Difference between revisions of "Plan Navigator"
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* Enables easy access to unit-level Planning Matrices for workflow management and deeper analysis. | * 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. | * Provides access to reports that can be filtered by program, department, or other units. | ||
| + | |||
| + | == Using Plan Navigator == | ||
| + | |||
| + | === How to Access === | ||
| + | * 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. | ||
| + | |||
| + | === How to Creating 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. | ||
| + | |||
| + | === How to Enter 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.) | ||
| + | |||
== See Also == | == See Also == | ||
Revision as of 17:39, 28 July 2025
Contents
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.
How to Access
- 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.
How to Creating 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.
How to Enter 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.)
See Also
Category
Program Assessment, Program Planning, Program Review, Accreditation
