WorkflowAccreditation, Institutional Research & Accountability

Accreditation Management

Accreditation management software that puts a current source under every sentence of the self-study, and reads it as a visiting team would

No uncited sentence reaches the accreditor, and likely findings are answered first.

See one case, screen by screen ↓
target0sentenceswithout a current source in the submitted Compliance Certification
demo201of 212 programswith a 2025 assessment report, recounted from the repository where the draft said every program
demo2,814documentsin the evidence library, carrying 9,412 tags to the standards they support, on the sample self-study
target10business daysat most for every evidence request: answered, or the dean told on day 7
In short

What is Accreditation Management?

Accreditation Management is accreditation management software in which accreditation liaisons map evidence to standards and draft cited self-study narratives. Seven agents tag every document to the standards it supports, draft narratives with a current source under every sentence, recount every number from the system of record and write the findings a visiting team would expect. Standard owners sign, the liaison officer approves, and the Provost signs the final report.

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Updated

The problem

Why a self-study still runs on email, shared drives and word processors

Accreditation management software exists for one hard job: showing an accreditor, standard by standard, that the institution does what it says, and proving every claim with a document. At a public research university that means about 90 standards and requirements, thousands of policies, minutes, syllabi and assessment reports, and hundreds of contributors, often with programmatic reviews for law, nursing, engineering and business and a substantive change in the same cycle.

Today the evidence is gathered by hand. Contributors email PDFs, a coordinator renames them and links them to standards in a template, and owners write narratives in a word processor. A narrative says "every program assessed its outcomes" because last year's summary said so, and nobody recounts. A handbook revised in 2025 is cited in its 2022 edition. The off-site committee checks, writes a finding, and the institution spends months on a focused report. Accreditation Management gives the Accreditation Liaison Officer seven agents that read, map, recount and check, so people spend their time deciding and signing.

typical177,000wordsin one public university's last compliance certification
typical2,374pieces of evidencefor the 72 standards that needed a response in the same certification
typical10memberson that university's on-site review team
Where a self-study's weeks goestimated
By hand39 weeks
With the solution14.5 weeks
  • Calling for evidence and chasing contributors10 → 4 wk
  • Filing and linking documents to standards6 → 1 wk
  • Drafting and revising the narratives12 → 7 wk
  • Checking numbers and citations against the record4 → 1 wk
  • An internal mock review4 → 1 wk
  • Assembling and de-identifying the visiting team's pack3 → 0.5 wk

Estimated split of a reaffirmation self-study's working weeks for the liaison office, by hand and with the agents. Our arithmetic, kept modest; the live solution measures it.

How it works

How a standard is argued and proved

Seven agents map, draft, recount, review and chase evidence; owners sign, the liaison approves and the Provost signs.

What comes in
Evidence in5 systems · documents, assessment, student, learning, faculty
Agents at work
Mapping agentevery document tagged
Then
Drafting agentno uncited sentence
Data Check agentnumbers recounted
Then
Peer-Reviewer agentexpected findings
Currency agentnewer versions
Then
Requests agentgaps chased
Packaging agentsealed, de-identified
A person decides
Standard owners and the liaison officerowners sign · the liaison approves · the Provost signs the whole
What comes out
Cited narratives
Expected findings
Visiting-team pack
One case, step by step

One standard, from a claim the record does not support to a signed section

Halden State University's Compliance Certification is due March 15, 2027. Last night Dr. Carla Whitmore revised Standard 8.2, student outcomes. Here is what happens to it on Wednesday, October 21, 2026, screen by screen, in the working solution.

  1. 01Overnight

    The whole reaffirmation on one row, and a plain note of what changed

    The agents

    Dr. Renata Okafor opens to 145 days left, 90 standards, 2,814 evidence documents and 352 contributors. The agents' overnight note says 17 cited documents have a newer version, 43 new tags wait to be confirmed and 6 requests are overdue. The first next step is to review Standard 8.2.

    12 sentences on 5 standards have no current source.

  2. 02Morning

    The narrative reads as prose, with an evidence ribbon under every sentence

    Dr. Renata Okafor · Accreditation Liaison Officer

    Standard 8.2 has 8 sentences and 16 sources. The ribbon under each sentence is thick for three or more current sources, medium for two, thin for one, and broken for none. Selecting sentence 1 opens its three sources on the right, with the supporting passages highlighted: the 2025–26 program list of 212 programs, Academic Assessment Policy AP-4.1 and the 2026–27 catalogs.

  3. 03One click

    A mock visiting team reads the standard, and a recount breaks a ribbon

    Peer-Reviewer agent

    Renata runs the Peer-Reviewer, which reads the draft as an off-site committee member would and asks the Data Check agent to recount. Sentence 3 says "Every degree program assessed its learning outcomes in 2025." The assessment repository holds a 2025 report for 201 of 212 programs, the cited summary counts plans as well as reports, and the ribbon breaks.

    An off-site committee would likely find the institution out of compliance with 8.2 or ask for a focused report.

  4. 04Proposed

    The claim rewritten to what the record shows

    Drafting agent

    The Drafting agent proposes the new sentence beside the old one, cited to the repository's 2025 report count and the follow-up requests. Renata can accept, edit or reject it. She accepts, with the reason code "claim corrected to the record".

    201 of 212 programs assessed their outcomes in 2025; the remaining 11 have plans due March 1.

  5. 05Approved

    Eleven requests to eleven department chairs, sent only once approved

    Requests agent

    The Requests agent drafts one request per program with no 2025 report, each naming the chair and the last report year, due March 1, 2027. Nothing goes out until Renata approves. Reminders follow on days 3 and 6, and the dean is told on day 7 without a reply.

  6. 06Same morning

    Evidence a newer version replaced, re-cited only when the meaning held

    Currency agent

    Sentence 7 cites the 2022 Core Curriculum Assessment Plan, which the 2025 edition replaced. The meaning is unchanged, so the agent proposes the re-cite and Renata approves it. The Faculty Handbook is different: post-tenure review moved from every six years to every five, so it goes to its owner instead.

  7. 07Signed

    The owner signs, the liaison officer approves, the Provost waits for all 90

    Dr. Carla Whitmore · Dean of Undergraduate Studies

    With every sentence on a current source, Dr. Whitmore signs Standard 8.2 as its owner and Renata approves it as the checker: 25 of 90 standards approved. The Provost's signature stays disabled until all 90 are approved, the pack is sealed and no ribbon is broken.

    You may not sign as an owner; Dr. Carla Whitmore may not approve this section.

  8. 08Across the self-study

    Every expected finding, by likelihood, tied to its sentence

    Dr. Renata Okafor

    The same mock review runs on every standard: 28 findings open across 24 standards, grouped as likely findings, questions and suggestions. Among the likely ones, 41 instructors under 6.2 show "qualifications on file" with no justification, and the two off-campus sites have had no facilities review since 2021. Each can be assigned to its owner or dismissed with a reason code.

  9. 09Before the visit

    One sealed, de-identified pack for the visiting team

    Packaging agent

    The Packaging agent builds the pack: 90 narratives, 2,814 documents, a sentence-to-source index and 412 student work files de-identified, then seals it. Release takes Renata and the Vice Provost, Dr. Martin Ellery. The audit trail beside it shows each step of the morning, by people and agents.

  10. 10For the Provost

    A short, cited note for the Provost

    Drafting agent

    Progress for Dr. Howard Lindqvist comes down to a few numbers: 25 of 90 standards approved, 12 sentences with no current source, 88% of requests on time. Sentences with a broken ribbon fell from 148 on August 24 to 12 on October 21. The Drafting agent writes the status note with citations, and Renata sends it.

Who it’s for

Built for everyone who signs the self-study.

The same reaffirmation, seen by the five people who carry it: what their cycle looked like, and what it looks like now.

RO
Dr. Renata OkaforAccreditation Liaison Officer · owns the reaffirmation
Accreditation Liaison Officer
Before
Finds out which claims a committee would not believe when the committee writes them down, then spends months on a focused report.
Now
Sees every sentence's evidence under it, reads the findings a visiting team would write, and approves each fix with a reason.
CW
Dr. Carla WhitmoreStandard owner · 7 standards, including 8.2
Dean of Undergraduate Studies, standard owner
Before
Signs a narrative she wrote from last year's summary, without knowing which numbers still hold.
Now
Signs once every sentence has a current source, and cannot sign while a ribbon is broken.
TG
Tasha GreeneAccreditation coordinator · tags, requests, calendar
Accreditation coordinator
Before
Renames emailed PDFs and links each one to standards by hand, uploading a policy six times for six standards.
Now
Confirms the agent's tags in bulk above 0.90 and reads the few below it, with the passage in front of her.
ME
Dr. Martin ElleryVice Provost · four programmatic reviews and a substantive change
Vice Provost for Institutional Effectiveness
Before
Collects the same minutes for the institutional accreditor and four programmatic reviews for five accreditors, each on its own calendar.
Now
Works from one evidence base, with 612 documents serving more than one accreditor.
HL
Dr. Howard LindqvistProvost · signs the final report
Provost
Before
Hears that the self-study is on track until the off-site review says otherwise.
Now
Reads a few recounted numbers and a cited note, and signs once, when all 90 standards are approved.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven agents map, draft, recount, review and chase evidence; owners sign, the liaison approves and the Provost signs.

Mapping agent

Tags every policy, syllabus, set of minutes and assessment report to the standards it supports, with the passage and a confidence, across the institutional and programmatic reviews.

  • Never reads student work before it is de-identified
  • Tags below 0.90 always go to a person
Drafting agent

Writes and rewrites narratives in the owner's voice from the mapped evidence, and rewrites a claim to what the record shows when it is not supported.

  • No sentence without at least one current source
  • Never signs
  • Never replaces an owner's text without a proposal
Data Check agent

Recomputes every number in a narrative from the system of record, such as the count of programs with a 2025 assessment report.

  • Read only; never writes to a system of record
  • Suppresses counts under 10 students
Peer-Reviewer agent

Reads each narrative as an off-site committee member would and writes the findings, questions and suggestions it expects, each tied to one sentence, with the evidence it checked.

  • Never changes text
  • Never marks a standard compliant
Currency agent

Watches document versions, flags evidence a newer version replaced, and tells meaning unchanged from meaning changed.

  • Re-cites only when the meaning is unchanged and a person approves
  • Changed meaning goes to the owner
Requests agent

Drafts requests to contributors for what is missing, tracks the reply window, reminds and escalates.

  • Sends nothing without the liaison officer or coordinator
  • Escalates to the dean only after day 7
Packaging agent

Builds the Compliance Certification and the visiting team's pack, de-identifies student work and seals the pack.

  • Release needs the liaison officer and the Vice Provost
  • Every pack is logged
Owners, liaison officer, Provost

Sign, approve, sign once. The agents propose; a named person decides.

Ask in plain words

Ask about any standard, sentence, document or request

The assistant answers with citations and opens the screen it is talking about. It drafts; a person sends.

Which standards could draw a finding at the off-site review?

The Peer-Reviewer expects 8 likely findings on 6 standards. The heaviest: 6.2, 41 instructors with "qualifications on file" and no justification; 13.7, no facilities review at the two off-campus sites since 2021; 4.3, board disclosures cited for 2024 only; 10.4, bylaws cited are from 2017.

Why would sentence 3 of Standard 8.2 draw a finding?

It says every degree program assessed its outcomes in 2025. The assessment repository holds a 2025 report for 201 of 212 programs. The summary it cites counts "a plan or report", and the January minutes note reports outstanding.

Which cited documents are out of date?

17 documents have a newer version, cited in 23 sentences. 12 keep their meaning and can be re-cited, such as the Core Curriculum Assessment Plan. 5 changed, such as the Faculty Handbook, where post-tenure review moved from six years to five; those go to their owners.

Draft the status note for the Provost

Drafted from the progress numbers, with a citation on each claim. It is on the Progress screen for you to read and send; nothing goes to Dr. Lindqvist until you do.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

An evidence ribbon under every sentence of the self-studyStandard 8.2, student outcomes, reads as prose, and under every sentence runs a ribbon whose weight shows how many current sources support it. Across the top, one row of 90 squares stands for every standard, marked drafted, evidenced, reviewed or signed. Selecting sentence 1 opens its three sources, each passage highlighted.
The whole reaffirmation on one row, and the road to the visitThe liaison officer's home: 145 days to the Compliance Certification, every standard's state, the agents' overnight note in plain words, and the dates that matter, from the substantive change prospectus on December 1, 2026 to the on-site visit in October 2027.
A mock visiting team finds the claim the record does not supportThe Peer-Reviewer agent reads the draft as an off-site committee member would. A recount from the assessment repository shows 11 of 212 programs without a 2025 report, the ribbon under sentence 3 breaks, and the expected finding is tied to the sentence.
The claim rewritten to what the record shows, with citationsThe Drafting agent proposes the new sentence beside the struck-through old one, cited to the repository count and the requests. The liaison officer accepts, edits or rejects it, and the reason code goes on the record.
Follow-up requests to the 11 department chairs, approved before they goOne request per program with no 2025 report, each naming the chair and the last report year, due March 1, 2027. Nothing is sent until the liaison officer approves; reminders and escalation to the dean run on their own clock.
Accreditation evidence that knows its versionThe Currency agent compares each cited document with its newest version and says whether the meaning changed. Unchanged ones are re-cited in bulk; changed ones, such as a Faculty Handbook that moved post-tenure review from every six years to every five, go to their owners.
Owner signs, liaison officer approves, the Provost signs onceEach section moves through a signature chain with separation of duties. Standard 8.2 is signed by its owner and approved by the liaison officer; the Provost's signature stays locked until all 90 standards are approved.
Expected findings, before the off-site committee writes themEvery finding the Peer-Reviewer expects, grouped as likely findings, questions and suggestions and tied to the sentence that would draw it, with a way to assign it to the owner or dismiss it with a reason code.
An evidence library the agents map to standards, with people confirming2,814 documents from five connected systems carry 9,412 tags to standards. The Mapping agent quotes the passage behind each tag; the 35 above 0.90 are confirmed in bulk and the 8 below are read one by one. Student work is de-identified before it is read.
One evidence base for the reaffirmation and four programmatic reviewsLaw, nursing, engineering and business reviews and an online program's substantive change run in the same cycle. The Mapping agent's crosswalk reuses each document, and 612 documents serve more than one accreditor, so contributors are asked once.
A sealed, de-identified pack for the visiting team, and a full audit trailOne pack with every narrative, document and sentence-to-source link, student work checked as de-identified, then sealed; release takes two people. Every action by people and agents is in the audit trail, with when, who, what, why and the evidence.
A few plain numbers for the Provost, and a cited status noteProgress recounted from the self-study, one chart of sentences with a broken ribbon falling week by week, and a status note the Drafting agent writes with citations for the liaison officer to send.
Connected to the systems of record, with errors shown plainlySettings for the administrator: rules, roles and duties, connected systems, privacy and records, agents and models. When the faculty activity system's sign-in expires, the screen says what it affects, that nothing was lost, and how to reconnect.
Governance

Built for the visiting team: cited, signed, on the record.

No uncited sentence can be signedEvery sentence cites at least one current source. A section with a broken ribbon cannot be signed, and only the administrator, with the Vice Provost, can change that rule.
Owner signs, liaison officer approves, Provost signs onceThe standard owner signs the section and the liaison officer approves it as the checker. The liaison officer never signs as an owner, an owner never approves their own section, and the Provost signs the final report once, after all 90.
Roles separated by dutyLiaison officer, standard owner, coordinator, contributor, Vice Provost, Provost, auditor and administrator each have what they can do and what they cannot. The auditor reads and exports everything and changes nothing; the administrator cannot open student work.
Student work de-identified before any agent reads itNames, student IDs, emails and faces in images are removed before student work is mapped, counts under 10 students are suppressed, and student work sits in a restricted folder. FERPA governs what leaves the institution.
Agents propose; people decideAgents never sign, approve, send or mark a standard compliant. Each has a versioned prompt and model, a confidence threshold and an evaluation, and every override carries a reason code.
A full audit trail and a sealed packWho, what, when, why and which evidence, for people and agents alike, exports as CSV. The visiting team's pack is sealed, released by two people, and kept with the self-study for 10 years after the decision.
Configuration

Accreditation management software that runs on your rules

The rules every narrative is held to are settings, versioned and on the audit trail.

SettingDefaultChoose from
A strong ribbon needs3 current sourcesTwo is medium, one is thin, none is broken
A source is current for36 monthsFrom its date, unless a newer version replaced it sooner
A broken ribbon blocks a signatureOnLocked; only the administrator, with the Vice Provost
How the Peer-Reviewer readsAs an off-site committee member wouldStrict: every number recounted · Light: likely findings only
Contributors reply within10 business daysReminders on days 3 and 6; the dean is told on day 7
Owners sign30 days before the deadlineBefore the Compliance Certification is due
Small countsSuppressed under 10 studentsApplies to every recount
Retention10 years after the decisionThe visiting team's pack expires 90 days after the visit
Connections

Accreditation management software that reads your systems of record

Assessment repositoryprograms, outcomes, reports and measures
Document managementpolicies, minutes and handbooks, with version history, read only
Student information systemenrollment, retention and completions, read only
Learning management systemsyllabi and de-identified rubric scores
Faculty activity systemcredentials, workload and development
Email and calendarrequests, reminders and signature notices
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
0
uncited sentences in the submitted Compliance Certification
Every sentence cited
a broken ribbon blocks signing
target
100%
of likely findings answered before the off-site review
Todayfound by the committee
With agentsfound by the Peer-Reviewer first
target
10days
at most for every evidence request, the dean told on day 7

Sources: Texas A&M University-Commerce, SACSCOC On-Site Visit Handbook, January 2024, etamu.edu (about 177,000 words and 2,374 pieces of evidence for 72 standards in its last compliance certification; a 10-member on-site team) · 34 CFR Part 602 (recognition of accrediting agencies) and 34 CFR Part 99 (FERPA) · "target" = design goal, measured in the live solution · "demo" = seen in the working solution, on its sample data · "typical" = published figures · "estimated" = our arithmetic, kept modest. Halden State University and the people named on this page are fictional: characters and sample data in the working solution.

Questions

Questions about accreditation management software.

What is Accreditation Management?

Accreditation Management is accreditation management software in which accreditation liaisons map evidence to standards and draft cited self-study narratives. Seven agents tag every document to the standards it supports, draft narratives with a current source under every sentence, recount every number from the system of record and write the findings a visiting team would expect. Standard owners sign, the liaison officer approves, and the Provost signs the final report.

What is an accreditation self-study report?

It is the document, often called a compliance certification or self-study, in which an institution argues standard by standard that it meets its accreditor's requirements and proves each claim with evidence. In Accreditation Management each standard's narrative is read sentence by sentence, and a ribbon under every sentence shows how many current sources support it.

How does it find claims a visiting team would question?

The Peer-Reviewer agent reads each narrative as an off-site committee member would and writes expected findings, questions and suggestions, each tied to one sentence. It asks the Data Check agent to recount any number from the system of record. In the working solution, that is how "every degree program" became 201 of 212 programs.

What happens when cited accreditation evidence is out of date?

The Currency agent compares each cited document with its newest version. When the meaning is unchanged it proposes a re-cite for a person to approve; when the meaning changed, the sentence goes to its owner. A source counts as current for 36 months unless a newer version replaced it sooner, and that window is a setting.

Can one evidence base serve programmatic accreditation and a substantive change?

Yes. The Mapping agent tags documents across the institutional standards and the programmatic standard sets, and a crosswalk shows which documents each review reuses. The substantive change prospectus is drafted from the same evidence, with the same ribbons.

How is student work protected?

Student work used as evidence is de-identified before any agent reads it: names, student IDs, emails and faces in images. Counts under 10 students are suppressed, student work sits in a restricted folder, and the administrator cannot open it.

Do people stay in control of the self-study?

Yes. Agents propose and people decide: every rewrite is accepted, edited or rejected with a reason code, every request is approved before it is sent, and agents never sign, approve or mark a standard compliant. The owner signs, the liaison officer approves as the checker, and the visiting team's pack is released by two people.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents, such as your accreditor's standards, your current narratives and a sample of your evidence, and it goes live once every quality gate has passed. We will walk you through it on one of your own standards first.

See it on
your self-study.

We'll run Accreditation Management on one of your standards, its narrative and its evidence.