Difference between revisions of "Plan Navigator"
From RCampus Wiki
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* 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. | ||
| − | * 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. |
| + | * You will see the plan and its components such as goals and objectives. | ||
* '''Admins''' can view and edit all plan details. | * '''Admins''' can view and edit all plan details. | ||
* '''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. | ||
| + | |||
| + | === Generating Reports (Admins only) === | ||
| + | * Open any plan using the plan navigator | ||
| + | * Click on the report icon on top right corner to generate various reports and exports. Here are some options: | ||
| + | ** Export to Word: to generate a Word version of plan narratives and their sub-components. Note: to include details in the report, enable "Details" first. The report will generate the same level of details that is displayed on the screen. | ||
| + | ** Data / KPI: Generates a KPI export. | ||
== How to Submit, Review and Manage Plans == | == How to Submit, Review and Manage Plans == | ||
Revision as of 20:11, 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 plans for various cycles.
- Click on a cycle to view the plan for that cycle.
- You will see the plan and its components such as goals and objectives.
- 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.
Generating Reports (Admins only)
- Open any plan using the plan navigator
- Click on the report icon on top right corner to generate various reports and exports. Here are some options:
- Export to Word: to generate a Word version of plan narratives and their sub-components. Note: to include details in the report, enable "Details" first. The report will generate the same level of details that is displayed on the screen.
- Data / KPI: Generates a KPI export.
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
Category
Program Assessment, Program Planning, Program Review, Accreditation
