Overview
The recommended configuration is that each Syllabus Group is used for one Academic Year, in part so that new policies and template fields can be applied to a new Syllabus Group and template each new academic year, limiting the number of changes that need to be made to the template and applied to forms within an academic year.
Policies will generally be stored as Default Values.
In the case that a policy does change during an academic year, forms will need to be manually updated to ensure that the Default Value in the specific field in the form matches the Default Value in the field in the template.
Changes made to templates and forms are not reflected in proposed syllabi or approved syllabi. Those syllabi will need to be updated by faculty if a policy or other field needs to be updated.
NOTE: An improvement to this functionality is under construction.
How to Do It
Step 1: To change a policy in a template, navigate to Syllabus Groups > (select the template).
Step 2: Navigate to the field where that policy is handled.
Step 3: Click “Add Default Values”.
Step 4:
Edit the Default Value, and save that updated Default Value.
After completing steps 1-4, the Default Value will be updated in the template.
Step 5:
Repeat steps 1-4 for each form built from that template (this will ensure all related forms reflect that change).
This can be done by any user who has the ”Edit Forms” permission set to “Allow” and is granted access to edit the Form in the “Allowed Roles” dropdown menu of the Form. However, in some cases, a Super Admin or the user managing the template may prefer to complete these changes themselves.
