Building a Curriculum Plan: Step by Step

All Departments, please first consider:

Ensure that the Affiliated FTE and Required Workload fields are populated on each instructor's Departmental Annual Workload (and ultimately Affiliation records) where applicable. This is important for Instructor Workload and FTE reporting.
- https://drive.google.com/file/d/1JITLSilqrz74gKSxyYFMn_EHN3MNtB8v/view
Multiple instructors can now be added to a course offering. They are displayed as “Employee Status” records, related to the CP Course Offering.
- https://drive.google.com/file/d/1PXFWbadoRROFGgWNBSOQzpEa0CqJGBTj/view
Update the Required for Major and General Education fields on your CP Course Offerings if not present.

Step 1: Manage Affiliations to Department(s)

Help Center article:

https://help.lsit.ucsb.edu/hc/en-us/articles/360053273891

Make sure all instructors have an Affiliation record created for any department whose curriculum plan they will be a part of (whether as an instructor, or to track workload/releases/etc). These records are core to the functionality of the system and allow you to track key information about instructors like Required Workload, FTE, etc. The system will not allow you to add a contact to any part of your curriculum plan without one of these created first.

Video Tutorial:

Adding an Affiliation record for an existing instructor contact:

https://drive.google.com/file/d/1j1khtBRViDN0vHtdkA9HTfJ1FURJpHZO/view?usp=sharing

Step 2: Create a Curriculum Plan

Help Center article:

https://help.lsit.ucsb.edu/hc/en-us/articles/360052803612

Once all known instructors have an Affiliation record created, you can proceed with creating a new curriculum plan for the desired academic year. For those not known yet, the course offerings can still be entered, and then instructors can be added as the instructor later, but they will need the Affiliation record created as in Step 1.

Video Tutorial:

Creating a Curriculum Plan (from scratch):

https://drive.google.com/file/d/1cQsbjS5_XhlEmimt5Wh2H4ujf_f_3hM9/view

Step 3: Adding/Editing Course Offerings

Help Center article:

https://help.lsit.ucsb.edu/hc/en-us/articles/360059265131

Once a plan has been created, you can begin to add course offerings to it. We recommend using the Course Catalog Selector component to quickly build a skeleton of your plan’s course offerings and then later use the Curriculum Plan Template component to enter the detailed information concerning Temporary Faculty, Teaching Assistants, Readers, and Tutors.

Video Tutorials:

Adding Course Offerings with Course Catalog Selector:

https://drive.google.com/file/d/19AU0q3Nvza3OF9sfNsl18sIbTHsKFoK5/view?usp=sharing

Editing Course Offerings with the Curriculum Plan Template component:

https://drive.google.com/file/d/1Oadq7sPum8ukUyCiSDzj6LCRNCBYftWo/view

Adding multiple instructors:

https://drive.google.com/file/d/1rLwgcy0dSbzCIT1ep61LPLd5bvmOGp2l/view?usp=sharing

Linking Participating Course Offering Instructor with the Absentee Instructor:

https://drive.google.com/file/d/15tCtWa7O4ksr1_ppA_6n3DDElBzXWChx/view?usp=sharing

Removing a course offering from a curriculum plan:

https://drive.google.com/file/d/1F8YRcFNHDg4Fz5jOV-68jw5P_9WK89Ek/view?usp=sharing

Mark a course offering as concurrent with another course:

https://drive.google.com/file/d/1pE1uJTw8p6ki5I_fd7xdyD0YY-oKY_N4/view?usp=sharing

Mark a course as cross-listed:

https://drive.google.com/file/d/1z88ReMOcZXPsTDictwQbV5uFekymo0Az/view?usp=sharing

Step 4: Record Faculty Workload Credits / Releases

Track faculty workload outside of course offerings through the Employee Status records. You can use these records to track things like retirement, sabbatical, medical leave, internal releases, administrative duties, overflow, non-teaching quarters, and much more.

These can be linked to existing course offerings in order to see who is being replaced and by whom.

Video Tutorials:

Entering faculty leaves/releases/etc:

https://drive.google.com/file/d/1jcE8T4du-KrYXzXZyY-dwziiRo0gd1xv/view?usp=sharing

Linking Participating Course Offering Instructor with the Absentee Instructor

https://drive.google.com/file/d/13Y0A0HFzwYE-o0htgUKzO9b8DMuNlRzs/view

Step 5: Reports

Reports are highly customizable in the system. There are templates already created in the folder of your division's acronym and you are able to “Save As” and save them to your Private Reports folder to customize as you would like.

Click on this link to view our Report Templates article:

Report Templates