Creating and Managing Blueprints

A blueprint represents a level of hierarchy within Kuali Groups and is a classification used to categorize similar groups (See Creating and Managing Groups). Common examples of blueprints include department, college, school, etc. Only system administrators have the ability to create and edit blueprints; however, app administrators may use blueprints, groups, and roles in their apps.  Please also see the Blueprints and Groups Concept Overview video that gives a good summary of how to utilize Blueprints

• Creating a Blueprint
• Editing a Blueprint
  • General
  • Roles
  • Fields
  • History
• Deleting a Blueprint
• Integrations

Creating a Blueprint

Note: Setting up a blueprint creates a template for your institution's hierarchy. When creating a blueprint, all groups created within will share the blueprint's attributes (including roles).

• Click on the Suite Menu icon (), and then navigate to People & Groups.

• In the menu across the top, select Blueprints and then click the + Add Blueprint button.

• In the menu that appears, enter a Name for the new blueprint.

• Select the Parent Blueprint from the Parent Blueprint dropdown this blueprint should be nested within another.
• Click Continue.

Editing a Blueprint

Once a blueprint is initially created or you want to edit an existing Blueprint you will do the following:

• Click on the blueprint in the list you would like to edit.
• A modal window will appear, allowing you to edit the details of the blueprint.
• Edits to the blueprint will save as you work.
• When you are finished, click the X icon () to close the modal.

Lets go over the tabs options within the modal of a Blueprint:

General

In the General tab you can update the Blueprint Name or Blueprint Parent.  You can also generate Groups based on the Blueprint or view existing Groups that are using this Blueprint (more information on Groups can be found in the Creating and Managing Groups article).  Lastly, in the General tab you can Delete a blueprint which is explained more in the below Deleting a Blueprint section of the article.

Roles

This is where you can create custom roles specific to this Blueprint which will then be available in any Group utilizing the Blueprint.  By default, all Blueprints will have the roles of Administrators and Members but you can add more via the +Add Role option.

Fields

Blueprint fields are additional identifiers for a group beyond its name you would like to track.  Any added field in the blueprint will then be added automatically to a Group that's associated with this Blueprint.  For example, if your source data for Groups does not match exactly with the Kuali name, you can utilize a field to associate the Kuali Group with your source data code.  The available field types are as follows:

Text: Provides a text area to enter small amounts of text (name, etc.) 

Textarea: Provides a text area to enter longer text (sentences or paragraphs).

Checkbox:  Provides a checkbox value in the Group that can be toggled if desired.

History

You can see the history of changes or edits to this Blueprint in the History tab.  It will show you a log of updates by date, user that updated, and the action or change that occurred.

Deleting a Blueprint

• Click on the blueprint in the list you would like to delete.
• In the modal window that appears, click Delete Blueprint at the bottom of the screen.

Note: A blueprint can not be deleted if any groups reference it. Additionally, deleting a blueprint is permanent and cannot be undone.

Integrations

Kuali, including blueprints, groups, and roles, has the ability to integrate with your institution's system of record. For more information please reach out to support ([e-mail]) or your Customer Success Manager.