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Related Documentation

Evidence can be created directly for a self study, added from the platform’s Evidence Library, or uploaded in bulk using the template export/import process. When relating evidence, users can use existing evidence from the platform’s Evidence Bank or create new evidence for specific self studies, bypassing the Evidence Bank. Access and available actions depend on the user role:

  • Self Study Chairs and Liaisons: Can view and add evidence directly.

  • Self Study Section Editors and Approvers: Can view evidence, but the Add Evidence button is hidden; a Chair or Liaison must add evidence.

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Product Tip

Evidence cannot be added to a self study until users have been assigned to sections via the Self Study Sections page.

Search functionality is available, and if filters are applied, they will display below the search bar and can be removed individually or in bulk. Selecting an evidence title (2) will open the details drawer for further review. Each row includes information about who submitted the evidence, its source or attachment type, and any associated standards. The Section(s) and Restricted columns (3) show where the evidence is used in the self-study and whether access to it is limited. Expanding the Actions menu for an evidence item (4) presents the option to view its details, preview the document, download it, or delete it. The More Options menu (5) provides page-level actions, including uploading evidence, exporting evidence to a ZIP file, opening the Evidence Usage Report, and exporting the evidence list to CSV.

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Adding New Evidence

  1. Navigate to the Related Documentation page and select Add Evidence.

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    1. On the New Evidence tab, enter the evidence details. The Title and Description fields (1) are required, all other fields (2) are optional to provide additional information.

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    2. Under File Attachments, drag and drop supporting files into the upload area. Alternatively, select Browse and choose files from your device.

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    3. Open the Select Section(s) menu under Section Alignment, and select each self-study section supported by the evidence.

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    4. Under Standard/Criteria & Department Alignment, select Standard/Criteria (1) to align the evidence with specific accreditation standards or criteria that it supports, or Department (1) to align the evidence with the institutional department or organizational area responsible for or represented by it. Select the checkbox next to each standard, criterion, or department to associate it with the evidence (2). Selections appear under the Aligned to this evidence section (3).

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    5. In Tags, search for and select an existing tag or enter a new tag (1). Although they are optional, using consistent tags and meaningful titles helps to make evidence easier to find and reuse. To limit access to the evidence, select Restrict visibility so only users with access to the designated section(s) can view this evidence (2) and to make the evidence available for reuse, select Save this evidence to the Evidence Bank library (3).

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  2. Select Save Evidence to add the new evidence.

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Adding From The Evidence Library

  1. Navigate to Related Documentation and select Add Evidence.

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    1. Select the Add from Library tab.

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    2. Use the search field to locate evidence, then select the checkbox next to each item to add (1). Use enhanced search to search in more detail and use filtering capabilities (2).

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    3. Review the selected evidence, then select Add from Library to add it to the self-study.

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Adding via Template Export/Import

Upload multiple evidence records and their supporting documents to a self-study using the evidence template and a ZIP file.

  1. Navigate to the Related Documentation page, and from the More options menu, select Upload Evidence.

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    1. In the Upload Evidence panel, select Download Evidence Template. If the template has previously been downloaded, select Skip to upload.

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    2. Complete the template with one row for each evidence record. Create a folder named Evidences and place all supporting documents referenced in the template inside it. Make sure each document’s name matches the corresponding value in the File Name column in the template. Place the completed template and the Evidences folder together in a single ZIP file.

    3. Drag and drop the ZIP file into the upload area. Alternatively, select Browse and search for and select the file.

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      1. If the platform finds a problem during upload, expand the issue message to review the affected row. Correct the template or ZIP contents, remove the invalid upload, and upload the corrected ZIP file again.

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    4. When the ZIP file validates successfully, select Import Records to add the validated evidence to the self-study.

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Previewing and Downloading Evidence

To preview or download evidence, navigate to the Related Documentation page and locate the evidence item for review. Use the search bar and filters to narrow the evidence list as needed (1). Open the evidence’s Actions menu to select Preview Document or Download Document (2). The preview option opens the document to review the attachment without downloading it. When downloading evidence, the download will include the original file associated with the evidence. Use the page-level More Options menu (3) to export multiple selected evidence items to a ZIP file or export the evidence list for reporting purposes.

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