Understanding the CIM Proposal Lifecycle

Summary

An explanation of the lifecycle of a proposal in CIM

Body

CourseLeaf CIM manages curriculum changes through an electronic proposal and approval process. 

A proposal begins when a user creates or modifies curriculum and continues through the required review and approval workflow until the proposal is fully approved. 

Understanding the proposal lifecycle can help you determine where a proposal is in the process and what actions may be available to you. 

1. Create or Modify a Proposal 

The proposal lifecycle begins when a user: 

  • Proposes a new course or program 

  • Proposes changes to an existing course or program 

  • Proposes the inactivation of an existing course or program 

At this stage, the proposal has not yet entered the approval workflow. 

2. Save the Proposal 

Select Save Changes to save your work without submitting the proposal for approval. 

A saved proposal can be reopened and edited before submission. 

Important: Selecting Save Changes does not submit the proposal into workflow. 

3. Start Workflow 

When the proposal is complete and ready for review, select Start Workflow. 

This submits the proposal into the formal curriculum approval process. 

Once workflow begins, CIM automatically routes the proposal through the required review and approval steps. 

4. Review and Approval 

As the proposal moves through workflow, it is routed to the appropriate reviewers and approvers. 

Depending on their role and permissions, reviewers may be able to: 

  • Review proposed changes 

  • Edit the proposal 

  • Approve the proposal 

  • Roll back the proposal for revisions 

The current workflow step identifies where the proposal is currently located in the approval process. 

5. Approve the Proposal 

Selecting Approve moves the proposal forward to the next required workflow step. 

A proposal may require multiple approvals before it is fully approved. 

Important: Approval at an individual workflow step does not mean the proposal has completed the curriculum approval process. 

6. Roll Back for Revisions 

If changes or additional information are needed, an authorized reviewer may Roll Back the proposal to an earlier workflow step. 

A rollback does not delete or reject the proposal. It returns the proposal to an earlier step so the necessary revisions can be made. 

After the revisions are completed, the proposal can continue through the approval workflow. 

7. Complete Workflow 

The proposal continues through each required workflow step until all approvals are complete. 

Once the proposal completes workflow, the approved curriculum changes are finalized in CIM according to the College's established curriculum processes and effective term. 

Tracking a Proposal 

You can open a course or program record in CIM to view its current proposal and workflow information. 

Depending on the proposal's status, CIM may display: 

  • Proposed curriculum changes 

  • Red/green markup showing what has changed 

  • Current workflow step 

  • Workflow history 

  • Previous approvals and actions 

Use the workflow information to determine where the proposal is currently located and what approvals remain. 

A proposal may move backward for revisions before continuing forward through the remaining approval steps. 

 

 

Details

Details

Article ID: 21984
Created
Sun 8/23/26 6:08 PM
Modified
Sun 8/23/26 6:09 PM

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