TracDat
Session—Entering Action Plan (Reporting Units)
o Click on TracDat Link
· Type in School Code: eku, Username: __________, Password: __________
· Setup, Department Setup
o Tab 1: Information
§ Copy and paste mission with values from plan
§ Copy and paste Vision from plan
§ SAVE
o Tab 2: Goals
§ Copy and paste each goal (SAVE after each goal)
§ Order: keep in same order as your plan (1, 2, 3)
§ Goal Type: Indicate which university goal links with goal that is entered in
§
o Tab 3: Related Goals
§ Choose Goal 1
· Choose appropriate planning group (ex: College of Arts & Sciences)
· Check all the strategic directions that apply
· SAVE
· Continue with Goal 2, Goal 3, etc
§ Choose Goal 1
· Choose EKU
· Check all strategic directions that apply
· SAVE
· Continue with Goal 2, Goal 3, etc
o Tab 4: Offices/Functional Areas/Programs
§ Name each academic program or office you have
§ Do NOT delete the $ and No $ entries in this section
o Tab 5: Faculty/Staff
§ Add people here
· Plan & Document, Assessment Plan
o Tab 1: Objectives
§ Objective Name:
· Add New
· Type in abbreviated name of objective (keep within area of box)
§ Objective: Copy and paste from plan
§ Functional Area/Program:
· Choose 1 of your programs (if you have any) AND $, No $ educational or planning
o The $ or No $ is whether or not you included a budget request for that objective-if so, then choose $-if not, then choose No $
§ Review Objectives and Assessment Method/KPI: This is not in plan
· Who & How often is objective assessed; describe the process of reviewing the objective
§ SAVE
§ Repeat until all objectives are entered
o Tab 2: Assessment Method/KPI’s
§ Objective Name: Choose 1 objective
§ Assessment Method/KPI: Copy & Paste KPI #1
§ Sort Order: number it appears in the plan
§ Specify criterion for that method
§ Who will use data, how, & when: copy & paste “use of results” from plan
§ SAVE
§ Continue this for each KPI, for each objective
o Tab 3: Related Goals
§ Objective Name: Choose Objective 1
§ Related to: __________________ (reporting unit)
§ Check all that apply
§ SAVE
§ Continue with each objective
§ Objective Name: Choose Objective 1
§ Related to: __________________ (Planning Group)
§ Check all that apply
§ SAVE
§ Continue with each objective
§ Objective Name: Objective 1
§ Related to: EKU
§ Check all that apply
§ SAVE
§ Continue with all objectives