025-07-28T17:39:49Z

Admin: Created page with "= Plan Navigator = == Overview == The RCampus Plan Navigator is an administrative tool designed to present a clear, hierarchical view of all institutional plans. It offers a..."

2025-07-28T16:34:33Z

Created page with "= Plan Navigator = == Overview == The RCampus Plan Navigator is an administrative tool designed to present a clear, hierarchical view of all institutional plans. It offers a..."

New page

= Plan Navigator =

== Overview ==

The RCampus Plan Navigator is an administrative tool designed to present a clear, hierarchical view of all institutional plans. It offers an intuitive interface for navigating planning structures across the institution, from top-level administration to individual programs and units.

== Purpose ==

The Plan Navigator is to:
* View the complete institutional plan hierarchy.
* Edit planning elements within the structure (admins only).
* Access reports for individual programs or units (admins only).
* Navigate to corresponding [[planning matrices]] for each unit.

== Access and Permissions ==

* Only '''administrators''' can edit the plan hierarchy.
* Plans are viewable by other users only after '''full approval'''.
* Each node includes links to its corresponding [[Planning Matrix]] where the actual planning and assessment work takes place.

== Benefits ==

* Simplifies institutional planning by providing an easy-to-use view of the entire planning structure and convenient access to individual plan components.
* Allows administrators to manage and maintain institutional alignment from a single dashboard.
* Enables easy access to unit-level Planning Matrices for workflow management and deeper analysis.
* Provides access to reports that can be filtered by program, department, or other units.

== See Also ==

* [[Planning Matrix]]

== Category ==

Program Assessment, Program Planning, Program Review, Accreditation

@@ Line 1: / Line 1: @@
 = Plan Navigator =
-== Overview ==
+The Plan Navigator is an administrative tool in RCampus Program Review, Assessment & Planning that provides a hierarchical view of all assessment plans across the institution. It serves as a central repository where assessment coordinators and accreditation administrators can find, access, and manage plans for any program or unit across all assessment cycles.
-The RCampus Plan Navigator is an administrative tool designed to present a clear, hierarchical view of all institutional plans. It offers an intuitive interface for navigating planning structures across the institution, from top-level administration to individual programs and units.
+For a conceptual overview of the system, see [[RCampus Program Review, Assessment & Planning Overview]].
-== Purpose ==
+== Hierarchy ==
-The Plan Navigator is to:
+Plans in the Navigator are organized in the following structure:
-* View the complete institutional plan hierarchy.
-* Edit planning elements within the structure (admins only).
+* '''Institution''' (e.g. campus or university system)
-* Access reports for individual programs or units (admins only).
+** '''Unit''' (e.g. college or school)
-* Navigate to corresponding [[planning matrices]] for each unit.
+*** '''Sub-unit''' (e.g. department)
 == Access and Permissions ==
-* Only '''administrators''' can edit the plan hierarchy.
+* '''Assessment coordinators and accreditation administrators''' can view all plans in the hierarchy, edit planning elements, generate reports, and access the Planning Matrix for any program or unit.
-* Plans are viewable by other users only after '''full approval'''.
+* '''Other users''' can view plans only after they have received full approval.
-* Each node includes links to its corresponding [[Planning Matrix]] where the actual planning and assessment work takes place.
+* Access to the related Planning Matrix from within the Navigator depends on the user's assigned role — users may have editing or reviewing rights depending on their permissions.
-== Benefits ==
+# Open any plan using the Plan Navigator
-* Simplifies institutional planning by providing an easy-to-use view of the entire planning structure and convenient access to individual plan components.
+For institution-wide reporting across programs and units, see [[Program Review & Assessment Reports]].
-== Using Plan Navigator ==
+== Initiating Plans from the Navigator ==
-=== How to Access ===
+Assessment coordinators can initiate a new plan directly from the Plan Navigator without going through the Planning Matrix. This is useful when setting up plans in advance of deploying a matrix, or when managing plans for programs that do not yet have a matrix assigned.
-=== Generating Reports (Admins only) ===
+Once a plan is initiated, it can be attached to a Planning Matrix cell so that end users such as program directors and department chairs can access it to enter their data.
-== How to Submit, Review and Manage Plans ==
+See [[Program and Unit Planning & Assessment: Getting Started]] for the full setup sequence.
-==See Also==
+== See Also ==
 {{Program Review see also}}

@@ Line 47: / Line 47: @@
 Plan submission, review and management is done using the RCampus Matrix system.  See the usage instructions on the [[Planning Matrix]] page to learn how to submit plans for review, how to review submitted plans, and how to create, managing, and track plans.
-== See Also ==
+==See Also==
+{{Program Review see also}}

@@ Line 51: / Line 51: @@
 * [[Planning Matrix]]
-== Category ==
+[[Category:Program Assessment]]
+[[Category:Program Planning]]
-Program Assessment, Program Planning, Program Review, Accreditation
+[[Category:Program Review]]

@@ Line 31: / Line 31: @@
 * From the main menu, select '''Planning''' > '''Plan Navigator'''.
 * Expand the hierarchy of units to locate the desired program or unit.
-* Click to open their plan.
+* Click to open their plans for various cycles.
-* You will see the plan and its components.
+* Click on a cycle to view the plan for that cycle.
 * '''Admins''' can view and edit all plan details.
 * '''Other users''' can view only the structure and content of plans that have been fully approved.
 * If the user has permission, they can access the related '''Planning Matrix''' from within the Plan Navigator. Depending on their role, they may have editing or reviewing rights.
 == How to Submit, Review and Manage Plans ==

@@ Line 37: / Line 37: @@
 * If the user has permission, they can access the related '''Planning Matrix''' from within the Plan Navigator. Depending on their role, they may have editing or reviewing rights.
-=== How to Creating a Planning Cycle (For Admins and Plan Facilitators) ===
+== How to Submit, Review and Manage Plans ==
+Plan submission, review and management is done using the RCampus Matrix system.  See the usage instructions on the [[Planning Matrix]] page to learn how to submit plans for review, how to review submitted plans, and how to create, managing, and track plans.
 == See Also ==

@@ Line 25: / Line 25: @@
 * Enables easy access to unit-level Planning Matrices for workflow management and deeper analysis.
 * Provides access to reports that can be filtered by program, department, or other units.
 == See Also ==