Compliance Assist!
Refresher Instruction Guide
Strategic Planning
and Assessment Module
Logging In
• There is a direct link to
the Compliance Assist
website at
http://sacs.aa.ufl.edu.
From here, click on the
link for “UF Compliance
Assist!” and log in with
your GatorLink username
and password.
• You can access the
University of Florida
Compliance Assist
website by going to
http://ufl.complianceassist.com and logging in
with your GatorLink
username and password
Landing Page
Once you log in you will see a list of “Available Web Sites” on the left-hand
side. Each user has access to different modules depending on his/her
unique responsibilities at the university. You can select a module from the
menu to navigate to it from this screen. Select “Planning” to enter that
module.
Strategic Planning and Assessment
When you navigate to “Planning”, the Home page will list any announcements
that are relevant to your work within the website. Please note:
• The jump menu to the right of “Planning” will allow you to toggle back and
forth between different modules in the system
• The “Help” link in the upper right-hand corner of the screen which will
automatically take you to the user guide documentation for the module
Strategic Planning and Assessment
When you navigate to “Planning”, the Home page will list any announcements
that are relevant to your work within the website. Please note:
• To log off of the system, click the arrow to the right or your name and
select “Log Out”.
My Dashboard
To begin entering data into the system, click on the “My
Dashboard” tab. This page is customized for each user and
displays your job title and home department as well as
planning/assessment information that you are working on
and/or are responsible for within the system.
My Dashboard
Underneath “My Dashboard” you will see one or more
tabs (depending on your permissions) that list the
“Plans” being documented by your institution. Select
the appropriate tab to begin entering information for
your department/program.
Organizational Chart
Each user will see a filtered view of the university’s organizational
structure of divisions, departments, programs, etc. depending upon
where you work within the institution.
This org chart functions like a folder system where users have been
assigned to a specific department/program folder and have
permissions to create and save information, such as goals or
outcomes, within that folder.
To expand a listing, click the “+” to the left of the listing.
Creating or Editing
Division/Unit Plans
Division/Unit Plans
The “Division/Unit Plans” tab is where major divisions, academic colleges and
administrative departments/units will enter their goals. Once you have
selected the “folder” that you have been assigned to, you should see a “New
Item” option. When you hover your mouse over this, a drop down list will
appear displaying templates that you can utilize to create information for your
division or unit.
Creating a Division/Unit Strategic Goal
Once you select “Division/Unit
Strategic Goal” from the New Item
drop down list, you will see a fill in
the blanks form.
•
The number and title must be
completed before saving the new
goal.
•
For the Number, first list the fiscal
year of the goal, followed by the
initials "SG", ending with sequential
numbering. For example: 2010-11 SG
1 or 2010-11 SG 2.
• The start/end dates will be
prepopulated for you based on the
current fiscal year, however you can
change the dates by selecting “Choose
Fiscal Year Dates” on the right, or by
placing your cursor in the text box and
manually changing the date.
Creating a Division/Unit Strategic Goal
Once you select “Division/Unit
Strategic Goal” from the New
Item drop down list, you will see
a fill in the blanks form.
• The “Progress” field is a drop-down
list for you to indicate the status of
that goal
• The “Division/College” will be
prepopulated for you based on
where you were in the org chart
when you created that new goal.
• The “Responsible Roles” field is
where you can select the individual
responsible for overseeing the
completion of that goal – this might
by you and/or others from your unit.
Managing “Responsible Roles”
• To assign a responsible role,
click “Manage”
• Click the radio button for
“My Roles” to assign the
item to yourself
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign and click
the “Add Selected” option.
Managing “Responsible Roles”
• To assign another user as responsible, click the radio button for
“Institution” and search by Role Name (job title), User Name or
Department
• Then click “Search”
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign.
• Click “Add”, then “Selected” to assign
that user to the responsible role for
the goal.
Creating a Division/Unit Strategic Goal
• To enter content into any of the
large text boxes, click “Edit” on the
right-hand side of each box.
• This will pop-up a text box editor
which you can type directly into or
also copy and paste content in
from external sources.
• Once you have entered text, click
“Update”.
Saving Your Work
• Clicking “Save” will save your new goal to the system, but will reload your
page keep you in edit mode.
• Clicking “Save & Close” will save your goal and take you back to the
screen where you can view for your unit’s folder and any data that has
been saved within it.
• Clicking “Cancel” will remove your work and take you back to your unit’s
folder.
• Note that a goal must first be saved to the system before you
can attach supporting files to it.
Attaching Files to Your Goals
• Once you have saved your
goal either by selecting
“Save” or “Save & Close”
you will have the option to
attach files as supporting
evidence from your
computer into your
narrative text box fields.
• Within the “File Library” of
a text box field, select
“Upload File(s)”.
• You will have the option to
upload a single file or
multiple files at once and
the supported file types
will be listed for you.
Attaching Files to Your Goals
• Once the file(s) has been
uploaded, the file will appear
below the narrative.
• Right click on any file to rename,
replace, or delete.
Viewing Existing Goals
When viewing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want
to see data.
Viewing Existing Goals
When viewing information in your folder:
• To view an existing item within your folder, click on the “Name” of the goal which brings
up the view item automatically.
Editing Existing Goals
When editing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want
to see data.
Editing Existing Goals
When editing information in your folder:
• Click on the “Name” of the goal, then click the “Edit” tab to make changes or upload files.
Edit Filter
The information in your planning and assessment website is organized by
fiscal year which means that you can view items for specific fiscal years or all
fiscal years.
• The default view will be the current fiscal year that we are in.
• To change the year that you are viewing data for, select the “Edit Filter” button
Edit Filter
The information in your planning and assessment website is organized by
fiscal year which means that you can view items for specific fiscal years or all
fiscal years.
• You can select a specific year from the list or “ALL” fiscal years which will display all
data saved in your folder regardless of date.
• Once you click “OK” your page will reload to show you any new data that is displayed
in your new filter settings.
Creating or Editing
Program Goals
Assessment Plans
The “Assessment Plans” tab is where academic programs will
enter their goals and student learning outcomes. Once you have
selected the “folder” that you have been assigned to, you should
see a “New Item” option. When you hover your mouse over this,
a drop down list will appear, select “Program Goal”.
Creating a Program Goal
Once you select “Program Goal”
from the New Item drop down list,
you will see a fill in the blanks
form.
• The number and title must be
completed before saving the new goal
• The number should follow a specific
format of fiscal year, followed by the
initials PG for program goal, then end
with sequential numbering. Mouse
over the
icon to see the example.
• The start/end dates will be
prepopulated for you based on the
current fiscal year, however you can
change the dates by selecting “Choose
Fiscal Year Dates” on the right, or by
placing your cursor in the text box and
manually changing the date
Creating a Program Goal
Once you select “Program Goal”
from the New Item drop down list,
you will see a fill in the blanks form.
• The “Program” will be prepopulated for
you based on where you were in the org
chart when you created that new goal.
• The “Program CIP” field is where you
enter the degree program’s CIP code.
• Check any boxes and list the location if
the program is offered on campus,
online, or at another location.
• The “Responsible Roles” field is where
you can select the individual responsible
for overseeing the completion of that
goal – this might by you and/or others
from your program.
Creating a Program Goal
Once you select “Program Goal”
from the New Item drop down list,
you will see a fill in the blanks form.
• The “Progress” field is a drop-down list
for you to indicate the status of that
goal.
• Each of the following sections will open
into a larger text box pop up window
after clicking “Edit”:
– Evaluation Method
– Results
– Use of Results
Managing “Responsible Roles”
• To assign a responsible role,
click “Manage”
• Click the radio button for
“My Roles” to assign the
item to yourself
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign and click
the “Add Selected” option.
Managing “Responsible Roles”
• To assign another user as responsible, click the radio button for
“Institution” and search by Role Name (job title), User Name or
Department
• Then click “Search”
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign .
• Click “Add”, then “Add Selected” to
assign that user to the responsible
role for the goal.
Creating a Program Goal
• To enter content into any of the large
right text boxes, click “Edit” on the righthand side of each box.
• This will pop-up a text box editor
which you can type directly into or
also copy and paste content in from
external sources.
• Once you have entered text, click
“Update”.
Saving Your Work
• Clicking “Save” will save your new goal to the system, but will reload your
page keep you in edit mode.
• Clicking “Save & Close” will save your goal and take you back to the screen
where you can view for your unit’s folder and any data that has been saved
within it.
• Clicking “Cancel” will remove your work and take you back to your unit’s
folder.
• Note that a goal must first be saved to the system before you can
attach supporting files to it.
Attaching Files to Your Goals
• Once you have saved your
goal either by selecting
“Save” or “Save & Close”
you will have the option to
attach files as supporting
evidence from your
computer into your
narrative text box fields.
• Within the “File Library” of
a text box field, select
“Upload File(s)”.
• You will have the option to
upload a single file or
multiple files at once and
the supported file types
will be listed for you.
Attaching Files to Your Goals
• Once the file(s) has been
uploaded, the file will appear
below the narrative.
• Right click on any file to rename,
replace, or delete.
Saving Your Work
• Clicking “Save” will save your new goal to the system, but will reload your
page keep you in edit mode.
• Clicking “Save & Close” will save your goal and take you back to the screen
where you can view for your unit’s folder and any data that has been saved
within it.
• Clicking “Cancel” will remove your work and take you back to your unit’s
folder.
• Note that a goal must first be saved to the system before you can
attach supporting files to it.
Viewing Existing Goals
When viewing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want to
see data.
Viewing Existing Goals
When viewing information in your folder:
• To view an existing item within your folder, click on the “Name” of the goal which brings
up the view screen automatically.
Editing Existing Goals
When editing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want to
see data.
Editing Existing Goals
When editing information in your folder:
• Click on the “Name” of the goal, then click the “Edit” tab to make changes or upload files.
Edit Filter
The information in your planning and assessment website is organized by
fiscal year which means that you can view items for specific fiscal years or all
fiscal years.
• The default view will be the current fiscal year that we are in.
• To change the year that you are viewing data for, select the “Edit Filter” button and a
new pop up window will appear to select a different filter.
Edit Filter
• You can select a specific fiscal year
from the list or “ALL” which will
display all data saved in your folder
regardless of date.
• Once you click “OK” your page will
reload to show you any new data that
is displayed in your new filter settings.
Saving Your Work
• Clicking “Save” will save your new goal to the system, but will reload your
page keep you in edit mode.
• Clicking “Save & Close” will save your goal and take you back to the screen
where you can view for your unit’s folder and any data that has been saved
within it.
• Clicking “Cancel” will remove your work and take you back to your unit’s
folder.
• Note that a goal must first be saved to the system before you can
attach supporting files to it.
Creating or Editing
Student Learning Outcomes
Assessment Plans
The “Assessment Plans” tab is where academic programs will
enter their goals and student learning outcomes. Once you have
selected the “folder” that you have been assigned to, you should
see a “New Item” option. When you hover your mouse over this,
a drop down list will appear, select “Student Learning Outcome”.
Creating a Student Learning Outcome
Once you select “Student
Learning Outcome” from the
New Item drop down list, you
will see a fill in the blanks form.
• The number and title must be
completed before saving the new
outcome.
• The number should follow a specific
format of fiscal year, followed by
the initials SLO for student learning
outcome, then end with sequential
numbering. Mouse over the
icon to see an example.
• The start/end dates will be
prepopulated for you based on the
current fiscal year, however you can
change the dates by selecting
“Choose Fiscal Year Dates” on the
right, or by placing your cursor in
the text box and manually changing
the date.
Creating a Student Learning Outcome
• The “Program” will be
prepopulated for you based on
where you were in the org chart
when you created the new
outcome.
• The “Program CIP” field is where
you enter the degree program’s
CIP code.
• Check any boxes and list the
location if the program is offered
on campus, online, or at another
location.
• The “Responsible Roles” field is
where you can select the
individual responsible for
overseeing the completion of that
outcome – this might by you
and/or others from your
program.
Managing “Responsible Roles”
• To assign a responsible role,
click “Manage”
• Click the radio button for
“My Roles” to assign the
item to yourself
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign and click
the “Add Selected” option.
Managing “Responsible Roles”
• To assign another user as responsible, click the radio button for
“Institution” and search by Role Name (job title), User Name or
Department
• Then click “Search”
Managing “Responsible Roles”
• Place a check in the box next to the
role(s) you wish to assign .
• Click “Add”, then “Add Selected” to
assign that user to the responsible
role for the goal.
Creating a Student Learning Outcome
• The “SLO Area” field is a drop-down list from
which you may choose the appropriate
designation.
– For undergraduate degrees, the choices are
• Content
• Critical Thinking
• Communication
– For graduate degrees, the choices are
• Knowledge
• Skills
• Professional Behavior
• The “Progress” field is a drop-down list for
you to indicate the status of that outcome.
Creating a Student Learning Outcome
• Each of the following sections will open into a larger text box pop up window
after clicking “Edit”:
– Assessment Method
– Results
– Use of Results
Creating a Program Goal
• To enter content into any of the large
right text boxes, click “Edit” on the
right-hand side of each box.
• This will pop-up a text box editor
which you can type directly into or
also copy and paste content in from
external sources.
• Once you have entered text, click
“Update”.
Attaching Files to Your Goals
• Once you have saved your
goal either by selecting
“Save” or “Save & Close”
you will have the option to
attach files as supporting
evidence from your
computer into your
narrative text box fields.
• Within the “File Library” of
a text box field, select
“Upload File(s)”.
• You will have the option to
upload a single file or
multiple files at once and
the supported file types
will be listed for you.
Attaching Files to Your Goals
• Once the file(s) has been
uploaded, the file will appear
below the narrative.
• Right click on any file to rename,
replace, or delete.
Saving Your Work
• Clicking “Save” will save your new goal to the system, but will reload your
page keep you in edit mode.
• Clicking “Save & Close” will save your goal and take you back to the screen
where you can view for your unit’s folder and any data that has been saved
within it.
• Clicking “Cancel” will remove your work and take you back to your unit’s
folder.
• Note that a goal must first be saved to the system before you can
attach supporting files to it.
Viewing Existing Outcomes
When viewing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want to
see data.
Viewing Existing Outcomes
When viewing information in your folder:
• To view an existing item within your folder, click on the “Name” of the goal which brings
up the view screen automatically.
Editing Existing Outcomes
When viewing information in your folder:
• Make sure that you are on the appropriate “Plans” tab for the type(s) of information you
want to see.
• Make sure that have selected the appropriate folder from the left-side org chart.
• Make sure that your “Filter” is set to display the appropriate year(s) for which you want to
see data.
Editing Existing Outcomes
When viewing information in your folder:
• Click on the “Name” of the goal, then click the “Edit” tab to make changes or upload files.
Edit Filter
The information in your planning and assessment website is organized by
fiscal year which means that you can view items for specific fiscal years or all
fiscal years.
• The default view will be the current fiscal year that we are in.
• To change the year that you are viewing data for, select the “Edit Filter” button and a
new pop up window will appear to select a different filter.
Edit Filter
• You can select a specific fiscal year
from the list or “ALL” which will
display all data saved in your folder
regardless of date.
• Once you click “OK” your page will
reload to show you any new data that
is displayed in your new filter settings.
Additional Information
Institution Tab
The Institution Tab allows you to view public information that is outside of
your home department/program.
• You will have read-only access to the components of the university’s strategic plan
and to your parent division’s plan
• The “Edit Filter” capabilities still apply here, so you will want to make sure that the
tab you are on and the fiscal year that your filter is set to corresponds with what you
want to see
• Although you are seeing the full organizational structure on this tab, the same
permissions still apply and you will only have editing access within your home
department/program
Reports
This is where you can generate reports for your
department/program.
• Click the “Reports” tab.
• Master/template reports will be created and shared throughout the
institution for users to generate filtered copies of for their
department/program.
Reports
• To generate a report, click on the icon that you with to see the contents
displayed in: PDF, Word or Excel.
• The report will generate in a pop-up window and you may be prompted
to allow a pop-up, or open a file.
• When you generate a report from within the system it is displayed in
real-time and will automatically update itself with any new content or
changes to your data. If you save a report to your computer, that report
is now no longer connected to the website and becomes static.
Questions and Assistance
For any questions about the
instructions or for access to the
system, please contact Cheryl Gater
by email at [email protected]
or by phone at 352-392-4208.
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Strategic Planning and Assessment Module