Coursedog - Creating a Course

How to Access Course Proposal Forms –

Course proposal forms can be accessed in two ways –

1. From the Curriculum Home Screen.
   1. On the right-hand side of the Home Screen there is an ‘Actions’ column where you can select “+ NEW PROPOSAL”. Clicking on this will generate a pop-up window.
   2. The pop-up window has one question “What would you like to do?”.
   3. Click on the drop-down menu and select the action you would like to take.
   4. Except for creating a new course, all the form options will then also require you to choose an Effective Term and the Course you wish to edit.
   5. Select ‘GO TO FORM’.
2. From the Courses Dashboard or Within the Course.
   1. This is the only form that can, and needs to be, accessed from the Course Dashboard.
   2. Click on “+ PROPOSE NEW COURSE” displayed at the top of the screen next to the word ‘Courses’. This will generate a pop-up modal with a drop-down menu.
   3. Select ‘Course – New’ from the drop-down menu.
   4. Click ‘SUBMIT’.

*To Note –if you are unable to view either of these options that means you do not have permission to submit proposals. To get this permission you will need to submit an access request form. Once we’ve received the request, we will verify the permission is approved and update your user account accordingly.

 

How to Create a Course Proposal –

1. Course – New = used to propose new courses that do not currently exist in the system.
   1. Necessary course information is required and will need to be filled out before the proposal can be submitted.
   2. Optional course information will need to be selected from the top drop-down menu before the fields will be editable.
   3. A detailed reason for the new course’s creation is also required.
   4. Once the form has been completed click on the “SUBMIT PROPOSAL” button to create the proposal and send it to the workflow for approval.
      1. If any required information is missing, the form will error-out and prevent it from being submitted until the required information is entered.

 

How to View Proposals –

1. Login to Coursedog.
   1. If you only have access to the Curriculum product it will automatically take you to the Curriculum home screen.
   2. If you have access to multiple products you will need to select ‘Curriculum’ from the welcome screen to be taken to the Curriculum home screen.
2. Select ‘Proposals’ from the left-hand menu. This will take you to the Proposals’ dashboard.
3. The results will default to show you the proposals which require your vote. However, you can either use the search bar and/or filters to find specific proposals.
   1. Applying Filters –
      1. Click on the filter icon located at the top of the dashboard.
      2. Select Filters - Use the dropdown menus to choose from various filter options, including:
         1. Status: Filter by proposal status (e.g., Approved, Pending, Rejected).
         2. Departments: Select one or more departments.
         3. College/School: Filter by specific colleges or schools.
         4. Workflow: Choose a particular workflow.
         5. Submitted After / Submitted Before: Set date ranges for submission.
         6. Approved After / Approved Before: Set date ranges for approval.
         7. Form: Filter by specific form types.
         8. Proposal Author: Filter by the individual who submitted the proposal.
         9. Current Step Started By: Filter by the user who initiated the current step.
         10. Career: Filter by PeopleSoft career (e.g., Graduate, Undergraduate).
   2. Customizing Columns –
      1. Click on the Columns button at the top of the dashboard.
      2. Select the columns you would like to view by checking the boxes next to the column names in the column options list.
         1. The number of options that are presented will vary based on the filters that have been applied.
      3. Drag and drop column titles to reorder them as desired.
   3. Saving and Managing Views –
      1. After applying filters and customizing columns (if needed), click on the Saved Views icon and select Save Current View. Name your view for future reference.
      2. To make a saved view your default –
         1. Go to your Profile Settings.
         2. Under Default Views, select your preferred view from the Proposals View dropdown.
      3. Schoolwide Saved Views - Administrators can create and assign saved views that are accessible to all users, ensuring consistency across the institution.