Post on 30-Mar-2015
transcript
Introduction to CM 2.0 Workflow and States
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Demonstration and Definitions
Mapping Workflow
Gathering Members
Topics
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“Demonstration” and Definitions
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Course Management Processes
RetireModifyCreate
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Demo Part 1: Create a Course
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Create a Course
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Version 1Draft
Create a Course
COURSE STATUS PROPOSAL STATUS
Draft/Saved
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Version 1Draft
Create a Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
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Create a Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
Version 1Active
Active :: The most recent version of the course that has been
approved and has been prepared for offering
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
Approved
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Find Course
Version 1Active
COURSE STATUS
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Modify a Course
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Modify a Course
COURSE STATUS
Version 1Active
Version 2Draft
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Modify a Course
COURSE STATUS
Version 1Active
Version 2Draft
The term in which the course modification takes effect
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Modify a Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
Version 1Active
Version 2Draft Publication Office
END
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Modify Course :: Publication Office Review
COURSE STATUS
Version 1Active
Version 2Draft
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Modify Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
Version 1Superseded
Version 2Active Publication Office
END
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Approved
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Version History
Active :: The most recent version of the course that has been
approved and has been prepared for offering
COURSE STATUS
Version 1Superseded
Version 2Active
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Modify Course: The Unhappy Path
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Modify a Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
Publication Office
END
min
or m
odifi
catio
n
maj
or m
odifi
catio
n
Version 1Superseded
Version 2Active
Version 3Draft
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Modify a Course Workflow
START: Proposer
Division Committee
College Committee
Academic Senate
Publication Office
Department Committee
END
COURSE STATUS PROPOSAL STATUS
Draft/Saved
Enroute
Publication Office
END
min
or m
odifi
catio
n
maj
or m
odifi
catio
n
Version 1Superseded
Version 2Active
Version 3Not Approved
Cancelled
Withdrawn
Rejected
Any of…
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Retire a Course
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Retire a Course
COURSE STATUS
Version 1Superseded
Version 2Active
Version 3Not Approved
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Find Course
COURSE STATUS
Version 1Superseded
Version 2Retired
Version 3Not Approved
Retired :: The course has been approved for retirement
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Version History
COURSE STATUS
Version 1Superseded
Version 2Retired
Version 3Not Approved
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Mapping Workflow
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Role Member Qualifier Primary Delegate Secondary Delegate
Roles Lingo
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Node Subnode Role Actions Notes
Initiator a Author Create, Edit, Submit, Cancel, Withdraw
b Collaborator Edit, Submit, Cancel, Withdraw
May depend on author presence
Department a Chair Edit, Approve
b Curriculum Committee
Mapping Approval Workflow
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Proposer
Department Curriculum Manager
Department Curriculum Committee
Department Chair
College Curriculum Manager
College Curriculum Committee
College Dean
Academic Affairs Curriculum Manager
Campus Curriculum Committee (VPAC)
Provost
Registrar’s Office (for processing)
UM Course Proposal Approval Path (Workflow)
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Roles at BC?
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Identify decision-maker for the unit
Communicate Purpose of system Responsibilities of roles Timing and expectations
Gather membership information
Track decisions and actions
Populating Members
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UID Dir ID Last Name First Name Dept Code College Code Role Role Type
Department PCC Chair
Department Curriculum Manager
Department PCC Member
Department PCC Member
Department Chair
Sample – Gathering Member Information
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https://wiki.kuali.org/display/STUDENTDOC/%28CM+2.0%29+7.+Reference+Implementation+Configuration
For more information on “Out of the Box”
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Questions?