Syllabus Management

During implementation, you will be asked to select the email notification type you wish to use for the Syllabus 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 attention....

The Syllabus 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 Syllabus Management Dashboard.  These series of folders are for Administrator access only, to modify forms and review the system when requesting changes. All Syllabus Folder (Red): Contains all approved syllabi ...

Contact Support when you are ready to create syllabi for the next semester or year. A new folder needs to be created to organize the syllabi as they are created. Relink Forms to Current Catalog Year  Your syllabus 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 cat...

To Delete a proposal, select one from the Syllabus 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 links are pr...

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 click the User Manager button 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 ...

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...

Before launching your system for the first time, please contact Support (Submit A Request) 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 a list of th...

Within the Options folder in the Syllabus 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 drop-down 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 scre...

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...

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 prior to publishing, select the form you wish to review 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 changes, you can simply refresh the preview tab to see more changes as they are saved.Please read the following article regarding m...

To successfully edit Syllabus Management forms, please see the following help articles: Preview the Syllabus Form Editing a Syllabus Form Field Syllabus Options List All other form/workflow adjustments need to be requested by raising a ticket with our Support Team (Submit A Request). These may include, adding a new field, removing a field, making a workflow change, up...