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FORMS: Creating Syllabus Forms

Overview

  • Syllabus Forms are customizable forms that are based off of Syllabus Templates.

  • These forms allow departments, programs, campuses, or any other institutional unit to customize the information included on the syllabi in that unit.

  • For example, Coursedog University has one Template for the Syllabus Group: Academic Year 3456-3457. Each Department creates its own Form in that same Syllabus Group. Any Form in a Syllabus Group is created using the same fields and configurations as the Template. Once that Form is created, the Department can add and edit fields so that it can add its own policies, data, and customizations to Syllabi in that Department. 

  • When you first create a Form, it has all the same fields and configuration options as the parent template.

  • Once the Form is created, you can edit the fields and configuration options if the Configurable option on the respective field in the Template is ON and allows your role to edit that field’s configuration.


How Templates, Forms, and Syllabi Interact

You can learn more about how templates, forms and syllabi interact here


Creating a New Form

Step 1: Navigate to Forms -> Add Form or  Navigate to Syllabus > Syllabus Groups > Forms 


Step 2: Click “+ Add Form”. 

Step 3: 

  • Choose “Create a New Form” to generate a form that is a copy of the template and that can be customized from there. This should be the default selection, as it copies the institution-wide template and then allows a department admin to apply customizations.

  • Choose “Copy an Existing Form” to copy a previously created Form. This option should be used if one department or unit wants to copy the customizations made by another.


Step 4: 

  • Fill out all of the information on the modal. 

  • All fields are required.

  • Name – Give the form as descriptive a name as possible. 

  • Action – Choose from new, edit, and delete. 

  • Type – Choose the Syllabus Group this form belongs to. 

  • Workflow – You will need to have already created a workflow before creating a form, though you can change the assigned workflow later. Any Syllabus created from this form will follow the same workflow. Learn more about workflows here


Step 5: Click “Add”.


Setting Up the Form

Overview

  • Any changes you make here and wish to keep must be manually saved by pushing the “save” button before you navigate away from the page. 

  • A form must be “published” before end users can select it when creating a syllabus. 


Assign Roles Allowed to Edit

  • Each Form can be assigned “Allowed Roles” – this setting determines which roles are allowed to edit this form.

  • This setting overrides the Roles and Permissions for Syllabus (configured in Curriculum Management) in that a user with the “Admin” role might have been allowed via RBAC to edit Forms, but the Allowed Roles for a Form might be limited to “Super Admin.” In that case, an “Admin” would not be able to edit that Form. 


Approval Workflow

You can change the assigned approval workflow here. 


Building a Form

  • Users can build and edit Forms in the same way they can build and edit Templates.

  • Learn more about form/template structure and how to build and edit both here.


Publishing a Form

  • In order for an instructor to be able to select a form when submitting a syllabus proposal, you will need to ensure the “Published” option is toggled to the right as shown below.

  • Unpublished Forms are not available for use in the submission process, so it is important to remember to toggle “Published” ON when any Form is complete and ready for use.


Editing & Deleting Existing Forms

Learn more about Editing & Deleting Templates & Forms.


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