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Document Types

Setup

There exists the ability in Curriculum to create custom form types for proposal and approval needs outside of Courses and Programs. This feature is called "Campus", which allows users to create "Document Types".


Document Types can be created in the settings page. Each document type has its own template, and its own form(s). This can be considered analogous to the "Course/Program Template", and the many forms that can be created to add/edit/delete courses & programs.

The template editor for each document type is very similar to the template editor for courses & programs, with the option to use pre-built or custom fields: 

Document type templates and forms now support the following fields:

  • Prebuilt Fields
    1. Description
    2. College/School
    3. Career
    4. Subject Code
    5. Department(s)
    6. Status
  • Custom Fields
    1. Image
    2. Course Select
    3. Program select
    4. Department Select
    5. User Select
    6. Term Select
    7. Link
    8. Signature

Then the user can create multiple forms from the document type in the Forms page. Each form has a specific action (i.e. add/edit/delete) and can have its own workflow:

The form will be pre-populated with all the fields in the Template, but then users can add custom form fields in addition

Each form can be used to submit a proposal that goes through the workflow in the same fashion as every curriculum request would: 

Once the request is approved, the approved documents will show up in the "Campus" tab of curriculum 

Two new permission groups have been added for RBAC for this feature: 


Campus Interface

When a user navigates to the "Campus" tab of curriculum, they will now be given the option to select a document type, before seeing all the approved campus documents for that type:


The list view for each document type now supports customizable and extendable filters + search:

Role based access control has been extended to limit what document types a user is allowed to view. This can be done in Roles → Document Types → View Document Types


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