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. Editing, Inactivating, or Reactivating a course –
      1. Accessed from within a course.
      2. Using the course filters and/or the ‘Search for Courses’ field on the Course Dashboard navigate to the course that you would like to submit a proposal for.
      3. Once you are viewing the course details select “PROPOSE CHANGES” from the right-hand menu. This will generate a pop-up modal with a drop-down menu.
      4. Click on the drop-down menu and select the form you would like to use.
      5. 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 –

There are 4 different forms that can be used to create a course proposal. The form you use will depend on the changes you wish to make.

1. Course – Edit = excluding inactivations, this form is used to propose any change to active courses.
   1. This form can only be used to make changes to Active courses. If you try to use this form on an Inactive course, it will error-out.
   2. Select the fields that you wish to adjust from the top drop-down menu.
      1. You may notice some options have been auto-filled. This means that the information is required and is currently missing.
   3. Include a detailed reason that the changes are needed.
   4. Select the ‘Effective Term’, i.e. the first term that the changes should take effect.
   5. Make the rest of your desired changes.
   6. Once the edits have been completed click on “SUBMIT PROPOSAL” to create the proposal and send it to the workflow for approval.
      1. If any required information was missing, or if there is a concern with a requested change, the form will error out, preventing it from being submitted until the required information has been entered or the issue resolved.
2. Course – Inactivate = used to propose inactivating an active course.
   1. The form can only be used for Active courses. If you try to use this form on an Inactive course, it will error out.
   2. If the course is cross-listed, you will be required to specify how the inactivation is affecting all the courses in the cross-listing. Depending on what you choose, more information may be required.
   3. Include a detailed reason that the changes are needed.
   4. You will be required to specify all the courses and/or programs that require the course in their program requirements and/or requisites, and if proposals have been submitted to adjust those programs and/or courses.
      1. This information can be found in the ‘Dependencies’ section when viewing the course information but is not available on any of the course forms.
   5. Select the ‘Effective Term’, i.e. the first term that the changes should take effect.
   6. Once this information has been completed click on “SUBMIT PROPOSAL” to create the proposal and send it to the workflow for approval.
3. Course – Reactivate = used to propose reactivating an inactive course. There may be times when a new course should be created rather than reactivating a course. Please work with the Curriculum Office if you would like help determining which option is best.
   1. This form can only be used for Inactive courses. If you try to use this form with an Active course, it will error-out.
   2. If the course is cross-listed, you will be required to specify how the reactivation is affecting all the courses in the cross-listing. Depending on what you choose, more information may be required.
   3. Select the fields you would like to edit.
      1. You may notice that there are some options that are auto-filled. This means that the information is required and is either missing or needs to be changed.
   4. Include a detailed reason that the changes are needed.
   5. Select the ‘Effective Term’, i.e. the first term that the changes should take effect.
   6. Once the edits have been completed click on “SUBMIT PROPOSAL” to create the proposal and send it to the workflow for approval.
      1. If any required information was missing, or if there is a concern with a requested change, the form will error out, preventing it from being submitted until the required information has been entered or the issue resolved.

 

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.