PAAW1120 - Proposal Content

Overview
What's on this page?
Navigation
Rules and Notes

Overview

This page allows you to view the structure of a proposal. i.e. The elements and items that make up the proposal.

You will use this page if you wish to:

View the structure and content of a proposal or piece of curriculum
Create a proposal based on an existing proposal or piece of curriculum
Update and Submit a draft proposal that you are creating or editing
Review a proposal

What's on this page?

Toolbar

A toolbar displays at the top of the page. The buttons available in this toolbar depend on what you are doing in the page.(see Rules and Notes below.)

Proposal Details

The proposal details are displayed in the shaded header at the top of the page.

Proposal Structure

The Elements in the Proposal are displayed in a list which can be expanded or collapsed.
The Expand All button displays all Elements and Items.
The Collapse All button displays only the Elements

Individual elements can be expanded or collapsed by clicking on the expand or collapse icon for the Element.
When expanded, the Items within an element are displayed, together with their assigned values.
Multi-record items are listed one after the other, within the element.

Views

The 'View' drop down list allows the selection from three options for the display: Options are:

Show Proposal Sections - Displays only the elements defined in the proposal.
Show Changes – Displays the View Proposal Changes (Comparison ) Screen.
Show Everything - Displays the full definition of the object (e.g. If the context proposal is a unit, this will display all the Elements and Items defined for the Unit Proposal with the Full Definition check box selected in PAAW0200).

The options available in the 'View' drop down list are determined by the Display Mode of the page.
e.g. When viewing an existing Unit, Unit Set or Course only Display Everything is available, whereas in Submit or review mode for a propsoal all options are available.
For information about Display Modes see Rules and Notes below.

Context	Show Everything	Show Sections	Show Changes
Proposal Submit mode	Y	Y	Y
Proposal Review mode	Y	Y	Y
Proposal View mode	Y	Y
Proposal Create mode	Y	Y
Course Unit or Unit Set	Y

Icons

The following icons may be displayed for elements on this page. Some of these only display in some modes.

ICON	DESCRIPTION
	Complete - This element has a value for all mandatory items.
	Incomplete - this element does not have a value for all mandatory items.
	Proposed for removal - This element has been flagged for removal from this proposal.
	Comment - Indicates that a comment has been added relating to this element. (When comments are made (using PAAW1180) they may be general or in context of a particular element).
	Attachment - Indicates that this element has an attachment.
	Help - Click on the icon to display any help information recorded for the element in PAAW0200.

Return to Top

Navigation

paaw1120 nav

This page contains links to the following pages:

PAAW1040 - Proposal Timelines accessed via the Change Timeline toolbar button (for proposals only).
PAAW1180 - Proposal Instance Comments popup accessed via the Comments toolbar button.
PAAW1170 - Proposal Instance Overview page accessed via the Proposal Overview toolbar button (only available in Submit mode).
PAAW1140 - About this Proposal page accessed via the About this Proposal toolbar button.
PAAW1150 - via the Review Steps link when the proposal hasn't been submitted
PAAW1120 - Proposal Content accessed via the Review and Submit button.

This page also has an Email link which opens an email message addressed to all proposers and editors of the proposal (excluding the current user) and a Print toolbar button which allows you to print the proposal.

Rules/Notes

Viewing a Proposal - VIEW mode

Go to PAAW1000.
Enter Search criteria or click on All Proposals link to go to PAAW0070.
Select the required proposal from those returned in PAAW0070.
The proposal displays in PAAW1120, the heading is 'Proposal XX', where XX is the proposal number.
The structure of the proposal can be viewed but cannot be updated. Comments and attachments can be added.
Toolbar buttons: Email,Print,Timelines,Comments, About this Proposal
Expand each element to display its items.
Click on the <Prev button to return to PAAW0070.

Creating a proposal - CREATE mode

Go to PAAW1000.
Click on a link at the top of the page to create a new proposal.
Select 'Base Proposal on Existing' for the Proposal Method Selection
Select the required proposal from the search page PAAW0070.
The proposal displays in PAAW1120, the heading is 'XXX Content and Section Review' (where XXX is the Proposal Type).
It is 'Display only' - allowing you to select an existing proposal on which to base yours.
Toolbar buttons: Email,Print.
Expand each element to display its items.
If you wish to base your new proposal on this proposal, click on Create Proposal button to open the Create Timeline page (PAAW1040) and begin the process of creating a new proposal.

Submitting a Proposal - SUBMIT mode

Select a proposal from the My Proposals section in PAAW1000.
The proposal displays in PAAW1170.
Click on an element to open it in PAAW1100.
When all elements have been visited, the proposal is displayed in PAAW1120, with the heading 'Review and Submit'.
You or your editors can add comments or attachments, or alter values by clicking on the element link and going to PAAW1100.
Toolbar buttons: Email, Print, Change Timelines, Comments, Proposal Overview, Review Steps, About this Proposal.
Click on the Submit button to submit the proposal.

This is also accessed after the last element in PAAW1100.

Reviewing a Proposal - REVIEW mode

Select the proposal in My Reviews in PAAW1000.
The proposal displays in PAAW1120, the heading is 'Review Content'.
This mode allows you to examine the proposal and add comments before adding your review result for the workflow step.
Toolbar buttons: Email, Print, Comments, About this Proposal
Comments bubbles display
Click on element name to open that element in PAAW1100.
Make comments or attach attachments if required.
Click on the Back button to return to PAAW1120.
When you are finished reviewing the proposal, click on the Review Proposal button to go to PAAW1150, to record your results for the workflow step.

Viewing changes to a Proposal

In PAAW1120 select the Changes option for the View drop down.
(Only available in some modes).
Expand the element in which you are interested. The following details are displayed for each item:

Prompt - Field label for the item
Approved - Approved value for the element
Proposed - Current text for the element
Tracked Changes - New text is added in