Time Periods within Planning are meant to represent an institution’s annual cycle of assessment reporting. Time periods are made up of two components, a title, and a date range. The title is independent of the date range and can be labeled whatever the institution or site administrator would like. *For example, a time period could be given the title "FY 2018" could have a date range outside of the 2018 fiscal year.
*Creating such a year would be atypical and is simply meant to be illustrative that the title and date range are independent of one another.
|Naming a Time Period|
|Time Period Date Range|
|Associating a Time Period and Organizational Hierarchy|
Once you have created a new Time Period you will need to associate it with an organizational hierarchy (aka org tree). An indicator of "Needs Org Hierarchy" (see screenshot below) will be displayed until an association has been made and will disappear once the process is complete. To learn more about the organizational hierarchy and how to associate it with your newly created time period see this article.
|Locking a Time Period|
||LAB TIP: Locking a year can be useful to prevent users from entering data in future years before the site administrator deems it ready. A few use cases would be for when a plan is being adjusted for the coming year or when a site administrator plans to copy the previous year’s data into the new year. Preventing users from creating content in the new year would ensure they do not create an item that would then be duplicated by the copy or begins working on a plan without the proper instructions.|