How to View Proposal History

CIM History is a permanent record of the approved course, program, or prospectus from the last time it went through workflow. History displays the approval path, workflow steps, roll back comments, and red/green mark up. History goes back to the day CIM was implemented, and proposals that were started and shredded or rolled out of workflow and back to the proposer will not be part of the course, program, or prospectus history. Only proposals that have been completely approved will show up in history. History is view-only; it cannot be edited.

To view the proposal history for a course, program, or prospectus, log in to the appropriate CourseLeaf CIM dashboard:

Once logged into the CourseLeaf CIM dashboard, you can search and view history in the two ways described below.

How to View All History

From the CourseLeaf CIM Course Management dashboard, search for the course you would like to review by using the Search Box or Quick Search dropdown menu.

Screenshot of the CourseLeaf CIM Course Management dashboard search course features.

Once you locate the appropriate proposal in the results table, select the proposal row in the results box.

Screenshot of the CourseLeaf CIM Course Management dashboard search results table.

Below the results table will be a preview panel of the currently selected proposal. The available history for the course, program, prospectus will appear along the right sidebar of the preview panel in the History Box. Each available history item is available by its date of approval in CIM.

Screenshot of the CourseLeaf CIM Course Management dashboard history results in preview panel.

Click on the date of the history you wish to review. The approved proposal from that date will open in a new window.

Screenshot of the CourseLeaf CIM Course Management dashboard history proposal form.

How to Search For History

From the CourseLeaf CIM Course Management dashboard, check the History checkbox and then search for the course you would like to review by using the Search Box or Quick Search dropdown menu.

Screenshot of the CourseLeaf CIM Course Management dashboard history checkbox.

The search results will list each entry in the history on a separate line with the date of approval in the Workflow column.

Screenshot of the CourseLeaf CIM Course Management dashboard search results table when using history checkbox.

Once you locate the appropriate proposal in the results table, select the proposal row in the results box.

Screenshot of the CourseLeaf CIM Course Management dashboard search results table with row selected.

Below the results table will be a preview panel of the currently selected historical proposal.

Screenshot of the CourseLeaf CIM Course Management dashboard preview panel with history proposal showing.