Edit a Proposal in Workflow

 

Overview

The system can be configured to allow approvers to edit a proposal while it is at their step in the workflow. 

Who can edit proposals? 

Admins can edit a proposal while it is in the workflow. Approvers can be given permission to edit a proposal while it is in the workflow. 

How can I allow an approver to edit proposals? 

Each step in the workflow can be configured to allow users to edit proposals at their step. 

To allow approvers to edit proposal: 

• Click System Settings in the left navigation panel.
• Click on the Workflow tab in the Workflow Settings menu.
• Click on a workflow step. 
• Click the Proposal editable by approver(s) at this step radio button. 

Can I configure fields to be filled out by an approver?

Yes. Form fields can be configured to be mandatory at a step in the workflow. 

To configure steps to be mandatory in workflow 

• Contact Kuali Support to mark fields as mandatory in workflow. 
• Click System Settings in the left navigation panel.
• Click on the Workflow tab in the Workflow Settings menu.
• Click on a workflow step. 
• Click the Required at some point in workflow radio button. 

Edit a Proposal

How do I access a proposal in workflow?

There are a few ways to access proposals awaiting your approval.

To access a proposal from the user dashboard:

• Click My Dashboard in the navigation panel.
• In the "My Action List" section on the right, click the title of the proposal to approve or click View All to view your entire action list.

To access a proposal from your action list:

• From any screen in Curriculum Management, click Action List in the application header.
• Use search or sorting to find the proposal to approve.
• Click anywhere inline with the proposal to approve.

To access a proposal from an approval request notification:

• From the approval request notification, click the View Course button.

How do I edit a proposal?

• Click Edit in the right panel.
• Make a change to a field on the form. 
• Click the Leave Edit Mode button.

How do I know which fields are required? 

Fields that are mandatory at a certain step in the workflow will be marked with an icon. If the field is mandatory at an approval step, and the approver tries to approve, they will see a validation error and the proposal will not move forward.