Below you will find the changes to Experiences released in May 2019 and how you can start to use the new workflows.
Topics:
- Terminology Changes
- Term Changes
- Evaluations Changes
- Learning Objectives
- Templates
- Reviewers
- How do I switch to the new Experience workflow?
- Design changes
Terminology Changes
- Approver → Reviewer (a Reviewer can Approve or Evaluate an Experience (or both!)
- Being approved → In progress
- On going → Approved
- Offset → “x business days to respond to a request”
- Evaluations → Mid-Term Evaluation and Final Evaluation
Term Changes
- Terms now require start and end dates, in order to setup automated evaluations you will need to update all of your active terms to include start and end dates
Evaluations Changes
- Mid-term and Final evaluations can now be set in Experience Templates to reduce the manual time that you have to spend sending and tracking Evaluation submissions
- Review which Experiences are missing Evaluations quickly from the Experiences list page
Learning Objectives
While still able to be viewed and edited, Learning Objectives are no longer a part of the approval process.
Templates
After updating to the new Experiences workflow, existing templates that your institution created will be retained.
Reviewers
In the new workflow, all reviewers (whether needed for approvals or evaluations) must be added in the template prior to an experience being created using the template.
- Reviewers are not able to be added manually in the new workflow.
- Any changes made to a template, after an experience has been requested, will not be reflected in the existing experience. A new experience would need to be requested in order to reflect any changes made.
How do I switch to the new Experience workflow?
Note: only Handshake points of contact and heavy Experiences users will have the option to switch to the new view
- Open the Experiences Preferences section of the Institution Settings
- Click Switch to New Experiences
- Select Update Now (Note: you will not be able to switch back to the old Experiences workflow once you make this change)
Because these updates must be turned on institution-wide rather than user by user, we’ve added the ability to toggle the updates on to the accounts of top experiences users at your institution. Please consult with your team before activating the new features. If you do not see the option to turn the features on, please reach out to Handshake's Support Team for more information.
We will announce the date that we will remove support for the old view later this summer.
Design Changes
Create Template
View Template details
View Experience list
View Experience details page
Reviewer Approval form
