View and Edit Proposals

The following documentation is provided as a generic guide to Curriculum Management functionality. Your institution's instance may or may not have the same configuration, including but not limited to labels, navigation order, etc. For more information on your institution's specific configuration, please contact your system administrator.

Overview

What are proposals?

Proposals are items created when proposing a new item or when proposing to modify an existing item. Proposals are automatically created in draft state until submitted to workflow or deleted. 

Who can view proposals?

All users in your instance will be able to view proposals including drafts and proposals currently in review. To limit users' ability to see others' draft proposals see How do I limit who can view proposals?

How do I limit who can view proposals?

Some institutions may want to limit users' access to others' proposals in draft.

Please note: Only system administrators have the ability to limit proposal permissions.

To allow users to see only their own proposals in draft:

• Click System Settings in the left navigation panel.
• Click University Preferences in the Admin Settings menu.
• Click Restrict Access to Draft Proposals.

Viewing and Editing Proposals

How do I view all proposals?

• Click on Proposals in the left navigation panel.

How do I use filters to find specific proposal(s)?

To filter by type:

• Click the Courses checkbox to filter proposals by courses.
• Click the Programs checkbox to filter proposals by programs.
• Click the Specializations checkbox to filter proposals by specializations.
• Click the Emphases checkbox to filter proposals by emphases.
• Click the Policies checkbox to filter proposals by policies.

Please note: To filter by more than one item type, simply click the checkbox next to each item type to enable multiple filters by type.

To filter by status:

• Click the Draft checkbox to filter proposals by those in draft.
• Click the Approved checkbox to filter proposals that have been approved.
• Click the Review checkbox to filter proposals by those that are currently in review.
• Click the Rejected checkbox to filter proposals that were in review and were rejected.

 Please note: To filter by more than one status, simply click the checkbox next to each item type to enable multiple filters by status.

To filter by My Proposals:

• Click the My Proposals checkbox to filter proposals by those you have created.

How do I save a proposal?

Proposals are automatically saved upon creation and editing. 

How do I duplicate a proposal?

• From within a proposal, click Duplicate in the right panel.

How do I share a proposal?

Sharing a proposal with another user will give that user full edit and submission rights. 

• From within a proposal, click Sharing in the right panel.
• Click in the Select User field to see a list of all users OR
• Start typing in the Select User field to narrow down results.
• Select the desired user and repeat to select additional users.
• To remove a user, click the trash icon in line with their name.
• Click Save to share the proposal OR
• Click Cancel to return to the previous screen.

How do I remove sharing rights to a proposal?

Sharing rights may be removed for a proposal at any time, removing the user's ability to edit and submit the proposal.

• From within a proposal, click Sharing in the right panel.
• Click on the trash icon in line with the name of the user to remove rights for.
• Click Save to continue removing rights OR
• Click Cancel to return to the previous screen.

How do I submit a proposal to workflow for review?

• From within a proposal, click Submit for Approval.
  • Please note: Only one proposal may be submitted to workflow at a time for the same subject code, number and term combination and the system will display the following message if a proposal has already been submitted.

How do I withdraw a proposal from workflow?

Please note: Users can only withdraw their own proposals (or those that have been shared with them) from workflow.

• From within a proposal, click Withdraw in the right panel.
  • Please note: This cannot be undone.

 How do I print a proposal?

• From within a proposal, click Print in the right panel.

How do I delete a proposal?

Please note: Users can only delete their own proposals and not other users'.

• Click on the proposal anywhere in line with the title.
• Click Delete Proposal in the right panel.
  • Please note: This action cannot be undone. 

How do I download a list of all proposals?

• If applicable, use search and filtering to limit list of proposals to desired results in the main Proposals screen.
• Click Download CSV in the Actions menu in the right panel.
  
  • Please note: The downloaded CSV will contain a list of all proposals and only the data included in the Proposals screen. To download all proposal data, see How do I download a proposal?