When a proposal reaches a new step in the automated workflow process, the reviewers assigned to that step will receive an email notification that a new proposal is ready for their review. The steps involved in reviewing a proposal include accessing the CourseLeaf CIM Approval Dashboard, selecting the proposal to be reviewed, reviewing the proposal, and approving the proposal.
Instructions on how to access a specific course or program proposal can be found on the Understanding the CourseLeaf Approval Dashboard page. This includes how to access the Approval Dashboard, a description of its components, and how to select your role to find the appropriate proposal.
Once you have selected the appropriate proposal in the dashboard, you can review its contents in the Page Review window.
In the Page Review window it is possible to view changes made to the proposal by any individual editor.
From the toolbar of the Page Review window, click the View Changes By dropdown menu to select an editor whose changes you wish to review.
The selected editor's changes are shown on the proposal in red/green markup. Red strike-through text is used to indicate deletions and green text is used to indicate additions
Remember that any number of page editors can be in a workflow. Each editor reviews or edits content sent from the editor directly before them in the queue. The changes seen here are changes the editor selected in the dropdown made compared to the document they received.
The default setting of the Page Review window is to show changes with red/green markup. If you wish to view the proposal in its current state without red/green markup highlighting changes,click the Hide Changes Button in the toolbar of the Page Review window.
While the most current text of the proposal is still visible, the red/green markup is now hidden in the proposal.
One of four actions may be taken after reviewing the proposal. Reviewers can choose to edit, rollback, or approve the proposal. The proposal can also be left alone and returned to at a later time.