SEP (Systematic Evaluation Plan)

SEP helps you build and maintain a Systematic Evaluation Plan tied to your accreditation body—linking standards to measurable evidence already in HealthTasks.

Overview

Open Accreditation from the sidebar, then select the SEP tab (/accreditation?tab=sep). Admins create and edit SEPs here. SEP is part of the Intelligence plan’s accreditation toolkit, alongside Self Studies.

Older /sep bookmarks redirect to Accreditation → SEP.

Create a SEP

Open Accreditation → SEP.
Create a new SEP with a clear name.
Choose an accreditation body: CCNE, ACEN, or CNEA.
Optionally set the current cycle or reporting period label.

The body you select seeds the standards structure for that plan. Open the SEP to work standard by standard.

Link measurements

Inside a SEP, attach evidence to standards and reporting periods by linking:

Evaluation templates — pull from native evaluation data
Program outcome items — pool results from evaluations, skills, checkoffs, and assignments
Manual entries — enter values yourself when evidence lives outside HealthTasks

For program-outcome links, you can choose which data streams and cohorts feed the result. Keep links specific so status stays meaningful for site visitors and continuous improvement.

Sync and status

Native-linked measurements sync from live program data when you open the SEP and when you refresh. Typical sync states include synced, no data, pending, or error. Row-level status helps you see what is met, below target, or still pending.

If a measurement shows no data, confirm the linked template or outcome has activity in the selected period and cohort scope.

Export

Download a merged SEP report from the list actions or from SEP detail (Export report). Use exports for accreditation packets, leadership review, or archival copies of a cycle.

You can also duplicate a SEP when starting a new cycle from a prior structure, then update links and narrative fields.

Tips

Create one SEP per accreditation body or major program track you need to maintain separately.
Prefer linked measurements over manual entry when the evidence already exists in HealthTasks.
Review sync status before exporting for a visit or annual report.
Keep narrative fields (analysis, action plans, frequency) current as you close the loop on findings.

Troubleshooting

SEP tab missing or upgrade prompt
SEP requires the Intelligence plan and admin access. Auditors may see Accreditation Self Studies without the SEP admin tab.

Standards look empty
Confirm the accreditation body was selected at creation so the plan could seed its standards. Open the SEP detail, not only the list.

Measurement stuck on no data or error
Check that the linked evaluation or program outcome has data for the period and filters you chose. Refresh after new activity posts.

Export failed
Retry from SEP detail. If it continues, contact support with the SEP name and accreditation body.

Self-Study-Reports: Narrative self-study work in Accreditation
Program-Outcome-Templates: Outcomes you can link into SEP measurements
Evaluation-Templates: Evaluation instruments used as SEP evidence
Agents: AI insight reports that complement SEP preparation
Billing: Intelligence plan eligibility

Support

For SEP or accreditation workspace questions: [email protected]