Knowledge Base News

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

Auto‑refresh behavior

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

Assignment Linking Manager

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

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

Awarding badges

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

• Credentials

Access model

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

• External User Groups

Improvements to Documentation

1. Added the step to complete Key Assignment Linking in the Program and enable Juried Assessment.

2. Standardized “Scoring Due Date” terminology.

3. Noted Blackboard Original and Ultra file upload support.

4. 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

Access and enablement note

Added product tip about enabling functionality for visibility.

• Enabling & Accessing Learning Journey

• Performance Goals

• Term Type Alignment

• Juried Assessment

1. Documented requirements to edit Performance Goals.

2. Added explanations for term type alignment and initial term generation fields

• Program Settings

v3.111 dates correction

Corrected the 3.111 Release Timeline dates.

• Platform Releases

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 the current UI.

• Self Study Document Editor

Preview and skip logic

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

• Survey Form Designer

Assignment names

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

• Institution

• College

• Department

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

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

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

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

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

1. The Assessment Manager content was updated to include information for when the End Date column is blank.

2. 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:

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

1. The Section & Enrollment Count nightly import error email can be bypassed if an Institution is expecting a difference in enrollment.

2. 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

1. The Production Site release schedule was updated. Additionally, timing information was added to the Data Refresh and Production Site sections.

2. 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

1. 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.

2. 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

• 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