Course Inventory Form Workflow Louis Jimenez Senior Associate University Registrar for Student Services

Title Official Fall 2012 Enrollment: 33,602 – Undergraduates: 28,026 – Graduates: 4,994 – Professional (Law & Medicine): 582 Number of Active Courses in Number of Course Changes in a 2 Course Inventory Form Workflow The University of Alabama Quick Facts

Title 3 The Old Way

Courseleaf – CIM (Course Inventory Management) Automated Workflow Initiated by Department Personnel Is independent of Curriculum/approval committees Developed one workflow with two paths (Undergraduate and Graduate) each approver receives notification The New Way

Undergraduate: – Department Chair or Designee – Dean or Designee – Academic Affairs – Institutional Research (Assign CIP Code) – Registrar – Banner The Approval Process

Graduate: – Department Chair or Designee – Dean or Designee – Graduate School Dean – Institutional Research (Assign CIP Code) – Registrar – Banner The Approval Process (con’t)

Title 9 Grade Comment Select grade comment. Submit the change.

Title 10 Instructor Confirmation Instructor will receive a confirmation page. The grade change workflow has been kicked off in SungardHE Workflow.

Title 11 Workflow Steps - Obtain Data Data is obtained on the: Instructor (Name and Banner ID) Student (Name, Banner ID, College) Class (Subject, Number, Section, CRN, Term, Original Grade, New Grade, Course College, Department, & Level)

Title 14 How does it get into the System? Developed a “Banner Bridge” After Registrar approval, data is sent to Banner Bridge Current course inventory data is sent to vendor on a nightly basis This ensures courses have not already been changed New course data is submitted by staff and update is made Not all data is updated. Variable data is a manual entry Examples: complicated prereqs Banner Bridge Version 2 will accommodate more entries

Title 15 Post Grade Change ean’s Approval -> Post Grade Change Dean’s Denial -> Instructor w/ Comment Grade Change Posted -> Student Grade Change Failed -> Registrar’s Office

Title 17 Summary The Course Inventory workflow was implemented February 21, Well received to date. Everyone likes it. Benefits: Ease of submission Streamlined approvals Resources have been freed in our office Maintenance has only been updating representatives who initiate change requests and approve changes NO MORE PAPER!!

Title 18 Questions

CourseLeaf Catalog Jacob Jones Assistant University Registrar for Course Inventory and Instructional Space Management

Move from a bi-annual to an annual catalog Place greater responsibility on the departments to maintain their catalog pages Refine catalog approval process to include Academic Affairs and Records Office Keep Catalog consistent with DegreeWorks and Banner Make the catalog easier to navigate for parents and students Goals

The Old Way

All edits were done via and intra- campus mail to University Relations Deadlines were almost impossible to enforce Policy and Curriculum could be placed in catalog which did not match DegreeWorks or Banner The Old Way

The New Way

Creates a workflow (similar to CIM system) for each page to be approved at multiple levels Prevents changes from going into the catalog which haven’t been coded into DW/Banner Gives departments the ability to make edits and additions to their catalog pages The New Way

Edits made by departments include: – Degree Programs – Course Lists – Plans of Study – Overviews – Faculty & Staff Listings The Process (departments make their edits)

The Process (Course List/Plan of Study Edits)

Checking against Banner (highlighted in red)

The Process (Faculty and Staff Edits)

Once all edits are complete departments submit their pages for approval by pressing “Start Workflow” The Process (Edits Complete)

1.Chairs and Deans approve the pages. 2.Academic Affairs approves the pages. 3.University Relations edits and cleans up the pages then approves. 4.The Catalog Editor (Registrar’s Office) checks against Banner and policy for accuracy. 5.DegreeWorks codes in any changes pertaining to degrees and programs. The Process (approvals)

Departments make edits which go through the workflow in this order (can be customized): – Chair – Dean – Academic Affairs – Public Relations – Catalog Editor – DegreeWorks The Process (Workflow Summarized)

Catalog open for editing June 20 th, 2012 All edits due from departments by February 1 st, 2013 Pages must be approved by Academic Affairs by March 1 st, 2013 Public Relations to complete all edits by April 15 th, 2013 Catalog Editor reviews and approves by May 1 st DegreeWorks people can review pages as they arrive. All changes must be plugged into Degree Works before Orientation begins in mid-May. The Timeline

Questions?