Plan Navigator
From RCampus Wiki
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
