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Adding Updates/Addenda to the Public-Facing Catalog - All Catalogs

Table of Contents

Overview
How It Works
Additional Note
Related Articles

Overview

  • Your public-facing catalog can include catalog updates/addenda. 

  • You can use custom pages and a post-approval workflow step to maintain a custom page for addenda in the catalog. 


How It Works

Step 1: 

  • Decide at which date the addenda should begin. 

  • Addendums are commonly aligned with the catalog year. 

  • These dates will be used when creating your workflow step to direct to the relevant updates. 

  • To determine the dates of your catalog, visit Catalog Settings, and check the start and end dates (or terms). 

  • If your catalog does not use end dates/terms, your addendum will end at the time the next catalog starts.


Step 2:

  • If you also have Curriculum Management, add a post-approval workflow step on all Curriculum workflows that involve changing course or program records. 

  • Assign individuals responsible for updating the Catalog to the step as participants. 

  • If you aren’t sure how to do that, check out creating a post-approval workflow step.


Step 3 (Optional but Recommended for Addenda) 

  • If you’ve configured your permissions to allow some users (e.g. Admins or Super Admins) to have the ability to make edits to a course or program WITHOUT going through a workflow (e.g. “Edit/Delete Programs” and “Edit/Delete Courses” set to “Allow”), we recommend changing that. Direct edits circumvent workflows, which will result in addenda-applicable changes not being captured on the page. Learn more about changing role permissions in Curriculum

  • For Super Admins, consider an auto-approve workflow with a post-approval workflow step to replace direct-edit access. 



Step 4: 

  • Create a custom page in your Catalog.

  • The purpose of this custom page will be to gather all course and program updates. 

  • See the html file attached below for a recommended template you can use for this custom page. 


Step 5 (Optional): 

  • Add a post-approval workflow step to the Catalog workflow.

  • Use this step to remind the editor to update the addenda in the event of changes to custom pages (e.g. policies, calendars). 


Step 6 (Optional): 

  • Add the custom page to the navigation, so it is both easy to find and visible in the catalog PDF.

  • Learn more about Editing Navigations


Additional Note

  • The Curriculum Management workflow, and thus the Post-Approval Addendum Step, is tied to proposals made in Forms. As such, it will not capture edits to Course and/or Requirement Sets.

  • We recommend limiting edit access to Course and/or Requirement Sets for this reason.

  • You can choose to use a custom document, with an assigned form and workflow, to capture requests for edits while maintaining the integrity of the Addenda. 


Related Articles

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