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Approvers

Overview

The pages to approve proposals are consolidated into lists on the CourseLeaf Dashboard. The list shown is based on role and can be viewed by selecting the specific role the user is approving pages for. Approvers can also click the link from workflow email to direct themselves to the approve pages with the specific role that they are assigned selected. Approvers are also encouraged to bookmark the specific URLs from the workflow email in their preferred web browser for easy access.     

 

  1. Click the Workflow Tab on the CourseLeaf Dashboard  

    Screenshot of a web-based CourseLeaf interface showing navigation tabs labeled Catalog, Courses, One-Time Offering, and Accessibility Request. The Workflow tab under Catalog is highlighted in red, with dropdown menus for Role, Type, and Term set to My roles, Any Type, and Any Term respectively also shown.

  2. If you use the link from the automated email, your role will be pre-selected for you 

Note

Use the Filter List to narrow the pages shown in the Pages Pending Approval section 

Taking Action on a Page

  1. Click the Your Role drop-down menu at the top of the workflow page and select the account for which you want to review and approve pages 
  • If you use the link from the automated email, your role will be pre-selected for you 

Note

If your role is not shown in the dropdown this is because there are no pages assigned to that role. Only roles that have pages pending approval show in the dropdown 
Screenshot of a web-based course management interface showing a workflow tab with filters for Role, Type, and Term. Dropdown menu for Role is highlighted in red. The table below lists courses with columns for Page Title, Type, Term, Submitter, Approver, Submitted date, and Modified date.
  • Scroll through the Pages Pending Approval list and click on the row of the proposal to review 
Screenshot of a table listing page titles, types, terms, submitters, approvers, submission dates, and modification dates. The page title ACCAD 5100: Concept Development for Time-Based Media is highlighted.
  • When a page is selected the Page Review window will be populated with information 
Screenshot of a course change request form from Ohio State University for ANIMSCI 2200.01 showing updated course title from Introductory Animal Sciences to Introductory Unicorn Husbandry. The form shows red/green mark up to indicate changes made to the proposal.
  • To filter your pages, click the Filter Drop Down, then enter choose the filter you want. 
Screenshot of a course change request form from Ohio State University for ANIMSCI 2200.01 Introductory Animal Sciences shows Filter by drop down menu highlighted in a red box.
  1. Choose an action on the page. One of four actions may be taken after reviewing the page. To edit, rollback, or approve the page, click the appropriate button in the upper right of the Page Review window. The page may also be left alone and returned to later.
Screenshot of a user interface showing four buttons labeled Edit, Rollback, Approve, and Deny. Buttons have distinct colors: Edit in white with blue border, Rollback and Deny in red, and Approve in green, indicating different user actions.
  • Edit the page: Click Edit to make changes to the page. This will produce a toolbar at the top of the Page Review window for Catalog pages. Visit the Page Body or Set-Up/Title instructions for how to make the desired edits. CIM and CLSS pages will open the CIM Form or direct the user to the Scheduling Unit respectively.  An accepted general practice is that after editing the page, approve the page to send it to the next step in the workflow.
     

  • Rollback the page: Click Roll Back to send the page back to a previous editor or approver. A prompt will appear to make comments about why the page is being rolled back. Make comments in the space provided and click Rollback in the new window.  The page will then be removed from the Pages Pending Approval section.
     

    Screenshot of a rollback changes dialog box showing a dropdown menu with options including "proposer name" and "unit approval" selected. A comment box contains the text "Please update the course title as discussed," with a red "ROLLBACK" button below for confirming the action.
  • Approve: Click Approve to send the page on to the next step in the workflow and remove the page from the Pages Pending Approval Section

  • Deny: The proposal may be denied. A warning window will pop up which allows you to notify the proposer (and FYI steps if appropriate) and provide a reason for the denial.
     

    Screenshot of a denial confirmation dialog box for a proposal, explaining that denying the proposal ends its workflow and reverts to the last approved version, with a warning that the action cannot be undone. The dialog includes checkboxes for notifying specific contacts, a text box for entering a comment or reason, and a red "DENY" button at the bottom.

  1. Add Comment: An approver may choose to include information for the next approver in the workflow that may be helpful context but not relevant to the proposal itself. Comments are not required.

    Screenshot of a course management interface showing details for an astronomy course labeled "ANIMSCI 2200.01" The add comments button is highlighted in a red box, and there is also a comment box with a note about including the course in program requirements.

Helpful Tips:

  • Be sure to click Approve when finished, so the page advances through the workflow 

  • On the right side of the page is a section labeled In Workflow. Underneath the header you will see the steps in the workflow that the proposal has already completed and steps remaining (including FYI steps, if applicable) for it to be fully approved. 

    Workflow status diagram showing approval stages with a vertical timeline. The first stage, "OCA_UNIT_APPROVAL D0537," is marked complete with a green check, the second stage, "OCA_ASCCAO_APPROVAL ASCCAO," is in progress with a orange circle, and remaining stages are pending with gray circles and text.


     

  • All changes are visible by default. Select Hide Changes at the top to view only the final text. Changes are also viewable by author (user that made the change) by selecting their name from the dropdown. While red/green markup is normally displayed, choosing Hide Changes removed the markup. 

    All Changes: 

    Screenshot of a course change request form from Ohio State University for ANIMSCI 2200.01 Introductory Animal Sciences shows Filter by drop down menu highlighted in a red box.

     

    Hide Changes:

    Screenshot of an online course change request form for English 1110.01HS at Ohio State University, showing general course details, workflow approval status with color-coded checkmarks, and options to edit, rollback, approve, or deny the request. The filter by drop down menu is highlighted with the Hide Changes option selected. The form shows final text without red/green mark up.