Table of Contents COURSE OVERVIEW... 3 LESSON 1: OVERVIEW... 4 LESSON 2: SYSTEM BASICS... 6

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1 Table of Contents COURSE OVERVIEW... 3 LESSON 1: OVERVIEW... 4 WORKFLOW OF A PROPOSAL... 5 LESSON 2: SYSTEM BASICS... 6 BPM WORKSPACE... 8 ATTACHMENTS Attach Files Method 1: Adding Attachments on Proposal Tabs Method 2: Steps for Adding Attachments in the BPM Workspace AUDIT TRAIL LESSON 3: COURSE PROPOSAL ADD A NEW COURSE CHANGE A COURSE DELETE A COURSE WITHDRAW A PROPOSAL LESSON 4: PROGRAM PROPOSAL ADD A NEW PROGRAM CHANGE A PROGRAM NEW TRACK CHANGE A TRACK NEW CERTIFICATE CHANGE A CERTIFICATE NEW MINOR CHANGE MINOR LESSON 5: FILTERS IN BPM WORKSPACE LESSON 6: UCM PROPOSAL ARCHIVES ACCESSING THE UCM OPEN AN ARCHIVED PROPOSAL Page 1

2 APPENDIX A: FACULTY & ACTIVITY MATRIX APPENDIX B: PREVIEW THE PROPOSAL FROM THE BPM WORKSPACE APPENDIX C: MOZILLA FIREFOX- POP-UP BLOCKER POP-UP BLOCKER IN FIREFOX APPENDIX D: CREATING FILTERS IN OUTLOOK APPENDIX E: SAMPLES OF PRINTED PROPOSAL (PDF) APPENDIX F: OPTING IN UNIVERSITY WIDE REVIEW NOTIFICATION APPENDIX G: ADMINISTRATIVE SERVICES & CAPITAL PLANNING GUIDELINES APPENDIX H: TIME FRAMES & DATES APPENDIX I: OPENING A PROPOSAL IN READ ONLY MODE APPENDIX J: COLLEGE WORKFLOWS APPENDIX J: AUDIT TRAIL VIA BPM WORKSPACE These materials were developed and are owned by All rights reserved. Page 2

3 Course Overview CPS, or the Curriculum Proposal System, is an automated workflow system, based on the Oracle BPM (Business Process Management) Workflow Tool, which supports the academic approval process for curriculum proposals and performs many of the administrative steps in that process. The Curriculum Proposal System Project was launched to improve the curriculum proposal process and its supporting information system. The topics covered in this course are: Review of the Curriculum Review Process Review of the Workflow of the Process Key People and Groups will be Identified System Overview Adding, Changing and Deleting Courses Adding and Changing Programs Opening Proposals in the Proposal Archives Page 3

4 Lesson 1: Overview Faculty Senate s Curriculum Proposal Process Improvement Project began in early 2009 and went live in the Spring 2011 Semester. Some of the objectives from the onset of the project are as follows: Shorten the time to approve program/course changes Commitment to an electronic process Eliminate the need for paper documents that can get lost or misplaced Uniformity across all proposals A standardized process Some of the other benefits of using the Curriculum Proposal System: There is a relationship between the CPS and PeopleSoft and DARS. Notifications are automatically sent to keep users involved and up to date. You can use Copy and Paste features to transfer already documented data. Better printing of proposals. Training materials and hands-on training will be available to all users of the CPS. Page 4

5 2 WEEKS 2 WEEKS Curriculum Proposal System- Originators Workflow of a Proposal Any new proposal that is entered into the system will need to follow a basic outline of steps, in order, to be in compliance with the Board of Trustee Guidelines. Each step must flow in the proper order, as outlined below, or the proposal process will be ended. See Appendix J for more information on specific College Workflows. Proposal submitted (Originator Review Status) *Department/College Reviews (College Approval Status) College Review can Approve or Recommend Change (goes back to Originator). Potential Impact notifications go out once College Reviews have taken place. Notification of potential impacts. Institutional Reviews (IR) take place (Library Review, IR Review, URC Review, GRC Review, DLRC Review, GEAC Review, TAG Review) Proposals can be Approved or Recommend Change. CRC serves in advisory role, if needed. University Review Objections (formal) can be made. Comments (informal) can be made. No Objections: Faculty Senate Review (FS Review) takes place Objections Raised: (CRC Review) Curriculum Review Committee decides: Recommend Change (goes back to Originator), Recommend Approve, or Recommend Reject Approve or Rejected: Faculty Senate Review (FS Review) Provost Status (and Board of Trustee) for final Approval. Moves to Post Approval and is entered into UCM (Archives.) (Update Graduate Bulletin, Update Course Catalog, PeopleSoft Review, DARS Review.) Proposal checks in to Archives Adapted from Board of Trustee Guideline *Each College has a workflow built in as to how their College handles curriculum Reviews. Page 5

6 Lesson 2: System Basics There are many roles involved with the Curriculum Proposal System (See Key People, in Lesson 1) so there are variances in how the system will be used. Some users will need to be able to navigate around and be able to create course and program proposals while others will need to be able to review proposals at different stages in the process. Sign In 1. Open an Internet Browser and enter in the Address bar: The Curriculum Proposal System landing page displays. 2. Click on the Launch Curriculum Proposal System link to log in. Note: Archived Proposals will be outlined in a separate lesson. Page 6

7 3. Enter your Username and Password and click on the Login button. Use your UAnet ID and Password. Your BPM Workspace will display. Note: To logout of the Curriculum Proposal System, click on the Logout link in the top right corner of the window. Page 7

8 BPM Workspace The Workspace is where you will start your working session with the Curriculum Proposal System. You can initiate many tasks from this page such as: Create a New Proposal Add Attachments See the Activity (status) of a Proposal Note: Do not use the Browser Back button. You will be logged out of the system. Refresh the Work Items The current Activity and a link to open the proposal Create a new proposal Proposal Type Bookmarks Proposal Details Advance to next page of Proposals Attachment Page 8

9 Tips for Using the BPM Workspace & Curriculum Proposal System You will only see a proposal in your default Workspace when it is in your work Activity. To create a proposal, click on the Create Proposal link ONE time. It may take several seconds to load. Use the Refresh button to refresh the Work Items list. For example, click on the Refresh button if a new proposal is not automatically appearing. Do not use the Back Browser button. This will log you out of the Curriculum Proposal System. Once in the proposal, if you want to close the proposal window, click on the Save/Close window. button and NOT the X in the top right corner of the On the Proposal entry tabs, there are many large edit boxes. You can copy data from another location (such as a Word document) and paste into the boxes. You can use the keyboard shortcut Ctrl + V (for paste), which will eliminate the need to make setting changes if you are using the Firefox browser. Attachments must be added BEFORE the proposal is submitted. If you need to send the proposal to another person for review, you can use the Print button. When prompted, you can choose to save the file. After you save the file, you can then attach the proposal to an message. s generated from the system, come from: curriculum_system@uakron.edu Periodically clear Internet cache. Page 9

10 Customizing the Columns in the Work Items List The default BPM Workspace view should be sufficient for your day to day use of the Curriculum Proposal System. You can, however, reorder the columns as you see fit. You can also add new columns, such as Proposal Type and Originator to the view. Default BPM Workspace: The columns in the Work Items frame can be rearranged to suit your needs. The column heading contains the name of the column and you will need this name to efficiently move (or remove) a column. 1. Click on the link for Add/Remove Columns. 2. In the right frame, Presentation Columns, you can see the current layout of the Work Items. Page 10

11 3. If you want to change the order of the columns (left to right), click on the header name to select it. 4. Use the up and down arrows to adjust the order. 5. You can also add or remove columns from the Work Items. If you want to remove a column from the view, select it from the Presentation Columns frame and use the left to move it to the left frame, Available Columns. 6. There may be some columns that are not in the Work Items view, by default, that may be very useful to you. Scroll through the list in the Available Columns and locate the column you want added to your BPM Workspace. Select it, by clicking one time on it. 7. Use the right arrow to move to the Presentations Column frame. 8. When you are finished making changes to the columns, click on the Save button. Note: Some examples of helpful columns, not in the BPM Workspace by default, are: Originator, Proposal Type, and Task Participant (will tell you has a proposal open). Page 11

12 Sorting Columns There may be times when you have a lot of proposals in the Workspace. By default, the first ten proposals will be listed and the oldest is listed at the top. You can sort the columns so that you are able to quickly identify the newest proposals. 1. In the Work Items list, click on the column heading for Received. This turns on sorting. Click again to sort the list in the reverse order. Note: You can sort the other columns as well. Click on the column header once to active the sorting feature and then click again to sort in reverse order. For example, you can sort by Description to list the proposals by College. Page 12

13 Attachments Attach Files There are different files that need to be submitted for proposals. For example, a course outline or class syllabus needs to be attached for certain proposals. Adding attachments is done before you have submitted the proposal. Note: When using attachments, they should follow the naming convention for the type of attachment added. This will help the Curriculum Proposal system track and organize attachments in the most efficient way. For example: (Course Proposals) Course Outline: courseoutline.doc(x) (Course Proposals) New Online Syllabus: syllabus.doc(x) (Course Proposals) Traditional Syllabus: traditionalsyllabus.doc(x) (Program Proposals) Faculty Matrix: facultymatrix.xls(x) (Program Proposals) Activities Matrix: activitiesmatrix.xls(x) (Program Proposals) Curriculum Vitae: facultycv_lastnamefirstinitial.doc(x) Note: These files can be in other formats such as PDF. However, the actual file name must be as underlined above. Note: These files must start with the listed naming conventions to be checked in properly to the Archives. You can, however, add an additional identifier at the end. Page 13

14 Method 1: Adding Attachments on Proposal Tabs 1. Open the proposal. 2. To add an attachment, go to the bottom of any tab and look for the Attachments frame. 3. Click on the Browse button. 4. In the File Upload box, locate the file and select it. 5. Click on the Open button for the file. 6. Click on the Upload button. 7. The file will display in the Open an existing attachment frame. 8. Repeat as necessary to get all attachments uploaded. Page 14

15 Method 2: Steps for Adding Attachments in the BPM Workspace 1. If you are working on the proposal, toggle back to the window with the BPM Workspace. 2. Select the proposal from the Work Items. To do this, click on the proposal in the Description column to active it. The row will highlight in a light blue color. The Work Item Detail frame, at the bottom of the window, will now display some data for the selected proposal. Note: Verify that the Expand button is turned downward or the proposal details will not display. Page 15

16 3. Click on the Attachments tab. 4. Click on the Attach File button. 5. Use the Browse button to locate the file you need to attach. 6. Enter a Description, for example, Course Outline or Traditional Syllabus. This will help identify the attachment as the proposal moves through the workflow. The Description field is required. This will be a searchable field in the archives (Comments field). 7. Click on the Attach File button. Page 16

17 8. In the Workspace, the proposal will now have a paperclip icon in the Attachment Column. Page 17

18 Method 1: Attaching an Updated File to a Proposal on the Proposal Tabs 1. Make changes in file (in the resident program, such as Word or Excel), keeping the same file name. 2. Open the proposal. 3. At the bottom of each tab, there is an Attachments frame. 4. You will see the files that are currently attached to the proposal listed. 5. Click on the Browse button. 6. Locate the file. Remember, the file name needs to be identical in order for the new file to replace the old file. Page 18

19 7. Click on the Open button. The file name will display in the field. 8. Click on the Upload button. 9. The new file will replace the old file. You can verify this by reviewing the Date column: Note: If you did not have the same file name, another attachment will now be listed in the table. Page 19

20 Method 2: Attaching an Updated File to a Proposal in the BPM Workspace 1. Make changes in the file (in the resident program), keeping the same file name. Note: If you are opening the file from the BPM Workspace, be sure to FIRST save the file, maintain the original file name and remove any extra characters (such as [1]) or the file will not update properly. 2. In the Curriculum Proposal System, click on the proposal in the Work Items list to select it and open the details for proposal in the Work Item Detail frame (at the bottom of the page). 3. Click on Attachment(s) tab. Page 20

21 4. Click on Edit attachment button in Operations column, for the file that you want to replace. 5. Click on the Ok button. Two buttons appear in the Operations column. 6. Click on the check in button. 7. Locate the revised file by using Browse button. Remember the file must have the same name as the existing file. 8. Click on the Check in button 9. The new version of the file will now be attached to the proposal and will be indicated as a new version. See Version column, circled above. Page 21

22 Audit Trail The Audit Trail tab will show you the history of a proposal. When a proposal is first created, this tab will not show any data. However, as the proposal starts moving through the Workflow, any User that opens the proposal will be able to see a summary of who moved a proposal and on what dates. Page 22

23 Lesson 3: Course Proposal This lesson will review the steps for creating a proposal for creating a new course, changing a course, and for deleting a course. Add a New Course 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame, in the top left corner of the window. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 23

24 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. Note: Only click one time on the Create Proposal link. Be patient, this may take several seconds to load the new proposal. Note: You may need to click on the Refresh button displayed in the Work Items list. if the proposal is not Note: The proposals, by default, are listed with the newest at the end. Therefore, you can click on the Received column heading twice to resort and list the newest at the top for easier identification. Page 24

25 7. Click on the Originator Review link for the new proposal. 8. Click on the link for New Course. Page 25

26 9. The Summary tab displays. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Select the radio button for Yes or No. If Yes a message will display and the Related Proposal tab will be activated for entry. The related proposal must already be in the system. Summary Enter a brief Summary for the new course proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The summary should be 100 words or less. Rationale Enter a brief Rationale for the new course. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Attachment frame At the bottom of the tab, you can add attachments to the proposal. See page 14 for more information about attachments. Page 26

27 10. Click on the Course Description tab. Page 27

28 11. The Course Description tab displays. Enter information as follows: Field Department (Subject Code) Course Level Course Number Description Use the drop down to select the correct Subject Code. The list will be based on the department of the proposal. Use the drop down to select the correct Course Level.(100, 200, 300, 400, 500, 600, 700, 800) Use the drop down to select the correct Course Catalog Number. The data presented is a list of currently available course numbers from PeopleSoft. Course Title Bulletin Description Subsidy Level Enter a title for the new course. Enter 25 words of description that will be listed with the course. Use the drop down to select the highest level appropriate. The selection available is based on course level. (General Studies, Technical, Developmental, Baccalaureate, Masters, Doctoral, Professional) Page 28

29 Field CIP Code (Classification of Instructional Programs) *Field is required at College Approval level. Description The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Credit Hours If you select Fixed, the Enter Hours field will display: If you select Variable, the Min and Max fields will display: Enter the appropriate numbers in hours fields and select the appropriate radio button if this course is repeatable for additional credit. If you select Yes for Repeatable for additional credit, enter the Max Credits: Grading Method Select the option for either ABC/NC or Credit/No Credit. Page 29

30 Field Prerequisites (Optional) Description In the prerequisite area, you will need to enter any courses that are required prior to taking this new course. Department Subject Code: Start entering the four digit subject code (i.e. 5100) or start entering a keyword into the field (i.e. education). A list will appear for you to choose from. Course Number: Use the drop down to make a selection. Operand: Only use if there is more than one prerequisite. Use the down arrow to select AND if there is more than one prerequisite. Select OR if there is a choice between multiple prerequisites. Click on the Add Prerequisite button. In the text box for Other Conditions enter information such as permission from instructor, grade requirements, admission to program or senior standing. Corequisites (Optional) A corequisite is a course which is required in conjunction with another course and must be taken simultaneously to the course which requires it. Department Subject Code: Start entering the four digit subject code (i.e. 5100) or start entering a keyword into the field (i.e. education). A list will appear for you to choose from. Course Number: Use the drop down to make a selection. Operand: Only use if there is more than one prerequisite. Use the down arrow to select AND if there is more than one prerequisite. Select OR if there is a choice between multiple prerequisites. Click on the Add Corequisite button. In the text box for Other Conditions enter information such as permission from instructor, grade requirements, admission to program or senior standing. Page 30

31 Field Class Format Description Use the drop down to select the class format from the list. If Online course, select Lecture for this field. For example: Clinical, Field Experience, Laboratory, Lecture, and Self Paced. Additional Class Formats (Optional) Mode of Delivery Use the drop down to select another Class Format and click on the Add button. Continue to add as necessary. Select the checkboxes for all the Modes of Delivery that apply to the new course. (Traditional (classroom) instruction, Web-enhanced, Webbased and Online.) If Web-based or Online is selected, a message will display stating that the Distance Learning tab is enabled. See page 40 for instruction. Should this proposal be reviewed by the General Education Advisory Committee Select the radio button for Yes or No. If you select Yes, the General Education tab will become active for entry. See page 36 for instruction. Should this course be considered for inclusion in the Ohio Transfer Assurance Guide (TAG) Has Course Outline been attached? Select the radio button for Yes or No. If you select Yes, the OTM & TAG tab will become active for entry. See page 38 for instruction. Select the radio button for Yes or No. Attach the Course Outline (Syllabus) for the new course in the BPM Workspace PRIOR to submitting the proposal. See page 14 for instruction. Page 31

32 Field Textbooks Bibliography Description In the large edit box, enter any textbooks that will be needed for this new course. In the large edit box, enter any outside readings, ancillary materials, instructional resources, etc. 12. Complete any additional tabs that are active such as the Related Proposals, General Education, Distance Learning and OTM & TAG. 13. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 14. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button again to verify all required fields have been completed. Page 32

33 15. Attachments must be added before the proposal is submitted. Add any remaining attachments to the proposal. 16. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 17. When no errors return and all required attachments have been added, the proposal is ready to be submitted. Click on the Submit button. 18. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Page 33

34 Related Proposal If you selected, Yes for the Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. On the Summary tab: 1. Click on the Related Proposal tab. Note: The proposal that is related must already be in the Curriculum Proposal System in order for you to be able to retrieve it on the Related Proposal tab. Page 34

35 2. The Related Proposal tab displays. Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Page 35

36 General Education Tab If you selected the Yes radio button for the Should this proposal be reviewed by the General Education Advisory Committee to determine if this course satisfies any General Education Requirements field, on the Course Description tab, the General Education tab will become active and will need to be completed for this proposal. On the Course Description tab: 1. Click on the General Education tab. Page 36

37 2. The General Education tab displays. Field Description Learning Outcomes Frame Select the checkbox for the learning outcomes that this new course should be associated with. After you select an option, an edit box opens for the justification. For example: Core Requirements Frame Select the radio button for the one area of general education that this new course applies. For example: Some of the choices above, when selected, will supply a secondary list to choose from. For example Social Sciences: Page 37

38 OTM & TAG If you selected the Yes radio button for the Should this course be considered for inclusion in the Ohio Transfer Assurance Guide (TAG) field, on the Course Description tab, the OTM & TAG tab will become active and will need to be completed for this proposal. On the Course Description tab: 1. Click on the OTM & TAG Tab. 2. The OTM & TAG tab displays. Field Learning Outcome Describe how the course addresses each outcome Description Enter a brief statement (objective) for the learning outcome. Enter a brief description for how the learning outcome will be met. Page 38

39 Field Hours on Topic Description Enter the number of hours, per topic, for the learning outcome. You may need to use the horizontal scroll bar to complete this field. Action Click on the Add Outcome. button to add the Learning To remove a learning outcome, click on the Remove button. Page 39

40 Distance Learning If you selected either Web-based or Online for Mode of Delivery, on the Course Description tab, the Distance Learning tab will become active and will need to be completed for this proposal. On the Course Description tab: 1. Click on the Mode of Delivery Tab. Page 40

41 2. The Mode of Delivery tab displays. Field Has the syllabus been attached? Description You must choose the radio button for Yes. Attachments must be added prior to Submitting the proposal. The syllabus should be named: syllabus Large edit box Has a syllabus been attached (traditional syllabus) Enter an explanation for how the online version is equivalent or different to the traditional course. You must choose the radio button for Yes. Attachments must be added prior to Submitting the proposal. The syllabus should be named: traditionalsyllabus Note: See page 14 for instructions on adding attachments. Page 41

42 Change a Course This section will review the steps for creating a proposal for changing a course. 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 42

43 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. Remember, you may have to re-sort the list to see the new proposal. 7. Click on the Originator Review link for the new proposal. Page 43

44 8. Click on the link for Change a Course. 9. In the Subject field, use the drop down to select the subject. 10. In the Course field, use the drop down to select the Course. 11. Click on the OK button. Page 44

45 12. Confirm the course information in the Verify Course frame. Click on the OK button if the information is correct. 13. The Summary tab displays. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will display and the Related Proposal tab will be activated for entry. Enter a brief Summary for the change course proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The summary should be 100 words or less. Page 45

46 Field Rationale Description Enter a brief Rationale for the change course. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 46

47 14. Click on the Course Description tab. Page 47

48 15. In the Potential Impacts frame, there will be a list of courses/programs that could be impacted based on what information is changed in this proposal. This is for informational purposes only. (Program data comes from DARS and Course data from PeopleSoft.) Notifications for potential impacts go out once the proposal has been released from College Review. 16. Review the items below the Potential Impacts frame to determine what needs to be changed with the course. The fields will show the current value, if applicable, for the course. Mark the checkbox only for the field that needs to be modified. 17. After you select the checkbox, the field will expand and will provide additional fields for entry. For example: After you make the change, there are still several fields that must be completed in order for the proposal to validate. 18. For a Change Course Proposal, you MUST select a Mode of Delivery. Page 48

49 19. For a Change Course Proposal, you MUST select a response in ALL of the following fields: If you select Yes for the first question, the General Education tab will become active and you will be required to complete the tab. If you select Yes for the TAG question (second question), the OTM & TAG tab will become active and you will be required to complete the tab. 20. You must select the Yes radio button for the question, Has Course Outline (courseoutline.doc) been attached? Attach the Course Outline for the course PRIOR to submitting the course change proposal. If the change you are proposing does not change the course outline (syllabus), a course outline does not need to be submitted. However, you must still select the Yes radio button to for the proposal to Validate. 21. If necessary, complete any changes on the Related Proposal, General Education, Distance Learning, and OTM & TAG tabs. 22. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. Page 49

50 23. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. 24. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 25. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. 26. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. Page 50

51 Delete a Course This section will review the steps for creating a proposal for deleting a course. 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 51

52 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the Originator Review link for the new proposal. Page 52

53 8. Click on the link for Delete a Course. 9. In the Subject field, use the drop down to select the subject. 10. In the Course field, use the drop down to select the Course. Page 53

54 11. Click on the OK button. 12. Confirm the course information in the Verify Course frame. Click on the OK button if the information is correct. 13. The Summary tab displays. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Page 54

55 Field Is this proposal related to another proposal? Summary Description Select the radio button for Yes or No. If Yes, a message will display and the Related Proposal tab will be activated for entry. Enter a brief Summary for why the course should be deleted. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The summary should be 100 words or less. Rationale Enter a brief Rationale for the deleted course. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 55

56 14. Click on the Course Description tab. In the Potential Impacts frame, you will see the courses/programs that could be affected by the deleting of this course. Below, in the Course Information frame, you can review pertinent information for the course. 15. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. Page 56

57 16. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. 17. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 18. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 19. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Page 57

58 Withdraw a Proposal As the Originator, you are able to Withdraw a proposal that you created. This would be done if you want the proposal to stop moving forward in the proposal process. You can only withdraw a proposal when the proposal is in the Activity of Originator Review. Furthermore, once a proposal has been Withdrawn, it cannot be returned to an active proposal. 1. Open the Proposal that you want to remove from the proposal workflow process. This is done via the BPM Workspace. 2. In the Current Status field, use the drop down to select the option for Withdraw. 3. Click on the Submit button to complete the withdraw process. 4. The Proposal will now leave the Workflow and be entered into the Archives (UCM) Page 58

59 Lesson 4: Program Proposal This lesson will review the steps for creating a proposal for creating different types of Program Proposals. Add a New Program 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 59

60 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the Originator Review link for the new proposal. Page 60

61 8. Click on the link for New Degree Program. 9. The Summary tab displays. Enter information as follows: Field Description Authored By Enter the name of the person who created the proposal. Projected term of implementation From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will display and the Related Proposal tab will be activated for entry. See page 84. Enter a brief Summary for the new program proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The summary should be 100 words or less. Rationale Enter a brief Rationale (reason) for the new program. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 61

62 10. Click on the Program Description tab. Page 62

63 11. The Program Description tab displays. Enter information as follows: Field Description Program Title Enter a Title for the new program that you are proposing. Program Type Use the drop down and make a selection from the list. The choices you have are Associate, Baccalaureate, Masters, Doctoral and Professional. CIP Code *Field is required at College Approval level. The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion Check all delivery sites that apply. Currently approved sites are listed. Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in another location. Enter the minimum number of credits for the program. Page 63

64 Field Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Description Enter a brief justification for the proposed number of credits for the new program. Enter any additional course requirements for the proposed program. Page 64

65 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Include in Bulletin Department Subject Code List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Check the box if the Group should be listed in the Bulletin. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course button after each entry to add the course to the group. Keep doing this until all courses in the group have been entered. Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group proposal. button to add the Group to the Note: You must add the group before adding a new header or moving on to another field. If you do not click on the Add Group button, your entry will be lost. Repeat adding Groups as necessary. Page 65

66 Group Header Example: In the Curriculum Proposal System: Page 66

67 Ultimate list would appear as follows: Core Requirements 14 credits 3350:100 Intro to Geography :250 World Regional Geography :310 Physical and Enviro Geography : 320 Economic Geography : 499 Career Assistant Program 2 Geotechniques Requirements 12 credits 3350:305 Maps and Map Reading :405 Geographic and Info Sys :483 Spatial Analysis :496 Field Research Methods 3 Planning Requirements 9 credits 3350:433 Practical Approaches to Plan :437 Planning Analysis & Proj Meth :439 History of Urban Design 3 Planning Electives at least 6 credits 3350:415 Environmental Planning :422 Transportation System Pln :432 Land Use Planning law :438 Land Use Planning Methods :460 Development Planning 3 Page 67

68 12. Click on the Goals and Objectives tab. Page 68

69 13. Enter data for all the large edit boxes: Describe in general the educational goals and objectives Explain how the program will help achieve the goals / objectives of the University in terms of its role and mission Identify any unique resources that make it particularly appropriate for the University to offer the proposed program What are the benefits to the student What are the benefits to the University What are the benefits to the University System of Ohio and/or the Region Note: You can copy this data from another location, such as Microsoft Word, and paste into this field by using the as needed. Paste button. Use the other editing buttons 14. Make a selection under the field, Are there similar programs offered, if applicable. If you select any of the above options, a large edit box will display for entry. Page 69

70 15. Select Yes or No for the field, Will this be a joint program? If you select Yes, a new edit box will display for entry: 16. Continue entering data for the large edit boxes: Specify any articulation agreements (direct transfer opportunities) with other institutions that will be in effect for this program Describe career opportunities and/or opportunities for graduate / professional study available for person who complete the program 17. Answer the last two Yes/ No questions. Indicate whether this proposal was developed to align with the standards of a specialized or programmatic accreditation agency. Has this program or a similar program been submitted for approval previously? Page 70

71 18. Click on the Organizational Structure tab. 19. The Organizational Structure tab displays. Enter descriptive text in the large edit boxes: Describe the organizational structure of the proposed program. In your response, indicate the unit that the program will be housed within and how that unit fits within the context of the overall institutional organizational structure. Describe the reporting hierarchy of the administration, faculty, and staff for the proposed program. Describe the title of the lead administrator for the proposed program and a brief description of the individual's duties and responsibilities. Describe any councils, committees, or other organizations that support the development and maintenance of the proposed program. Describe the individuals (by position) that comprise these entities, the terms of their appointment, and the frequency of their meetings. Page 71

72 20. Click on Student Enrollment tab. 21. In the first table, enter the projected number of Full time and Part time students that will be enrolled in the new program for the first four years. 22. In the second table, enter the projected number of Full time and Part time students that are currently in other programs, which will transfer into this program. Project this data for the first four years. Page 72

73 23. Click on the Faculty tab. 24. The Faculty tab displays. Field Description Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Provide the estimated number of faculty that will be needed to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach for the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be needed to teach for the proposed program. Page 73

74 Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Note: Faculty Vitae need to be attached for all faculty that will be teaching in the new program. Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document Page 74

75 25. Click on the Support Services tab. 26. The Support Services tab displays. Enter descriptive text in the edit boxes for the different types of support services that this new program would require: Describe existing administrative services (e.g. admissions, financial aid, registrar, etc) in place to support the proposed request. Describe additional administrative services (e.g. admissions, financial aid, registrar) needed as a result of the proposed request and provide a timeline for acquiring/implementing such services. Describe existing student services (e.g. career services, counseling, testing) in place to support the proposed request. Describe additional student services needed specifically for the proposed request and provide a timeline for acquiring and implementing such services. Note: See Appendix G for more information. Page 75

76 27. Click on the Assessment tab. 28. In the Program Assessment frame, enter what measures will be used to assess the new program. In the Measuring Student Learning frame, enter what procedures will be used to measure student learning in the proposed program. 29. Click on the Needs Analysis tab. Page 76

77 30. The Needs Analysis tab displays. Answer the Yes/No questions at the top of the tab. If you select Yes for any of the above questions, a new edit box will display with a question that needs to be answered. 31. In the large edit box at the bottom of the tab, enter the plan to ensure recruitment, retention, and graduation of underrepresented groups. (in the field, What is the plan to ensure recruitment, retention, and graduation of underrepresented groups?) 32. Click on the Mode of Delivery tab. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. Page 77

78 33. Click on the Funding tab. Page 78

79 34. The Funding tab displays. Field Description Funding Sources frame Indicate how much funding support you anticipate receiving for this program from each of the following sources Specify, as a percentage, the funding you anticipate obtaining from the listed categories such as the program college, department, other departments, other internal departments, and external sources. The list must total 100%. Estimated Costs frame One Time Costs Continuing (Annual Costs) Describe any continuing savings in costs that will be realized by a better utilization of current resources (e.g. reassigning faculty, increased enrollment, shared advising, shared support staff, increased utilization of available research equipment, using GAs). Enter, in dollars, the estimated one-time costs over the first four years of the program. Enter, in dollars, the estimated costs that will continue annually over the first four years. At the bottom of the tab, in the large edit box, enter an explanation for any additional savings. Page 79

80 35. Click on the Facilities tab. Note: See Appendix G for additional information. Page 80

81 36. The Facilities tab displays. Enter information as follows: Field Office Space frame Please estimate the number of offices required by faculty, staff, and graduate students Description Enter the Current and Estimated numbers over the first four years of the new program. Laboratory Space frame Please estimate the laboratory space that will be needed: Please describe any special space considerations that should be taken into account (e.g. specialized lab stations, special cleaning and disposal considerations, treatment facilities, performance areas, etc). If new office or laboratory space is required, please include a timeline for acquiring such space. Enter the Current and Estimated numbers over the first four years of the new program. Enter any additional space considerations that will be needed for the proposed program. Enter a plan/timeline for obtaining the new space. 37. Complete the Related Proposal tab, if applicable. See page 84 for details. Page 81

82 38. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 39. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. Page 82

83 40. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 41. When no errors return, and you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. 42. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. Page 83

84 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Enter information as follows: Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 84

85 NOTE: Change Program Proposals If a curriculum program/track/option/minor proposal is not deemed to have significant changes the following fields on the following tabs can be marked N/A as long as these are not changing. If there will be a proposed change to any of the following areas, they must complete the information. Faculty Staffing Numbers Matrices (not necessary to attach) Assessment Funding Facilities Note: Fields can be answered N/A for change proposals if the question does not apply to the proposal. has the obligation to report significant institutional curricular changes to the Board of Trustees, the Ohio Board of Regents, and the Higher Learning Commission. Examples of significant change include, but are not limited to: Initiation of new academic program(s), major(s), minor(s), certificate(s), track(s), or option(s) The addition of academic programs that require allocation of substantial financial investment or resources, or any programs acquired from another institution A change from clock to credit hours or a substantial increase or decrease in the number of clock or credit hours awarded for successful completion of an academic program (>30% change in clock or credit hours) Offering a new program wherein 50% or more of the courses or credits in the academic program are provided through the alternate delivery (e.g. online) The initiation or expansion of distance or other education wherein 50% or more of the courses or credits in one or more academic programs are provided through the alternate delivery The establishment of a campus or an additional location (e.g. adding a new location similar to Lakewood, MidPoint, MCUC) All additional Title IV eligible certificate or diploma programs that are not substantially related to or derived from existing programs. If 50% or more of the courses in the program were developed for the Certificate program and are NOT derived from courses in existing Certificate or degree programs, then the new certificate or diploma requires approval The addition of academic program(s), including Title IV eligible Certificate programs not related to existing degree programs, that represent a significant departure from programs previously included in the institution s accreditation If you are unsure if your proposal is considered to be substantive, please do not hesitate to contact the Office of Academic Affairs. Page 85

86 Change a Program 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 86

87 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the link for Originator Review link for the new proposal. 8. Select the option for Change a Degree. Page 87

88 9. An Academic Plan will need to be selected. In the Academic Plan field, use the drop down and select the plan that you are proposing a change to. Click on the Submit button. Click on the OK button to confirm. 10. The Summary tab displays. Page 88

89 11. On the Summary tab, enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the change degree proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale for the change in degree. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 89

90 12. Click on the Program Description tab. Page 90

91 13. The Program Description tab displays. Enter information as follows: Field Check the boxes below if this program change will be changing more than 50% of: Description Select any of the checkboxes that apply to this program change. This field is for information purposes only. Program Title Enter a Title for the new program that you are proposing. Program Type CIP Code Use the drop down and make a selection from the list. The choices you have are Associate, Baccalaureate, Masters, Doctoral and Professional. The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Page 91

92 Field Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Description Check all delivery sites that apply. All approved delivery sites are listed. Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields. Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits. Enter a brief justification for the proposed number of credits for the new program. Enter any additional course requirements for the proposed program. Page 92

93 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course to the group. button after each entry to add the course Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group proposal. button to add the Group to the Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 93

94 14. Click on the Faculty tab. 15. The Faculty tab displays. Enter information as follows: Field Staffing Numbers frame Description Provide the number of existing faculty available to teach in the proposed program. Provide the estimated number of faculty that will be needed to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach for the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be needed to teach for the proposed program. Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes) Page 94

95 Field Has the Faculty Matrix (facultymatrix.xls) been attached? Description You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 95

96 16. Click on the Assessment tab. 17. The Assessment tab displays. Enter information as follows: In the Program Assessment frame, enter what measures will be used to assess the new program. In the Measuring Student Learning frame, enter what procedures will be used to measure student learning in the proposed program. Page 96

97 18. Click on the Mode of Delivery tab. 19. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. 20. Click on the Funding tab. 21. In the What anticipated change in funding is needed to support this change, provide a description for any changes in funding that is foreseeable. Page 97

98 22. Click on the Facilities tab. 23. Enter the impact on facilities for the change in program in the What impact will this proposal have on facilities? field. 24. Enter additional space requirements that will be needed in the How much additional space do you anticipate? field. 25. Select the Yes or No radio button to answer the last question regarding relinquishing any space. 26. Complete the Related Proposal tab, if applicable. See page 100 for details. Page 98

99 27. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 28. If you want to verify that you have completed all required fields, click on the Validate button. The errors will be listed by Tab Name and then the Field. If there are required fields that were not completed, an error panel will display under the tabs. 29. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 30. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 31. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 99

100 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Enter information as follows: Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 100

101 New Track 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 101

102 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the Originator Review link for the new proposal. Select the option for New Track. Page 102

103 8. The Summary tab displays. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the new program proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Page 103

104 Enter information as follows: Field Rationale Description Enter a brief Rationale (reason) for the new program. 9. Click on the Program Description tab. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This rationale should be 100 words or less. Page 104

105 10. The Program Description tab displays. Enter information as follows: Field Track Title What degree program will this be associated with, if any? CIP Code Description Enter a title for the new track that you are proposing. Use the drop down and make a selection from the list. The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion Check all delivery sites that apply. Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description. Enter the minimum number of credits for the track. Page 105

106 Field State the maximum number of credits required for completion Please justify the number of credit hours (or change in credit hours) What are the admissions requirements In addition to course requirements, describe other degree requirements Description Enter the maximum number of credits for the track. Enter a brief justification for the proposed number of credits for the new track. Enter any admissions requirements for the new track. Enter any additional course requirements for the proposed track. Page 106

107 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course to the group. button after each entry to add the course Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group proposal. button to add the Group to the Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 107

108 11. Click on the Goals and Objectives tab. Enter data for all the large edit boxes: Describe in general the educational goals and objectives Explain how the program will help achieve the goals / objectives of the University in terms of its role and mission Identify any unique resources that make it particularly appropriate for the University to offer the proposed program What are the benefits to the student What are the benefits to the University What are the benefits to the University System of Ohio and/or the Region Note: You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. Page 108

109 12. Make a selection under the field, Are there similar programs offered, if applicable. If you select any of the above options, a large edit box will display for entry. 13. Select Yes or No for the field, Will this be a joint program? If you select Yes, a new edit box will display for entry: 14. Continue entering data for the large edit boxes: Specify any articulation agreements (direct transfer opportunities) with other institutions that will be in effect for this program Describe career opportunities and/or opportunities for graduate / professional study available for person who complete the program 15. Answer the last two Yes/ No questions. Indicate whether this proposal was developed to align with the standards of a specialized or programmatic accreditation agency. Has this program or a similar program been submitted for approval previously? Page 109

110 16. Click on the Organizational Structure tab. 17. The Organizational Structure tab displays. Enter descriptive text in the large edit boxes: Describe the organizational structure of the proposed program. In your response, indicate the unit that the program will be housed within and how that unit fits within the context of the overall institutional organizational structure. Describe the reporting hierarchy of the administration, faculty, and staff for the proposed program. Describe the title of the lead administrator for the proposed program and a brief description of the individual's duties and responsibilities. Describe any councils, committees, or other organizations that support the development and maintenance of the proposed program. Describe the individuals (by position) that comprise these entities, the terms of their appointment, and the frequency of their meetings. Page 110

111 18. Click on Student Enrollment tab. 19. In the first table, enter the projected number of Full time and Part time students that will be enrolled in the new track for the first four years. 20. In the second table, enter the projected number of Full time and Part time students that are currently in other programs, which will transfer into this program. Project this data for the first four years. Page 111

112 21. Click on the Faculty tab. 22. The Faculty tab displays. Enter information as follows: Field Will the college / department need to identify additional faculty to offer the proposed program? Description Select the Yes or No radio button. Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Provide the estimated number of faculty that will be needed to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach the proposed track. Enter the number of Full-Time and Part-Time faculty members that would be needed to teach the proposed track. Page 112

113 Field Description Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrices) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 113

114 23. Click on the Support Services tab. 24. The Support Services tab displays. Enter descriptive text in the edit boxes for the different types of support services that this new track would require: Describe existing administrative services (e.g. admissions, financial aid, registrar, etc) in place to support the proposed request. Describe additional administrative services (e.g. admissions, financial aid, registrar) needed as a result of the proposed request and provide a timeline for acquiring/implementing such services. Describe existing student services (e.g. career services, counseling, testing) in place to support the proposed request. Describe additional student services needed specifically for the proposed request and provide a timeline for acquiring and implementing such services. Page 114

115 25. Click on the Assessment tab. 26. In the Program Assessment frame, enter what measures will be used to assess the track. In the Measuring Student Learning frame, enter what procedures will be used to measure student learning in the proposed track. 27. Click on the Needs Analysis tab. Page 115

116 28. The Needs Analysis tab displays. Answer the Yes/No questions at the top of the tab. If you select Yes for any of the above questions, a new edit box will display with a question that needs to be answered. 29. In the large edit box at the bottom of the tab, enter the plan to ensure recruitment, retention, and graduation of underrepresented groups. (in the field, What is the plan to ensure recruitment, retention, and graduation of underrepresented groups?) 30. Click on the Mode of Delivery tab. 31. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. Page 116

117 32. Click on the Funding tab. Page 117

118 33. The Funding tab displays. Enter information as follows: Field Description Funding Sources frame Indicate how much funding support you anticipate receiving for this program from each of the following sources Specify, as a percentage, the funding you anticipate obtaining from the listed categories such as the program college, department, other departments, other internal departments, and external sources. Estimated Costs frame One Time Costs Continuing (Annual Costs) Describe any continuing savings in costs that will be realized by a better utilization of current resources (e.g. reassigning faculty, increased enrollment, shared advising, shared support staff, increased utilization of available research equipment, using GAs). Enter, in dollars, the estimated onetime costs over the first four years of the program. Enter, in dollars, the estimated costs that will continue annually, in the next four years. At the bottom of the tab, in the large edit box enter an explanation for savings. Page 118

119 34. Click on the Facilities tab. Page 119

120 35. The Facilities tab displays. Enter information as follows: Field Office Space frame Please estimate the number of offices required by faculty, staff, and graduate students Description Enter the Current and Estimated numbers over the first four years of the new track. Laboratory Space frame Please estimate the laboratory space that will be needed: Please describe any special space considerations that should be taken into account (e.g. specialized lab stations, special cleaning and disposal considerations, treatment facilities, performance areas, etc). Enter the Current and Estimated numbers over the first four years of the new track. Enter any additional space considerations that will be needed for the proposed track. If new office or laboratory space is required, please include a timeline for acquiring such space. Enter a plan/timeline for obtaining the new space. 36. Complete the Related Proposal tab, if applicable. See page 128 for details. Page 120

121 37. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 38. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. 39. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 40. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Page 121

122 Select Yes to save the proposal or No to close the window and not save any changes you made. 41. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 122

123 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing Page 123

124 Change a Track See page 85 for information about Change Program Proposals. 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 124

125 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the link for Originator Review link for the new proposal. 8. Select the option for Change a Track. Page 125

126 9. An Academic Plan will need to be selected. In the Academic Plan field, use the drop down and select the plan that you are proposing a change to. Click on the Submit button. Click on the OK button to confirm. 10. The Summary tab displays. Page 126

127 11. On the Summary tab, enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the change degree proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale for the change in degree. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 127

128 12. Click on the Program Description tab. Page 128

129 13. The Program Description tab displays. Enter information as follows: Field Check the boxes below if this program change will be changing more than 50% of: Description Select any of the checkboxes that apply to this program change. This field is for information purposes only. Track Title Enter a Title for the new program that you are proposing. What degree program will this be associated with, if any? CIP Code Use the drop down and make a selection from the list. The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Page 129

130 Field Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion State the maximum number of credits required for completion Please justify the number of credit hours (or change in credit hours) What are admission requirements? In addition to course requirements, describe other degree requirements Description Check all delivery sites that apply. All approved delivery sites are listed. Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields. Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits. Enter the maximum number of credits for the program. Enter both the Current and Proposed number of credits. Enter a brief justification for the proposed number of credits for the new program. Enter admission requirements for this track. Enter any additional course requirements for the proposed program. Page 130

131 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course button after each entry to add the course to the group. Continue to add courses, as necessary. Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group proposal. button to add the Group to the Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 131

132 14. Click on the Faculty tab. 15. The Faculty tab displays. Enter information as follows: Field Will the college/ department need to identify additional Faculty to offer proposed program? Description Yes or No Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach for the proposed program. Page 132

133 Field Provide the estimated number of faculty that will be needed to teach in the proposed program. Description Enter the number of Full-Time and Part-Time faculty members that would be needed to teach for the proposed program. Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 133

134 16. Click on the Assessment tab. 17. The Assessment tab displays. Enter information as follows: What assessment data/ evidence is available to support this proposal (i.e. how have you used this data and what is the basis for this change)? Describe any changes to procedures to be used to measure student learning in the proposed program. Page 134

135 18. Click on the Mode of Delivery tab. 19. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. 20. Click on the Funding tab. 21. In the What anticipated change in funding is needed to support this change, provide a description for any changes in funding that is foreseeable. Page 135

136 22. Click on the Facilities tab. 23. Enter the impact on facilities for the change in program in the What impact will this proposal have on facilities? field. 24. Enter additional space requirements that will be needed in the How much additional space do you anticipate? field. 25. Select the Yes or No radio button to answer the last question regarding relinquishing any space. 26. Complete the Related Proposal tab, if applicable. See page 138 for details. Page 136

137 27. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 28. If you want to verify that you have completed all required fields, click on the Validate button. The errors will be listed by Tab Name and then the Field. If there are required fields that were not completed, an error panel will display under the tabs. 29. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 30. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 31. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 137

138 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Enter information as follows: Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 138

139 New Certificate 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 139

140 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the Originator Review link for the new proposal. Select the option for New Certificate. Page 140

141 8. The Summary tab displays. 9. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the new program proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale (reason) for the new program. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This rationale should be 100 words or less. Page 141

142 10. Click on the Program Description tab. 11. The Program Description tab displays. Enter information as follows: Field Certificate Title What degree program will this be associated with, if any? Certificate Type Description Enter a title for the new certificate that you are proposing. Use the drop down and make a selection from the list. Undergraduate or Graduate Page 142

143 Field CIP Code Description The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion State the maximum number of credits required for completion Check all delivery sites that apply. Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description. Enter the minimum number of credits for the track. Enter the maximum number of credits for the track. Page 143

144 Field Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Description Enter a brief justification for the proposed number of credits for the new track. Enter any additional course requirements for the proposed track. Page 144

145 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course to the group. button after each entry to add the course Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group button to add the Group to the proposal. Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 145

146 12. Click on the Goals and Objectives tab. Enter data for all the large edit boxes: Describe in general the educational goals and objectives Explain how the program will help achieve the goals / objectives of the University in terms of its role and mission Identify any unique resources that make it particularly appropriate for the University to offer the proposed program What are the benefits to the student What are the benefits to the University What are the benefits to the University System of Ohio and/or the Region Note: You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. Page 146

147 13. Make a selection under the field, Are there similar programs offered, if applicable. If you select any of the above options, a large edit box will display for entry. 14. Select Yes or No for the field, Will this be a joint program? If you select Yes, a new edit box will display for entry: 15. Continue entering data for the large edit boxes: Specify any articulation agreements (direct transfer opportunities) with other institutions that will be in effect for this program Describe career opportunities and/or opportunities for graduate / professional study available for person who complete the program 16. Answer the last two Yes/ No questions. Indicate whether this proposal was developed to align with the standards of a specialized or programmatic accreditation agency. Has this program or a similar program been submitted for approval previously? Page 147

148 17. Click on the Organizational Structure tab. 18. The Organizational Structure tab displays. Enter descriptive text in the large edit boxes: Describe the organizational structure of the proposed program. In your response, indicate the unit that the program will be housed within and how that unit fits within the context of the overall institutional organizational structure. Describe the reporting hierarchy of the administration, faculty, and staff for the proposed program. Describe the title of the lead administrator for the proposed program and a brief description of the individual's duties and responsibilities. Describe any councils, committees, or other organizations that support the development and maintenance of the proposed program. Describe the individuals (by position) that comprise these entities, the terms of their appointment, and the frequency of their meetings. Page 148

149 19. Click on Student Enrollment tab. 20. In the first table, enter the projected number of Full time and Part time students that will be enrolled in the new track for the first four years. 21. In the second table, enter the projected number of Full time and Part time students that are currently in other programs, which will transfer into this program. Project this data for the first four years. Page 149

150 22. Click on the Faculty tab. 23. The Faculty tab displays. Enter information as follows: Field Will the college / department need to identify additional faculty to offer the proposed program? Description Select the Yes or No radio button. Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Provide the estimated number of faculty that will be needed to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach the proposed track. Enter the number of Full-Time and Part-Time faculty members that would be needed to teach the proposed track. Page 150

151 Field Description Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrices) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 151

152 24. Click on the Support Services tab. 25. The Support Services tab displays. Enter descriptive text in the edit boxes for the different types of support services that this new track would require: Describe existing administrative services (e.g. admissions, financial aid, registrar, etc) in place to support the proposed request. Describe additional administrative services (e.g. admissions, financial aid, registrar) needed as a result of the proposed request and provide a timeline for acquiring/implementing such services. Describe existing student services (e.g. career services, counseling, testing) in place to support the proposed request. Describe additional student services needed specifically for the proposed request and provide a timeline for acquiring and implementing such services. Page 152

153 26. Click on the Assessment tab. 27. In the Program Assessment frame, enter what measures will be used to assess the track. In the Measuring Student Learning frame, enter what procedures will be used to measure student learning in the proposed program. 28. Click on the Needs Analysis tab. Page 153

154 29. The Needs Analysis tab displays. Answer the Yes/No questions at the top of the tab. If you select Yes for any of the above questions, a new edit box will display with a question that needs to be answered. 30. In the large edit box at the bottom of the tab, enter the plan to ensure recruitment, retention, and graduation of underrepresented groups. (in the field, What is the plan to ensure recruitment, retention, and graduation of underrepresented groups?) 31. Click on the Mode of Delivery tab. 32. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. Page 154

155 33. Click on the Funding tab. Page 155

156 34. The Funding tab displays. Enter information as follows: Field Description Funding Sources frame Indicate how much funding support you anticipate receiving for this program from each of the following sources Specify, as a percentage, the funding you anticipate obtaining from the listed categories such as the program college, department, other departments, other internal departments, and external sources. Estimated Costs frame One Time Costs Continuing (Annual Costs) Describe any continuing savings in costs that will be realized by a better utilization of current resources (e.g. reassigning faculty, increased enrollment, shared advising, shared support staff, increased utilization of available research equipment, using GAs). Enter, in dollars, the estimated onetime costs over the first four years of the program. Enter, in dollars, the estimated costs that will continue annually, in the next four years. At the bottom of the tab, in the large edit box enter an explanation for savings. Page 156

157 35. Click on the Facilities tab. 36. The Facilities tab displays. Enter information as follows: Field Office Space frame Please estimate the number of offices required by faculty, staff, and graduate students Description Enter the Current and Estimated numbers over the first four years of the new track. Laboratory Space frame Please estimate Enter the Current and Estimated numbers over the first the laboratory four years of the new track. space that will be needed: Page 157

158 Field Please describe any special space considerations that should be taken into account (e.g. specialized lab stations, special cleaning and disposal considerations, treatment facilities, performance areas, etc). If new office or laboratory space is required, please include a timeline for acquiring such space. Description Enter any additional space considerations that will be needed for the proposed track. Enter a plan/timeline for obtaining the new space. 37. Complete the Related Proposal tab, if applicable. See page 160 for details. 38. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. Page 158

159 39. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. 40. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 41. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 42. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 159

160 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 160

161 Change a Certificate See page 85 for information about Change Program Proposals. 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 161

162 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the link for Originator Review link for the new proposal. 8. Select the option for Change a Certificate. Page 162

163 9. An Academic Plan will need to be selected. In the Academic Plan field, use the drop down and select the plan that you are proposing a change to. Click on the Submit button. Click on the OK button to confirm. 10. The Summary tab displays. Page 163

164 11. On the Summary tab, enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the change degree proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale for the change in degree. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 164

165 12. Click on the Program Description tab. 13. The Program Description tab displays. Enter information as follows: Field Certificate Title What degree program will this be associated with, if any? Certificate Type Description Enter a Title for the new certificate that you are proposing. Use the drop down and make a selection from the list. Undergraduate or Graduate Page 165

166 Field CIP Code Description The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion State the maximum number of credits required for completion Check all delivery sites that apply. All approved delivery sites are listed. Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields. Enter the minimum number of credits for the certificate. Enter both the Current and Proposed number of credits. Enter the maximum number of credits for the certificate. Enter both the Current and Proposed number of credits. Page 166

167 Field Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Description Enter a brief justification for the proposed number of credits for the new program. Enter any additional course requirements for the proposed program. Page 167

168 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course button after each entry to add the course to the group. Continue to add courses, as necessary. Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group proposal. button to add the Group to the Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 168

169 14. Click on the Faculty tab. 15. The Faculty tab displays. Enter information as follows: Field Will the college/ department need to identify additional Faculty to offer proposed program? Description Yes or No Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach for the proposed program. Page 169

170 Field Provide the estimated number of faculty that will be needed to teach in the proposed program. Description Enter the number of Full-Time and Part-Time faculty members that would be needed to teach for the proposed program. Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 170

171 16. Click on the Assessment tab. 17. The Assessment tab displays. Enter information as follows: What assessment data/ evidence is available to support this proposal (i.e. how have you used this data and what is the basis for this change)? Describe any changes to procedures to be used to measure student learning in the proposed program. Page 171

172 18. Click on the Mode of Delivery tab. 19. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. 20. Click on the Funding tab. 21. In the What anticipated change in funding is needed to support this change, provide a description for any changes in funding that is foreseeable. Page 172

173 22. Click on the Facilities tab. 23. Enter the impact on facilities for the change in program in the What impact will this proposal have on facilities? field. 24. Enter additional space requirements that will be needed in the How much additional space do you anticipate? field. 25. Select the Yes or No radio button to answer the last question regarding relinquishing any space. 26. Complete the Related Proposal tab, if applicable. See page 175 for details. Page 173

174 27. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 28. If you want to verify that you have completed all required fields, click on the Validate button. The errors will be listed by Tab Name and then the Field. If there are required fields that were not completed, an error panel will display under the tabs. 29. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 30. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 31. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 174

175 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Enter information as follows: Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 175

176 New Minor 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 176

177 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the Originator Review link for the new proposal. Select the option for New Minor. Page 177

178 8. The Summary tab displays. 9. Enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the new program proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale (reason) for the new program. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This rationale should be 100 words or less. Page 178

179 10. Click on the Program Description tab. 11. The Program Description tab displays. Enter information as follows: Field Minor Title What degree program will this be associated with, if any? Minor Type Description Enter a title for the new minor that you are proposing. Use the drop down and make a selection from the list. Select from the drop down Associate, Baccalaureate, Master, Doctoral or Professional Page 179

180 Field CIP Code Description The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Check all delivery sites that apply. Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description. Enter the minimum number of credits for the track. Enter a brief justification for the proposed number of credits for the new track. Enter any additional course requirements for the proposed track. Page 180

181 Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course to the group. button after each entry to add the course Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group button to add the Group to the proposal. Add additional groups, as necessary. Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 181

182 12. Click on the Goals and Objectives tab. Enter data for all the large edit boxes: Describe in general the educational goals and objectives Explain how the program will help achieve the goals / objectives of the University in terms of its role and mission Identify any unique resources that make it particularly appropriate for the University to offer the proposed program What are the benefits to the student What are the benefits to the University What are the benefits to the University System of Ohio and/or the Region Note: You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. Page 182

183 13. Make a selection under the field, Are there similar programs offered, if applicable. If you select any of the above options, a large edit box will display for entry. 14. Select Yes or No for the field, Will this be a joint program? If you select Yes, a new edit box will display for entry: 15. Continue entering data for the large edit boxes: Specify any articulation agreements (direct transfer opportunities) with other institutions that will be in effect for this program Describe career opportunities and/or opportunities for graduate / professional study available for person who complete the program 16. Answer the last two Yes/ No questions. Indicate whether this proposal was developed to align with the standards of a specialized or programmatic accreditation agency. Has this program or a similar program been submitted for approval previously? Page 183

184 17. Click on the Organizational Structure tab. 18. The Organizational Structure tab displays. Enter descriptive text in the large edit boxes: Describe the organizational structure of the proposed program. In your response, indicate the unit that the program will be housed within and how that unit fits within the context of the overall institutional organizational structure. Describe the reporting hierarchy of the administration, faculty, and staff for the proposed program. Describe the title of the lead administrator for the proposed program and a brief description of the individual's duties and responsibilities. Describe any councils, committees, or other organizations that support the development and maintenance of the proposed program. Describe the individuals (by position) that comprise these entities, the terms of their appointment, and the frequency of their meetings. Page 184

185 19. Click on Student Enrollment tab. 20. In the first table, enter the projected number of Full time and Part time students that will be enrolled in the new track for the first four years. 21. In the second table, enter the projected number of Full time and Part time students that are currently in other programs, which will transfer into this program. Project this data for the first four years. Page 185

186 22. Click on the Faculty tab. 23. The Faculty tab displays. Enter information as follows: Field Will the college / department need to identify additional faculty to offer the proposed program? Description Select the Yes or No radio button. Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Provide the estimated number of faculty that will be needed to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach the proposed track. Enter the number of Full-Time and Part-Time faculty members that would be needed to teach the proposed track. Page 186

187 Field Description Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrices) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 187

188 24. Click on the Support Services tab. 25. The Support Services tab displays. Enter descriptive text in the edit boxes for the different types of support services that this new track would require: Describe existing administrative services (e.g. admissions, financial aid, registrar, etc) in place to support the proposed request. Describe additional administrative services (e.g. admissions, financial aid, registrar) needed as a result of the proposed request and provide a timeline for acquiring/implementing such services. Describe existing student services (e.g. career services, counseling, testing) in place to support the proposed request. Describe additional student services needed specifically for the proposed request and provide a timeline for acquiring and implementing such services. Page 188

189 26. Click on the Assessment tab. 27. In the Program Assessment frame, enter what measures will be used to assess the track. In the Measuring Student Learning frame, enter what procedures will be used to measure student learning in the proposed program. 28. Click on the Needs Analysis tab. Page 189

190 29. The Needs Analysis tab displays. Answer the Yes/No questions at the top of the tab. If you select Yes for any of the above questions, a new edit box will display with a question that needs to be answered. 30. In the large edit box at the bottom of the tab, enter the plan to ensure recruitment, retention, and graduation of underrepresented groups. (in the field, What is the plan to ensure recruitment, retention, and graduation of underrepresented groups?) 31. Click on the Mode of Delivery tab. 32. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. Page 190

191 33. Click on the Funding tab. Page 191

192 34. The Funding tab displays. Enter information as follows: Field Description Funding Sources frame Indicate how much funding support you anticipate receiving for this program from each of the following sources Specify, as a percentage, the funding you anticipate obtaining from the listed categories such as the program college, department, other departments, other internal departments, and external sources. Estimated Costs frame One Time Costs Continuing (Annual Costs) Describe any continuing savings in costs that will be realized by a better utilization of current resources (e.g. reassigning faculty, increased enrollment, shared advising, shared support staff, increased utilization of available research equipment, using GAs). Enter, in dollars, the estimated onetime costs over the first four years of the program. Enter, in dollars, the estimated costs that will continue annually, in the next four years. At the bottom of the tab, in the large edit box enter an explanation for savings. Page 192

193 35. Click on the Facilities tab. 36. The Facilities tab displays. Enter information as follows: Field Office Space frame Please estimate the number of offices required by faculty, staff, and graduate students Description Enter the Current and Estimated numbers over the first four years of the new track. Laboratory Space frame Please estimate the laboratory space that will be needed: Please describe any special space considerations that should be taken into account Enter the Current and Estimated numbers over the first four years of the new track. Enter any additional space considerations that will be needed for the proposed track. Page 193

194 Field (e.g. specialized lab stations, special cleaning and disposal considerations, treatment facilities, performance areas, etc). If new office or laboratory space is required, please include a timeline for acquiring such space. Description Enter a plan/timeline for obtaining the new space. 37. Complete the Related Proposal tab, if applicable. See page 196 for details. 38. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. Page 194

195 39. If you want to verify that you have completed all required fields, click on the Validate button. If there are required fields that were not completed, an error panel will display under the tabs. The errors will be listed by Tab Name and then the Field. You can move between tabs and the errors will remain visible. Correct the errors listed and click on the Validate button. 40. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 41. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 42. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 195

196 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 196

197 Change Minor See page 85 for information about Change Program Proposals. 1. Log into the Curriculum Proposal System per the instructions in Lesson Click on the Create Proposal link in the Applications frame. 3. Use the drop down to select your College (the College for the Proposal). 4. In the lower drop down, select the Department for the Proposal. 5. Click on the Submit button. Page 197

198 6. Verify the College and Department and click Yes. If this information is not correct, select No and select the correct information. The BPM Workspace displays with the new proposal listed in the Work Items frame. 7. Click on the link for Originator Review link for the new proposal. 8. Select the option for Change Minor. Page 198

199 9. An Academic Plan will need to be selected. In the Academic Plan field, use the drop down and select the plan that you are proposing a change to. Click on the Submit button. Click on the OK button to confirm. 10. The Summary tab displays. Page 199

200 11. On the Summary tab, enter information as follows: Field Authored By Projected term of implementation Description Enter the name of the person who created the proposal. From the first drop down, select from the list: Spring, Summer or Fall. In the second drop down, select from the list, the year. Is this proposal related to another proposal? Summary Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry. Enter a brief Summary for the change degree proposal. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. This summary should be 100 words or less. Rationale Enter a brief Rationale for the change in degree. You can copy this data from another location, such as Microsoft Word, and paste into this field by using the Paste button. Use the other editing buttons as needed. The rationale should be 100 words or less. Page 200

201 12. Click on the Program Description tab. 13. The Program Description tab displays. Enter information as follows: Field Check the boxes below if this program change will be changing more than 50% of: Description Select any of the checkboxes that apply to this program change. This field is for information purposes only. Minor Title Enter a Title for the minor that you are changing. What degree program will this be associated with, if any? Use the drop down and make a selection from the list. Page 201

202 Field Minor Type CIP Code Description Associate, Baccalaureate, Maters, Doctoral or Professional. The National Center for Education Statistics designed the CIP Code for tracking, assessment, and reporting of fields of study and program completion. You can enter keywords, such as Accounting, Mechanical Engineering, English and a matching list will appear. When you see the correct listing, select it from the dropdown to make the selection. You can also click on the field name, which is a hyperlink, which will allow you to search the CIP Code website. Delivery Sites Enter the bulletin description (not including courses) State the minimum number of credits required for completion Please justify the number of credit hours (or change in credit hours) In addition to course requirements, describe other degree requirements Check all delivery sites that apply. All approved delivery sites are listed. Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields. Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits. Enter a brief justification for the proposed number of credits for the new program. Enter any additional course requirements for the proposed program. Page 202

203 Field Description Course Group Entry Form (See page 66 for example) Enter group header Minimum credits required Department Subject Code List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc. Enter the number of credits required for the group just entered. Enter the subject code. You can enter keywords such as Marketing, Engineering, Education and a matching list will appear. When you see the correct listing, select the option from the list. You can also start to enter the corresponding subject code number, but ultimately you must select from the drop down list or the option will not be completed properly. Course Number Operand Use the drop down to select the appropriate course. New Courses that are already in another proposal in the system will be available for selection. Select AND if there are additional courses that need to be entered for this group. Click on the Add Course button after each entry to add the course to the group. Continue to add courses, as necessary. Other Conditions Enter any additional conditions, apart from the courses in this edit box. Click on the Add Group button to add the Group to the proposal. Add additional Groups, as necessary. Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group. Page 203

204 14. Click on the Faculty tab. 15. The Faculty tab displays. Enter information as follows: Field Will the college/ department need to identify additional Faculty to offer proposed program? Description Yes or No Staffing Numbers frame Provide the number of existing faculty available to teach in the proposed program. Enter the number of Full-Time and Part-Time faculty members that would be available to teach for the proposed program. Page 204

205 Field Provide the estimated number of faculty that will be needed to teach in the proposed program. Description Enter the number of Full-Time and Part-Time faculty members that would be needed to teach for the proposed program. Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes) Has the Faculty Matrix (facultymatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: facultymatrix Note: You can click on the header/link for Faculty Matrix Template to open an example of the document. Has the Faculty Curriculum Vitae been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 or instructions on adding attachments. The following naming convention should be used when uploading curriculum vitae's: facultycv_lastnamefirstinitial Examples: facultycv_smithm facultycv_doej Has the Activities Matrix (activitiesmatrix.xls) been attached? You must answer Yes to the question in order to Validate and Submit the proposal. Remember to attach the file BEFORE you submit the proposal. See page 14 for instructions on adding attachments. The file name for this should be as follows: activitiesmatrix Note: You can click on the header/link for Activities Matrix Template to open an example of the document. Page 205

206 16. Click on the Assessment tab. 17. The Assessment tab displays. Enter information as follows: What assessment data/ evidence is available to support this proposal (i.e. how have you used this data and what is the basis for this change)? Describe any changes to procedures to be used to measure student learning in the proposed program. Page 206

207 18. Click on the Mode of Delivery tab. 19. The Mode of Delivery tab displays. Enter percentages in the edit boxes to indicate the type of instruction. Note that the amounts must total 100%. 20. Click on the Funding tab. 21. In the What anticipated change in funding is needed to support this change, provide a description for any changes in funding that is foreseeable. Page 207

208 22. Click on the Facilities tab. 23. Enter the impact on facilities for the change in program in the What impact will this proposal have on facilities? field. 24. Enter additional space requirements that will be needed in the How much additional space do you anticipate? field. 25. Select the Yes or No radio button to answer the last question regarding relinquishing any space. 26. Complete the Related Proposal tab, if applicable. See page 210 for details. Page 208

209 27. If you are ready to save the proposal, but you ARE NOT ready to submit, click on the Save/Close button. Click on the Yes button. This will store the proposal in the system for future use. 28. If you want to verify that you have completed all required fields, click on the Validate button. The errors will be listed by Tab Name and then the Field. If there are required fields that were not completed, an error panel will display under the tabs. 29. To print the proposal, click on the Print button. A new window will open with the proposal in PDF. 30. To close the window when you are finished working with the proposal, use the Save/Close window. button. Do not use the X in the top right corner of the Select Yes to save the proposal or No to close the window and not save any changes you made. 31. When you are ready to move the proposal to the next step in the workflow, click on the Submit button. Note: Remember that all attachments must be uploaded before the proposal is submitted. Page 209

210 Related Proposal If you selected, Yes for the, Is this proposal related to another proposal? on the Summary tab, the Related Proposal tab will become active and will need to be completed for this proposal. Note that the related proposal must be in the Curriculum Proposal System in order to add it on this tab. 1. Click on the Related Proposal Tab. 2. The Related Proposal tab displays. Enter information as follows: Field Select a College Select a Department Select a Proposal Dependent Description Use the drop down to select the College that the related proposal is from. The next field, Select a Department, will expand once a College is selected. Select from the drop down the appropriate Department for the related proposal. The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal. Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal. Click on the Add button to add the related proposal. You can add more than one related proposal, if applicable. The proposal will now be listed on the tab for referencing. Page 210

211 Lesson 5: Filters in BPM Workspace Using Filters in the Curriculum Proposal System Filters can be used to adjust the listing of proposals in the BPM Workspace. Furthermore, filters can help you locate proposals that may not automatically appear in your Inbox because they are in an Activity that you are not a member of. Creating a Filter to see all proposals in a specified College: 1. Click on Show filters link. 2. Click on the Select All Processes arrows to select all available processes for the filter. 3. Below the Processes frame, there is a Conditions frame: 4. In the first field, Conditions, use the dropdown to select the criteria for the filter. Select Description. Page 211

212 5. Click on the Add condition link. The Condition fields are now available: The Description is the proposal number so you can search on any of the components of the number. College Code Department code Proposal Number 6. In the blank edit box, enter all or part of the College Code. This will list all proposals in the specified College, regardless of where they are in the Workflow Process. College Codes: EDUC SUMM BUS PROV CHP A&S POLY ENGR SUMM WAYN If you want to be more specific in your search (limit the number of proposals that display) you can also use the Department Code or if you are looking for a specific proposal, the proposal number. 7. Click on the Apply Filter button. The Inbox will update. Page 212

213 8. If this is a view that you would like to use multiple times, click on the button. Enter a name for the View in the Label field and click on the Save button. To use this saved view at a later time, use the View dropdown in the top left corner of the Inbox and select the name of the view you created. 9. To view a proposal, in an Activity that you are not a member of, click on the drop down arrow in the far right column for the proposal and select Read Proposal. You will not have a link to open the proposal in this type of situation. Note: Remember, you will only be able to open a proposal if it is in an Activity you are able to see based on your Role in the Curriculum Proposal System. If the proposal is listed, but there is not a link in the last column, this simply means that you are not able to open the proposal at that current Activity and you are just able to see that it is in the system and at what Review (Activity) the proposal is currently at. Page 213

214 Lesson 6: UCM Proposal Archives Proposals will be in the Archive once they have completed the workflow process, have been rejected, or at the point when a proposal has been withdrawn from the Curriculum Proposal System. Proposals that were entered into the New Curriculum Proposal System will be in the Feb 14 th, 2011-Present area and any proposal entered in the old system can be found in the 1999-February 14 th, 2011 area. Accessing the UCM 1. Open an Internet Browser and enter in the Address bar: The Curriculum Proposal System landing page displays. 2. Click on the link for which will allow you to search for proposals in the new Curriculum Proposal System. Note: To locate proposals located in the old system, you can click on the link for. Page 214

215 Open an Archived Proposal Open an Archived Proposal 1. Click on the link, under Archived Proposals for Feb 14 th, Present. 2. You can use key words to narrow the search. In the search field, attached to the Quick Search button (in the top right corner of window), enter a keyword such as: If you know the Originator? Enter the first name of the person. Do you know the College? Enter the abbreviation of the college, for example: A&S, BUS, POLY, WAYN Do you know the proposal number (or the last 4 digits)? 3. After you enter criteria in the field, click on the Quick Search button. Page 215

216 Note: Note the Title of the entries. The Proposal Report is the pdf of the proposal and you will also see items such as facultymatrix (Faculty Matrix), syllabus, facultycv_lastnamefirstinitial (Faculty Curriculum Vitae), etc. These are the names of the files that were attached during the proposal entry. If you see Other this means, the Originator did not use the proper naming convention for the file when attaching it to the proposal. You will have to open the attachment to determine what information it is providing. 4. Click on the link in the ID column to open the file. Page 216

217 Appendix A: Faculty & Activity Matrix The Faculty Matrix is required for Program Proposals. On the Faculty tab, you must select the Yes radio button for the field, Has the Faculty Matrix been attached? The file name should be: facultymatrix The Activity Matrix is also required for Program Proposals. On the Faculty tab, you must also select the Yes radio button for the field, Has the Activities Matrix been attached? The file name should be: activitiesmatrix The Faculty Matrix and Activities Matrix will be available on the Provost s website. Faculty Matrix Activity Matrix Page 217

218 Appendix B: Preview the Proposal from the BPM Workspace If a proposal is in the Work Items list, you can preview the proposal from the Work Item Detail frame at the bottom of the BPM Workspace window. This is a method that can help you quickly review a proposal without fully opening the proposal in a new window. 1. Return to the BPM Workspace. 2. Select the proposal from the Work Items. To do this, click on the proposal in the Description column to active it. The Work Item Detail frame, at the bottom of the window, will now display some data for the selected proposal. The Expand button needs to be expanded 3. Click on the arrow button, as circled above. Page 218

219 4. The Work Item Detail will expand and display the proposal tabs. 5. You can review the proposal from this view by clicking on the tabs to read the data. Note: If you are at an Activity in the workflow where you are able to make changes or update a status you can make those adjustments from this preview. Page 219

220 Appendix C: Mozilla Firefox- Pop-up Blocker Pop-up Blocker in Firefox If you are using Mozilla Firefox as your Internet Browser, you will need to make a setting change to allow for pop-up from s website. You only need to do this one time. If you do not allow for this setting, proposal pages will not display. 1. Open Firefox. 2. From the menu select Tool, Options. Click on the Contents tab. 3. Click on the Exceptions button to the right of the Block pop-up windows checkbox. Page 220

221 4. The Allowed Sites- Pop-ups box displays. 5. In the Address of web site field enter: uakron.edu Then, click on the Allow button. 6. In the Address of web site field enter: uanet.edu Then, click on the Allow button 7. Click on the Close button. 8. Click on the OK to close the Options box. Page 221

222 Appendix D: Creating Filters in Outlook You can create a filter in Outlook to automatically move incoming s from the Curriculum Proposal System into a specified folder. If you create the folder, you will need to make sure that you open the folder on a regular basis to be certain you do not miss any proposal deadlines. This is just a tool to organize the messages from the system in your Outlook Inbox. 1. In your Outlook Inbox, right click over the Mailbox in the Navigation Pane. 2. From the short menu, select the option for New Folder. Page 222

223 3. Give the folder a name, such as Curriculum Proposal System. Click on the OK button. 4. Now, a rule needs to be created to send all messages to the new folder. From the menu select Tools, Rules and Alerts. Page 223

224 5. Click on the New Rule button. 6. In the Stay Organized area, make sure Move messages from someone to a folder, is selected. 7. In the Step 2 frame, at the bottom, click on the link for people or public group. In the From field, enter curriculum_system@uakron.edu 8. Click on the OK button. Page 224

225 9. The Rules Wizard returns. The address you just entered will now show in Step Click on the specified (folder) link so that you can choose the folder you created. Page 225

226 11. Click on the Curriculum Proposal System folder (or whatever folder you created in earlier steps). Click on the OK button. 12. Click on the Next or Finish button. Page 226

227 13. The Rules and Alerts box displays again. Click on the OK button. 14. Now, when a new message comes into your Inbox from the Curriculum Proposal System, it will now automatically be filtered (or sent) to the specified folder. You will need to open that folder to get the message- it will not be delivered to your Inbox. Page 227

228 Appendix E: Samples of Printed Proposal (PDF) Printing a proposal from the Curriculum Proposal System is done by clicking on the Print button in the top right corner of the proposal entry pages. The proposal must first be saved to the system before it can be printed. Below is a sample of what a printed proposal will look like: You can print the proposal by clicking on the Print button. You can also review the proposal by using the vertical scroll bar to advance through the pages. As an alternative, you can also use the Next and Previous Page buttons. Page 228

229 Appendix F: Opting In University Wide Review Notification Any member of the Campus Community can review curriculum proposals. Only those that opt-in, will receive notifications as to when a new proposal enters UWR. You can opt in via the Landing Page for the Curriculum Proposal System. 1. Open an Internet Browser and enter in the Address bar: The Curriculum Proposal System landing page displays. 2. Click on the link for OPT-IN under the heading Notification Options. 3. Click on the Send button. Page 229

230 Appendix G: Administrative Services & Capital Planning Guidelines Standard Administrative Services We have developed a robust infrastructure and staffing with respect to administrative and technological services and its use in the learning experience, including: Academic Advisement Center, Accessibility, Adult Focus, bookstore, Career Management, Computer Based Testing, Counseling Services, Financial Aid, inclusive excellence, itunes U, Library, scholarship resources, Zip support, writing lab, instructional services, virtual student authentication, and virtual office hours. Academic Advisement Center - The Academic Advisement Center is available to educate, advocate, and empower students to make effective academic and career decisions. Distance students can contact an advisor online or via phone. Accessibility - The Office of Accessibility provides reasonable accommodations and resources to students with disabilities in order to promote student success in the university environment. It should be noted, that all courses use a universal design so that there are no barriers for modification of software or hardware. Adult Focus is an academic support service for adult learners. Any student, regardless of age, whose primary life roles and responsibilities exist independent of the University and take precedence over the role of student in times of crisis or stress is considered to be an adult student. The office provides resources via electronic media. Bookstore Distance students can purchase books through UA's online bookstore. Career Management - The Center for Career Management offers a variety of services to students and alumni, from personalized services to career-related events and electronic resources. Computer Based Testing - The Office of Computer Based Assessment & Evaluation provides services in the deployment of online tests, surveys and assessments. Counseling Services - The counseling services site provides electronic resources and videos for study skills and test taking skills, and for career development. Financial Aid - The electronic resources on the Financial Aid website help to simplify the financial aid process and answer many frequently asked questions. Phone counseling services are also available. Inclusive Excellence - The Office of Inclusion and Equity directs the University s outreach efforts to support a diverse population of students, faculty, staff and community members. The office provides a variety of resources on its website including opportunities for personal enrichment. itunes U - This service will allow students to easily subscribe to and download podcasts of audio and video content to supported portable devices or personal computers for listening or viewing anytime and anywhere. Page 230

231 Library Students can search electronic journals, periodicals, books, magazines, and to also contact a librarian. These tasks can all be accomplished using UA's online library. Orientation - An online student orientation helps students understand what it means to be a successful online student. The orientation offers students opportunities to explore the topics in an actual online course hosted in Springboard! The orientation also provides students with an opportunity to practice using all Springboard! tools. Scholarship Resources The Scholarship Resources website provides links to a large selection of scholarship opportunities for UA students. Support - The Zip Support Center (commonly known as a Help Desk) provides a wiki that is continually being updated with new articles and web-based tutorials to assist students with technical questions. Students can also submit an online support request for any technical problem encountered while using Springboard! or any of the university electronic resources. Writing Lab - The Writing Lab provides a selection of helpful electronic writing resources including style guides, electronic texts and writing handbooks, literary resource, ESL resources, and an electronic grammar hotline. Instructional Services Instructional Services provide instructional design, development, delivery, evaluation, and support services to faculty, staff and students in order to meet the educational needs of the university community. At this time, online course delivery and distance services are fully operational and no additional facilities, hardware, services, or faculty are needed to offer the degree fully through distance methods. OhioLink The Ohio Library and Information Network, OhioLINK, is a consortium of 88 Ohio colleges and university libraries, and the State Library of Ohio, that work together to provide Ohio students, faculty and researchers with the information they need for teaching and research. Virtual Student Authentication The following is a checklist of procedures to verify the identity of students participating in distance education program activities: Each student upon acceptance is given an identification number and student id. Instructors check the name and id number of an online student participating in an online activity against the class list. At the beginning of each class students are asked to identify themselves and to also upload his or her picture to the class site. If any concerns are raised from student participation and/or work products (e.g., from discussions, homework submissions, and/or final project), the instructor will contact the student directly and discuss those concerns. Virtual Office Hours UA has adopted Elluminate as a web-conferencing solution and its use is being piloted in a variety of contexts, including online courses. It holds promise as a robust tool for online delivery. Page 231

232 Capital Planning General Guidelines Please note the information below is for general guideline information only. Private offices: Faculty and contract professionals: Shared offices: 150 sq. ft. modular in nature 75 sq ft 2:1 ratio Classroom Size: 20 sq ft per student station 200 students 4000 sq ft 200+ auditorium delivery: 15 sq ft per student Laboratory Space: dependent upon function and type Page 232

233 Appendix H: Time Frames & Dates Page 233

234 Appendix I: Opening a Proposal in Read Only Mode If another user has the proposal open, you cannot open the proposal in a way that will allow you to take any kind of action. You can, however, open the proposal in a Read Only mode which will still allow you to open and read about the selected proposal. 1. In the BPM Workspace, you will know a proposal is opened by another user, if there is not a link in the last column. 2. Click on the drop down arrow, in the far right, in the last column (to the right of Select action). Page 234

235 3. Select the option for Read Proposal. 4. The proposal opens in Read Only and this is indicated at the top of the page, centered below the proposal number. Remember, that in this mode, you are unable to do any kind of update to the proposal (comments, objections, updating status). Page 235

236 College Review Curriculum Proposal System- Originators Appendix J: College Workflows *Arts & Sciences Department Review Actions: Recommend Change (goes back to Originator) or Approve (2 weeks) College CRC Review Actions: Recommend Change (goes back to Originator) or Approve (2 weeks) BCC Review Actions: Recommend Change (goes back to Originator) or Approve (2 weeks) College Review (Dean) Actions: Recommend Change (goes back to Originator) or Approve (2 weeks) Institutional Reviews Page 236

237 College Review Curriculum Proposal System- Originators *College of Business Workflow Department Review Actions: Recommend Change (goes back to Originator) or Approve Undergraduate or Graduate CCC Review Actions: Recommend Change (goes back to Originator) or Approve Undergraduate or Graduate Faculty Review Actions: Recommend Change (goes back to Originator) or Approve College Review (Dean) Actions: Recommend Change (goes back to Originator) or Approve Institutional Reviews Page 237

238 College Review Curriculum Proposal System- Originators *College of Education Workflow Department Review Actions: Recommend Change (goes back to Originator) or Approve (2 week notification cycle) Dean Review Actions: Recommend Change (goes back to Originator) or Approve (2 week notification cycle) Undergrad or Grad CRC Review Actions: Recommend Change (go back to Originator) or Approve College Council Review Actions: Recommend Change (go back to Originator) or Approve (2 week notification cycle) Final College Release Action: Approve or Recommend Change (go back to Originator) Institutional Reviews Page 238

239 College Review Curriculum Proposal System- Originators *College of Engineering Workflow Department Review Actions: Recommend Change (goes back to Originator) or Approve UCC or GCC Review Actions: Recommend Change (goes back to Originator) or Approve Faculty Review Actions: Recommend Change (goes back to Originator) or Approve College Review (Dean) Actions: Recommend Change (goes back to Originator) or Approve Institutional Reviews Page 239

240 College Review Curriculum Proposal System- Originators *CHP Workflow School Review Actions: Recommend Change (goes back to Originator) or Approve (2 week reminder) CC Review (Curriculum Committee) Actions: Recommend Change (goes back to Originator) or Approve (2 week reminder) College Review (Dean) Actions: Recommend Change (goes back to Originator) or Approve (2 week reminder) Institutional Reviews Page 240

241 College Review Curriculum Proposal System- Originators *College of Polymer Science Workflow Department CC Review Actions: Recommend Change (goes back to Originator) or Approve Department Faculty Review Actions: Recommend Change (goes back to Originator) or Approve College Faculty Review Actions: Recommend Change (goes back to Originator) or Approve Dean Review Actions: Recommend Change (goes back to Originator) or Approve Institutional Reviews Page 241

242 College Review Curriculum Proposal System- Originators *Summit College Department Review Actions: Recommend Change (goes back to Originator) or Approve College CRC Review Actions: Recommend Change (goes back to Originator) or Approve Faculty Review Actions: Recommend Change (goes back to Originator) or Approve College Review Actions: Recommend Change (goes back to Originator) or Approve Institutional Reviews Page 242

243 College Review Curriculum Proposal System- Originators *Wayne College Workflow Department Review Actions: Recommend Change (goes back to Originator) or Approve CWG Review Actions: Recommend Change (goes back to Originator) or Approve Faculty Review Actions: Recommend Change (goes back to Originator) or Approve Institutional Reviews Page 243

244 Appendix J: Audit Trail via BPM Workspace There may be times when you want to see when a person worked on a proposal or you just want to review the dates the proposal moved to different Activities in the process. You can get general information about a proposal by using the Audit Trail. 1. Return to the BPM Workspace. 2. Select the proposal from the Work Items. To do this, click on the proposal once in the Description column to active it. The Work Item Detail frame, at the bottom of the window, will now display some data for the selected proposal. The Expand button needs to be expanded 3. Click on the Audit Trail tab. Page 244

245 4. After you click on Audit Trail, additional information will display. 5. The Work Item Detail will now list the Activities for the proposal. If you want to find additional information at a certain Activity level, you can click on the Expand button to the left of the Activity. 6. The selected Activity will expand: You can expand all Activity levels by clicking on the Expand all button. Page 245