This guide is designed to be used in conjunction with the UNF APC Workflow System.

Transcription

1 in the APC Workflow System (WfS) This guide is designed to be used in conjunction with the UNF APC Workflow System. Prepared by: Lisa Jamba & Arturo Sánchez-Ruíz August 2010 School of Computing University of North Florida 2010 University of North Florida 1 UNF Drive, Jacksonville, FL 32224

2 Table of Contents When to use this type of request 2 Intended Audience 2 Pre-Requisites to this Guide 2 Icon Key 2 Getting Started with Your Package 3 Add a Non-Degree Program (Sample of steps to complete request) 6 Saving Your Package 8 Identifying Package Resources 9 Submitting Your Package for Review 10 *This document is best used electronically to take advantage of the hypertext within it. Questions or comments about this document should be directed to apc-workflow@unf.edu. V1::August 2010 Page 1

3 When to use this type of request This type of APC request is used for non-degree programs. You can: Add a new Non-Degree Program Change an existing Non-Degree Program Terminate an existing Non-Degree Program Intended Audience This guide is intended for faculty and staff who need to create packages involving new degree programs in the APC Workflow System (WfS). Pre-Requisites to this Guide To use this guide, you should be familiar with login and basic navigation in the WfS. You will need a program of study prepared to upload into the workflow system. For modifications to existing programs of study, you will need an edited copy of the text from the online UNF Catalog. We recommend you either (a) copy and paste the catalog text into a Word document and use the Track Changes feature or (b) print the catalog page as a PDF document and use the reviewing tools. For new non-degree programs, develop a program of study that follows the format of the catalog. Icon Key Important Info need to know information. Nifty Note nice to know information. V1::August 2010 Page 2

4 Getting Started with Your Package Requests Involving Non-Degree Programs After login, click Create new APC Package. This section is applicable to all non-degree requests. The portions of the new package wizard should be completed according to the steps below. V1::August 2010 Page 3

5 1. Type of Request: Select the third option Non-Degree Programs Requests Involving Non-Degree Programs 2. Description: The package description is an important identifier that should describe the intent of the request. Use these standards for requests for non-degree programs: [Add or Change or Delete] NDProgramName Example: Delete Certificate in Horticulture 3. Package Contact: Enter the last name or N-number for the person to whom questions about this package should be directed. Press the Check Name icon name from the drop-down list.. If applicable, select the 4. College and Unit/Department: Select the college and unit this request affects. For an interdisciplinary package, select the primary unit responsible for coordinating this package. Choosing the right unit is important in this step. The unit selected will receive this package first when you submit it for approval. 5. Click Next. 6. Faculty Contact: Enter the last name or N-number for the person to whom questions about this proposal should be directed. Press the Check Name icon. If applicable, select the name from the drop-down list. You can use the Copy Package Contact link to copy the package contact to this box if the package contact is also the program proposal contact. 7. Click Next. V1::August 2010 Page 4

6 8. Choose which action best describes your request for this non-degree program. 9. Click Next. The next section of this guide will show the detailed steps involved in the various actions shown in the list above. Although the remaining steps do depend on the type of action chosen, the corresponding interactions between the user and the system are very similar. The case of Add a new Non-Degree Program exemplifies the steps associated with Non- Degree Programs, so that will be used in the remainder of the document. V1::August 2010 Page 5

7 Add a Non-Degree Program (Sample of steps to complete request) This section outlines the remaining steps to complete the request to add a non-degree program once you ve answered the items in the Getting Started section. Other types of requests for non-degree programs have similar steps. 1. Non-Degree type: From the dropdown list, select the non-degree type. 2. Name: Type the Name in the text field as it should appear in the catalog and on academic transcripts. 3. Program of Study: Click the Browse button to find the file for the Program of Study. The Program of Study outlines the program requirements including categories of courses, course numbers and titles, and credit hours. You may attach a MS Word, PDF, or text file up 2 Mb in size. 4. Click Next. At this point in the wizard, you ll see a summary form with the information you already provided, along with new fields that need to be completed for the proposal. V1::August 2010 Page 6

8 5. Summary of Request: Summarize and rationalize your request using complete sentences. This wording will appear in the Faculty Association agenda 6. Affect a Unit or Program: The default is an unchecked box (i.e. No ). Check the box if the request affects the offerings of other units or programs at UNF, then list the affected units or programs in the space provided. Correspondence from the affected units must be uploaded. If more than three units are affected, additional units must provide comments to the APC package on its summary page. 7. Package Involves Courses: Check the boxes that apply to this request. If this request involves creating at least one new course to add to the catalog, the first box should be checked. If this request requires changing or terminating existing courses in the catalog, the second box should be checked. For existing programs, the third option indicates selected course(s) will be removed from the program of study but not deleted from the catalog. 8. Proceed to Saving Your Package. V1::August 2010 Page 7

9 Saving Your Package 1. After completing all of the program information, you should save your request. Click the Save Program Action Request button at the bottom of the page. You will be prompted to choose your next step in preparing the package seen below. 2. At this point you can choose to do a course action related to this package (see the Requests Involving Only Courses in the APC WfS document), identify resources, or go to the main page. If you are ready to answer the resources item at this point, click the link to jump to that section of this document. V1::August 2010 Page 8

10 Identifying Package Resources Requests Involving Non-Degree Programs Package Resources: All packages must indicate whether or not resources are required for the request by the time the package is submitted to the Academic Programs Committee. Requires Resources option - If resources are required, check the type of resource(s) and briefly describe them. Does Not Require Resources with Justification - There may be instances where reviewers want an explanation of how requests can be realistically implemented without new resources, in which case a justification will need to be attached. Click Browse to attach the file requested. Click Save Resources. Does Not Require Resources without Justification - In most cases you can select this option when new resources are not needed for the request. Click Save Resources. Proceed to Submitting Your Package for Review. V1::August 2010 Page 9

11 Submitting Your Package for Review After saving your package, when you return to the package main page, you ll see the summary of the package and sections corresponding to the Program Action Request, Course Action Requests (if applicable), and Resources. On this main page, you can: Edit any of the sections. Add course actions to the package. View the details of the request. Return to MyAPC Home, which leaves this package as a draft. Delete the package, which permanently removes this draft from the system. Submit the package for approval. Once you are satisfied the package is ready, click the Submit for Approval button. This package will be forwarded to the next station in the APC Workflow System, which varies by College. V1::August 2010 Page 10