The My Items dashboard can be used to promote multiple proposals from within the same review phase to the next step of approval. However, if one proposal has an issue, it can be hard to narrow down which proposal ran into an issue, as well as determine why the proposal did not approve as expected. With this additional messaging, users can easily identify which proposal ...
Before a user can run this tool, they will need the domain\admin forms relink role. Please request this role through support.
Select the Forms folder from the Curriculum Management System section:
In the ribbon, you will see the Relink Forms option become available.
The tool will open in a new tab. From the dropdown, update the year options and select Go:
If the pr...
In this video we demonstrate the Reviewer's perspective in Curriculum Management including
Finding and Viewing a proposal from the dashboard
Approving proposals or sending them to the next step
The Audit Trail
While Curriculum Management administrators are allowed to share this video with their faculty and staff, we highly encourage you use this vid...
The following video is a demonstration of the Faculty or Staff experience when submitting a proposal.
While Curriculum Management administrators are allowed to share this video with their faculty and staff, we highly encourage you use this video as an example of the kind of demonstration your faculty and staff would most benefit from seeing in you own system with your ...
Curriculum Management has introduced a new feature, the option to preview a curriculum proposal while being drafted or in review.
What Does it Do?
As proposals are being built to introduce new or changed curriculum, it is important for the initiator and reviewers to be able to see how their curriculum changes will look when presented by the catalog website. This new fea...
The Curriculum Management System is set up as a series of folders within the Content Tree. All general users of this system will be accessing the platform via the Curriculum Management Dashboard. These series of folders are for Administrator access only, to modify forms, move approved/transformed items into the catalog and reviewing the system when requesting changes.
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 a...
To Delete a proposal, select one from the Curriculum Management folders within the content tree and click “Delete” within the Home tab:
***If the proposal is locked, click the Edit button to unlock prior to deleting.***
NOTE: When deleting a proposal, a dialog box will pop up indicating that the links to this item will be broken if it is deleted. These link...
To access the User Manager once logged in, click the button in the lower left hand corner to access the Security Tools and select User Manager or under the “Security” tab at the top of the content editor:
Double click the user profile you wish to adjust.
Click the “Member Of” tab on the Edit User window that opens:
Click the Edit button in the bottom left hand...
When a course or program form has been approved through the workflow, the proposal is archived, and the form is converted into a catalog item. These converted items stay in an approved state when converted and only need to be moved into the catalog. There are two folders in the curriculum management system folder call "Ready for Catalog" and "Remove from Catalog." It is...
To successfully edit Curriculum Management forms, please see the following help articles:
Preview the Curriculum Form
Editing a Curriculum Form Field and other changes an Admin can make
Curriculum Options List
All other form/workflow adjustments need to be requested from email@example.com. These may include, adding a new field, removing a field, making a w...
Within the Options folder in the Curriculum Management System section of your content tree, you will find the options that appear in various sections throughout the forms. These appear whenever there is a checkbox or dropdown list of specific choices your users need to choose from. You can expand the fields to see the options currently present for each, shown in the scr...
There are three types of edits that can be made by an administrator to the fields of a form:
Changing the field label
Modifying the help text on a field
Access the Form Fields:
In the Content Tree, to access the fields within the form, expand the form using the triangle to the left of the Form title:
Click "Lock and Edit" on an item to access it for...
Before launching your system for the first time, please contact Support (firstname.lastname@example.org) to complete the following actions. Please provide at least 2 weeks to complete this request:
Clear out test proposals: These are any proposals that were created during the testing process that need to be removed. If any proposals should not be deleted, please include...
Categories of roles:
Specifies what actions within a workflow a user can take by granting access to buttons within a workflow state.Determines what workflow a user is required to take an action within - i.e. what workflow a user is going to review and approve proposals within.The workflow role a user is assigned will send em...
The following items must be completed by Support:
Adding form fields
Removing form fields
Adjusting field types (rich text, textbox, drop-down, check-boxes, radio button, file upload, date-picker, single checkbox)
Adding/Removing options to drop-downs, check-boxes, radio buttons
Modifying "Protected" items
Modifying workflow states and actions
Adding filter options to ...
To view the Form, select the form you wish to see and use the Preview button under the Publish tab:
This will allow you to view the form in another tab as a user would see it launched from the dashboard.When making edits to a form, you can refresh the preview to see how the edits look prior to publishing them.You can read this article next for further details regarding ...
During implementation, you will be asked to select the email notification type you wish to use for the Curriculum Management System. You can choose to have one type of email notification set up for the system, or you can choose to have both set up for one system - this depends on how often you want the users to be notified of active proposals that require their attentio...