Modernize Curriculum Review Workflow Kristine Belknap Bruce Han Michael Hsu Elvin Rey Magsino Young Phan Advisor: Dr. Chengyu Sun Liaison: Dr. Parviz Partow-Navid

Agenda  Current curriculum review process  Goals for the new system  Technology and platform  Design & Implementation  Current status and future work

Current Curriculum Review Process: Overview

Current Curriculum Review Process: Problems  Difficult to Track  Progress  Status  Possibilities of misplacement  Documents / Forms  Entire Proposals  Version Control Issues  Distributing Updated Proposals

Goals for the New System  Document Repository  Eliminate the paper-trail  Streamlined Review Process  Website infrastructure Ease-of-Use & Intuitiveness Quick & Responsive Accessibility & Security

Technology and Platform  Main Platform:  Microsoft SharePoint Server 2010  Languages:  C#, ASP.NET, JavaScript, jQuery, HTML  Development Tools:  Microsoft SharePoint Designer 2010  Microsoft Visual Studio 2010

SharePoint Features  Team Sites  ASP.NET SharePoint Pages  Web parts  Document Libraries  Custom Lists  Document Sets  Workflows

SharePoint Workflow  Automated Business Process  Status Tracking  Linked to a Document Library/List  Creating triggers

System Overview Workflows: Curriculum review Task Alert Status Update Content Type: Curriculum Proposal Document Set Custom

Site Hierarchy

User Groups and Permissions

Curriculum Proposal Document Set  Based on the built-in Document Set Content Type  Additional data fields  Department, College, Proposal Status, Comments

Curriculum Review Repository  Based on the built-in Document Library  Our customizations:  Tying the repository with the curriculum proposal document set content type  Data Aggregation using Custom Views

Custom Views  View:  an ASP.NET page that shows aggregated data from data sources  A View for each college, department, and office  Access control

Custom View Example

Workflows  Three custom workflows:  Main Curriculum Review Proposal Workflow  Task Alert Workflow  Status Update Workflow

Main Curriculum Proposal Review Workflow  Attached to the Curriculum Proposal Repository in the top level site  Implemented with SharePoint Designer  Reusable for all departments

Overview

User Interface  MasterPage  Custom Navigation Scripts  Custom SharePoint Actions

MasterPage User Interface

Custom Navigation Custom Side Bar

Custom SharePoint Actions Before After

Custom SharePoint Actions Cascading Drop-down

Custom SharePoint Actions

Documentation  Project Requirements Document  Project Implementation Document  User Manual

Current Status and Future Work  All functions completed  Pilot program with the College of Business in the summer  Collect feedback  Bug fixes and minor improvements  Extend the system for other university processes