This resource is designed to help users understand and interpret the data visualizations related to the Planning Intelligence features in Planning. This resource is designed to help campuses understand their Institutional Level Assessment Cycles. If users have yet to create an assessment cycle, please look at this resource, which provides a step-by-step guide on how to do that. You can also follow this link to learn more about Planning Intelligence using Assessment Cycles. As a reminder, only Planning Site Admins will have access to the Assessment Cycles.  

Accessing Institutional Level Assessment Cycles 

There are two ways to access the Institutional Level Assessment Cycles. The data on Assessment Cycle is the same regardless of how it is accessed.  

Accessing Assessment Cycles through User Dashboard

Data on active assessment cycles will appear on Planning Site Admin’s User Dashboard. 


Immediately under the Assessment Cycle header, users can navigate between active assessment cycles by selecting a cycle from the dropdown menu. 


To get a better view of the data, users can select the View Assessment Details button to view the assessment cycle in the Assessment Cycle Tab.

Accessing Assessment Cycles through the Assessment Cycle tab 

Alternatively, Planning Site Admins can select the Assessment tab to view all assessment cycles. The Assessment Tab is located in the left side navigation. 


Under the "Assessment Cycle" header, there are three tabs to navigate between Assessment Cycles. Any active assessment cycle will be listed under the Active tab, assessment cycles created but not yet deployed will appear under the Scheduled tab, and previously completed cycles will appear under the Expired tabTo access the data for any assessment cycle, click on the cycle's title. 

Understanding your Data 

The rest of this resource will describe and explain each piece from your assessment cycle data.


Assessment Cycle Timeline 

This is a visual representation of the overall assessment cycle to indicate where an institution is in the given cycle. The start and end dates of the overall assessment cycle can be found on either end of the timeline. The yellow arrow will indicate where an institution is in each cycle. Users can click on the arrow to get more detailed information.  


Assessment Phase Status 

Data on each phase of the assessment cycle will appear under this header. Users can navigate to different phases by selecting the appropriate tab. 

Org Unit Status 

A bar graph will give a quick snapshot of the current phase's progress. This will reflect the status of required data for each org unit in the cycle for the given phase.  

  • No Data – This status indicates that the org unit has not entered any of the required data points.  
  • Partial – This status indicates that the org unit has entered some but not all of the required data points.   
  • Fulfilled – This status indicates that the org unit has entered all of the required data points.   

For example, in the screenshot below, users can see that 11 org units have not entered any required data in the Do phase, 37 units have partially fulfilled their data requirements in the Do phase, and 19 org units have entered all required data on the Do phase. 


Below the bar graph, users will be able to see a Detailed View into each status to see the specific org units that fell into that status categorization. Users can also use the Sort dropdown menu to further sort these results. Org Units in the partial status category will also have a percentage indicator on the level of data that has been entered.  

For example, in the screenshot below, Academic Affairs is marked as 80% fulfilled. This can be interpreted as saying that of the required items for phase fulfillment in the Do Phase, Academic Affairs has entered data in 80% of those required items.


The right side of the Assessment Cycle data will provide users with some useful information reminding them about the settings for that phase.

Users will find a reminder of the Phase Requirements next to the detailed org unit status breakdown.


The Org Units count will provide a reminder of the total number of org units included in the assessment cycle. 


The Phase Day Counter will provide users with a reminder of how many days are left until the end of an active phase. If a phase has been completed, the counter will inform the user of how many days have passed since the phase completion. If a phase has not yet started, the counter will inform users of how many days remain until the start of the phase.