Transcript Compliance Assist Accreditation Module Instruction Guide

Compliance Assist!
Refresher Instruction Guide
Accreditation Module
Logging In
• You can access the University
of Florida Compliance Assist
website by going to
http://ufl.complianceassist.com and logging in with
your GatorLink username and
password
• There is a direct link to the
Compliance Assist website at
http://sacs.aa.ufl.edu . From
here, click on the link for “UF
Compliance Assist!
Landing Page
Once you log in you will see a list of “Available Web Sites” on the left-hand
side. Each user has access to different modules depending on his/her
unique responsibilities at the university. You can select a module from the
menu to navigate to it from this screen. Click “Accreditation” to enter that
module.
Accreditation Welcome Page
When you navigate to “Accreditation”, the Home page displays a Welcome message
from our President, and additional information about our Accreditation on the lefthand side. Please note:
•
•
•
The jump menu in the upper left-hand corner of the screen which will allow you to
toggle back and forth between different modules in the system
The “Log Out” option in the upper right-hand corner of the screen
The “Help” link in the upper right-hand corner of the screen which will
automatically take you to the user guide documentation for the module
Table of Contents
To access the Compliance Report, click on the “Reaffirmation of
Accreditation” link. This will take you to the table of contents for the
preloaded SACS Compliance Report. You can open up a standard or
requirement, by clicking on its number.
Read-Only Requirement View
Editing an Item
To edit a requirement, hover over “Options” and then click “Edit
Requirement”.
Editing an Compliance Certificate Item
While you are editing a
requirement, it will be
“checked out” to you meaning
that no one else will be able
to come in and edit that
requirement while you are in
edit mode.
You can enter text into the
narrative box by typing
within it or copying and
pasting content in from
external sources.
For help using the text editor,
click on the blue question
mark icon on the bottom
right of the text editor tool
bar.
Saving Your Work
Clicking “Save” will save
your work, but keep you in
“Edit” mode.
Clicking “Save & Close”
will save your work and
take you back to the readonly view.
When you leave the page,
you will be prompted to
“Check-In” the
requirement so that others
can edit it if necessary.
Document Directory
• Files will be contained within a central “Document Directory” tab. Once
files are uploaded here, they can be referenced throughout the report.
• To add files, go to Options > Manage Files.
• As required by SACS, you will only be able to upload PDF files.
Document Directory
• Files will be contained within a central “Document Directory” tab. Once
files are uploaded here, they can be referenced throughout the report.
• To add files, go to Options > Manage Files.
• As required by SACS, you will only be able to upload PDF files.
Attaching Documents to a Requirement
While in edit mode of a standard, beneath the “Narrative” text box field, you
will see two options for referencing sources.
1. Files can be copied from the Document Directory by clicking “Add New
Source”. You add multiple documents and can direct reviewers to specific
page numbers within each one.
2. Documentation within the strategic planning and assessment module can
also be attached as evidence utilizing the “Planning Sources” option.
Linking Documents Into Narrative
Once you have attached sources to a requirement via the “Document
Directory Sources” or “Planning Sources” you can embed links to these files
directly within your narrative text box.
1. Access the “Source Links” drop down box in the tool bar and highlight
the document you wish to reference. The document title and page
number if applicable will display as a link within your text box. You can
type normally before and after this linked text.
2. You can type text that you wish to appear as the link to your file,
highlight that text, then choose a document from “Source Links”. The
text you typed will now appear as a link to the chosen document.
Dashboard View
While on the “Compliance Report” tab, go to Options > Dashboard View.
This view will show you some additional information about each
requirement. The “Judgment”, “Status”, “Due Date” and “Assigned User”
will display for each requirement, as well as an indication that the
requirement is currently “checked out”, or being edited by another user and
therefore locked. To edit a requirement, click its number or title.