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Approvals and Workflow

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Presentation on theme: "Approvals and Workflow"— Presentation transcript:

1 Approvals and Workflow
Approvals and Workflow Akari Curriculum Management System

2 Log-in & Basic Navigation
Log-in & Basic Navigation Log in using your staff number and OASIS password Use the Akari Banner (shown above) to create new, navigate to your study packages, search for study packages Help text is available in system to provide further guidance, along with links to user guides Return to your dashboard by clicking “Home” or the Akari Logo

3 Dashboard The screen after log-in has links to all of your study
Dashboard The screen after log-in has links to all of your study packages, broken down by approval status Clicking on the recommended components will take you through to a list of all components (majors, minors and streams) within your owning organisation (including sub-organisations) that are recommended for approval When a study package has been approved, it will disappear from your list of assigned entities, unless You are listed as the coordinator or other staff, AND/OR The study package is in the same owning organisation (ie not sub-organisations) To determine what status a study package you have review/approval authority over, refer to the next slide

4 Workflow Faculty approval end Central approval end Head of School or nominee 2 cc Faculty CC / Dean L&T or nominee 3 cc (Central) University CC 4 (Central) DVCA / AB / Council 5 Teaching & Support Staff 1 Step 1 (Draft): Academics & support staff create/edit a draft and submit for approval Step 2 (Submitted): Head of School or nominee reviews & recommends Step 3 (Endorsed – Central; Recommended – Faculty): Faculty CC / Dean L&T or nominee reviews & recommends (if central) or approves (if faculty) Step 4 (Reviewed): University CC reviews & recommends Step 5 (Recommended): DVCA / AB / Council reviews & approves

5 Searching and Reports Search for units by selecting “All Units” (same for courses & components) Course and Units can be searched by multiple fields, component search is more basic View/Download individual course, component and unit reports in the search/assigned entities screens Left click on the study package you are interested in to view or download a course or unit report at any approval status Additional Reports available in Reporting Screen Reports that are available in system are provided in the Reporting screen. Useful reports: Course Book of Units, Course Book of Units with Unit Updates,

6 Review changes in Akari
Review changes in Akari Navigate to all of the units, courses or components that are at the correct approval status Click on the required study package and choose “View” or “Download” unit, course or component from the Action Menu Pop-up If the study package has a previous version, this will be noted underneath the study package. You should also view this study package report for comparison with the requested changes Review the curricula information provided in the report Look for the administration notes, discussion notes and status log sections of the report for more information about what has changed, and who has been involved in the drafting and review Revert to draft if changes are required If a change is needed to a study package before it can be recommended for the next reviewer, revert the change to draft and provide clear instructions in the pop-up about what changes are required.

7 Recommending or Approving changes
Recommending or Approving changes Select “Set to Endorsed”, “… Reviewed”, “… Recommended”, or “… Approved” from the action menu pop-up Select Set to Draft if there are changes that need to be made prior to recommendation or approval Do not use Set to Rejected – to reject a study package, set it to draft Enter review notes in the pop-up window that appears. This may include meeting minutes or resolutions as appropriate Include any notes or comments relevant for the next reviewer. If reverting to draft, be clear about the changes that are required Heads of School (and their nominees) indicate in this pop-up if a Faculty change should be reviewed by FCC Details of the review / approval will appear in the status log

8 Supporting current processes
Supporting current processes Akari is an online approval system that can be used to support your existing processes, such as: School-based committees that recommend to Faculty Courses Committee This committee should still meet to review the study packages submitted through the Akari system, using the Akari reports TSCs create all course change paperwork on behalf of the academic teaching staff in the school Request to admin that they be added as “Other staff” to all study packages in a school Directors L&T / Associate Deans review changes in the draft stage Add them as “Other staff” so they can see drafts

9 Where to from here? Contact Courses Management for advice/assistance with Adding “other staff” Supporting current processes One-on-one support Visit User Guides Training Materials Latest news FAQs


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