Agendas in UW CM
In this quick guide
Creating Agendas
Adding Proposals to the Agenda
Sending the Agenda
Editing the Agenda
Archiving the Agenda
Creating Agendas
Step 1. Select “Agendas” from the left navigation panel
Step 2. Click on “New Agenda”
You can also create a new agenda by selecting “Duplicate” on another agenda. Be aware that “Duplicate” will copy everything from the previous so be sure to change the title straight away in order to distinguish them.
Step 3. Add Title, Date, Time and Location
The title, date and time show up on the search page. Only the title is searchable. Use the name of the department, college or school in the name.
Step 4. Add the Attendees by typing in their UW NetID and then selecting their name from the drop down.
Step 5. Optionally, add attachments (e.g. the full agenda, additional documents for review at the meeting)
Because “Agendas” in UW CM can be easily edited and deleted by anyone with access to UW CM, it is recommended that you maintain an archivable version of the agenda outside of UW CM. If you choose to use UW CM to build out your full meeting agenda, you can “print” the UW CM agenda and save it outside of the system.
Add proposals to the agenda
Step 1. Look Up Individual Proposals by Code
Either, enter the course codes in the text search area and select the proposal to add from the drop down
Step 2. Select Proposals from Workflow
Or, click on “Select from Workflow” and you can select all proposals awaiting review at certain proposal stops
- Select the node (Department, School or College, University) for which you are building an Agenda.
- Filter for the Unit of Interest
Start typing the name of the Department, College or School in the “Filter” search box and select the unit from the drop down to get all proposals awaiting review and approval for that given Department, College/School or the entire University.
- Select Proposals to Add
The proposals matching the search criteria will show up under the workflow diagram. You can select individual proposals to add or you can select all by clicking the box in the top header row. Click on the “Add Proposals” button when you’re finished making your selections.
Note: You can click on the course code and a new tab will open with the course proposal for quick viewing. - Leave Edit Mode
Send Agenda
Once you’re finished building out your agenda, send it to curriculum committee members by clicking on the Send link in the right-hand navigation panel. By default the agenda will be sent to all the participants. You can add or remove recipients before sending. Recipients will all receive an email notification like the one below. There are links to the individual proposals and the full agenda in the notification.
Agenda Report Email
Edit the Agenda
If you need to edit the agenda, first search for the agenda. Then click on the result to get into the Agenda. Select “Edit” from the right hand menu.
If there have been updates to the proposal list that aren’t showing up, you can select the refresh icon to refresh the list. You can also delete proposals from the list by selecting the “trash” icon next to the proposal. You can also change the order of the proposals by selecting the hamburger to the left of each proposal and dragging the proposal into the order you want.
If you determine you don’t need the agenda or if it was created in error, you can delete the agenda by selecting “Delete” from the right hand menu.
Archive the Agenda
Once the meeting has passed and you want to archive the agenda, first search for the agenda. Then click on the result to get into the Agenda. Select “archive” from the right-hand menu. If you want to find “Archived” agendas, be sure to turn on the “Archived” filter on the Agenda search page.
