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            Module 9 - Creating Action Items in AccuCampus

            Module 9: Creating Action Items in AccuCampus

            Topic: Action Items Creation

            1. Creating Action Types
            2. Creating Action Items
            3. Creating Action Packs

            Action Items

            AccuCampus uses Action Items for referrals and processes such as early alerts. It’s a simple process for faculty or other staff members (or even students) to flag a user for a variety of reasons, and each step of the process is tracked in AccuCampus. In many cases, alerts can be assigned or marked as completed automatically. Each Action Item can be hidden from inappropriate parties, and only authorized users can view individual student plans.


            Creating Action Types

            Before Action Items can be created, you will first need to create Action Types. Action Types help organize and categorize your Action Items.

            From the Main Sidebar, hover over Action Plan.


            Click Action Types.


            Click Create Action Type.


            Enter the Name. This will be visible to users who are creating Action Items, so make sure that the name is easily understood.


            Enter the Description. This will be visible to users who are creating Action Items, so make sure that the description is clear.


            Click Save.


            Creating Action Items

            You must create all Action Items manually. We recommend being intentional in your selection of Action Items in order to avoid overwhelming users with alerts.

            From the Main Sidebar, hover over Action Plan.


            Click Action Items.


            Click Create Action Item.


            Enter the unique Code for the item.


            Enter the Name of the item. This is what will display in the list of action items to assign, and will also display to the user when the item is assigned to them.


            Enter a Description for the item. This will display to the user when the item is assigned. We recommend that the language be broad enough to apply to any user that may have the item assigned.


            Select an Action Type from the drop-down menu. Note that Action Types must be created before Action Items can be created.


            Set a Duration for the item. This is the amount of time that a user will have to complete the item. Note that the time can be adjusted by users (if allowed) when the item is assigned.


            Set an Expiration for the item. This allows the item to expire after a set amount of time and prevents items from hanging out on a user’s plan forever. Note that the expiration date can be adjusted by users (if allowed) when the item is assigned.


            If desired, select a Service that is associated with the item. 


            If desired, allow a Course to be related to the item. The specific course is chosen when the item is assigned to a user.


            If desired, select a User or Users who will be notified any time the item is assigned and will be able to follow progress on the assigned item. Note that additional followers can be added when the item is assigned – these followers will only be able to view the specifically assigned item.


            If desired, Allow Multiple Assignment. Checking this box allows the item to be assigned to the same user multiple times, even if the first assignment hasn’t been completed.


            If desired, make the item Public for Student. Checking this box allows the user who has been assigned the item to see it on their Action Plan. Depending on the item and your institution’s early alert policies, you will need to decide if students should be aware of Action Items placed on them.


            Choose if you want to restrict which roles will have Access to view or edit the item. This can further be limited by scope. The default is for Action Items to be visible to all users, regardless of role.




            Click Save.



            Creating Action Packs

            Within AccuCampus, individual Action Items can be combined into an Action Pack. This allows you to set up a series of steps which will automatically assign to a user one by one as each step is completed. Examples of this would be an Action Pack related to incoming Freshmen who must complete a form, attend orientation, and arrange housing before starting school. Before creating an Action Pack, you will need to have created Action Items.

            From the Main Sidebar, hover over Action Plan.


            Click Action Packs.
             

            Click Create Action Pack.


            Enter a unique Code for the pack.


            Enter a Name for the pack. This is what will display in the list of action items to assign.


            Enter a Description for the pack. This will display to the user when assigning action packs.


            Choose the Action Items that will be included in the pack from the drop down menu.


            Click Save.


            Updated: 01 Mar 2019 02:57 AM
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