How to Respond to a Consultation Request

To respond to a consultation request, first log in to the appropriate CourseLeaf CIM dashboard:

Alternatively, consultants can click on the Page Approval link that is included in the automated email sent when it is the Consultation step in the workflow process.

Once you have logged in to the dashboard, search for the appropriate course or program proposal. After selecting the proposal, a preview panel of the proposal will appear below the results table.

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

Review the proposal and scroll down to the Consultation step.

Screenshot of the CourseLeaf CIM course proposal form - consultation section.

A dropdown menu next to your name will be accessible for you to respond.

Screenshot of the CourseLeaf CIM course proposal form - consultation section with consultant response dropdown menu highlighted.

There are two choices for response:

  • Acknowledge Proposal: Choose this option if you have reviewed the proposal and have no concerns.
  • Response Requested: Choose this option if you have concerns and would like a response.

If you select Response Requested, an additional form field will appear for you to add a comment.

Screenshot of the CourseLeaf CIM course proposal form - consultation section with consultant response - response selected comment box highlighted.

Enter your comment in the text box and click the Add Comment Button.

Screenshot of the CourseLeaf CIM course proposal form - consultation section with consultant response - response selected add comment button highlighted.

Your Consultant's Response is now recorded on the proposal. Added comments appear under the Consultation Comments section below the Consultant's Response field.

Screenshot of the CourseLeaf CIM course proposal form - consultation section with consultant response and comment highlighted.