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Main Menu Reorganization - June 2023

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Caitlin
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:warning:

 

HelioCampus has a new knowledge base to provide an expanded library of content and support usage of the Assessment & Credentialing platform!

Review this new knowledge base for improved help content related to the Main Menu:

 

HelioCampus will be implementing a reorganization of the Assessment & Credentialing platform main menu. Changes will be released with version 3.90 as follows:

  • May 1, 2023: Release to training sites
  • June 2023: Production Release

The changes to the main menu will not affect the student role and only two menu items (Report Dashboard > Report Library & Faculty Portfolio > Faculty Portfolio Manager) will affect Course Section Director, Instructor and TA roles. Please see the section called Quick Reference of Menu Title Changes for detailed information on all other roles. 

My Dashboard

The AEFIS Dashboard menu item has been retitled to My Dashboard; no other revisions were made.

Educational Experiences

The Educational Experiences menu header has not been retitled although the following revisions have been made to the menu header’s items.

 

New Menu Item Organization Menu Item Revisions
Courses
  • Rubric Criteria Library moved to the Assessment menu header.
  • Textbooks will only be displayed in the main menu for institutions that are using this functionality.  
Course Sections
Co-Curricular Activities
Co-Curricular Sections
Syllabus Templates
Textbooks


Assessment

The Program Design menu header has been retitled to Assessment and the following revisions have been made to the menu header’s items.

 

New Menu Item Organization Menu Item Revisions
Outcomes Library 
  • Outcome Sets retitled to Outcomes Library
  • Rubric Criteria Library moved here from the Educational Experiences menu header.
  • Assignment Templates retitled to Key Assignment Manager.
  • Assignment Linking retitled to Assignment Linking Manager
Programs
Assessment Manager
Rubric Criteria Library
Key Assignment Manager
Assignment Linking Manager


Data Collection

The Data Collection menu header has not been retitled and no additional changes to the menu items. 

 

New Menu Item Organization Menu Item Revisions
Data Collection Schedules
  • No changes
Data Collection Manager
Workflow Library


Self Study

The Self Study menu header has not been retitled and no additional changes to the menu items. 

 

New Menu Item Organization Menu Item Revisions
Evidence Bank
  • No changes
Self Study Manager


Credentials

The Credentials menu header is a new menu header and has been designed to display the Badge Manager menu item.

New Menu Item Organization Menu Item Revisions
Badge Manager
  • Badges retitled to Badge Manager
  • Badge Manager moved here from the Assessments menu header.


Surveys

The Surveys menu header has not been retitled although the following revisions have been made to the menu header’s items.

 

New Menu Item Organization Menu Item Revisions
Question Library
  • Survey Templates retitled to Survey Form Designer
  • Survey retitled to Survey Manager
  • External User Groups moved here from the Tools menu header.
Survey Form Designer
Survey Schedules
Survey Manager
External User Groups


Faculty Portfolio

The Faculty Portfolio menu header has not been retitled although the following revisions have been made to the menu header’s items.

 

New Menu Item Organization Menu Item Revisions
Intellectual Work Library
  • Intellectual Work retitled to Intellectual Work Library.
  • Faculty Portfolio retitled to Faculty Portfolio Manager.
Faculty Portfolio Manager


Practicums

*Practicums will only be displayed in the main menu for institutions that are using this feature. 

 

The Practicums menu header has not been retitled although the following revisions have been made to the menu header’s items. 

 

New Menu Item Organization Menu Item Revisions
Practicum Form Designer
  • Practicum Templates retitled to Practicum Form Designer
  • Practicum Schedule retitled to the plural version, Practicum Schedules.
  • Practicums retitled to Practicum Manager.
Practicum Schedules
Practicum Manager


Strategic Planning 

The Strategic Planning menu header has not been retitled and no additional changes to the menu items. 

 

New Menu Item Organization Menu Item Revisions
Strategic Plans
  • No changes


Analytics

The Analytics menu header has not been retitled although the following revisions have been made to the menu header’s items.

 

New Menu Item Organization Menu Item Revisions
Report Library
  • Report Dashboard retitled to Report Library.


Organizational Hierarchy 

The Organizational Hierarchy menu header has not been retitled although the following revisions have been made to the menu header’s items. 

 

New Menu Item Organization Menu Item Revisions
Institution To ensure better alignment with terminology used on campuses:
  • Administrative Units retitled Administrative Divisions
  • Administrative Divisions retitled to Administrative Units
Colleges
Departments
Administrative Divisions
Administrative Units


Admin Tools

The Tools menu header has been combined with the Admin Tools menu header and the following revisions have been made to the menu headers items. 

 

New Menu Item Organization Menu Item Revisions
Terms
  • Email Queue retitled to Email Queue Manager.
  • Documents retitled to Documents Manager.
  • Notes retitled to Notes Manager.
  • Action Items retitled to Action Items Manager.
Term Types
User Accounts Manager
Email Queue Manager
Document Manager
Notes Manager
Action Items Manager

 

Quick Reference of Menu Title Changes

 

Original Menu Title New Menu Title Roles This Affects
Outcome Set Outcomes Library
  • Institution Admin 
  • College Admin 
  • Department Admin
  • Program Coordinator
Assessments Assessment Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
  • Program Coordinator
Assignment Templates Key Assignment Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
  • Program Coordinator
  • Course Coordinator
Assignment Linking  Assignment Linking Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
  • Program Coordinator
  • Course Coordinator
Survey Templates Survey Form Designer 
  • Institution Admin
  • Institution Survey Admin 
  • College Admin 
  • College Survey Admin
  • Department Admin
  • Department Survey Admin
Surveys Survey Manager
  • Institution Admin
  • Institution Survey Admin 
  • College Admin 
  • College Survey Admin
  • Department Admin
  • Department Survey Admin
User Groups External User Groups
  • Institution Admin
  • Institution Survey Admin 
  • College Admin 
  • College Survey Admin
  • Department Admin
  • Department Survey Admin
Intellectual Work Intellectual Work Library
  • Institution Admin 
  • College Admin 
  • Department Admin
Faculty Portfolio Faculty Portfolio Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
  • Course Section Director, Instructor, TA
Report Dashboard Report Library
  • Institution Admin
  • Institution Survey Admin 
  • College Admin 
  • College Survey Admin
  • Department Admin
  • Department Survey Admin
  • Program Coordinator
  • Course Coordinator
  • Course Section Director, Instructor, TA
Administrative Units Administrative Divisions
  • Institution Admin 
  • College Admin 
Administrative Divisions Administrative Units
  • Institution Admin 
  • College Admin 
  • Department Admin
Email Queue Email Queue Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
Documents Document Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
Notes Notes Manager
  • Institution Admin 
  • College Admin 
  • Department Admin
Action Items Action Items Manager
  • Institution Admin 
  • College Admin 
  • Department Admin

*No changes for the student role and no changes for any role specific for the data collection or self-study features. 

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