table of contentscourse overview cps, or the curriculum proposal system, is an automated workflow...
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Curriculum Proposal System- Originators The University of Akron
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Table of Contents
COURSE OVERVIEW ............................................................................................................................................... 3
LESSON 1: OVERVIEW ............................................................................................................................................ 4
WORKFLOW OF A PROPOSAL ............................................................................................................................................ 5
LESSON 2: SYSTEM BASICS ..................................................................................................................................... 6
BPM WORKSPACE ......................................................................................................................................................... 8
ATTACHMENTS ............................................................................................................................................................ 13
Attach Files .......................................................................................................................................................... 13
Method 1: Adding Attachments on Proposal Tabs ............................................................................................. 14
Method 2: Steps for Adding Attachments in the BPM Workspace ..................................................................... 15
AUDIT TRAIL ................................................................................................................................................................ 22
LESSON 3: COURSE PROPOSAL ............................................................................................................................. 23
ADD A NEW COURSE .................................................................................................................................................... 23
CHANGE A COURSE ....................................................................................................................................................... 42
DELETE A COURSE ........................................................................................................................................................ 51
WITHDRAW A PROPOSAL ............................................................................................................................................... 58
LESSON 4: PROGRAM PROPOSAL ......................................................................................................................... 59
ADD A NEW PROGRAM ................................................................................................................................................. 59
CHANGE A PROGRAM .................................................................................................................................................... 86
NEW TRACK .............................................................................................................................................................. 101
CHANGE A TRACK ....................................................................................................................................................... 124
NEW CERTIFICATE ...................................................................................................................................................... 139
CHANGE A CERTIFICATE ............................................................................................................................................... 161
NEW MINOR ............................................................................................................................................................. 176
CHANGE MINOR ........................................................................................................................................................ 197
LESSON 5: FILTERS IN BPM WORKSPACE ............................................................................................................ 211
LESSON 6: UCM – PROPOSAL ARCHIVES............................................................................................................. 214
ACCESSING THE UCM ................................................................................................................................................. 214
OPEN AN ARCHIVED PROPOSAL ..................................................................................................................................... 215
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APPENDIX A: FACULTY & ACTIVITY MATRIX ....................................................................................................... 217
APPENDIX B: PREVIEW THE PROPOSAL FROM THE BPM WORKSPACE ............................................................... 218
APPENDIX C: MOZILLA FIREFOX- POP-UP BLOCKER ............................................................................................ 220
POP-UP BLOCKER IN FIREFOX ........................................................................................................................................ 220
APPENDIX D: CREATING FILTERS IN OUTLOOK EMAIL ........................................................................................ 222
APPENDIX E: SAMPLES OF PRINTED PROPOSAL (PDF) ........................................................................................ 228
APPENDIX F: OPTING IN – UNIVERSITY WIDE REVIEW NOTIFICATION ................................................................ 229
APPENDIX G: ADMINISTRATIVE SERVICES & CAPITAL PLANNING GUIDELINES ................................................... 230
APPENDIX H: TIME FRAMES & DATES ................................................................................................................ 233
APPENDIX I: OPENING A PROPOSAL IN READ ONLY MODE ................................................................................ 234
APPENDIX J: COLLEGE WORKFLOWS .................................................................................................................. 236
APPENDIX J: AUDIT TRAIL VIA BPM WORKSPACE ............................................................................................... 244
©2014 The University of Akron
These materials were developed and are owned by The University of Akron. All rights reserved.
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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
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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.
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2 W
EEK
S 2
WEE
KS
Adapted from Board of Trustee Guideline 3359-20-05.2 *Each College has a workflow built in as to how their College handles
curriculum Reviews.
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.
Objections Raised: (CRC Review) Curriculum Review Committee decides: Recommend Change (goes back to Originator), Recommend Approve, or Recommend Reject
*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.
University Review Objections (formal) can be made. Comments (informal) can be made.
CRC serves in advisory
role, if needed.
Approve or Rejected:
Faculty Senate
Review
(FS Review)
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.
Provost Status (and Board of Trustee) for final Approval.
No Objections:
Faculty Senate Review
(FS Review) takes place
Moves to Post Approval and is entered into UCM
(Archives.)
(Update Graduate Bulletin, Update Course Catalog,
PeopleSoft Review, DARS Review.)
Proposal submitted (Originator Review Status)
Proposal checks
in to Archives
Notification of potential
impacts.
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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:
http://www.uakron.edu/curriculum-proposal/
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.
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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.
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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.
The current Activity and a
link to open the proposal
Bookmarks
Refresh the
Work Items
Create a new
proposal
Proposal Details
Advance to next page
of Proposals
Attachment
Proposal
Type
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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 button and NOT the X in the top right corner of the
window.
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 email message.
Emails generated from the system, come from:
Periodically clear Internet cache.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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8. In the Workspace, the proposal will now have a paperclip icon in the
Attachment Column.
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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.
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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.
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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.
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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.
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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.
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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 2.
2. 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.
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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 if the proposal is not
displayed in the Work Items list.
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.
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7. Click on the Originator Review link for the new proposal.
8. Click on the link for New Course.
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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?
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.
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10. Click on the Course Description tab.
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11. The Course Description tab displays. Enter information as follows:
Field Description
Department (Subject Code)
Use the drop down to select the correct Subject Code. The list will be based on the department of the proposal.
Course Level Use the drop down to select the correct Course Level.(100, 200, 300, 400, 500, 600, 700, 800)
Course Number
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 Enter a title for the new course.
Bulletin Description
Enter 25 words of description that will be listed with the course.
Subsidy Level 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)
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Field Description
CIP Code (Classification of Instructional Programs) *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. http://nces.ed.gov/ipeds/cipcode/
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.
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Field Description
Prerequisites (Optional)
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.
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Field Description
Class Format 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)
Use the drop down to select another Class Format and click on the Add button. Continue to add as necessary.
Mode of Delivery
Select the checkboxes for all the Modes of Delivery that apply to the new course. (Traditional (classroom) instruction, Web-enhanced, Web-based 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)
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.
Has Course Outline been attached?
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.
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Field Description
Textbooks In the large edit box, enter any textbooks that will be needed for this new course.
Bibliography 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.
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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 button. Do not use the X in the top right corner of the
window.
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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.
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2. The Related Proposal tab displays.
Field Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate proposal.
Dependent Select the Yes or No radio button for if this proposal is dependent on the approval of the related proposal.
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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.
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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:
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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 Description
Learning Outcome
Enter a brief statement (objective) for the learning outcome.
Describe how the course addresses each outcome
Enter a brief description for how the learning outcome will be met.
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Field Description
Hours on Topic 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 button to add the Learning Outcome. To remove a learning outcome, click on the Remove
button.
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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.
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2. The Mode of Delivery tab displays.
Field Description
Has the syllabus been attached?
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 Enter an explanation for how the online version is equivalent or different to the traditional course.
Has a syllabus been attached (traditional syllabus)
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.
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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 2.
2. 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.
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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.
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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.
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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 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?
Select the radio button for Yes or No. If Yes, a message will display and the Related Proposal tab will be activated for entry.
Summary 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.
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Field Description
Rationale 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.
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14. Click on the Course Description tab.
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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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
Select Yes to save the proposal or No to close the window and not save any
changes you made.
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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 2.
2. 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.
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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.
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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.
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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 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.
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Field Description
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.
Summary 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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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)
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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 2.
2. 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.
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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.
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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?
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.
Summary 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.
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10. Click on the Program Description tab.
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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 Check all delivery sites that apply. Currently approved sites are listed.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in another location.
State the minimum number of credits required for completion
Enter the minimum number of credits for the program.
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Field Description
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new program.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed program.
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Course Group Entry Form (See page 66 for example)
Enter group header List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Include in Bulletin Check the box if the Group should be listed in the Bulletin.
Department Subject Code
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 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.
Operand 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 button to add the Group to the proposal. 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.
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Group Header Example:
In the Curriculum Proposal System:
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Ultimate list would appear as follows:
Core Requirements – 14 credits
3350:100 Intro to Geography 3
3305:250 World Regional Geography 3
3350:310 Physical and Enviro Geography 3
3350: 320 Economic Geography 3
3350: 499 Career Assistant Program 2
Geotechniques Requirements – 12 credits
3350:305 Maps and Map Reading 3
3350:405 Geographic and Info Sys 3
3350:483 Spatial Analysis 3
3350:496 Field Research Methods 3
Planning Requirements – 9 credits
3350:433 Practical Approaches to Plan 3
3350:437 Planning Analysis & Proj Meth 3
3350:439 History of Urban Design 3
Planning Electives – at least 6 credits
3350:415 Environmental Planning 3
3350:422 Transportation System Pln 3
3350:432 Land Use Planning law 3
3350:438 Land Use Planning Methods 3
3350:460 Development Planning 3
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12. Click on the Goals and Objectives tab.
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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 Paste button. Use the other editing buttons
as needed.
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.
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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?
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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.
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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.
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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.
Enter the number of Full-Time and Part-Time faculty members that would be available to teach for 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 needed to teach for the proposed program.
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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
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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.
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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.
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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%.
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33. Click on the Funding tab.
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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 Enter, in dollars, the estimated one-time costs over the first four years of the program.
Continuing (Annual Costs)
Enter, in dollars, the estimated costs that will continue annually over the first four years.
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).
At the bottom of the tab, in the large edit box, enter an explanation for any additional savings.
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35. Click on the Facilities tab.
Note: See Appendix G for additional information.
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36. The Facilities tab displays. Enter information as follows:
Field Description
Office Space frame
Please estimate the number of offices required by faculty, staff, and graduate students
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:
Enter the Current and Estimated numbers over the first four years of the new program.
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 any additional space considerations that will be needed for the proposed program.
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.
37. Complete the Related Proposal tab, if applicable. See page 84 for details.
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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.
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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 button. Do not use the X in the top right corner of the
window.
Select Yes to save the proposal or No to close the window and not save any
changes you made.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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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
The University of Akron 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.
Note: Fields can be answered N/A for
“change proposals” if the question does not
apply to the proposal.
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Change a Program
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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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.
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11. On the Summary tab, 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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12. Click on the Program Description tab.
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13. The Program Description tab displays. Enter information as follows:
Field Description
Check the boxes below if this program change will be changing more than 50% of:
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 Use the drop down and make a selection from the list. The choices you have are Associate, Baccalaureate, Masters, Doctoral and Professional.
CIP Code 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.
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Field Description
Delivery Sites Check all delivery sites that apply. All approved delivery sites are listed.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields.
State the minimum number of credits required for completion
Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits.
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new program.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed program.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
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.
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14. Click on the Faculty tab.
15. The Faculty tab displays. Enter information as follows:
Field Description
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.
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 needed to teach for the proposed program.
Matrixes frame (See Appendix A for Samples of the Faculty and Activities Matrixes)
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Field Description
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.
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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.
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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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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New Track
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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8. 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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Enter information as follows: Field
Description
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.
9. Click on the Program Description tab.
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10. The Program Description tab displays. Enter information as follows:
Field Description
Track Title Enter a title for the new track that you are proposing.
What degree program will this be associated with, if any?
Use the drop down and make a selection from the list.
CIP Code 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 Check all delivery sites that apply.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description.
State the minimum number of credits required for completion
Enter the minimum number of credits for the track.
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Field Description
State the maximum number of credits required for completion
Enter the maximum number of credits for the track.
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new track.
What are the admissions requirements
Enter any admissions requirements for the new track.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed track.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
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.
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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.
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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?
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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.
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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.
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21. Click on the Faculty tab.
22. The Faculty tab displays. Enter information as follows:
Field Description
Will the college / department need to identify additional faculty to offer the proposed program?
Select the Yes or No radio button.
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 the proposed track.
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 needed to teach the proposed track.
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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.
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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.
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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.
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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%.
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32. Click on the Funding tab.
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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 Enter, in dollars, the estimated onetime costs over the first four years of the program.
Continuing (Annual Costs)
Enter, in dollars, the estimated costs that will continue annually, in the next four years.
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).
At the bottom of the tab, in the large edit box enter an explanation for savings.
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34. Click on the Facilities tab.
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35. The Facilities tab displays. Enter information as follows:
Field Description
Office Space frame
Please estimate the number of offices required by faculty, staff, and graduate students
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:
Enter the Current and Estimated numbers over the first four years of the new track.
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 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.
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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 button. Do not use the X in the top right corner of the
window.
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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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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
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Change a Track
See page 85 for information about Change Program Proposals.
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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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.
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11. On the Summary tab, 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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12. Click on the Program Description tab.
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13. The Program Description tab displays. Enter information as follows:
Field Description
Check the boxes below if this program change will be changing more than 50% of:
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?
Use the drop down and make a selection from the list.
CIP Code 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.
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Field Description
Delivery Sites Check all delivery sites that apply. All approved delivery sites are listed.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields.
State the minimum number of credits required for completion
Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits.
State the maximum number of credits required for completion
Enter the maximum number of credits for the program. Enter both the Current and Proposed number of credits.
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new program.
What are admission requirements?
Enter admission requirements for this track.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed program.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group.
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14. Click on the Faculty tab.
15. The Faculty tab displays. Enter information as follows:
Field Description
Will the college/ department need to identify additional Faculty to offer proposed program?
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.
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Field Description
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 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.
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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.
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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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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New Certificate
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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8. The Summary tab displays.
9. 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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10. Click on the Program Description tab.
11. The Program Description tab displays. Enter information as follows:
Field Description
Certificate Title Enter a title for the new certificate that you are proposing.
What degree program will this be associated with, if any?
Use the drop down and make a selection from the list.
Certificate Type Undergraduate or Graduate
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Field Description
CIP Code 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 Check all delivery sites that apply.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description.
State the minimum number of credits required for completion
Enter the minimum number of credits for the track.
State the maximum number of credits required for completion
Enter the maximum number of credits for the track.
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Field Description
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new track.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed track.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
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.
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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.
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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?
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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.
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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.
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22. Click on the Faculty tab.
23. The Faculty tab displays. Enter information as follows:
Field Description
Will the college / department need to identify additional faculty to offer the proposed program?
Select the Yes or No radio button.
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 the proposed track.
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 needed to teach the proposed track.
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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.
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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.
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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.
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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%.
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33. Click on the Funding tab.
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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 Enter, in dollars, the estimated onetime costs over the first four years of the program.
Continuing (Annual Costs)
Enter, in dollars, the estimated costs that will continue annually, in the next four years.
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).
At the bottom of the tab, in the large edit box enter an explanation for savings.
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35. Click on the Facilities tab.
36. The Facilities tab displays. Enter information as follows:
Field Description
Office Space frame
Please estimate the number of offices required by faculty, staff, and graduate students
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:
Enter the Current and Estimated numbers over the first four years of the new track.
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Field Description
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 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.
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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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Change a Certificate
See page 85 for information about Change Program Proposals.
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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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.
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11. On the Summary tab, 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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12. Click on the Program Description tab.
13. The Program Description tab displays. Enter information as follows:
Field Description
Certificate Title Enter a Title for the new certificate that you are proposing.
What degree program will this be associated with, if any?
Use the drop down and make a selection from the list.
Certificate Type
Undergraduate or Graduate
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Field Description
CIP Code 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 Check all delivery sites that apply. All approved delivery sites are listed.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields.
State the minimum number of credits required for completion
Enter the minimum number of credits for the certificate. Enter both the Current and Proposed number of credits.
State the maximum number of credits required for completion
Enter the maximum number of credits for the certificate. Enter both the Current and Proposed number of credits.
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Field Description
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new program.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed program.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
Repeat adding group headers, using the Operand of AND to add all courses that need to entered into the group.
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14. Click on the Faculty tab.
15. The Faculty tab displays. Enter information as follows:
Field Description
Will the college/ department need to identify additional Faculty to offer proposed program?
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.
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Field Description
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 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.
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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.
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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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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New Minor
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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8. The Summary tab displays.
9. 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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10. Click on the Program Description tab.
11. The Program Description tab displays. Enter information as follows:
Field Description
Minor Title Enter a title for the new minor that you are proposing.
What degree program will this be associated with, if any?
Use the drop down and make a selection from the list.
Minor Type Select from the drop down Associate, Baccalaureate, Master, Doctoral or Professional
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Field Description
CIP Code 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 Check all delivery sites that apply.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new track. You can copy and paste text into this field. Do not include courses in this description.
State the minimum number of credits required for completion
Enter the minimum number of credits for the track.
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new track.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed track.
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Course Group Entry Form (See page 66 for example)
Enter group header
List Track Requirements, in Groups, as they would appear in the Bulletin. Specify the group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
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.
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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.
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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?
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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.
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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.
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22. Click on the Faculty tab.
23. The Faculty tab displays. Enter information as follows:
Field Description
Will the college / department need to identify additional faculty to offer the proposed program?
Select the Yes or No radio button.
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 the proposed track.
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 needed to teach the proposed track.
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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.
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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.
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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.
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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%.
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33. Click on the Funding tab.
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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 Enter, in dollars, the estimated onetime costs over the first four years of the program.
Continuing (Annual Costs)
Enter, in dollars, the estimated costs that will continue annually, in the next four years.
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).
At the bottom of the tab, in the large edit box enter an explanation for savings.
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35. Click on the Facilities tab.
36. The Facilities tab displays. Enter information as follows:
Field Description
Office Space frame
Please estimate the number of offices required by faculty, staff, and graduate students
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:
Enter the Current and Estimated numbers over the first four years of the new track.
Please describe any special space considerations that should be taken into account
Enter any additional space considerations that will be needed for the proposed track.
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Field Description
(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 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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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Change Minor
See page 85 for information about Change Program Proposals.
1. Log into the Curriculum Proposal System per the instructions in Lesson 2.
2. 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.
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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.
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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.
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11. On the Summary tab, 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?
Select the radio button for Yes or No. If Yes, a message will appear and the Related Proposal tab will be activated for entry.
Summary 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.
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12. Click on the Program Description tab.
13. The Program Description tab displays. Enter information as follows:
Field Description
Check the boxes below if this program change will be changing more than 50% of:
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.
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Field Description
Minor Type Associate, Baccalaureate, Maters, Doctoral or Professional.
CIP Code 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 Check all delivery sites that apply. All approved delivery sites are listed.
Enter the bulletin description (not including courses)
Enter a bulletin description for the new program. Do not include courses in this description. They will be entered in other fields.
State the minimum number of credits required for completion
Enter the minimum number of credits for the program. Enter both the Current and Proposed number of credits.
Please justify the number of credit hours (or change in credit hours)
Enter a brief justification for the proposed number of credits for the new program.
In addition to course requirements, describe other degree requirements
Enter any additional course requirements for the proposed program.
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Field Description
Course Group Entry Form (See page 66 for example)
Enter group header
List Course Requirements, in Groups, as they would appear in the Bulletin. Specify the Group, such as Elective, Core Requirements, etc.
Minimum credits required
Enter the number of credits required for the group just entered.
Department Subject Code
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 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.
Operand 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.
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14. Click on the Faculty tab.
15. The Faculty tab displays. Enter information as follows:
Field Description
Will the college/ department need to identify additional Faculty to offer proposed program?
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.
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Field Description
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 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.
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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.
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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.
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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.
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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 button. Do not use the X in the top right corner of the
window.
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.
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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 Description
Select a College Use the drop down to select the College that the related proposal is from.
Select a Department
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.
Select a Proposal The next field, Select a Proposal, will expand once a Department is selected. Select from the drop down the appropriate Proposal.
Dependent 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.
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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.
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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.
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.
Proposal Number Department code College Code
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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.
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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 14th, 2011-Present area and any proposal entered in the old
system can be found in the 1999-February 14th, 2011 area.
Accessing the UCM
1. Open an Internet Browser and enter in the Address bar:
http://www.uakron.edu/curriculum-proposal/
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.
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Open an Archived Proposal
Open an Archived Proposal
1. Click on the link, under Archived Proposals for Feb 14th, 2011- 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.
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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.
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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
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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.
3. Click on the arrow button, as circled above.
The Expand
button needs to
be expanded
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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.
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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 The University of Akron’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.
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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.
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Appendix D: Creating Filters in Outlook Email
You can create a filter in Outlook to automatically move incoming emails 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.
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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.
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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 [email protected]
8. Click on the OK button.
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9. The Rules Wizard returns.
The address you just entered will now show in Step 2.
10. Click on the specified (folder) link so that you can choose the folder you created.
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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.
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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.
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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.
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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 email 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:
http://www.uakron.edu/curriculum-proposal/
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.
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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.
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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.
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Capital Planning General Guidelines
Please note the information below is for general guideline information only.
Private offices:
Faculty and contract professionals: 150 sq. ft.
Shared offices: 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
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Appendix H: Time Frames & Dates
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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).
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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).
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Co
llege
Rev
iew
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)
Institutional Reviews
College Review (Dean) Actions: Recommend Change
(goes back to Originator) or
Approve (2 weeks)
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llege
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iew
*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
Institutional Reviews
College Review (Dean)
Actions: Recommend Change
(goes back to Originator) or
Approve
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*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
Institutional Reviews
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)
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llege
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iew
*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
Institutional Reviews
College Review (Dean)
Actions: Recommend Change
(goes back to Originator) or
Approve
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iew
*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
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llege
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iew
*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
Institutional Reviews
Dean Review
Actions: Recommend Change
(goes back to Originator) or
Approve
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llege
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iew
*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
Institutional Reviews
College Review
Actions: Recommend Change
(goes back to Originator) or
Approve
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llege
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iew
*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
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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.
3. Click on the Audit Trail tab.
The Expand
button needs to
be expanded
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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.