How-to-guides
Updated:
August 17, 2023

How to configure custom (workflow) forms/pages

Workflows and Tabs in the tabular view are based on both standard, customisable standard and custom (fully self-configured) pages/forms. In total over 80 pages/forms are available as (customisable) standard delivering specific functionality optimised to manage your curricula and educational data. The self-configured pages/forms can be used to even add more functionality to the system for both entering and reviewing data, but also reporting.

Generic configuration of workflow pages/forms

In TE Curriculum the user is supported adding, validating, approving and/or reporting curriculum data using pages/forms. The administrator can configure these forms using the workflow pages menu item. Both workflows and tabs in the tabular view are based on these pages/forms. In total over 70 pages/forms are available as (customisable) standard forms delivering specific functionality optimised to manage your curricula and educational data. Next to that the custom (self-defined) pages/forms can be used to even add more functionality to the system.

Select the Workflow pages menu option to manage (view, configure define) the standard and custom pages.

Overview and management of the custom and configurable pages

Use the search options to filter the overview of the configured pages:

  • Route - Select the pages of the defined type, e.g. curriculum mapping, activity-grid, ...
  • Page title - Select pages containing the typed text in their name
  • Page is suitable for - Select the pages that are configured for a specific educational object (study, module-group, module, ...)

Click on a page or select the Add or Delete buttons to configure, add or delete a page.

Configuration example of a single page

Depending on the type (Route) of the page different configuration will be provided, since not each page may require or may support the same configuration options.
During configuration the Preview button is available to validate the configuration. Just click preview and select an object (e.g. study, module) that is defined in the system to view and validate the page with actual data.

Each configuration will at least have a basic configuration set, that is extended with configuration options specific for that page.
The supported basic configuration options are:

  • Route - Defines the type of the page. The types available will be listed in the next section, including their options, goal.
  • Page is suitable for - Defines for which object type the page is defined. F.i. a custom page for a module only allows selection of the module attributes.
  • Page name - The name of the page shown in the workflow definition screen (admin)
  • Page title - The title shown in the header / navigation of the workflow page and tabular view
  • Show message - Indicator if the defined message should be shown at the top of the page in both workflows and tabular view.
  • Page message - Explanation about the usage of the specific page, shown to the user during execution of the workflow or in the tabular view. This can be overridden in the workflow configuration.
    In case a message has to be shown in the workflow and no generic page message will be provided, you still have to check the 'show message' indicator.
  • Read only - Indicator if the page should be shown as a read-only page
  • Operation - Assign a security operation to the page, to allow usage of access restrictions based on the default security mechanism.
    E.g. only allow access to change for a module coordinator if the process status is in change.
  • Hide seen - (advice) Allows to override the checkbox that request for additional confirmation that all changes are seen prior to the advice.

The supported extended configuration options are:

  • Hide schedule week - (activity-grid) Hide the schedule week from the activity grid
  • Hide date - (activity-grid) Hide the date from the activity grid
  • Hide copy - (activity-grid, method-parameter) Hide the copy button from the page
  • Expand all - (activity-grid) Enable the 'Expand all' button
  • Filter on category - (activity-grid) Enable filtering on category, in case multiple categories are supported.
  • Show inactive - (structure, appraisals, assignments, structure, rows, method-tree, objectives, offerings, relations) Allows to also show inactive elements
  • Disable navigate - (appraisals, link-tree, method-tree) Disable the navigation to the details page(tabular view)
  • Activity page - (appraisals, method-tree) Configure the page of type activity to be opened from the page
  • Modal - (studies-report, groups-report, modules-report, relations-report, study-module-report) Will open the detail page as a modal.
  • Show all - (studies-report, groups-report, modules-report) Will show all groups that are defined in the context, and not only the groups that are your responsibility (owned)
  • Hide nested - (module-report) Configure to hide modules from the (nested) groups
  • Hide report templates - (studies-report, groups-report, modules-report, assessment-report, document-report, study-modules-report) Will hide the report template select option
  • Report template - (studies-report, groups-report, modules-report, assessment-report, document-report, study-modules-report) Configure the default report template to use when opening this report
  • Compare - (structure) Configure to enable comparing two structure in the same page
  • Show description - (structure) Configure to show the group description on expanding the group
  • Edit description - (structure) Configure to edit the group description shown
  • Hide edit offering - (structure) Configure to hide (disable) the edit of offering information in the tree structure
  • Expand all - (structure) Configure to expand all groups. Default setting is to only expand 'owned' groups
  • Show period - (structure, planner) Show the period toggle option that enables switching between academic years / periods
  • Target - (relations-report) Configure to only set visibility to relations that have a relation with the object
  • Vacancy - (relations-report) Configure to only show relations that are defined as a vacancy
  • Category - (rules, subjects, activity-card, activity-grid, link-tree, study-links, subjects) Configure the category to be shown on this page. Default all categories are shown, but this can be used to limit and define different pages for each category.
  • Show redirect - (structure) Configure the link to the object detail view
  • Columns - (structure, activity-list) Configure additional fields (columns) to be shown
  • Mode - (study-planboard, module-report, study-modules-report) Configure the mode that is used when opening the page
  • Modes - (study-planboard) Configure the supported modes
  • Exam - (activity-report) Configure to show teaching methods of type 'teaching' or 'assessment'
  • Force new advice - (advice) Configure to force a new advice, instead of the option to alter an earlier given advice
  • Type - (appraisal-report, descriptions-list, document, module-groups, objective-report, objective-tree, process-manager, process-report, subjects) Limit the report or selection to the selected Type
  • Hide filter - (availability-report) Hide the filter shown on top of the page when opening the page
  • Show/Expand filters - (changes-list, subject-report) Show the filters on top of the page when opening the page
  • Show process filter - (changes-list) Enable the filtering on processes on the page
  • Show calculate - (cost-division-report) Enable the calculate button to manually recalculate the costs
  • No descriptions label - (descriptions-list) Configure the label (text) to be shown in case no description is available
  • Show help - (descriptions) Configure to show information what languages are required (and which are optional)
  • Show incomplete help - (descriptions) Configure to show a warning in case not all required texts have been filled
  • Editor - (descriptions) Configure the text editor to use (text, html or markdown)
  • Mode - (descriptions) Configure the mode (edit, history, preview) that is used when opening the page
  • View mode - (descriptions) Configure the mode (sideways, single, below) that is used in a multi-lingual setup when opening the page
  • Document types - (document) Configure the supported functional document types (element: document type) on the page
  • Comment type - (form, rows) Configure if comments should be required, optional or not asked when saving changes
  • Vertical - (rows) Configure to show items vertically
  • Show totals - (rows) Configure to show a total row for each numeric value
  • Show dates - (rows) Configure to show the start and end date of a configured item
  • Code - (rows) Configure to show the code too
  • Prevent workflow - (method-list) Prevent edit by users that only have Workflow Edit access
  • Show edit - (method-list) - Configure to show the edit button for the method
  • Show budget - (method-list) - Configure to show both current and previous the budget information to allow comparison
  • Show effort - (method-list) - Configure to show the calculated effort (workload) in hours
  • Auto save - (method-list) - Configure to auto save any change
  • Show all categories - (method-parameter) - Configure to show all or only the budget-related categories
  • Redirect - (module-groups) - Configure if clicking on a group will open a separate tab with the group information (tabular view)
  • Show assessment code - (objectives) Show the code of the assessment on the page
  • Show subject code - (objectives) Show the code of the subject on the page
  • Select all subjects - (objectives) Select all subjects, instead of only the subjects that have been defined on the object
  • Hide edit - (offerings) Configure to hide the edit button
  • Collapsible - (rows) Configure to enable collapsing each of the defined pages, or open the report collapsed.
  • Display header - (rows) Configure to display the page header for each of the defined pages in the report
  • Display print - (rows, study-planboard) Configure to show the print button
  • Hide title - (rows) Configure to hide the name of the report (the name of the 'rows' page).
  • Display info - (schedule-preference) Configure to display information on schedule preferences
  • Show advice - (study-planboard) Configure to show the advice
  • Show phase - (subject-report) Configure to show the phase in the grid report
  • Show periods - (subject-report) Configure to show the periods in the grid report
  • Show structure - (subject-report) Configure to show the tree structure or a flattened list in the grid report
  • Sticky headers - (subject-report) Configure to use sticky headers in the grid report
  • Hide personal - (tasks-list) Configure to hide the non-educational task from your personal workload

Customisable standard pages/forms

An extensive number of pages/forms are standard offered by TE Curriculum. The list provides an overview of the (customisable) standard pages/forms.
The name shown is the name used in the Route selection field when adding or filtering on specific types.

Since most pages/forms provide similar functionality for different educational objects, for each type supported educational objects are between brackets.
For instance a page/form of type descriptions is available for faculty, study, module-group and module and allows the definition and management of (study guide) texts for each of these objects.

  • activity-card - (Activity) The detailed overview of a planned set of activities
  • activity-form - (Activity) Ability to configure an activity form with specific fields to be shown
  • activity-grid - (Activity) The grid-overview of all planned sets of activities for a module
  • activity-list - (Activity) The list-overview of all planned sets of activities for a module
  • additional - (Faculty, Study, Module-group, Module) Page with all additional fields
  • advice - (Faculty, Study, Module-group, Module) Page to enter or show a given advice.
  • appraisals - (Appraisal) Page to define the appraisal template with structure of the different assessments and weights
  • appraisals-report - (Appraisal) Page to report on the defined appraisals
  • assessments - (Assessment) Page to define individual assessments in an appraisal template
  • assessments-report - (Assessment) Page to report on the defined assessments
  • assets - (Item) The list of items (resources, material, literature, ...) assigned to a module, study
  • assignments - (Assignment) Page that lists the defined assessments.
  • availability - (Person) Page to define the availability of a staff member
  • availability-report - (Organisation) Report providing insight in the workload of a staff member assignment based on the FTE and the allocated (non-)educational tasks
  • changes - (Faculty, Study, Module-group, Module) page with the changes made (to be approved)
  • changes-list - (Faculty, Study, Module-group, Module) Page with the changes made (to be approved)
  • changes-report - (Faculty, Study, Module-group, Module) Page with an overview of all changes applied within the defined period (used for accreditation purposes)
  • comments - (Faculty, Study, Module-group, Module) Page with the comments made during the execution of the process.
  • complete - (All) Page to finish the workflow. Page showing the 'decline' or 'approve' button to move to the next status and stakeholder.
  • cost-division-report (Faculty, Study) Page reporting on the cost division between the different organisations in delivering the education
  • delivery-report - (Item) Overview of all items to be delivered in their respective delivery week (module, study)
  • description-list - (Faculty, Study, Module-group, Module) Page that shows all descriptions in a list-view
  • descriptions - (Faculty, Study, Module-group, Module) Page to manage the descriptive texts. This page provides options for preview, show changes (inline with text) and is tailored for managing texts.
  • descriptions-approved - (Faculty, Study, Module-group, Module) Page showing the approved descriptions in both HTML and plain text view.
  • document - (Faculty, Study, Module-group, Module) Page to allow uploading and management of documents.
  • document-report - (Study, Module-group) Page to view, filter and multi-export (as zip) documents uploaded to modules within a module-group or study
  • effort-list - (Organisation, Study) Overview of the responsible persons (e.g. organisation manager) for the resource management
  • effort-report - (Organisation, Study) Report that lists the (non-)educational tasks assigned to the staff members
  • expire - (Module) Page to allow expiration of a module.
  • export - (Faculty, Study, Module-group, Module) Support for the administrator to manage the changes ready for export
  • general - (All) Page to configure the attributes shown on the general (landing) page of each educational object in the tab view
  • groups-report - (Faculty, Study, Module-group, Module) Page that shows the module groups in a report view.
  • link-list - (Faculty, Study, Module-group, Module) Page showing al defined rules (f.i. substitution, prerequisite, co-requisite, ...) in a read-only view
  • link-tree - (Faculty, Study, Module-group, Module) Page showing al defined rules (f.i. substitute, prerequisite, co-requisite, ...) in a tree structure
  • meeting - (Module) Page to configure meetings of staff in the activity grid / list
  • meeting-report - (Module) Page to report on the defined meetings.
  • method-list - (Module) Overview of the defined methods.
  • method-parameter (Method) Configure the method details.
  • method-report - (Module) Report of al the defined methods
  • method-tree - (Module) Page to define the method scheme consisting of the different methods
  • module-division - (Module) Page reporting on the cost division between the different organisations for the module
  • module-groups - (Module) Page showing all modules the module is used by.
  • module-resources - (Module) Page to define the module required resources, f.i. specific software or manuals.
  • module-studies - (Module) Page showing the studies that use the module
  • module-worklog - (Module) Page to define the actual hours spent by the individual teaching staff members on a module.
  • modules-report - (Study, Module-group) Page that shows the modules in a report view.
  • note - (Module) Specific option to add sticky notes to the scheduling information for internal use
  • notifications - (Faculty, Study, Module-group, Module) Page that will show all notifications sent
  • objective-report - (Study) Page reporting on all defined objectives and their relation to subjects (learning outcomes) and assessments
  • objective-tree - (Study) Page reporting on all defined objectives in the curriculum tree structure, including their relation to subjects (learning outcomes) and assessments
  • objectives - (Module) Page to allow definition of a set of learning goals.
  • offerings - (Study, Module-group, Module) Page to define the offering periods of the educational object
  • person-roles - (Person) Relations (roles) that have been assigned to a user in context of the curriculum (e.g. module coordinator, curriculum manager, ...)
  • planner - (Study) Planner to validate the configuration and routes of the defined study programme.
  • process-expander - (All) Page to expand the process view
  • process-manager - (All) Page to enable management / view of the process within the workflow
  • process-report - (All) Page reporting on a process in a list view providing export functionality for deep-dive analysis on process steps
  • process-status - (All) Page providing a read-only overview of the process progress
  • relations - (Faculty, Study, Module-group, Module) Page to manage the relations of staff members and their roles within the academic structure.
  • relations-list - (Institution, Faculty, Study)  Report that provides an overview of al relations within the context of the object
  • relations-report - (Institution, Faculty, Study) Page to show and manage all relations used and assigned within the context of the object
  • schedule-remark - (Activity) Page to define specific schedule remarks for scheduler and planner
  • specification - (Study) Page to enable viewing and modifying specification information directly from a study related workflow
  • status-table - (Person) Page showing the basic availability of the staff member.
  • structure - (Study, Module-group) Page to manage the curriculum tree.
  • studies-report - (Faculty) Page that shows the studies in a report view.
  • study-changes - (Study) Page showing all proposed changes to the study and its underlying objects.
  • study-check - (Study) Page reporting on the studyability of the curriculum based on required module and their offerings
  • study-cost - (Study) Page showing the academic structure (curriculum) and its prognoses costs based on the defined structure and cost configuration/rules.
  • study-links - (Study) Page reporting on all links defined on modules in this study. This page can be used to get an overview of the substitution rules for all modules in the program.
  • study-planboard - (Study) Page to manage the curriculum via the planboard.
  • study-planboard-print - (Study) Page that opens the the curriculum planboard in print mode.
  • study-studyable - (Study) Page showing the studyability of the program based on the configured studyability rules.
  • subject-report - (Study, Module-group, Module, Assessment) Page providing a cross-matrix overview and match between objectives defined on a higher and lower hierarchy level.
  • subjects - (Study, Module-group, Module, Assessment) Page to define learning objects on the different object types.
  • tasks-list - (Organisation, Study) Page reporting on all tasks defined in the related educational objects and their fulfilment
  • tasks-overview - (Faculty, Study) Page reporting on all tasks defined
  • teacher-schedule - (Person) Page showing the usage/availability of the teaching staff member.
  • vacancies - (Organisation) Page reporting on all vacancies / staff to hire for the organisation
  • welcome - (All) Page to start the workflow. Page showing the introduction information (logo, image, video).

Custom (self-defined) pages/forms

Besides the extensive number of pages/forms standard offered by TE Curriculum, and already offering a lot of flexibility via the configuration options, a number of generic types is offered to completely configure your own pages. The list provides an overview of the types offered to define own pages/forms.

The name shown is the name used in the Route selection field when adding or searching for a self-defined page.

Just like the standard pages, the custom pages/forms will provide similar functionality for different educational objects. For each type supported by the page, the educational objects are between brackets.

  • form - (Faculty, Study, Module-group, Module) Configurable  page, allows for adding selected fields that can be used for modification in the workflow.
  • descriptions - (Faculty, Study, Module-group, Module) Page to manage the descriptive texts. This page provides options for preview, show changes (inline with text) and is tailored for managing texts.
  • item - (Item) Page to contain a self-defined complex custom data type. 
  • label - (Faculty, Study, Module-group, Module) Configurable  page, allows for adding selected fields that can be shown (read-only) in the workflow.
  • rows - (Faculty, Study, Module-group, Module) Configurable page to allow for the definition of report pages by selecting defined workflow pages. 
  • text - (All) Page to display a specific text including rendering of the supported dynamic fields. This page can be used as part of a rows page to show a specific text on top of other information.

Each of these custom (self-defined) types will be explained in more detail in the next sections.

Create your own custom page/form (custom type)

The page type “form” (selected as “route” in the example below) allows for the configuration of a custom page that acts like a form.
The page type "label" is similar to the form and can be used to define a fully read-only page. This can also be obtained by defining a form page and select the box Read only.

Create or open an already defined page of the type form.

Configuration of a custom page of type form (or label)

The behaviour of the page can be configured via the default configuration options.
The fields to be shown on the page can be configured via the Fields-tab.

Select the fields and their order to be shown on the custom form page

The available fields that can be dragged on the page are shown in the left column Available, and can be added to the (workflow) page by dragging the field to the right column Selected.
The order of the fields can be altered by moving the fields in the Selected section.

Create your own description page/form (custom type)

The page type “descriptions” is in fact a standard page, but allows for additional configuration like the custom pages.
The description page is a description editor/view and review page.

Create or open an already defined page of the type description.

Configuration of a custom page of type description

The behaviour of the page can be configured via the default configuration options.
The fields to be shown on the page can be configured via the Fields-tab.

Select the texts and their order to be shown on the custom description page

The available descriptive texts that can be dragged on the page are shown in the left column Available, and can be added to the (workflow) page by dragging the element to the right column Selected.
The order of the descriptive texts can be altered by moving the elements in the Selected section.

The configuration allows to define multiple separate description pages that provide a subset of the system defined texts, as shown in the example that limits the descriptive text page to the investment case related texts only.

Create your own report (custom type)

The page type “rows” (selected as “route” in the example below)  allows for the configuration of a custom page that acts like a report view.

The behaviour of the page can be configured and the pages to be shown on the rows page can be selected based on the selected object type (page is suitable for).

Configuration of a custom page (report) of type rows

Additional configuration options are:

  • Collapsible - to enable the headers to be uses to show or hide the underlying details
  • Display header - to show the headers of the pages that are added to the rows page
  • Display print - to enable the print button at the top of the report (pages screen)
  • Hide title - to hide the title of this page, and only show the titles of the added pages

The available pages that can be dragged on the page are shown in the left column Available, and can be added to the (workflow) page by dragging the pages to the right column Selected.
The order of the pages can be altered by moving the page in the Selected section.

Select the pages and their order to be shown on the custom rows report page

Create your own multi-value recordset page/form (custom type)

The page type “item” (selected as “route” in the example below)  allows for the configuration of a custom page that acts like a record set management page.
In order to use this page type, first you need to add an own object definition to one of the predefined object types.

Configuration of a custom page of type item to display the custom defined task list at module level

The behaviour of the page can be configured and the item (custom object) on the page can be selected based on the selected object type (page is suitable for).

Additional configuration option:

  • Code - select the custom-type field (record-set definition)
  • Label width - override the default width of the labels shown
  • Show dates - show validity dates for each record
  • Show inactive - enable showing inactive elements
  • Show totals - show a additional line with the sum of fields defined as type 'number'

The elements from the custom type to be shown in the list are configured via the custom type definition. Configure an element to be shown on general it will appear on the screen.
As with all pages, just click on Preview, select an educational object from the system and validate the correctness of your configuration.

Click on preview to validate the configuration of the item page for the task list

Create your own smart information page/form (custom type)

The page type “Text” allows for the configuration of a custom page that displays a text and allows usage of dynamic fields.

The dynamic fields supported are:

  1. ${year} (external ID)
  2. ${previousYear} (external ID - 1)
  3. ${code} (code)
  4. ${period} (external ID)
  5. ${periodEnglishName} (english name)
  6. ${periodDutchName} (dutch name)

Text entered in the box Page Message will be interpreted at display time, replacing the dynamic fields with the actual value of the field.

Text page type showing all supported dynamic fields, including an external link

A use case to allow definition of a link in the text that is build up using the actual values, e.g. a link to the schedule of a module in the scheduling system, or an evaluation report of that module.

A link to open the module schedule for this year can be constructed like: <your_domain>/link?timetable.id=${year}!moduleoffer!${code}~${code}_${periodDutchName}

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