Understanding the CourseLeaf Approval Dashboard

The CourseLeaf Approval Dashboard consists of three main sections:

1. Pages Pending Approval (upper left): Use this list to select the page desired to review. The page selected will appear in the Page Review window. Click the Your Role dropdown to select the role you wish to view. When a role is selected, the Pages Pending Approval list will be populated with pages that require review, editing, or approval from the selected role. Click Refresh List to see if new pages have been added since last visited or if the list doesn't contain an expected page
2. Page Info/Status (upper right): Review basic page information and the selected page's workflow status. Click the various tabs to view different reports.
3. Page Review (bottom): Review the selected page here, then approve it, edit it, or send it back to a previous editor in the workflow. Review changes made by various editors in the workflow by clicking the View Changes By dropdown and selecting the editor to review.

How to Access Proposals from the Approval Dashboard

To review proposals, reviewers can navigate directly to the CourseLeaf Approval Dashboard or click on the Page Approval link that is included in the automated email sent when it is their step in the workflow process.

Once at the dashboard, click the Your Role dropdown menu at the top of the page to select the role in which you want to review and approve proposals (i.e., the workflow role you are assigned to review a particular proposal).

By using the Page Approval link from the automated email, your role will be pre-selected from the Role dropdown menu.

Note: Click the Refresh List Button to see if new pages have been added since your last visit or if the list doesn't contain an expected page.

Scroll through the Pages Pending Approval list and select the appropriate proposal to review.

Once the appropriate proposal is selected, the reports and workflow status window and the Page Review window will be populated with information.

Filtering the Pages Pending Approval List

It is possible to filter your pages by clicking the Filter List Button.

In the filter pop-up window, enter the text you wish to filter on. You may filter on any text in the URL or title that shows in the Pages Pending Approval list. Once you have entered your text, click the OK Button.

The proposals are now filtered in the Pages Pending Approval list.

To reset the filter to show all, click the Filter List Button again, and then click the OK Button in the filter pop-up window with the filter field left blank.