In the Planning module, your data type templates are organized by Plans (i.e. Strategic Plan, Academic Assessment Plans, Non-Academic Assessment Plans, etc.). Plans are unique per institution. Site Administrators can add new plans if keeping track of new types of information; just follow the steps below!

  1. Go to the Administration tab.
  2. Go to the "Data Types" tab.
  3. Click on the "Plans" tab.
  4. Click on the "+Add New Data Type Plan" option
  5. Give your new Plan a singular and plural name.
  6. Click the green “Insert” button.
  7. When finished adding one or multiple plans, click the blue “Save Changes” button in the upper-right of the workspace to permanently save the work.
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