Knowledge Base News | HelioCampus Assessment Management Knowledge Base

The knowledge base is continuously being improved and expanded. Check out the most recently updated articles!

For knowledge base content related to platform releases, check the Platform News section for the most recent release notes.

AI Features

Topic	Article Location(s)
AI Assistant for Self Study and Evidence Bank	New article introducing AI Assistant, role behavior, and scope of access. AI Assistant for Self Study and Evidence Bank
Course Evaluations AI article cleanup	Moved general AI questions out of this article and into the General AI FAQ. Sentiment Analysis AI article
General AI FAQ	New article to centralize common AI questions, privacy stance, model details, and data processing notes. General AI FAQ

Topic

Article Location(s)

AI Assistant for Self Study and Evidence Bank

New article introducing AI Assistant, role behavior, and scope of access.

AI Assistant for Self Study and Evidence Bank

Course Evaluations AI article cleanup

Moved general AI questions out of this article and into the General AI FAQ.

Sentiment Analysis AI article

General AI FAQ

New article to centralize common AI questions, privacy stance, model details, and data processing notes.

General AI FAQ

Assignment Linking

Topic	Article Location(s)
Auto‑refresh behavior	Clarified that sections with at least one linked assignment auto‑refresh twice daily; otherwise, users should manually refresh. Assignment Linking Manager

Topic

Article Location(s)

Auto‑refresh behavior

Clarified that sections with at least one linked assignment auto‑refresh twice daily; otherwise, users should manually refresh.

Assignment Linking Manager

Course Section Assessment Data

Topic	Article Location(s)
Assessment Data	Updated to reflect current behavior. Course Section Assessment Data
Data after assessment completion	Clarified that data added after completion is not reflected unless the assessment is reopened. FAQ updated Course Section Assessment Data

Topic

Article Location(s)

Assessment Data

Updated to reflect current behavior.

Course Section Assessment Data

Data after assessment completion

Clarified that data added after completion is not reflected unless the assessment is reopened. FAQ updated

Course Section Assessment Data

Course Catalog and Naming

Topic	Article Location(s)
Department and College name updates via data files	Clarified that daily Course Catalog imports can update College and Department names when codes are unchanged. Colleges Departments

Topic

Article Location(s)

Department and College name updates via data files

Clarified that daily Course Catalog imports can update College and Department names when codes are unchanged.

Credentials and Badges

Topic	Article Location(s)
Awarding badges	A new section was added to explain how to assert completion badges through the UI, including using data files. Credentials

Topic

Article Location(s)

Awarding badges

A new section was added to explain how to assert completion badges through the UI, including using data files.

Credentials

External Reviewers

Topic	Article Location(s)
Access model	Clarified that institutions provide SSO credentials, create user accounts, and assign roles relevant to the data collection step. External User Groups

Topic

Article Location(s)

Access model

Clarified that institutions provide SSO credentials, create user accounts, and assign roles relevant to the data collection step.

External User Groups

Juried Assessment

Topic	Article Location(s)
Improvements to Documentation	Added the step to complete Key Assignment Linking in the Program and enable Juried Assessment. Standardized “Scoring Due Date” terminology. Noted Blackboard Original and Ultra file upload support. Added link to JA Analytics reports and datasets. Juried Assessment
Course sections	Clarified that once a Juried Assessment is scheduled, course sections are locked; adding sections requires removing and recreating the Juried Assessment. Schedule a Juried Assessment

Topic

Article Location(s)

Improvements to Documentation

Added the step to complete Key Assignment Linking in the Program and enable Juried Assessment.
Standardized “Scoring Due Date” terminology.
Noted Blackboard Original and Ultra file upload support.
Added link to JA Analytics reports and datasets.

Juried Assessment

Course sections

Clarified that once a Juried Assessment is scheduled, course sections are locked; adding sections requires removing and recreating the Juried Assessment.

Schedule a Juried Assessment

Learning Journey

Topic	Article Location(s)
Access and enablement note	Added product tip about enabling functionality for visibility. Enabling & Accessing Learning Journey

Topic

Article Location(s)

Access and enablement note

Added product tip about enabling functionality for visibility.

Enabling & Accessing Learning Journey

Program Settings

Topic	Article Location(s)
Performance Goals Term Type Alignment Juried Assessment	Documented requirements to edit Performance Goals. Added explanations for term type alignment and initial term generation fields Program Settings

Topic

Article Location(s)

Performance Goals
Term Type Alignment
Juried Assessment

Documented requirements to edit Performance Goals.
Added explanations for term type alignment and initial term generation fields

Program Settings

Release Timeline

Topic	Article Location(s)
v3.111 dates correction	Corrected the 3.111 Release Timeline dates. Platform Releases

Topic

Article Location(s)

v3.111 dates correction

Corrected the 3.111 Release Timeline dates.

Platform Releases

Self Study Manager

Topic	Article Location(s)
MS Word export defaults	Corrected language to note that “Exclude Evidences” is not selected by default. Self Study Manager
Outdated screenshots	Updated screenshots to match current UI. Self Study Document Editor

Topic

Article Location(s)

MS Word export defaults

Corrected language to note that “Exclude Evidences” is not selected by default.

Self Study Manager

Outdated screenshots

Updated screenshots to match current UI.

Self Study Document Editor

Survey Form Designer

Topic	Article Location(s)
Preview and skip logic	Noted that template preview does not execute skip logic, while live surveys do. Survey Form Designer

Topic

Article Location(s)

Preview and skip logic

Noted that template preview does not execute skip logic, while live surveys do.

Survey Form Designer

Term Activation Settings

Topic	Article Location(s)
Assignment names	Added callouts noting that consistent assignment names are required for auto‑copy during term activation. Institution College Department

Topic

Article Location(s)

Assignment names

Added callouts noting that consistent assignment names are required for auto‑copy during term activation.

Trainer-led Video Content

Video(s)	Article Location(s)
Scoring a Juried Assessment	Scoring a Juried Assessment
Linking Assignment to Outcomes With The Assignment Linking Manager	Create Assignment Links with the Assignment Linking Manager
Copying assignment links within the same course section Copying assignment links from one course section to many other sections	Copy Assignment Links with the Assignment Linking Manager

v3.111 Knowledge Base News

Topic	Article Location(s)
Curriculum Map Report	The downloadable Report Library Use Permissions Matrix was updated to correct user role access to the Curriculum Map Report. Analytics
General Education Assessment	A new article was created to guide the planning of a General Education Assessment. Planning a General Education Assessment
Removing Course Sections	A new FAQ was added for removing course sections from an assessment. Assessment Manager
Syllabus Form Defaults	A new section was added for editing syllabus form defaults. Syllabus Defaults
Publishing Courses	Content was expanded to include content for completing the Course Checklist to publish a course. Courses
Course Syllabus	Clarified a product tip for how syllabus defaults cascade. Course Syllabus
Auto Publish for Syllabi	Content was expanded for the Enable Auto Publish For Syllabus setting functionality and downstream impacts. Course & Syllabi Settings
Platform and Data File Discrepancies	A new FAQ was added for when course sections included in data files are not displaying in the platform. Course Sections
Assignment Linking	A new FAQ section was added. Course Section Assignment Linking
Badges Creating & Editing Badges	New FAQ sections were added. Credentials Create or Edit a Badge
My Course Evaluations	The percentage rates for this widget's color indicators were added. Dashboard Widgets - User Access
Missing Course Sections	A new FAQ was added for when course sections are missing from an evaluation. Survey Manager
Juried Assessment	New articles were created: 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
The Learning Journey	New articles were created: 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
Course Syllabi Settings	Content was expanded for the Enable Auto Publish For Syllabus setting functionality and downstream impacts. Institution Course Syllabi Settings College Course Syllabi Settings Department Course Syllabi Settings
Assessment	Content was expanded to clarify the functionality of the Delete All Questions vs. the Delete All In Revision Questions options. Institution Assessment College Assessment Department Assessment
Adding Additional Users to a Test Environment	A product tip was added to provide guidance on adding new users to a test environment. Logging Into Training & Production Sites
Notification & Offset Configuration	Content was expanded for the On Day of the Week setting configuration. Notification & Offset Configuration
Platform Releases	The Production Site release schedule was updated and extended to January 2026. Platform Releases
Browser Support	Supported browsers and versions were updated, and content was added to inform on the browser support review process HelioCampus adheres to. Browser Support Content was updated to reference the Browser Support article. Logging Into Training & Production Sites
CLO Assessment	Content added to clarify the handling of CLOs and curriculum mapping depending on the assessment needs. Program Educational Experiences
Related Documentation	Content was added for using the Evidence Usage Audit Report. Related Documentation
Methods of Collecting Data	A new article was created to outline strategic planning data collection methods in the platform. Methods of Collecting Strategic Planning Data
Survey Form Designer	The Published status content was updated to include information about the Restore button on the Survey Template Homepage. Survey Form Designer
Parent & Partial Terms	Content was added for using Parent and Partial Terms with surveys. Create a Survey Schedule
Term Activation	Content was added to clarify how course sections imported after the term activation date are handled in conjunction with the daily imports sent to HelioCampus. Terms
Assigned Roles	Content was updated to mention using the User Account Homepage as an option to review assigned roles. User Roles

Topic	Article Location(s)

v3.110 Knowledge Base News

Topic	Article Location(s)
Configuring Term Activation Dates	The term best practices have been updated to clarify that term activation dates should be configured to occur before associated LMS course shells are made. Terms
Assessment Results	Timing for Production and Training site assessment results refresh was added. Batch Processes
Hierarchical-level Edit/Publish Permissions	A product tip was added to clarify College and Department Admin external user group permissions. External User Groups
Survey Results Settings	Content added to clarify when Administrators and Instructors can view survey results when the minimum threshold is met or not. Institution Survey Results Form Settings College Survey Results Form Settings Department Survey Results Form Settings
Template Export/Import Process	A new section was added for adding outcomes via a template import/export. Outcome Designer
Logging In	Product Tips were added to the training and production site login instructions. Logging Into Training & Production Sites
Course Evaluation Analysis	Content for the report output has been updated to clarify the display order of Course Evaluation questions Course Evaluation Analysis
Role Adding/Removing Methods	New content has been added to clarify the advantages of using the Staff data file, the bulk modify roles functionality, or the User Accounts Manager import/export roles template. User Roles
Assignment Linking	The User Role Permissions Matrix was updated to clarify assignment linking permissions for Program Coordinators, Course Coordinators, and Course Designers. User Roles
Data Collection	The User Role Permissions Matrix was updated to include improved descriptions for Institution-level data collection roles. User Roles
Curriculum Mapping	The User Role Permissions Matrix was updated to clarify curriculum mapping permissions. User Roles
Survey Results	The User Role Permissions Matrix was updated to clarify the permissions of Course Section Directors and Instructors for viewing survey results for associated Instructors and Teaching Assistants. User Roles
Adding & Removing Roles in Bulk	A product tip was added to clarify user role permissions related to this functionality Add or Remove Roles in Bulk
Logging In as a User	User role permissions have been clarified for login-as functionality. User Accounts
Sentiment Analysis AI	A product tip was added to contact HelioCampus for using the Sentiment Analysis AI. Surveys New Article: Sentiment Analysis AI For Course Evaluations
Rollup Survey Questions	Rollup survey questions can be added to active survey schedules. New Article: Adding Rollup Survey Questions To An Active Survey Schedule
Survey Assigned Courses page	A new troubleshooting section has been added for missing course sections. Survey Instance Assigned Courses
Questions Types	A new product tip was added for Instructor Multi-Choice and Instructor Text/Memo question types for when the Include dropdown is configured as Teaching Assistant. Question Types
Sections	The statuses section has been updated with clarifying information about when the Sections page populates. Self Study Manager
Revising Programs	A product tip was added to these articles to clarify what happens to associated assessments and data collections when a program is revised. Program Educational Experiences Create Performance Indicators & Outcome Relationships Create PLOs & Outcome Relationships Mapping by Course Mapping by Outcome
Student Outcomes	New FAQ for separate programs using matching program outcome codes. Student Outcomes
Curriculum Mapping	Setting up a program that is professionally accredited. New Article: Curriculum Mapping for Specific Accreditors
Outcome Designer	New content has been added for adding outcomes via a template import/export process. Outcome Designer
Course Learning Outcomes	Article content and screenshots were updated to align with the platform interface. Course Learning Outcomes
Non-Term Based Co-Curricular	Clarification was added that the co-curricular syllabus page will not display for Non-Term Based Co-Curricular Sections. Co-Curricular Sections
Courses	New Article: Course Assessment Settings
Course Sections	A new FAQ has been added for deciding whether to publish sections in Faculty Pending status. Course Sections
Syllabus Templates	The accreditor template section was clarified to include accepted file types. Revise a Syllabus Template
Program Management Analysis	The Experiences column description was updated. Program Management Analysis
Program Assessment Results by Student	The data set description content has been updated to clarify SIS student attributes. Program Assessment Results by Student
Course Assignments Co-Curricular Assignments	Course and co-curricular activity assignments are templates where students are scored directly on rubric criteria in the associated course or co-curricular sections. New Article: Course Assignments Co-Curricular Activity Assignments
LMS Assignments	HelioCampus provides the ability to score LMS assignments directly in the platform via LMS assignment conversion. New Article: Converting LMS Assignments

Topic	Video	Article Location
Surveys	Creating an End-of-Term Course Evaluation	Create a Survey Schedule
	Managing Survey Schedule Details Managing Survey Schedule Settings	Survey Schedule Details Survey Schedule Settings
	Managing Survey Schedule Participant Groups	Participant Groups
	Managing a Survey Schedule’s Survey List	Survey List
	Managing Default Survey Notification	Survey Schedule Course Evaluation Settings
	Publishing Courses Individually Or In Bulk	Courses
	Managing Survey Instance Home and Details	Survey Instance Details
	Managing Survey Instance Settings	Survey Instance Settings
	Managing the Email Queue Manager	Email Queue Manager
	Managing Survey Instance Assigned Courses	Survey Instance Assigned Courses
	Reviewing Survey Results	Survey Results
Programs	Creating a Program	Programs
	Adding PLOs To a Program	Student Outcomes
	Creating Relationships With PLOs and Other Outcomes	Create PLOs & Outcome Relationships
	Adding Program Educational Experiences	Program Educational Experiences
	Mapping By Course: Curriculum Mapping by Course Adjusting Advanced Settings of a Curriculum Map Curriculum Mapping to Higher Level Outcomes	Mapping By Course
	Mapping by Outcome: Curriculum Mapping by Outcome Curriculum Mapping by Outcome via Template	Mapping By Outcome
Survey Results	Viewing Survey Results As An Instructor	Survey Results

v3.109 Knowledge Base News

Topic	Details
Shared Export Manager	The existing content was edited to include adding, deleting, and exporting functionality, and a new section was added for uploading documents: Shared Export Manager
Outcome Designer	Edits can’t be made to outcomes once the associated outcome set is published. Instead, outcomes must be copied to make edits; from there, edits can be made to the copy. A new section was added for editing outcomes: Outcome Designer
Assessment Manager	The Assessment Manager content was updated to include information for when the End Date column is blank. A new Assessment FAQ section was added. Assessment Manager
Refreshing LMS Assignments	LMS Assignments can be manually refreshed via the Assignment Linking Manager. A new section was added for refreshing LMS assignments. Assignment Linking Manager
Deleted Co-Curricular Sections	While in Draft or Faculty Pending status, and before the the term end date or Co-Curricular Section end has been reached, sections can be deleted. New content for deleting Co-Curricular Sections was added to the Statuses section. Co-Curricular Sections
Removing Courses and Course Sections With Data Files	Courses and course sections can’t be removed from the platform via the Course Catalog or Course Section data files, they must be manually archived via the Course Manager or Course Section Manager. A new product tip was added to these articles: Courses Course Sections
Course Revision	Revising a course has irreversible downstream impacts on associated course sections, programs, surveys, assessments, and data collections. New Article: Course Revision
CLO Revision Methods	Editing or removing CLOs can have downstream impacts to active and future course sections, or only future course sections, depending on the course revision method. A new section was added for editing or removing CLOs: Course Learning Outcomes
Course Details	Edits to the course code, name, and description can be provided to HelioCampus via the data file. New content was added for contacting Support if edits are not reflected: Course Details
Course Sections	New sections were added for frequently asked questions and troubleshooting Course Sections
Nightly Import Error Emails	The Section & Enrollment Count nightly import error email can be bypassed if an Institution is expecting a difference in enrollment. Nightly Import Errors Email - Section & Enrollment Count section was updated to include mention of contacting Support for bypass. Other Notifications
Attachment File Types & Sizes	The platform accepts all file types up to 500 mb, however preview functionality is limited to specific file types. New article: Attachment File Types & Sizes
Platform Releases	The Production Site release schedule was updated. Additionally, timing information was added to the Data Refresh and Production Site sections. A new Training & Production Sites FAQ section was added. Platform Releases
Logging Into Training & Production Sites	The production site login instructions were expanded to include Instructor sign in for Blackboard, Canvas, and D2L. Logging Into Training & Production Sites
Archiving Programs	Programs can be archived via the Program Homepage to indicate that a program is discontinued; this is a permanent action that an Institution cannot reverse. New sections were added for program archiving, FAQs: Programs
Educational Experiences	When there are experiences associated with an outdated course version, the program’s Educational Experiences page will show a banner regarding which experiences are outdated. There’s an easy fix when happens. A new section was added for updating educational experiences: Program Educational Experiences
Program Settings	When assessments are enabled, at least one course section associated with a term must be in Published status in order for a term to display for selection in the active or in progress term selection dropdown. A new product tip was added to the Assessment Settings section. The Program Assessment Settings section was updated to clarify enabled/disabled configuration information. Program Settings
Survey Instance Creation	Survey instances are created based on the associated term’s status being Pending or Active. New content was added: Survey List
Creating Survey Schedules	Creation instructions were updated to to specify that terms must be published/active to be associated. Create a Survey Schedule
Terms	New content was added to Terms article for: Term Dates Term Types Parent & Partial Terms Best Practices Frequently Asked Questions
Term Manager	New content was added to Term Manager article for: Term Manager Term Statuses
Creating Terms	New content was added to Creating, Edit, & Publish Terms article for: Create a Term Manually Create Terms via Bulk Import Edit a Term Publishing Individual Terms Publishing Terms in Bulk
Term Types	New content was added to Term Types article for: Term Types Manager Create a Term Type Edit a Term Type

Video(s)	Article Location(s)
Updating Contact Settings Configuring Institution Email Settings Adding an Institution Logo	Institution Information
An Admin’s Orientation to Course Settings Syllabus-Related Institution Course Settings Assessment-Related Institution Course Settings Survey-Related Institution Course Settings	Institution Course Settings
An Admin’s Orientation to Survey Settings	Institution Survey Settings
Institution Survey Settings Survey Schedule & Notification Settings	Institution Survey Schedule & Notification Settings
Create & Publish a Survey Template Configure a Survey Templates Home & Details	Create a Survey Template
Adding, Reordering, or Removing Survey Template Sections	Survey Template Sections
Build Configuration Logic for Survey Template Questions	Configure Survey Template Questions
Question Types Building Instructor Multiple Choice or Instructor Text Memo Building Multiple Choice, Single Answer Questions	Question Types
Create a Question In The Question Library And Add It To a Survey Form	Survey Template Questions
Previewing Survey Forms/Templates	Survey Form Designer
Configuring Survey Template Metrics	Survey Template Metrics
Rollup Survey Questions	Institution Assessment College Assessment Department Assessment Course Evaluations Course Section Evaluations
User Account Roles	Roles