Video Resource
Learn about action items by watching a quick walkthrough video!
Upon logging into the platform, users will see the Dashboard page as well as the Action Items drawer. The Action Items drawer displays to each user upon login unless disabled
The Actions Items drawer displays any tasks that require attention. Examples of items that could display here include but are not limited to:
-
Assignments that faculty need to score.
-
Data collection form tasks that faculty need to complete.
-
Assignments or surveys for Students to complete.
If there are several action items for one platform feature, View All Action Items can be clicked for that section of action items. Once an action item has been completed, it will automatically be removed from the Action Items list view. Items to complete are presented per the below display logic:
|
Action Item Section |
Display Logic |
|---|---|
|
Assignments |
Student Submissions: Assignments with the closest due date will display first with later due dates subsequently displaying. Scoring Assignments: Assignments with the closest scoring due date will display first with later due dates subsequently displaying. Available Results: Assignments with the most recently released results will display first with older released results subsequently displaying. |
|
Course Assessments |
Course Assessments will first be ordered by Term, then alphabetically by Course Section. |
|
Course Evaluation Results |
Course Evaluation results will display in order of which results became available first. If multiple results became available on the same date, they will be ordered alphabetically based on the Subject Code. |
|
Data Collections |
Data Collections will display alphabetically by the Data Collection Name (e.g. "2023 Assessment Plan & Report" will appear before "2023 Program Review"), then alphabetically based on Step Number (e.g. Step 1 will display before Step 2), and finally ordered alphabetically based on the Business Object Name (e.g. for Program Data Collections, the "Accounting, BS" form will appear before "Biology, BS" form). |
|
Program Assessments |
Program Assessments will first be ordered by Term, then alphabetically by Course Section, and finally ordered by Program name. |
|
Surveys |
Surveys with the closest end date will display first and Surveys with subsequent end dates will follow with the furthest end date displaying last. If multiple Surveys are configured with the same end date, they will be ordered alphabetically based on Survey Name. |
|
Tasks |
Tasks with the closest deadline will display first with later deadlines subsequently displaying. If multiple Tasks have been configured with the same deadline, they will be ordered alphabetically based on Task Title. |
Product Tip: If all action items have been completed by the logged in user, the Action Items drawer will display a congratulation message indicating that all action items have been completed.
Clicking the gear icon in the upper right of the Action Items drawer will display the settings. The Action Items drawer is enabled to display by default upon each login.
If the Automatically Open Action Items setting is disabled, the Action Items drawer will not display upon login and can instead be manually opened by clicking the Notifications bell in the upper right of the product.
The list view can be refreshed by clicking the Refresh button in the upper right of the Action Items screen. Refreshing the list view can be also be accomplished by clicking the arrow button to collapse Action Items screen and then reopening it by clicking the Notifications bell in the upper right of the product.