Navigating in the Proposals Module

A proposal is a form that follows a workflow to receive an approval and is tied to an approval process in a 1:1 relationship. Proposals may be used to create or make changes to courses or programs.

From the Proposal Module in the top navigation, you have access to the My Tasks, My Proposals, Watch List, and All Proposals tabs.

 

• My Tasks - lists all proposals in which you are an active participant and awaiting action from you.
• My Proposals - lists all proposals you have created, whether they have been launched or not.
• Watch List - lists all proposals you have selected to watch. You may or may not have editing permissions or decision-making abilities on an item you are watching, as you can watch any proposal in progress. You may choose to stop watching a proposal at any time.
• All Proposals - lists all proposals in Curriculog and provides the Advanced Filter.

 

Proposal Status

Below the proposal tabs is the New Proposal link. Selecting New Proposal will open the workflow to create a new proposal. Learn more here Links to an external site. about Creating a proposal.

There are various icons and colors associated with the proposals. The thin colored bar that appears to the left of the proposal will change based on the relationship with the user.

• Blue - No action currently required as you are not an active participant on this proposal on the current step.
• Green - You are the originator of this proposal, but you are not an active participant on the current step and no action is currently required.
• Orange - You are an active participant on the current step and an action is required from you.

There are numerous other icons that may be associated with proposals as well, pictured below and explained in more detail on this page Links to an external site..

 

When you hover over a proposal, several icons will appear giving you options for interacting with the Proposal. Descriptions of each icon can be found below.

Learn more here about Reviewing and Editing a proposal in Curriculog.

 

Searches and Filters

To streamline your search for a proposal, use the Filter to select proposal properties by status or type. 

The table below shows the values for proposal status and type.