(for undergraduate studies only)
The following tables identify the fields of the Programs & Plans form in Kuali Curriculum Management (CM), by section and in order they appear on the form, and provide guidelines and additional details to assist users. Use the links on below to skip to the desired section and field faster.
Effective Date & Career
Jump to: Career | Effective Term and Year
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Career | Both | No |
Select undergraduate for: Bachelor's degrees and associated majors/joint honours/specializations, undergraduate professional doctoral degrees, minors, options, undergraduate diplomas. Select graduate for: Master's degrees and associated specializations, PhD. |
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Effective Term and Year | Both | No |
Read the Important! field, it will guide you to complete this section. Undergraduate: Should always be the fall term of the following academic calendar. If an other effective date is required, reach out to the Office of the Registrar. |
Proposal Details
Jump to: Proposal Type | Academic Unit Approval | Quality Assurance Designation | Major Modification Categories | Recruitment Materials | Impact on Students | Credential Name Change | Co-op Requirements | Invalid Combinations | Rationale for Change | Rationale for New Program/Plan | Consultations | Supporting Documentation
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Proposal Type | Both | No |
New: Program/plan does not currently exist/needs to be created. Change: Program/plan is in the Kuali CM database and a modification is needed to the program/plan. Retire: Program/plan is in the Kuali CM database and the desire is to inactivate the program/plan (no longer make it active). |
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Academic Unit Approval | Both | No | The date, in the past, that the department, school, or board has approved the curriculum proposal. | |
Quality Assurance Designation | Both | No | If the change is editorial, select Editorial. If it is not, leave blank and the Academic Quality Enhancement Office team will fill out this field after submission. | |
Major Modification Categories | Both | No | Quality Assurance Designation = Major Modification | For use only by the Academic Quality Enhancement Office team. |
Recruitment Materials | Both | No | Proposal Type = New | If the new program/plan is to be included in upcoming recruitment materials, approval timeline must be considered. |
Is there an impact to existing students? | Both | No | Proposal Type = Change or Retire |
No = currents students continue to follow their existing requirements. This is the "normal" route. Yes = current students will also need to be follow the changes or will no longer be able to declare the plan. |
Impact on Existing Students | Both | No | Is there an impact to existing students? = Yes | Provide detail on the impact and how it will be mitigated. |
Is the credential name changing? | Both | No | Proposal Type = Change | Yes/No |
Impact on Credential Name Change | Both | No | Is the credential name changing = Yes | The answer provided will determine how the coding for the plan will be made in Quest following approval. |
Name Change: Current Student Consultations | Both | No | Impact on Credential Name Change = The name change applies to all students (current and future) | For a name change to apply to all current students (vs. an opt-in change), all existing students must have been consulted and agree to the change. If there is disagreement, the proposal should proceed as an "opt in" choice. |
Name Change: Summary of Current Student Consultations | Both | No | Impact on Credential Name Change = The name change applies to all students (current and future) | Detail the student consultations that occurred. |
Co-operative System of Study and Requirements | Undergraduate | No | Proposal Type = New or Change |
Yes = Something about co-op is changing or the new plan has a co-op system of study No = The plan has co-op but nothing about it is changing Not Applicable = The plan does not have a co-op system of study |
Co-operative Education Consultation | Undergraduate | No | Co-operative System of Study and Requirements = Yes | Indicate any discussions had with Co-operative Education. |
Creating or Changing Invalid Combinations | Undergraduate | No |
Yes = If the new program/plan is to be invalid with an existing plan, or if the existing plan is to be invalid with a new or existing plan, or if any existing invalid combination is being removed. No = Invalid combinations don't apply, or if invalid combinations are automatic (e.g., major and minor in the same field). |
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Invalid Combinations Consultations | Undergraduate | No | Creating or Changing Invalid Combinations | Invalid combinations must be mutually agreed upon. Indicate the consultations that occurred with the other credential owners. |
Rationale and Background for Change(s) | Both | No | Proposal Type = Change or Retire | |
Rationale and Background for New Program/Plan | Both | No | Proposal Type = New | |
Consultations (Departmental) | Both | No | Proposal Type = New or Change | See consultation guidelines. |
Supporting Documentation | Both | No | Adding documentation is optional. It can be added for one level of governance and then subsequently removed, by an approver, for a higher level of governance. If kept for the final approval level of the workflow, it will continue to be accessible via "View Original Proposal" links within the database. Some examples of documents that may be appropriate include new program briefs, detailed learning outcomes, etc. |
General Program/Plan Information
Jump to: Faculty | Academic Unit | Field of Study | Faculty [Calendar Display] | Undergraduate Credential Type | Program Type | Degree | Program/Plan Name | Online Degree/Diploma
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Faculty | Both |
Undergraduate: No Graduate: Yes |
Faculty/affiliated institution. The primary official "owner" of the program/plan, to be listed in Quest and for Institutional Analysis and planning purposes. If a new option is needed before proceeding, submit a database request form. | |
Academic Unit | Both |
Undergraduate: No Graduate: Yes |
List is tied to the selection made under Faculty. | Department/School. The primary official "owner" of the program/plan, to be listed in Quest and for Institutional Analysis and Planning purposes. If a new option is needed before proceeding, submit a database request form. |
Field of Study | Undergraduate | Yes (groupings) | The field of student must be selected from the pre-determined list. If correctly added, a trash can icon will be visible next to the field of study. If a new option is needed before proceeding, submit a database request form. | |
Faculty [Calendar Display] | Both | Yes | Select the faculty grouping that will display in the academic calendar filter. If a new option is needed before proceeding, submit a database request form. | |
Undergraduate Credential Type | Undergraduate | Yes | Career = Undergraduate |
See plan definitions and guidelines.
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Program Type | Undergraduate | Yes | Undergraduate Credential = Major |
Select from the choices provided. |
Degree | Undergraduate | Yes | Undergraduate Credential = Major | Select from the list of undergraduate degrees. If a new option is needed before proceeding (e.g., creating a new degree), submit a database request form. |
Program/Plan Name | Both | Yes |
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Online Degree/ Diploma | Undergraduate | Yes | Undergraduate Credential Type = Major or Diploma |
Changing the mode of delivery of a program - major or diploma - is considered a major modification. If the the major or diploma is available to be taken online, as well as on-campus, select the appropriate option:
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Admissions
Jump to: Option is available for students in the following degrees | Specialization is available for students in the following majors | Admissions Entry Point | Admission: Minimum Requirements | Declaration Audience | Declaration Requirements
Requirements Information
The Office of the Registrar reserves the right, under the Guiding Principles for the academic calendar, to update the look/formatting of content.
Jump to: Invalid Combinations | List of Invalid Combinations | Average Requirement | Minimum Average(s) Required | Degree Requirements | Graduation Requirements | Co-operative Education Program Requirements | Course Requirements (units) | Course Requirements (no units) | Required Courses (Term by Term) | Course Lists | Cross-Lists in Requirements | Additional Constraints | Notes
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Invalid Combinations | Undergraduate | No |
Yes = The plan is to be listed in the invalid credentials combinations table No = The plan is not to be listed in the invalid credentials combinations table |
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List of Invalid Combinations | Undergraduate | No | Invalid Combinations = Yes | List all plans that should be listed with this plan in the invalid credentials combinations. The listing should be agreed upon and the plan should be listed in the mutual academic plan records. |
Average Requirement | Undergraduate | No |
Yes = the credential has an average that needs to be listed No = the credential does not have an average that needs to be listed |
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Minimum Average(s) Required | Undergraduate | Yes | Average Requirement = Yes |
Guidelines:
Sample wording (use the database as a reference tool):
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Degree Requirements | Undergraduate | Yes | Undergraduate Credential Type = Degree Requirements | List all common requirements (use database as reference tool). |
Graduation Requirements | Undergraduate | Yes | Undergraduate Credential Type = Certificate, Diploma, Major, Minor, Option, or Specialization |
Summary of the requirements, normally regarding academic units, milestones, or other requirements. The ideal is not to repeat this information elsewhere in the course requirements section. |
Co-operative Education Program Requirements | Undergraduate | Yes | Undergraduate Credential Type = Degree Requirements | List all common co-operative education requirements (use database as reference tool). Including work/study sequences. |
Course Requirements (units) | Undergraduate | Yes | All credential types except Faculty of Engineering degrees | See how to build plan requirements lists. |
Course Requirements (no units) | Undergraduate | Yes | All credential types except Faculty of Engineering degrees | |
Required Courses (Term by Term) | Undergraduate | Yes | Faculty of Engineering degrees | |
Course Lists | Undergraduate | Yes | ||
Are there cross-listed courses listed in requirements? | Undergraduate | No |
The Guiding Principles for the Undergraduate Studies Academic Calendar dictates that, by default, all cross-listed offerings of a course should be listed in requirements (same course). Select Yes if there are any courses in the requirement rules that are cross-listed with other courses. |
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Cross-Listings Options | Undergraduate | No | The default option is "All cross-listings to be displayed". Selecting the other option will require detailing the changes. | |
Removing Cross-Lists | Undergraduate | No |
List the courses that are being removed/not to be listed along with their cross-listed counterpart. Indicate the reason the offering should not count towards the plan average nor be automatically counted (i.e., a course substitution would be required). This information will remain and will be used to verify that the cross-list isn't simply "missed" during proofing. |
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Additional Constraints | Undergraduate | Yes | A numbered list of notes that explains requirements listed in course list fields. Must be contractual in nature. | |
Notes | Both | Yes |
For undergraduate studies: A bulleted list of notes that are not contractual in nature. Review the Guiding Principles for the academic calendar for guidance. For example:
The Office of the Registrar reserves the right for final say in what is an appropriate note. Don't hesitate to inquire early in the process. |
Specializations
Jump to: Specializations for this Major | Specialization Details | Specializations List | Specializations
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Specializations for this Major | Undergraduate | No | Undergraduate Credential Type = Major |
Select the appropriate option. The selection made will impact how the plan is coded post-approval in Quest. |
Specialization Details | Undergraduate | Yes | Specializations for this Major = Yes - Required (separate record) or Yes - Optional |
Add a statement as follows: For optional: "Students may choose to focus their elective choices by completing one (or more) of five available specializations." For required (separate record): "Students must complete one of the six available specializations and may elect to complete a second." |
Specializations List | Undergraduate | Yes | Specializations for this Major = Yes - Required (separate record) or Yes - Optional |
Create a list of undergraduate specializations that can be combined with the major using the rule field. List all that apply and place in alphabetical order. Note: The specialization plan page must be saved and submitted (with an Under Review state) to be viewable in the search results. |
Specializations | Undergraduate | Yes | Specializations for this Major = Yes - Required (built on this record) |
The specialization is normally included in the plan name field. See how to build plan requirements lists. Example of this type of plan/format: Mathematical Optimization - Operations Research Specialization (Bachelor of Mathematics - Honours) |
Undergraduate Plan Guidelines
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Adherence to Academic Plan Guidelines | Undergraduate | No |
Proposal Type = New or Change and Undergraduate Credential Type = Certificate, Diploma, Minor, or Option |
Review the undergraduate academic plan guidelines and verify that the new plan or changes to the existing plan still meet the Senate guidelines (re: number of units, averages, audience). |
Workflow Information
Jump to: Change to Undergraduate Communication Requirement | Workflow Path | Faculty/AFIW Path(s) for Workflow | Senate Workflow
Kuali CM Form Field | Used by undergraduate/ graduate | Displays in academic calendar | Conditionals (field(s) that must be selected for this field to appear) | Help |
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Change to Undergraduate Communication Requirement | Undergraduate | No |
Proposal Type = Change and Undergraduate Credential Type = Degree Requirements or Major |
Select Yes if a change is being made to a listed Undergraduate Communication Requirement. Select No if no change is being made the listed UCR or there is no UCR listed in the record. |
Workflow Path | Both | No |
Committee approvals: Most proposals will go through this path and culminate at the applicable Senate Council. Undergraduate: See more information for what changes are editorial vs needs approval. |
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Faculty/AFIW Path(s) for Workflow | Both | No |
More than one can be selected and all faculties and institutions that should approve the curriculum must be added. AFIW: List self + associated faculty (if applicable) Faculties: List self Non-faculty/AFIW areas: Leave blank |
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Senate Workflow | Both | No | Workflow Path = Committee approvals | For use only by the Secretariat (leave blank). |