Introduction to CM 2.0 Workflow and States

2

Demonstration and Definitions

Mapping Workflow

Gathering Members

Topics

3

“Demonstration” and Definitions

4

Course Management Processes

RetireModifyCreate

5

Demo Part 1: Create a Course

6

Create a Course

7

Version 1Draft

Create a Course

COURSE STATUS PROPOSAL STATUS

Draft/Saved

8

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

9

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

10

Find Course

Version 1Active

COURSE STATUS

11

Modify a Course

12

Modify a Course

COURSE STATUS

Version 1Active

Version 2Draft

13

Modify a Course

COURSE STATUS

Version 1Active

Version 2Draft

The term in which the course modification takes effect

14

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

min

or m

odifi

catio

n

maj

or m

odifi

catio

n

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Modify Course :: Publication Office Review

COURSE STATUS

Version 1Active

Version 2Draft

16

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

min

or m

odifi

catio

n

maj

or m

odifi

catio

n

Approved

17

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

18

Modify Course: The Unhappy Path

19

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

20

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…

21

Retire a Course

22

Retire a Course

COURSE STATUS

Version 1Superseded

Version 2Active

Version 3Not Approved

23

Find Course

COURSE STATUS

Version 1Superseded

Version 2Retired

Version 3Not Approved

Retired :: The course has been approved for retirement

24

Version History

COURSE STATUS

Version 1Superseded

Version 2Retired

Version 3Not Approved

25

Mapping Workflow

26

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”

33

Questions?