The options available under Institutional Preferences allow an Administrative user at an institution to tailor the system to further match their needs. The preferences available are the same for all institutions, and an admin may choose to enable or disable them at any time.
The Institutional Preferences are managed by system administrators - unless a user is given permissions to do so.
Institutional Preferences
To enable or disable any of the preferences listed below:
- Navigate to System Settings.
- Select Institutional Preferences.
- Locate the option you would like to toggle, and check or uncheck as needed.
- Number comes before subject code
- By default, courses will be listed by subject code and then number.
Toggling this option will reverse the order, so they are listed by number and then code. - Hide status change gadget in proposal panel
- By default, proposals in progress will contain a Proposal Information panel which provides a Status gadget, as well as Proposal Rational, Workflow Status, and Changes.
- If enabled, the Status gadget will be hidden from the Proposal Information panel.
- Add inactive as an item status
- CM has two statuses available for approved items: Active and Retired. In many cases, a third option of Inactive is needed. Enabling this setting will provide the Inactive status as an option within the Status gadget.
- Disallow reuse of codes from retired items
- By default, CM will prevent users from using the same subject code and number on multiple items to ensure there is only one record for each course. In some cases, institutions may need to reuse a code (combination of subject code and number) after a course has retired. If this option is is disabled, a course subject code and number combination may be reused provided the previous record has a status of Retired.
- Hide Proposal Rationale on Proposal Panel
- This setting functions similarly to the Hide status change gadget in proposal panel option noted above: enabling this setting will remove the Proposal Rationale field from the Proposal Information panel.
- Disable Workflow Boomerang
- This setting no longer applies as the Workflow now uses the Send Back option.
- Hide start and end date from forms
- Non-functional at this time.
- Only allow admins to create new experiences
- When enabled, the button for New Experience will only be available for Admins and CM Admins.
- Allow duplicate dates when proposing to workflow
- Non-functional at this time.
- Restrict access to draft proposals
- When enabled, users are only able to see drafts they have created, or that have been shared with them. Admins and CM Admins will still have access to all drafts.
- Enforce Warnings on Admin Approve
- Non-functional at this time.
- Pause Proposal Submissions
- Enabling this setting prevents any proposals from being submitted into workflow. Proposals currently under review are able to continue their current workflow.
- Display a help link in the main header
- Enabling this setting provides a help link next to the user's name in the top right corner.
- Once enabled, a field will appear below it in the Institutional Preferences to provide a URL that the help link will direct the user to.
Institution Logo
The institution logo allows a custom logo to appear in the top left corner of CM. If you would like to use a custom logo, you can provide an image to our Support Team to upload for you.
The image you provide should meet the following requirements:
- Image should be clear at 200x55 pixels
- JPG is recommended, but we can also accept a SVG
Rename Item types
Default terms are used for the various item types throughout CM, but if your institution uses a different term you may change them here for the following:
- Course
- Program
- Experience
- Specialization
- Policy
- Proposal Group
- Agenda
- Subject Code
To change the term, you will need to enter the singular and plural form of the new term to use. For example, if you were to change Specializations to Concentrations, you would provide both Concentration and Concentrations.
This change will then reflect everywhere the term 'Specialization' was previously used, such as the navigation.
Inactivity Timer
The Inactivity Timer determines the length of time a user can be logged in and take no action before the system logs them out. The default is 2 weeks, but it can be changed by selecting a different option from the drop-down menu.
Navigation Order
The Navigation order impacts the order of items in the primary navigation. To move an item up or down in the list, use the arrows to the right to move an item. Each click will move an item one space - if you are attempting to move an item multiple spaces (such as from the last position to the first position), you would need to adjust which arrow you click accordingly.
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