Description:

In this episode of Accreditation Made Easy, Areaka discusses one of the most anxiety-inducing processes in PowerDMS: updating the standards manual. Many accreditation managers worry that archiving an assessment or upgrading to a newer manual could result in losing years of work. Areaka explains why archiving actually preserves an assessment as a historical record and shares the critical order of operations that can save hours of work later. Learn why copying attachments before updating the manual is so important, how PowerDMS handles assessment upgrades, and the simple sequence that can help you avoid a mistake that cannot be undone.

Timestamps:

0:00 Welcome to Accreditation Made Easy

0:47 Why updating the standards manual makes accreditation managers nervous

1:19 The warnings PowerDMS gives before an upgrade

1:46 The fear of losing years of work

2:14 Why archiving does not delete an assessment

3:10 Where most accreditation managers get into trouble

3:32 Why upgrading too soon can create problems

3:59 The attachment-copying feature many people overlook

4:51 The common mistake that cannot be undone

5:29 Why the new assessment must start on the same manual version

5:56 How to copy attachments from an archived assessment

6:24 Why the process becomes easier over time

6:57 Archive, Copy, Then Update

7:18 Resources and closing thoughts

Companion Document:

Archive, Copy, Then Update Manual

This companion document walks through the process step-by-step and includes screenshots to help you safely transition into a new assessment cycle while preserving valuable work from the previous one.

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