Difference between revisions of "Program Planning Matrix"
From RCampus Wiki
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* You will be redirected to the matrix settings page, where additional options can be configured. | * You will be redirected to the matrix settings page, where additional options can be configured. | ||
| − | === How to Access Planning Matrix From | + | === How to Access Planning Matrix From Plan Navigator === |
* From the main menu, select '''Planning''' > '''[[Plan Navigator]]'''. | * From the main menu, select '''Planning''' > '''[[Plan Navigator]]'''. | ||
* Expand the hierarchy of units to locate the desired program or unit. | * Expand the hierarchy of units to locate the desired program or unit. | ||
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* '''Other users''' can view only the structure and content of plans that have been fully approved. | * '''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. | * 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. | ||
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==See Also== | ==See Also== | ||
{{Program Review see also}} | {{Program Review see also}} | ||
Latest revision as of 22:29, 28 July 2025
Contents
Matrix for Planning
Overview
The RCampus Matrix for Planning is a centralized tool designed to streamline and support institutional and program-level planning processes. It serves as a delivery method for collecting, organizing, reviewing, and managing planning-related information in a highly structured and user-friendly way.
The matrix offers a grid-style interface where each cell can be designated for a specific purpose—such as gathering faculty credentials, department overviews, or facilities information. One or more cells can also house complete planning structures that include goals, objectives, and supporting evidence.
By providing visual organization, robust permission control, and integrated workflows, the Matrix ensures that all participants in the planning process clearly understand their roles, responsibilities, and the status of their submissions.
Features
- Customizable grid layout for organizing planning activities.
- Each cell can include:
- Planning content (e.g., goals, objectives, outcomes, results)
- Supporting documents and evidence
- Reviewer-assessed rubrics
- Questionnaires and surveys
- Workflow status tracking
- Workflow management with progress tracking and visual status indicators.
- Notification control at the matrix and cell levels.
- Access and permission control.
- Guidelines and resources to help users complete their work.
Benefits
- Enables collaborative planning and assessment at scale.
- Provides real-time oversight of planning activity across the institution.
- Centralizes evidence collection, evaluations, and improvement plans.
- Supports accreditation, institutional effectiveness, and compliance initiatives.
- Links directly from the Plan Navigator for seamless workflow.
Using a Planning Matrix
How to Add and Modify Plans (for Programs and Units)
- Navigate to Planning > Planning Matrices.
- Open the Submit tab to locate your assigned matrix.
- Alternatively, go to Programs or Units and access your matrix.
- Open any cell marked Not Started, Started, or Returned.
- Complete the required information, then change the status to Submit to send it for review.
How to Review Plans (for Reviewers, facilitators, and admins)
- Navigate to Planning > Planning Matrices.
- Open the Assess tab to find your assigned matrix.
- Alternatively, go to Programs or Units and navigate to the relevant entity.
- Open the matrix and review the items assigned to you.
- In each item’s matrix, look for cells marked Submitted.
- Review the content and update the status to:
- Return – sends the cell back to the program/unit for revision
- Accept – finalizes the cell
- (Other statuses may be used depending on your institution's process.)
How to Create a Planning Cycle (For Admins and Plan Facilitators)
- Navigate to Matrices and choose:
- My Matrices (if you are the matrix owner), or
- Matrix Gallery
- Open the desired matrix and click Assign....
- Enter the name of the assessment or review cycle and fill in cycle, year, and other required fields. Click Save.
- On the next page, select reviewers. (You can also do this later.) Click Continue.
- Select the programs or units participating in the assessment and click Continue.
- You will be redirected to the matrix settings page, where additional options can be configured.
- 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.
- You will see the plan and its components.
- 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.
See Also
Related Modules
- Plan Navigator
- Planning Matrix
- iRubric Rapid: For juried assessments at institutional and program level.
- Curriculum Maps
- Matrix
- Survey & Questionnaire
