Curriculum Management

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...

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. F...

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 support@watermarkinsights.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 Reordering fields 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 (support@watermarkinsights.com) 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...

Overview: User roles Categories of roles: Workflow 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 ...