Yearly Maintenance of Curriculum Management

  • Relink Forms to Current Catalog Year
    • Your curriculum management forms should populate with the most current programs and courses. Each year, your forms will need to be updated to pull from the most current catalog. Our support team can assist you with this request OR you can now perform this update by using our new Form Relink Tool.
    • Recommendation: relink your forms at the same time that you request a Catalog Rollover
  • Move/Replace all Ready for Catalog items into the Catalog
  • Audit Forms  to ensure they contain the most up to date information.
    • Please note that deleting fields or making significant changes to forms can impact the collection of historical information and form functionality. We recommend you select a time when forms are not in use to make any changes.
  • Update user accounts and permissions  as they may change from year to year.
    • Things to consider:
      • Have you had changes in Deans or Department chairs who are responsible for approval proposals within workflow?
      • Have you had changes in organizational structure? How does this impact your workflow?
      • Are there new members of workflow that need their permissions updated?
  • Consider filtering approved proposals dashboard by academic year for improved organization and searching. Contact Support  to assist with this request. If you are already doing this, you still need to contact support to update this feature by adding a new folder and adjusting the forms. 
  • Clear out inactive Draft and Removed proposals from folders: Deleting Proposals
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