Table of Contents
Overview
Initiating a Catalog Change Request
After a Request is Submitted
Requests Dashboard
Editing Requests
Reset Workflow Options
Overview
For every catalog page, users have the ability to request changes, which can often be used if they are not given direct editing access.
Initiating a Catalog Change Request
Overview | From the Catalog Homepage | On the Page Editor | Filling Out the Form
Overview
A catalog change request can be initiated one of two ways: from the Catalog home page or on the page editor for the page itself.
From the Catalog Homepage
You can click the “Request Changes” button, which brings the user to a view where they can select the catalog and page they wish to change.
On the Page Editor
On the page editor for each page, there is a “Request Changes” button that will initiate a request for that specific page.
Filling Out the Form
Overview
Both of the above paths lead to the Catalog Request form, shown below.
Input Options
The form has three inputs:
Reason for Request – Please specify a reason that will be seen by all request approvers.
Page Name – The requestor can modify the page name in the request if you like.
Page Content – The requestor can modify all content of the page using the same editing functionality outlined in the “Editing A Page” overview.
View Changes
There is also a “View Changes” button on the right, which will allow you to visualize all changes you have made before submitting the request.
After a Request is Submitted
Once a request is submitted, all approvers will be notified. The request will show up in the request dashboard, which can be used to approve the request (for approvers) or review the status of the request (for the request authors). Shown below is an example request:
Requests Dashboard
Vote Required
“Vote Required” includes all requests where the user must cast a vote to move the request along the workflow. For all intents and purposes, this is where users should navigate to for their action items.
Assigned to Me
“Assigned to Me” shows requests that the user did not create where they have already voted, have yet to vote, or where they were intended to vote before someone else force approved (therefore skipping all other workflow steps and no longer requiring their vote). This tab is helpful, amongst other things, for record-keeping purposes, as it shows requests the user has already voted on.
Created by Me
“Created by Me” only shows those requests created by the user themselves.
All Requests
“All Requests” shows all requests in the system, regardless of whether or not the user is associated with it.
Archived Requests
Shows the requests that were archived (by users with the “Archive Requests” permission set to ALLOW). Anyone with that permission can archive a request by opening it and selecting “Archive Request” in the upper right-hand corner of the Proposal Toolbox (shown below).
Archiving a request removes it from all tab views, except for the “Archived Requests” tab, to help clean up all other dashboard views.
Archived requests will be further noted with a visual label (shown below).
Archiving a Request
Viewing an Archived Request
Editing Requests
The process for editing a request in Academic Scheduling, Event Scheduling, Curriculum Management, and Online Catalogs is virtually the same, with one subtle difference for Curriculum Management. Learn more here.
Reset Workflow Options
Depending on the permissions set by your institution, upon making edits and hitting “Save”, the workflow might or might not reset. Learn more here.