Compliance Assist!

1. Compliance Assist! Refresher Instruction Guide Accreditation Module

2. Logging In You can access the University of Florida Compliance Assist website by going to http://ufl.compliance-assist.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!

3. 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.

4. 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 left-hand 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

5. 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.

6. Read-Only Requirement View

7. Editing an Item To edit a requirement, hover over “Options” and then click “Edit Requirement”.

8. 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.

9. 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 read-only view. When you leave the page, you will be prompted to “Check-In” the requirement so that others can edit it if necessary.

10. 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.

11. 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.

12. 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. 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. Documentation within the strategic planning and assessment module can also be attached as evidence utilizing the “Planning Sources” option.

13. 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. 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. 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.

14. 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.