Tip of the month: How to locate draft proposals

Monday, December 2, 2024
by Meghan Miceli

Users can locate and view draft proposals in Kuali CM in a few ways, dependent on the access a user has in the system and their relationship to the draft proposal.

All proposals can be accessed by first navigating to the Proposals tab, then using the Search bar and/or the Search Options to narrow results. Selecting the My Proposals box will filter to display only the signed-in user's proposals  that is, proposals they created or they were invited to collaborate on by a colleague. Deselecting the My Proposals box will ensure visibility of only others' proposals.

The Kuali CM proposals database, with the Search bar and Search Options right-side panel highlighted.

In addition to the Proposals database, proposers can access their own drafts (My Proposals) through their Dashboard, or – for changes to existing curriculum – by navigating to the active record in the applicable database (i.e., Courses, Programs & Plans) and selecting View My Proposal from the right navigation menu.

Sample dashboard view:

Individual user's dashboard in Kuali CM, highlighting the My Dashboard tab on the left menu and the My Proposals area.

Sample view, searching for an active record in the Programs & Plans database:

The Programs and Plans database in Kuali CM, with the keywords "h- applied mathematics" typed into the search bar, and returning three Applied Mathematics record results.

Sample view, the View My Proposal button in an active record:

The active record in Kuali CM for the program and plan H-Applied Mathematics, highlighting the button to "View My Proposal".