Institutional Effectiveness Documentation Cheryl Gater Director, SACS Accreditation Aw

Introduction This presentation will provide instructions for submitting/revising Institutional Effectiveness Documentation Reports and describe the resources available online.

Basic Information All IE Documentation Reports are in the Planning module of Compliance Assist. All IE reports have been rolled over to in the system. All documentation will be entered directly or modified in Compliance Assist.

Step 1 – Getting Started Step 1 – Log in Go to and log in with your GatorLink credentials. From the Landing Site, click on Planning

Step 2 – Planning Page Step 2 – On the Planning Page, click My Dashboard at the top of the page.

Step 3 – My Dashboard Page Step 3 – On the My Dashboard page, click the blue Edit Filter button and select from the drop down list, then click OK.

Step 4 – Unit/College Plan Tab Step 4 – Click the tab marked Unit/College Plans

Step 5 – Find Your Program Using the unit directory on the left side of the screen, click the + symbol to locate your college or unit. The examples below show the College of Agricultural & Life Sciences and the Division of Enrollment Management.

Step 5 – Find Your Program Once your college/unit is selected (highlighted in light blue), you will find three different types of items: Mission, Goals, and IE Detail which have been rolled over into

Editing Components – Mission Mission Open the Mission link by clicking on the blue hyperlinked name.

Editing Components – Mission Mission Once the Mission field is open, click the Edit tab. Modify the Mission Statement if any changes are needed.

Editing Components – Mission Mission Progress Field – be sure to select the appropriate progress from the drop down menu. If unsure which progress to select, “Ongoing” is appropriate. Responsible Roles – Click Manage, if no role is assigned or changes need to be made

Editing Components – Mission Mission Responsible Roles – adding a responsible role In User Name, start typing the last name of the person responsible for the mission, typically this is a dean or vice president. If the person’s name is incorrect or missing, please Cheryl Gater at Select the individual, the click Search.

Editing Components – Mission Mission Responsible Roles The person’s name will appear under Available Roles, check the box to the left of the person’s Role Name, then hover your cursor over Add Roles and click Selected.

Editing Components – Mission Mission Responsible Roles The person’s name will appear to the right under Selected Roles, click Add Roles.

Editing Components – Mission Mission Responsible Roles The person is now assigned as the Responsible Role. Click Save & Close to save all your work.

Editing Components – Goals Goals Open each goal by clicking the blue hyperlinked goal name.

Editing Components – Goals Goals Click the Edit tab to make revisions. Update the Goal Number.

Editing Components – Goals Goals Progress Field – be sure to select the appropriate progress from the drop down menu. If unsure which progress to select, “Ongoing” is appropriate. Responsible Roles – Click Manage, if no role is assigned or changes need to be made.

Editing Components – Goals Responsible Roles In User Name, start typing the last name of the person responsible for the goal, typically this is a dean or vice president. If the person’s name is incorrect or missing, please Cheryl Gater at Select the individual, then click Search.

Editing Components – Goals Responsible Roles The person’s name will appear under Available Roles, check the box to the left of the person’s Role Name, then hover your cursor over Add Roles and click Selected.

Editing Components – Goals Responsible Roles The person’s name will appear to the right under Selected Roles, click Add Roles.

Editing Components – Goals Responsible Roles The person is now assigned as the Responsible Role.

Editing Components – Goals Goals Click the Edit button within each field to make revisions to that section. Action Items Measures of Action Items Time Period of Action Items Resources of Action Items

Editing Components – Goals Goals Be sure to click Update after making revisions to each of the editable fields.

Editing Components – Goals Goals Once all fields are updated, click Save & Close to save all updates to the entire goal.

Editing Components – IE Detail IE Detail Open the IE Detail by clicking on the blue hyperlinked name.

Editing Components – IE Detail IE Detail Progress Field – select “Ongoing” from the drop down menu. Responsible Roles – Click Manage, if no role is assigned or changes need to be made.

Editing Components – IE Detail Responsible Roles In User Name, start typing the last name of the person responsible for IE, typically this is a dean or vice president. If the person’s name is incorrect or missing, please Cheryl Gater at Select the individual, then click Search.

Editing Components – IE Detail Responsible Roles The person’s name will appear under Available Roles, check the box to the left of the person’s Role Name, then hover your cursor over Add Roles and click Selected.

Editing Components – IE Detail Responsible Roles The person’s name will appear to the right under Selected Roles, click Add Roles.

Editing Components – IE Detail Responsible Roles The person is now assigned as the Responsible Role.

Editing Components – IE Detail IE Detail Click the Edit button within each field to make any revisions to that section. Administrative Support Services Academic and Student Support Services Research Community and Public Service Effectiveness Oversight

Editing Components – IE Detail IE Detail Click Update to save the changes made to each field.

Editing Components – IE Detail IE Detail VERY IMPORTANT! After all the information in each field is reviewed, please check the Institutional Effectiveness Report Complete box, and click Save & Close to save all revisions made.

Checklist Update Progress field in Mission, Goals, and IE Detail. Ensure Responsible Role is assigned to all items: Mission, Goals, and IE Detail. Update the Goal Number fields. Edit the IE Detail for and check the “Completed” box at the bottom of the IE Detail screen. Click Save & Close to update each item: Mission, Goals, and IE Detail.

Due Dates *Plans may be submitted in Compliance Assist! at any time during the planning and development period. Institutional Effectiveness Data ReportsEffectiveness Documentation Planning and DevelopmentEffectiveness Documentation Plans Academic yearDue date Academic yearDue date* June 13, October 10, 2014October 11, 2014 – June 11, June 12, October 9, 2015October 9, 2015 – June 9, June 10, October 14, 2016October 14, 2016 – June 8, June 9, 2017

Resources and Further Assistance Resources available online effectiveness-plans effectiveness-plans Further Assistance or call Institutional Assessment at (352)