The University of Arizona

FORM-LINK HELP
for the Course Approval Process

 

 

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PERSONAL PROPOSAL NOTES
"Course Proposal Notes" gives the initiator the ability to build a task list associated with the course.  Tasks are entered one at a time and can be deleted as completed in any order.  Only the initiator has access to the list.  It is not viewable by other parties and is not "routed" with the course form.

SAVE AND EXIT
When you are done with the course proposal, click on "Save and Exit" in the frame to the left. This will return you to your workbox.

ROUTING
You have made a final check of your course form information and are now ready to "route" the form for signatures. Routing is an electronic signature of approval for the course material.

After choosing "Save and Exit" from the left-hand column when you have completed all course information, select "Route" in the box to the left of the course you wish to have approved.

The middle of the screen offers several options: Add, Remove, Move Up, Move Down. Among the options is "Find". Use the Find option to locate and add authorized signatories.

Select "Find". Boxes for first and last name will be displayed. If the name is unique then only the unique first or last name need be entered. Example: Cassandra or Beehler. In the list provided select the proper individual by highlighting and they select "Add". Continue until your route contains the proper signatories for the type of material being routed. You may also save as a template for future use by selecting "Save as template" and giving it a name. You may also "Delete", "Move Up" and "Move Down" to arrange your list properly.

If you cannot find the correct individual, please refer to the Authorized Signatory List on the Office of Curriculum and Registration homepage. Failure to select the proper person will result in the course material not being processes properly. If a college signatory is actually John W. Wayne and you select John C. Wayne the route is inappropriate. If in doubt, verify name in the UA Phonebook.

Select an approval level (Approve/Deny, Review, FYI, etc.) from the drop box to the right of the name.

Routing Status Action
Approve/Deny 
w/e-mail notification and course form
Course is routed in sequence and does not forward to the next signatory until action is taken. "Approve" action sends the course to the next signatory. "Deny" action returns the course to the initiator for changes or deletion. All department heads, deans, university signatories and the curriculum office representatives must have approve/deny action.
Review-Required  
w/e-mail notification and course form
Course is routed in sequence and does not forward to the next signatory until action is taken. "Okay" forwards the course to the next signatory.
FYI w/e-mail notification only Course is routed in parallel. Course immediately passes to the next signatory. E-mail notice only is sent. The form is not routed to the in-box. This is informational only.
Review-Optional 
w/e-mail notification and course form
Course is routed in parallel. Course immediately passes to the next signatory. E-mail notice and course form are sent.
Create Course Special routing status reserved for the Data Steward.
Delete Course Special routing status reserved for the Data Steward.
Modify Course Special routing status reserved for the Data Steward.

Continue process until all required individuals are included in the route.

"Save Template" saves the route for later use if you wish.

"Apply Route". A comment box will appear for you to include any pertinent information you think those on the route need to be aware of. Click "OK".

The form moves from your "Work in Progress" to "Forms on Route". You can monitor the course approval process by selecting "Alter Route". Individuals with "X" to the left of their name have approved the course. Those with the circle bullet have not

Routing Templates
The following are sample routes for different types of courses:

Routing Office/Person Routing Status
Curriculum and Registration - Noris Montalvan (Approve/Deny)
Department Head of initiating department (Approve/Deny)
Department Head of any crosslisted departments (Approve/Deny)
College Dean or authorized designee (Approve/Deny)
Curriculum and Registration  - Noris Montalvan (Create Course/ Delete Course)

 

Graduate Co-Convened Course - Permanent or temporary/experimental new courses and course deletions

 

Routing Office/Person Routing Status
Curriculum and Registration - Noris Montalvan (Approve/Deny)
Department Head of initiating department (Approve/Deny)
Department Head of any crosslisted departments (Approve/Deny)
College Dean or authorized designee (Approve/Deny)
Graduate College - Dianne Horgan (Approve/Deny)
Curriculum and Registration - Noris Montalvan (Create Course/Delete Course)

  

General Education Course - Permanent or temporary/experimental new courses and course deletions

 

Routing Office/Person Routing Status
Curriculum and Registration - Noris Montalvan (Approve/Deny)
Department Head of initiating department (Approve/Deny)
Department Head of any crosslisted departments (Approve/Deny)
College Dean or authorized designee (Approve/Deny)
Gen-Ed Committee - Marthena Maley (Approve/Deny)
Curriculum and Registration - Noris Montalvan (Create Course/Delete Course)

 

Honors Courses/Sections - Honors courses and courses with Honors sections both new and deleted.  For more information about what constitutes an Honors academic experience go to What is an Honors academic experience?

 

Routing Office/Person Routing Status
Curriculum and Registration - Noris Montalvan (Approve/Deny)
Department Head of initiating department (Approve/Deny)
Department Head of any crosslisted departments (Approve/Deny)
College Dean or authorized designee (Approve/Deny)
Honors College - Patricia MacCorquodale (Approve/Deny)
Curriculum and Registration - Noris Montalvan (Create Course/Delete Course)

 

Noris Montalvan must always be last and must always have the appropriate status for the type of form being routed.

Read Creating and Managing Routing Templates

Completed/Approved Forms
Completed/approved forms are stored in "Completed Forms". Deleting a course here will remove your ability to view the information. It does not delete the course from the database once completed.

"Denied" Course Forms
A course form that has been denied will appear in "Completed Forms" in the "Work Box". Review the comments about why the form was denied under "View". Then, if you choose to edit the course and re-route, click "Move to Work". A copy of the course information will be moved to the "Workbox" for editing and re-routing. After routing the edited course, return to "Completed Forms" and delete the old copy.

"Stopping" a Route
To stop a route and retrieve a course for editing, go to "Forms on Route" in the "Workbox". Click on "Alter Route" for the form you wish to stop. Select the names of all individuals (one at a time) without an "X" to the left of their name. Click "Remove". When all the names have been removed the course will disappear from "Forms on Route" and move to "Completed Forms" and can then be edited by using "Move to Work".

Delete Course Form
Enter the number of the course you wish to delete.

"Select" the course to be deleted. Current course information will be displayed for that course.

Enter the effective term for deletion. This is the first term following the last term you wish to offer the course. If you are offering the course in Fall 1999 but do not wish to offer after that the effective date would be Spring 2000.

Enter an explanation for deletion of the course: lack of student interest, faculty not available, etc.

Any crosslisted departments will be displayed. Include those crosslisted departments in your route.

If this course is a prerequisite to other courses it will be listed. You must submit a course modification form to delete/change the prerequisites for those listed courses. Include the department head of other effected departments in your route. Those departments must then submit a course modification form to correct the prerequisites for their courses.

If the course is co-convened you will be ask if you wish to delete the co-convened course. If you click "Yes" that course will be deleted also. If you click "No" you must provide an appropriate course description for the 500-level course retained. This is usually the description for the 400-level.

Effective 7/15/99


Form-Link Help http://w3.arizona.edu/~curric/homepage/flhelp.htm
Brought to you by: Office of Curriculum and Registration