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Main
    HelioCampus Assessment Management
    • Using This Knowledge Base
    • HelioCampus Assessment Assistant
    • Knowledge Base News
    • Onboarding Resources & Videos
    • Getting Assessment Support
      • Create a Support Portal Ticket
      • Review a Support Portal Ticket
      • HAR Files
      Platform News
      • Platform Releases
      • 2025
        • v3.112 October 2025
        • v3.111 August 2025
        • v3.110 June 2025
        • v3.109 April 2025
        • v3.108 February 2025
        2024
        • v3.107 December 2024
        • v3.106 October 2024
        • v3.105 August 2024
        • v3.104 July 2024
        • v3.103 June 2024
        • v3.102 May 2024
        • v3.101 April 2024
        • v3.100 March 2024
        • v3.99 February 2024
        • v3.98 January 2024
        2023
        • v3.97 December 2023
        • v3.96 November 2023
        • v3.95 October 2023
        • v3.94 September 2023
        • v3.93 August 2023
        • v3.92 July 2023
        • v3.91 June 2023
          • 3.91 User Interface Updates
          v3.90 May 2023
          • 3.90 Main Menu Reorganization
        • v3.89 April 2023
        • v3.88 March 2023
        • v3.87 February 2023
        • v3.86 January 2023
      Legacy User Guides
      • Program Course Outcome Report
      • Program Outcome Report
      • Institutional and Program Outcome Alignment
      • Connect a Co-curricular section to your Learning Management System Course
      • Data Collection Detail Audit
      • Curriculum Map Report
      • Assignment Scoring Results Report
      • Faculty Portfolio Audit
      • Authorize access to your AEFIS Course Section through D2L
      • Annual Assessment and Planning Report
      • Course Learning Outcomes Audit - Admins
      • User Accounts Report
      • Authorize access to your AEFIS Course Section through Canvas
      • Assessment Data Analysis Report
      • Student Course Evaluation Metric Trend Analysis Report - Admins
      • Practicum Details Report
      • Data Collection Form Status Report
      • Assignment Analysis Results Report
      • Assignment Detail Audit
      • How to Re-Open a Program Assessment
      • Convert LMS Assignments to AEFIS Managed Assignments - Assignment Linking Manager
      • Course Section Enrollment Audit
      • Student Outcome Achievement
      • How to Manage and Update Intellectual Work (Journals, Books) for the Faculty Portfolio through the Intellectual Work Manager
      • Assign and Remove Course Sections from a Program Assessment - Assigned Courses Menu
      • Course Section - Survey Assignment Audit
      • Assignment Analysis Report
      • Course Section Learning Outcomes Audit - Admins
      • Convert Canvas Assignment to an AEFIS Managed LMS Assignment
      • AEFIS Managed LMS Assignments: Comprehensive Guide
      • Link Canvas Assignments to Outcomes through Canvas-AEFIS LTI link
      • Outcome Assessment Summary Report
      • How to Edit My Faculty Portfolio
      • Order of Operations: Collect Program Direct Assessment Data
      • FAQ - How to Optimize Assignments and Rubrics in D2L Brightspace for Assessment in AEFIS
      • Direct Assessment Graphs Report
      • FAQ -Canvas Assignments and Rubric Setup for AEFIS Assignment Linking
      • How Students Access Course Evaluations in AEFIS
      General Platform Knowledge
      • Academic Policies
      • Action Items
      • AI Frequently Asked Questions
      • Assignment Linking
      • Attachment File Types & Sizes
      • Batch Processes
      • Browser Support
      • Dynamic Text
      • Locking Platform Settings
      • Logging Into Training & Production Sites
      • Main Menu
      • Notification & Offset Configuration
      • Platform Status Colors
      Putting It All Together!
      • Curriculum Mapping for Specific Accreditors
      • Adding Rollup Survey Questions To An Active Survey Schedule
      • Planning a General Education Assessment
      • Methods of Collecting Strategic Planning Data
    • Faculty Portfolio
    • Educational Experiences
        Courses
        • Course Revision
        • Course Learning Outcome Import
        • Course Information
          • Course Details
          • Course Settings
            • Course & Syllabi Settings
            • Course Assessment & Assignment Settings
            • Course Survey Settings
        • Syllabus Defaults
        • Course Learning Outcomes
        • Course Evaluations
          • Course Survey Questions
          • Configure Course Survey Questions
          Course Assignment Linking
          • Course CLO Assessment Assignment Linking
        • Course Assessment Data
        • Course Assessment Settings
        • Course Assignments
        Course Sections
        • Course Syllabus
        • Course Section Evaluations
          • Course Section Survey Questions
          • Configure Course Section Survey Questions
        • Course Section Enrollment
        • Course Section Assignment Linking
          • Course Section Proficiency Scale Thresholds
          • Course Section CLO Assessment Assignment Linking
        • Course Section Assessment Data
        • Converting LMS Assignments
        Co-Curricular Activities
        • Create & Revise Co-Curricular Activities
        • Co-Curricular Activity Information
            Co-Curricular Activity Settings
            • Co-Curricular Activity Sections & Syllabi Settings
            • Co-Curricular Activity Assessment & Assignment Settings
            • Co-Curricular Activity Survey Settings
            • Co-Curricular Activity Syllabus Form Notifications
          • Co-Curricular Activity Details
        • Co-Curricular Activity Assignment Linking
        • Co-Curricular Activity Assessment Data
        • Co-Curricular Activity Assignments
        Co-Curricular Sections
        • Create Co-Curricular Sections
        • Co-Curricular Section Information
            Co-Curricular Section Settings
            • Co-Curricular Section Assessment & Assignment Settings
            • Co-Curricular Section Syllabi Settings & External LMS ID
            • Co-Curricular Section Survey Settings
          • Co-Curricular Faculty
        • Co-Curricular Section Enrollment
        • Co-Curricular Section Assignment Linking
        • Co-Curricular Section Assessment Forms
        Syllabus Templates
        • Create a Syllabus Template
        • Revise a Syllabus Template
        • Syllabus Template Items
      Assessment
        Programs
        • Creating and Publishing New Programs
        • Editing Programs
        • Revising Programs
        • Getting Started: Curriculum Mapping
        • Program Learning Outcome Import
        • Program Settings
        • Program Details
        • Outcome Set
        • Student Outcomes
          • Create PLOs & Outcome Relationships
          • Create Performance Indicators & Outcome Relationships
        • Program Educational Experiences
        • Mapping by Course
        • Mapping by Outcome
        • Key Assignment Linking
        Assessment Manager
          Juried Assessment
          • Schedule a Juried Assessment
          • Juried Assessment Settings
          • Assigned Courses
          • Assessors and Artifacts Manager
            • Configure Assessors and Artifacts
          • Scoring a Juried Assessment
          • Juried Assessment Data
          • Reopening or Deleting a Juried Assessment
        Outcomes Library
        • Outcome Set Details
        • Outcome Designer
        Key Assignment Designer
        • Create or Edit a Key Assignment
        • Key Assignment Grading Criteria
        Assignment Linking Manager
        • Create Assignment Links with the Assignment Linking Manager
        • Copy Assignment Links with the Assignment Linking Manager
        • Assignment Linking Manager Proficiency Scale Thresholds
      Data Collection
      • Data Collection Ownership & User Access
      • Data Collection Schedules
      • Data Collection Manager
        • Data Collection Notifications
        • Data Collection Instance Settings
        • How to Read a Workflow
        • View a Data Collection as a User
      Self Study
      • AI Assistant for Self Study and Evidence Bank
      • Self Study Manager
        • Self Study Details
        • Self Study Settings
        • Self Study Sections
          • Assign Users to a Self Study Section
          • Self Study Document Editor
        • Related Documentation
        Evidence Bank
        • Adding, Reviewing, and Approving Evidence
        Standards Library
        • Add a Standard Set
        • Standard Set Details
        • Standard Designer
      Credentials
      • Badge Manager
      • Create or Edit a Badge
      • Badge Assertion Batch Process
      • Badge API Specifications
          Badge API Endpoints
          • Badge Endpoints
          • Assertion Endpoints
      The Learning Journey
      • Enabling & Accessing The Learning Journey
      • Learning Journey Dashboard
      • My Learning Journey
        • Creating Stories
        • Editing Stories
        • Publishing & Sharing Stories
      • Skills
      • Experiences
        • Adding Personal Experiences
      • Learning Evidence
      • Badges
      • Search for Experiences
      Surveys
      • Survey Types
      • Question Library
        • Question Types
        Survey Form Designer
        • Create a Survey Template
        • Survey Template Designer
          • Survey Template Sections
          • Survey Template Questions
            • Configure Survey Template Questions
        • Survey Template Metrics
        Survey Schedules
        • Create a Survey Schedule
        • Participant Groups
        • Survey Schedule Details
        • Survey Schedule Settings
          • Survey Schedule Course Evaluation Settings
        • Survey List
        Survey Manager
        • Survey Instance Details
        • Survey Instance Settings
        • Email Queue Manager
        • Survey Instance Assigned Courses
        • Survey Participants
          • Unsubmit a Survey Form
        • Associated Surveys
        • Survey Results
          • Viewing and Exporting Survey Results
        External User Groups
        • Create a User Group
      • Sentiment Analysis AI for Course Evaluations
      Analytics
        Data Sets
        • Creating Data Sets
        • Program Assessment Results by Student
        • Program Assessment Results by Course/Term-Based Co-Curricular Sections
        • Assessor Scoring Progress
        • Assessor Scores
        • Program Management Analysis
        • Assignment Linking Analysis by Course Section
        • Course Evaluations by Student Results
        Report Library
        • Student Course Evaluation Results By Instructor
        • Course Section Trend Analysis
        • Program/Course Assessment Analysis
        • Course Evaluation Analysis
        • Student Course Evaluation Metric Trend Analysis
        • Evidence Usage Audit Report
        • Juried Assessment Assignment Linking Audit
        • Syllabus Compliance Monitoring Report
        • Juried Assessment Results by Outcome
      Organizational Hierarchy
        Institutions
        • Institution Information
        • Institution Settings
            Institution Course Settings
            • Institution Term Activation Settings
            • Institution Course Evaluation Settings
            • Institution CSCLO & CLO Settings
            • Institution Course Syllabi Settings
            • Institution Survey Results and Form Settings
            • Additional Institution Course Settings
          • Badge Settings
          • Institution Survey Settings
            • Institution Survey Schedule and Notification Settings
          • Other Notifications
          Institution Assessment
          • Institution Survey Questions
          • Configure Institution Survey Questions
        Colleges
          College Settings
            College Course Settings
            • College Term Activation Settings
            • College Course Evaluation Settings
            • College CSCLO & CLO Settings
            • College Course Syllabi Settings
            • College Survey Results & Form Settings
            • Additional College Course Settings
            College Survey Settings
            • College Survey Schedule and Notification Settings
          College Assessment
          • College Survey Questions
          • Configure College Survey Questions
        Departments
          Department Settings
            Department Course Settings
            • Department Term Activation Settings
            • Department Course Evaluations Settings
            • Department CSCLO & CLO Settings
            • Department Course Syllabi Settings
            • Department Survey Results & Form Settings
            • Department Additional Course Settings
            Department Survey Settings
            • Department Survey Schedule and Notification Settings
          Department Assessment
          • Department Survey Questions
          • Configure Department Survey Questions
        Administrative Divisions
        • Add an Administrative Division
        • Administrative Division Information
        Administrative Units
        • Add an Administrative Unit
        • Administrative Unit Information
      Admin Tools
        Terms
          Term Manager
          • Create, Edit, and Publish Terms
        • Term Types
        User Accounts
          User Roles
          • Add or Remove Roles in Bulk
          • Main Menu - User Access
          • Dashboard Widgets - User Access
        • Create a User Account
        • User Account Details
        • Roles
        • Role Delegation
      • Shared Export Manager
    HelioCampus Assessment Management
    • Library Overview
    • Data File Specification and Review Guide
      • Automated Data File Validation Process
      • CLO & PLO Files Validation
      • Co-Curricular Activity File
      • Co-Curricular Registration File
      • Co-Curricular Section File
      • Course Catalog File
      • Course Learning Outcomes File
      • Course Section File
        • Dummy Values in Course Section File
      • Faculty File
      • Program & Program Learning Outcomes (PLO) File
      • Registration File
      • Staff File
      • Student Degree File
      • Student File
      • Term File
    • Data Connector API
    • Authentication Integrations
      • SAML Authentication
      • CAS Authentication
      LMS Integrations
        Blackboard Integration Guide
          Blackboard LTI 1.3 Integration
          • Blackboard Customizing LTI 1.3
          Blackboard API Integration
          • Blackboard REST API Calls
        Canvas Integration Guide
          Canvas LTI 1.3 Integration
          • Canvas Additional LTI 1.3 Integration
          • Canvas Customizing LTI 1.3
          Canvas API Integration
          • Canvas API Authorization
        • Canvas Survey Reminder Pop-Up
        D2L Brightspace Integration Guide
          D2L Brightspace LTI 1.3 Integration
          • D2L Brightspace Additional LTI 1.3 Integration
          • D2L Brightspace Customizing LTI 1.3
          D2L Brightspace API Integration
          • D2L Brightspace API Authorization
          • D2L Brightspace REST API Calls
        Moodle - Integration Guide
          Moodle - LTI 1.1 Integration
          • Moodle - Customizing LTI 1.1
        • Moodle - API Integration
    • Email Service Integrations
    • Integration Methods
      • API 1.0
      • DW Interface 1.1
        • Assignment Example
        • Assessment Data Export
        • Data Collection Data Export
        • Faculty Portfolio Data Export
        • Survey Data Export
        • DB Schema Structure and Sample Data Export
        • Data Set
    • SFTP Guide
    • Data Collection Implementations
      • Data Collection Types and Use Cases
      • Using a Strategic Plan in a data collection
      • How to build a data collection with Planning and Reporting
      • Revising a Program with an In Progress Data Collection
      • Requesting a Data Collection
        • Data Collection Template: Form Items
      • Email Notification Configuration Options for Data Collections
      • Structure of a Data Collection
        • Data Collection Display Logic
      • Form per User
      • Participant Groups and Ownership
      • Assigning and Unassigning Data Collection Forms
      • Testing and approving a data collection
      • Assigning users to a Data Collection
      • Data Collection Editor Filtering
      • Multiple Document Upload Form Item
    Assessment Platform News
    • Platform News - redirect
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Welcome to the Assessment Management Knowledge Base

  • Knowledge Base

    Learn with self-serve articles for platform functionality
  • Technical Implementation

    Review technical articles for data files, LMS integrations, and more
  • Platform News

    Discover new features and improvements with release notes
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