I. Single portal for easy access to both tools (catalog administration and curriculum management tool) A. Login to portal to authenticate with institution credentials B. Provider is member and systems are vetted through InCommon. C. Single dashboard for user to understand tasks and which tool. II. Curriculum Management Workflow Tool A. Two-way workflow to manage curriculum (courses, plans, policies, and administrative) changes and catalog editing (content other than curriculum). 1. Easily configurable workflow that is dynamically adjusted based on content owner and requirements of department, college, university, external, and processing steps. 2. Ability to establish participants as individuals or committees. 3. Ability to reassign proposal workflow to individuals, groups of individuals, a committee, or committees. (i.e. ad hoc steps). 4. Ability to select a prior step from any of the prior steps of the proposal workflow to reassign a proposal that are being disapproved 5. Ability to add/remove participants on current or future steps without impacting in any way the prior, steps. 6. Ability to add/remove participants on current step without edits or decisions made remaining participants being impacted. 7. Audit trails for all changes to existing information during all phases of proposal development and approval. 8. Ability to record comments, actions, and decisions on proposal. 9. Ability to create agendas or collections of proposals for review by an individual or committee and retain ability to edit agenda until determined complete by individual or committee 10. Clear display of steps in workflow, including participants involved. 11. Clear display of current step in workflow, including participants. 12. Automatic email notification of proposal availability to participants of next step and customizable automatic notifications to others who need to be informed of certain decisions. 13. Ability to create customizable reminders for deadlines, committee meetings, etc. B. Forms Design 1. Proposal forms that look familiar (closer to final, consumable version). 2. Forms that are easily customizable, dynamic, and adjust based on information provided 3. Form design and flexibility that can address unique needs of different types of curriculum and content - courses, plans, programs, narrative text/descriptions, policies, etc. 4. Ability to attach documents to proposal. 5. Ability to edit attached documents to proposal and save changes without re-attaching. 6. Ability to create and edit policy information in similar manner as courses and plans. C. Systems Integration 1. Ability to import existing information from the academic catalog and PeopleSoft into form. 2. Ability to export on demand the approved changes to academic catalog and PeopleSoft. D. System Administrator Support 1. Ability for institution support to access any proposal on any step of workflow at any stage, including active, tabled, or completed, to make changes to proposal data and/or change/reassign step and comment about changes (and changes and comments are to be included with audit trail). E. Reporting 1. Ability to measure and analyze institutional effectiveness and efficiency in the curriculum revision cycle 2. Dashboard for individual users, committee chairs/managers, and system administrators. 3. Ability to create customizable reports in CSV and XML formats for global, item type, and specific proposal information, including but not limited to field data, progress, status, role assignments by hierarchy structure, participant role assignments, and participant tasks.
