CoreSpark Test Script
If you have any questions or need help, please contact Dominic Pieters at [email protected]

by Jen Champaneri

Table of contents
  • Sign In
Sign In
1. Go to corespark.ai
2. Log in using the credentials provided
3. Upon successful login, you'll be redirected to the Dashboard page
Test as a Submitter: Proposal Tracker
1. Find your Current Role in the Nav Menu, located at the bottom of the menu on the left side of the page
2. Select Originating Faculty from the dropdown to act as a submitter
3. Click on the Home page in the Nav menu
4. You'll be redirected to the Submitter view of the Proposal Tracker
Create a Proposal
1. Click on the New Proposal button to open the Proposal Builder
2. Choose Comprehensive for the Proposal Type: Comprehensive = Major proposal, Basic = Minor proposal
3. Choose English* in the Originating Department dropdown. *Note: For the purposes of this proposal, we'll use the English department, since we only have a department chair assigned to English
4. Type in a preliminary description of this proposal
5. Click the Create Proposal button to save the proposal draft
Create a Course
1. Click the Continue to Course Builder button from the bottom of the proposal page or click Courses from the Nav Menu to go to the Course Builder page
2. Ensure you are on the Create a New Course tab
3. Select the proposal you built from the Proposal dropdown
4. Required: Select English from the Department dropdown, and Clark Kent will be auto-populated for the department chair
5. Required: Type in the Course Code - if the course code you typed in already exists in the WCU catalog, it will prompt you to choose a different course code
6. Required: Type in the Course Title - if the course title you typed in already exists in the WCU catalog, it will prompt you to choose a different title
7. Fill in any other details for your test course
8. Click the Save + Clear button to save your proposed course and reset the form
9. Upon success, you'll see your course code and the course action "Create a New Course" on the right sidebar
Try the AI Chat
The AI Chat is an optional feature in CoreSpark and can be enabled or disabled. It is loaded with your institution's catalog and proposal policies in its knowledge base. Ask anything related to the proposal policy or catalog questions — or ask it to help you draft sections for your proposals and courses. We're giving you a chance to try it out!
1. Click on the AI Assistant located in the Nav Menu to open the AI Chat Popup
2. Type out your question in the Message box and send it using the Send icon
3. A typing indicator will show up while you're waiting for your response
4. Play around with it! Ask 5 questions and make one of them completely unrelated — it will only answer questions related to policy or curriculum development
5. Click on the New Chat icon to start a new conversation
Change a Course
1. Click the Change an Existing Course tab to propose a change to an existing course
2. Select the English department from the Department dropdown to filter the course selection of the course you want to make changes to
3. Select the course you want to change from the Course dropdown. You'll see a side-by-side view of the course: on the left side you'll see the editable version — this is what gets saved to the proposal. On the right side, you'll see the original version of the course
4. Make changes to any field. You will be prompted to choose a different course code or title if we find a match to the existing courses in the catalog
5. Click Save Changes to Proposed Courses when you're done. In the right sidebar, you'll now find the course code and the course action "Change an Existing Course"
Create a Program
1. Select the proposal you built from the Proposal dropdown
2. Click Programs from the Nav Menu to go to the Program Builder
3. Ensure you're on the Create a New Program tab to create a new program
4. Required: Type in a program name in the Program Name input. You'll be prompted to choose a different program name if we find a match in the catalog
5. Select a CIP code title from the CIP Code Title dropdown, and we'll match it to the exact CIP code for you
6. Fill out any other fields for your program
7. Click the Save Proposed Program button to save your progress
8. Upon save, you'll see your program name and the program action "Create a New Program" in the right sidebar
Define Program Requirements
1. Click on Program Requirements from the Nav Menu to go to the Program Requirements Builder page
2. Select the program you built from the Program Dropdown
We're going to add the course you created, the course you changed, and an elective. There are two ways to find courses: filter by Department, OR filter by Academic Level. Try out both! We're also going to create a Course Set: this means a student can pick a defined number of courses to take from a specific group.
3. Add a course by Department: select English from the Department dropdown to filter the course selection by English courses. *Ensure the Academic Level dropdown is empty
Created Course
4. Select the course you created from the Add a Course dropdown — your name will show up next to the course code
5. Select Core/Nucleus for the area for the course from the Requirement Area Dropdown
6. Select Group 1 from the Choose a Group dropdown. This means this is the first group of courses in a course set for this requirement area.
7. Select "Select ONE" from the Courses per Group dropdown. This means a student can pick ONE course to take between the courses in Group 1.
8. Click the Add to List icon to add the course to the Program Requirements list
Changed Course
9. Select the Course you changed from the Add a Course dropdown — your name will show up next to the course code
10. The values should still be filled out, but check to make sure the Requirement Area dropdown still says Core/Nucleus, the Group dropdown still says Group 1, and the Selection dropdown still says Select ONE
11. Click the Add to List button to add the course to the Program Requirements list
Because a student will only choose to take one of these courses, only one of the course credits gets added to the area credit total.
12. Add a course by Academic Level: select Various Elective from the Academic Level dropdown to find our customizable elective option. *Ensure the Department dropdown is empty
Elective
13. Select GEEL XXXX from the Add a Course dropdown — you can customize the appearance of the course title and the number of credits
14. Type in "Elective" in the Course Title field
15. Type in "3" for the credits
16. Keep the Requirement Area as Core/Nucleus
17. Empty out the selections for the course set dropdowns to add as a regular course requirement
18. Click on the Add to List icon to add the elective to the program requirements list
Feel free to keep adding courses to test out this feature. When you're done, you have the option to click the Update Program Credits button if you want to overwrite the program's total credits. You do not have to click this button.
Degree Plan
1. Click on Degree Plans from the Nav Menu to go to the Degree Plan Builder
2. Select your proposal from the Proposal dropdown
The Degree Plan Builder is VERY similar to the Program Requirements Builder — with two key differences. First, instead of filtering by department or academic level, you can filter by department or Course Type (lower division, upper division, GE, and Various Elective). Second, instead of Requirement Area, courses in Degree Plans are separated by Year/Term.
Add Your Courses
3. Filter by the English department, select your created course from the Add a Course dropdown, and select Year One: Fall from the Year/Term dropdown
4. Add your created course to a course set (Group 1, Select ONE)
5. Click the Add to List icon to add the course to the Degree Plan
6. Repeat the process with your changed course
7. Choose Various Elective from the Course Type dropdown, and ensure that the Department dropdown is empty
8. Enter in the title for the elective and credits, then click the Add to List icon
Add a Natural Sciences GE Area Requirement
9. Clear out the course set dropdowns and the department dropdown
10. Select General Education (Areas) from the Course Type dropdown
11. Select GE SCI from the Add a Course dropdown
12. Fill in "4" for the credits. The credits are customizable in case you want to specify that the student should take a Natural Sciences lab course
13. Add the course using the Add to List icon
14. Add a course for every term to familiarize yourself with this feature
Review and Submit Your Proposal
1. Click Home from the Nav Menu (make sure your Current Role still says Originating Faculty) to go back to the Proposal Tracker
2. Click the Edit icon to open up the Proposal Builder
3. Review your four tabs: Proposal Info, Program, Course, and Approval Process
Proposal Info
4. Check the Proposal Actions dropdown. Add Create a Course, Change a Course, and Create a Program if they are missing
5. Rationale will show your preliminary description when you created the draft, feel free to refine it to something more accurate
6. Remember to click Save Proposal Info
Program
7. Click the Program tab to find the program you created
8. Click on the Write icon to open up the program for more details
9. Review each sub-tab: Program Info, Program Requirements, and Degree Plan. If you want to make edits, you must go back to the builder pages
Course
10. Click the Course tab to find your proposed courses
11. Click on the Write icon to view your course details. For the changed course, you will see the side-by-side comparison of the original version
Comments
You can make comments in any tab of the proposal. Your name, comment, current role, and a timestamp will be recorded.
12. Scroll to the bottom of the approval process tab and locate the comment thread
13. Type in a test comment in the Comment input box
14. Click the Send icon to post your comment
Approval Process
15. Select all the departments that will be affected by this proposal from the Affected Department(s) dropdown
16. Click Update Approval Process to save
Proposal Participants are all users involved in this proposal: this includes you (the submitter), the department chair(s), and all other reviewers and approvers. You can assign the user, their role, department when applicable (department chairs), and the workflow step. This is the order in which users will review your proposal. If multiple users need to review your proposal concurrently, you may add them all in one workflow step.
Because you are testing with one user, please add yourself for every role so you can practice with the workflow and approval process.
17. You should be already added automatically as the Originating Faculty in Workflow Step 0.
18. Add the department chair from this proposal's originating department. Select English from the Department dropdown, Department Chair from the Role Name dropdown, *Your User* from the Proposal Participant dropdown, and type "1" in the Workflow Step input
19. Click the Add User icon to add to the Proposal Participants
20. Clear the Department dropdown
21. Add yourself again as the Curriculum Committee in Workflow Step 2
22. Add yourself again as the Registrar in Workflow Step 3
23. When you're ready to submit, type your name in the Signature Box
24. Click Submit for Review to complete your proposal
Test as a Reviewer - Department Chair
1. Change your Current Role to Department Chair from the Nav Menu
2. Click Home from the Nav Menu to go to the Reviewer/Approver Proposal Tracker
3. Locate your proposal where the Role Name is Department Chair and click the Edit icon to open up the proposal details
4. Go through the tabs to review the proposal *Optional: make a test comment for the created program, created course, and changed course
Courses and Programs
Every course and program has a Revisions Needed checkbox. Click this to call attention to the course or programs when it gets sent back. We recommend leaving a comment explaining the changes that need to be made.
Approval Process - Decision Buttons
There are four decisions a reviewer or approver can make:
5. Reject is a flat out no for this proposal. It will not move forward in the approval process. We encourage reviewers and approvers to leave the reasons why in the proposal comments. *Note: do not click this option for the purposes of this proposal because you will not be able to finish the approval process
6. Place On Hold will pause the approval process at this step of the workflow. It cannot be edited or reviewed by anyone until an administrator lifts the hold *Note: do not click this option for the purposed
7. Send Back for Revisions sends the proposal back to the submitter to make edits. We strongly encourage reviewers and approvers to leave feedback in the proposal comments. When this button is clicked, every proposal participant that has already signed off must sign off again to approve the edits
8. Approve will move the proposal forward along in the process. The proposal will only move to the next step until ALL signatures have been collected from the current Workflow Step. You must enter your signature before you can approve a proposal
We're going to keep going through the approval process. See our Optional Reviewer Testing slides at the end of the presentation for examples of how sending a proposal back for revision works. If you choose to try them out, please do so before you continue with approving the proposal.
9. When you're ready to approve the proposal, click to the Approval Process tab
10. Type your signature in the Signature Box
11. Click the Approve button to send the proposal to the next reviewer (Curriculum Committee)
Test as a Reviewer - Curriculum Committee
1. Change your Current Role to Curriculum Committee from the Nav Menu
2. Locate your proposal where the Role Name is Curriculum Committee and click the Edit icon to open up the proposal details
3. Go through the tabs to review the proposal *Optional: make a test comment for the created program, created course, and changed course
4. Go to the Approval Process and notice the signatures from the submitter and the department chair
5. Type your signature in the Signature Box
6. Click the Approve button to send the proposal to the next reviewer (Registrar)
Test as a Reviewer - Registrar
1. Change your Current Role to Registrar from the Nav Menu
2. Locate your proposal where the Role Name is Registrar and click the Edit icon to open up the proposal details
3. Go through the tabs to review the proposal *Optional: make a test comment for the created program, created course, and changed course
4. Go to the Approval Process and notice the signatures from the submitter, the department chair, and curriculum committee
5. Type your signature in the Signature Box
6. Click the Approve button to approve the proposal — this is the final approval. From here on out, the proposal's status is now Approved (unless you did the Option Testing 1, in which case you'll approve one last time as Academic Affairs)
Proposal Dashboard
1. Click Dashboard from the Nav Menu to go to the Proposal Dashboard
2. The banner at the top of the page shows the number of proposals under each status — Your recently approved proposal will now count toward the number of Approved proposals
3. Your proposal should also show up in the Recently Approved section
4. Scroll down to the All Proposals table and find your proposal
5. The proposal name will be blue — click the Proposal Name to open up a printable output of all information in the proposal
Optional Reviewer Testing 1
This test case is an example of when the submitter needs to add another Proposal Participant. For this example, we're going to say that the submitter needs to add Academic Affairs. Because you have one test user ID, you will play the parts of the reviewers/approvers as well as the submitter. You are currently acting as the Department Chair for the English department.
Reviewer/Approver
1. Click to the Approval Process tab in the proposal
2. Make a comment in the Comment Thread to let the submitter know they need to add Academic Affairs to Proposal Participants
3. Click the Send icon in the comment thread to post your comment
4. Click the Send Back for Revisions button
Sending back for revisions changes the status of the proposal to Revisions Required, and sends the proposal back to the submitter. Only the submitter will be able to see the proposal until they resubmit it.
Submitter
5. Change your Current Role in the Nav Menu to Originating Faculty
6. Click Home to see the Submitter view of the Proposal Tracker
7. Locate your proposal and click the Edit icon to open up the Proposal Builder
8. Click to the Approval Process tab and read the comments indicating you need to add a new Proposal Participant
9. Add a new Proposal Participant by selecting Academic Affairs from the Role Name dropdown, *Your User* from the Proposal Participant dropdown, and type "4" in the Workflow Step input.
10. Click the Add User icon to add yourself as another Proposal Participant
11. Confirm you have added Academic Affairs in the Approval Process Comment Thread
12. Type your signature in the Signature Box to sign off
13. Click Submit for Review to resubmit the proposal
Submitting the proposal for review changes the proposal's status to pending review and makes it visible to the first person in line to review the proposal again
Reviewer/Approver
14. Change your Current Role in the Nav Menu back to Department Chair
15. Click the Home button to come back to the Reviewer/Approver view of the Proposal Tracker
16. Click the Edit icon to continue reviewing the proposal
17. Click on the Approval Process tab and confirm that the Proposal Participant has been added
18. Check the Comment Thread as well to review your conversation with the submitter
Academic Affairs
Because Academic Affairs is assigned to the 4th Workflow Step, there are 3 people who need to sign off before you can review this proposal: ENG Department Chair, Curriculum Committee, and Registrar.
Optional Reviewer Testing 2
This test case is an example of insufficient information in a course. For this example, we're going to say that the submitter needs to add the Institutional Alignment section of their rationale. Because you have one test user ID, you will play the parts of the reviewers/approvers as well as the submitter. You are currently acting as the Department Chair for the English department.
Reviewer/Approver
1. Click to the Courses tab in the proposal
2. Locate the created course and check the Revisions Needed checkbox
3. Click the Write icon to open up the course details
4. Make a comment in the Comment Thread to let the submitter know they need to add the Institutional Alignment section to their rationale
5. Click the Send icon in the comment thread to post your comment
6. Click to the Approval Process tab
7. Click the Send Back for Revisions button
Sending back for revisions changes the status of the proposal to Revisions Required, and sends the proposal back to the submitter. Only the submitter will be able to see the proposal until they resubmit it.
Submitter
8. Change your Current Role in the Nav Menu to Originating Faculty
9. Click Home to see the Submitter view of the Proposal Tracker
10. Locate your proposal and click the Edit icon to open up the Proposal Builder
11. Click to the Courses tab and read the comments indicating you need to add the institutional alignment section in your rationale
12. Click Courses from the Nav Menu to go to the Course Builder page
13. Click the Edit Your Proposed Course tab to open up the Edit form
14. Add the Institutional Alignment section in the Rationale input
15. Click the Save Edits button to save the course
16. Click Home in the Nav Menu to return to the Proposal Tracker
17. Click the Edit icon to open up the Proposal Builder
18. Click the Courses tab and the Write icon on the course you just edited, and review your edits
19. Confirm in the Comment Thread that you have added the Institutional Alignment section in this courses Rationale
20. Click the Approval Process tab
21. Type your signature in the Signature Box to sign off
22. Click Submit for Review to resubmit the proposal
Submitting the proposal for review changes the proposal's status to pending review and makes it visible to the first person in line to review the proposal again
Reviewer/Approver
23. Change your Current Role in the Nav Menu back to Department Chair
24. Click the Home button to come back to the Reviewer/Approver view of the Proposal Tracker
25. Click the Edit icon to continue reviewing the proposal
26. Click on the Courses tab and confirm that the Institutional Alignment section has been added to the course's rationale
27. Check the Comment Thread as well to review your conversation with the submitter
28. Uncheck the Revisions Needed checkbox to indicate that the issue has been resolved