Class Scheduling- Basics Sept 2006 Maintain Schedule of Classes Class Scheduling - Basics Class Scheduling- Basics This course explains how to maintain a schedule of classes in PeopleSoft 8.9 Student Administration Course Objectives This course explains: Page 2 of 76 Create a schedule of classes. Schedule a class section. Add a topics section. Add meeting patterns to a scheduled class. Run a report listing the schedule of classes for a term Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Table of Contents Class Scheduling- Basics .............................................................................................................................................2 Course Objectives ...........................................................................................................................................2 Table of Contents ...........................................................................................................................................3 Class Scheduling Process .........................................................................................................................................4 Maintain Schedule of Class Component ...................................................................................................................5 Basic Data Page ...................................................................................................................................................6 Meetings Page .................................................................................................................................................... 12 Enrollment Cntrl Page ........................................................................................................................................ 16 Reserve Capacity Page ....................................................................................................................................... 20 Class Notes Page ................................................................................................................................................ 21 Schedule Class Meetings Components .................................................................................................................... 23 Practice I – Add New Section to Schedule of Classes ................................................................................... 24 Exercise 1-1: Scheduling a Class Section-Verify Course Attributes ......................................................... 30 Exercise 1-2: Scheduling a Class Section—Adding a Class Note ............................................................ 32 Exercise 1-3: Scheduling a Class Section-Adding a Free Form Text Note .............................................. 34 Exercise 1–4: Scheduling a Class Section – Special Topics ..................................................................... 35 Exercise 1–5: Scheduling a Class Section –Off-Campus Location ........................................................... 37 Practice 2 – Cancelling a Section ....................................................................................................................... 38 Exercise 2.1: – Cancelling a Section ........................................................................................................ 42 Adjust Class Association Component ..................................................................................................................... 43 Class Association Page ...................................................................................................................................... 43 Class Components .............................................................................................................................................. 45 Class Requisites ................................................................................................................................................. 47 Update Sections of a Class Component .................................................................................................................. 48 Practice 3 – Adjust Class Associations, Components and Requisites ........................................................... 50 Exercise 3-1: Adjusting Class Associations ............................................................................................ 57 Print the Schedule of Classes .................................................................................................................................. 58 Print Class Schedule Page .................................................................................................................................. 58 Report Option Page ............................................................................................................................................ 60 Practice 3 – Printing the Schedule of Classes ................................................................................................ 62 Class Roster ............................................................................................................................................................ 67 Class Roster Page ............................................................................................................................................... 67 Print Class Roster Page ...................................................................................................................................... 69 Practice 4 – Printing a Class Roster .............................................................................................................. 71 Exercise 4-1: Printing a Class Roster-Cancelling Class Section .............................................................. 76 Page 3 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Class Scheduling Process Below is the class scheduling process. The boxes shaded in gray indicate the task that will be completed by the Registrars Office or your School/College designated Schedule Manager. Create/Update Courses in Catalog Create/Update Course Equivalencies Create/Update Combined Sections Create/Update Special Topics Copy Prior Term Schedule Maintain Class Schedule Registrar’s Office Publish Class Schedule via the Web Page 4 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Maintain Schedule of Class Component When you set up PeopleSoft Student Records Schedule of Classes for the first time, you will be scheduling new courses. From that point on, you will only use the Scheduling New Course component when a newly approved course is to be scheduled. To make changes to already scheduled courses, you will use the Maintain Schedule of Classes component. This lesson today will cover the components, pages and steps you will use to maintain your Schedule of Classes. The only difference between the functionality of this component and the Schedule of Classes component concerns the list of courses that is present to you when you use a search page. The Schedule New course component only lists all Courses in the Course Catalog that meet the search criteria. The Maintain Schedule of Classes component only lists those courses that already have a section schedule in the Term. Since you will be using the Maintain Schedule of Classes component the majority of the time, the following page shots on the following pages depict this component. Page 5 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Basic Data Page You will use the Basic Data page to define sections, add topic, and course attributes. Navigation: Home>Curriculum Management>Schedule of Class>Maintain Schedule of Classes This is the Basic Data Page: Page 6 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes These are the Basic Date page fields: Field Description Class Section group box: Course Offerings The system uses the course offering number to distinguish cross-offered courses where the course ID, subject and course number are the same but are offered by more than one campus. Each campus has its own offering number 1 = Tempe, 2 = West, 3 = Polytechnic and 4 = Downtown Phoenix Auto Create Component ASU does not use this box. Session Defaults from Term/Session setup for the career. If a change is needed, select from the pre-defined values established. For example REG (regular session) represents the standard 15 week semester term. Sessions will vary depending on the Term selected. When adding a new section, PS does not increment the Class Section number automatically. They must be added manually Page 7 of 76 Class Nbr This is similar to the ASU Line Number. Auto-assigned based on the order the class is added to the schedule. First number indicates semester. When the schedule rolls from one term to another, the Class Number will change. Class Section Identifies individual sections of the same course offering number. When the schedule rolls from one term to another the Class Section number does not change. Start/End Date Defaults from the session table. If this needs to modified, be sure to make the change on both the class section area and the meetings meeting pattern section (under the meetings page). Component The system populates this field by default to the graded component on the Catalog Data page (such as Lecture, Laboratory, Discussion, and so on) of the course. Only components that have been setup in the course catalog may be selected. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Field Description Event ID Created when a facility is scheduled if using PeopleSoft scheduling tools. We are not utilizing this feature as all room scheduling will be completed with Ad Astra. Class Type Defaults from Course Catalog setup. A class type of Enrollment indicates the primary enrollment section. The class type of Non-Enrollment is used to indicate that that the section is used in auto-enrollment. Within a class, only one component can possess the class type of Enrollment. Associated Class This number must be different for each section of a class, unless multiple sections of a class constitute a single offering. For example, if you have a lecture and another section that is optional, but linked to the lecture, then both should have the same associated class number. One hint to keep associated class numbers unique is to make the last number of the Class Section and the Associated Class the same. Campus The system populates the Campus field by default from the Course Catalog - Offerings page, indicating the campus that offers the course. You cannot revise this default. If a specific Campus was not identified in the course catalog and does not default, then you can, on a section-by-section basis, schedule classes at various campuses. Location Course Administrator Page 8 of 76 Class Scheduling - Basics Locations indicate where the class is taught–either on a campus or one of 9 other off campus general locations. The specific site is indicated on the Meetings page. ASU does not use this field. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 9 of 76 Maintain Schedule of Classes Field Description Academic Organization The system populates the academic organization by default from the Course Catalog - Offerings page. The academic organization refers to the organization that offers the class. You can override this value. Academic Group The system populates the academic group by default from the Course Catalog Offerings page Holiday Schedule By default this will always be ASUSR which is updated each term and represents the standard holiday schedule. Instruction Mode The system populates this field by default to In Person, but you can override the value. The instruction mode indicates whether the class is taught In Person or using Interactive TV, World Wide Web, Correspondence, and so on. Instruction Mode values are defined on the InstructionalMode page. Primary Instr Section ASU does not use this field. Schedule Print The setting of this check box populates by default to the setting on the Course Catalog - Offerings page. Select this check box to display the class in the schedule of classes. If you clear this check box, the section does not display in student or visitor class search when accessed through PeopleSoft Campus Self Service. Students can enroll in these classes, but only if they enter the exact class number. Student Specific Permissions Select this check box to set up student specific class permissions. Student specific permission numbers enable instructors or administrators to control section enrollment by granting advance permission to individual students. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Field Description Include in Dynamic Date Calc The system automatically selects this check box whenever you make a change to the class meeting pattern or class dates of a class section within a dynamically dated session because these changes can potentially impact the Dynamic Class Date process calculations. When you run the Dynamic Class Dates process using the Process Scheduler (Dynamic Class Dates page), you have the option to use this field as a parameter. Generate Class Mtg Select this check box to indicate that you want the system to always generate attendance rosters for this class. This value defaults from the Course Catalog Components page each time that you schedule a new course. ASU will not use class attendance rosters. GL Interface Required ASU does not use this field Class Topic group box: Course Topic ID Enter a course topic ID to link course topics to class sections. Select a topic ID for the section. Topic ID values are defined on the Catalog Data page. Additionally, you can also attach topics to specific class meeting patterns. Print Topic in Schedule If you enter a topic ID, this check box becomes available for entry. The system selects this check box by default. You can change the setting. Equivalent Course group box: Page 10 of 76 Course Equivalent Course Group If the course is linked to an equivalent course group on the Catalog Data page, the system displays that information in this field and the Override Equivalent Course check box becomes available for entry. Override Equivalent Course Select to override the Catalog Data setting for this class section. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Field Descriptions Class Equivalent Course Group Enter another equivalent course group for the class section in this field. Class Attributes group box Course Attributes and Course Attributes Value Page 11 of 76 ASU will use this field to indicate the course funding code. Initial values default from catalog setup. Do not change unless directed. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Meetings Page You will use the Meetings page to define class meeting patterns and link instructors to classes. Navigation: Home>Curriculum Management>Schedule of Class>Maintain Schedule of Classes This is the Meetings Page: Page 12 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes These are the fields on the Meetings page: Field Description Meeting patterns group box: Select a facility from the pre-defined list only if the class is being offered at an off-campus location. All oncampus locations (Tempe, West, Polytechnic, or Downtown) will be scheduled through Ad Astra. Page 13 of 76 Event ID The system creates a unique Event ID record in the Event table when you schedule a class with a meeting pattern and Facility ID. ASU will not utilize this feature as all room scheduling will be completed with Ad Astra. Facility ID Indicates the building and room where a class is taught if on campus. If off-campus, indicates the site. Capacity The system populates this field by default to the setting on the Facility Table page. Pat (pattern) If the class has a standard meeting day and time, select the pattern from the predefined list and the meeting days will automatically populate for you. Otherwise leave the field blank Mtg Start/End Enter the start time of the class and Depending on days of week and begin time of class the end time is automatically populated, and can be changed as needed. Additional rows can be added for different meeting days/times. All meeting patterns display to the student. Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday The system populates the meetings days by default based on what is entered in the Pat field. If a Capacity Pat was not chosen to populate these fields, do so manually by clicking the checkbox to indicate the day(s) of the week the class meets. Start/End Date For the first meeting, the system populates these fields to the start and end date from the Session table. For all subsequent meetings you add, the system populates this field from the start and end dates on the Basic Data page. Topic ID ASU does not use this field. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Field Description Free Format Topic ASU does not use this field. Print Topic on Transcript ASU does not use this field. Contact Hours link ASU does not use this field. Course Contact Hours ASU does not use this field. Weeks of Instruction This data defaults from the Term/Session table. Total ASU does not use this field. Total Course Contact Hrs (Actual) ASU does not use this field. Instructors for Meeting Patterns group box: Page 14 of 76 Combine Section link This link displays when a class is combined with another section. When a class is combined you cannot change meeting pattern data such as day or time on this page. You must make these changes through the Schedule Class Meetings component. ID Enter the EMPL ID or select from the predefined list the instructor who will teach this class. Leave blank if is unknown (the field will default to STAFF on the student self service pages). The instructor must be defined in the Instructor/Advisor table. If you need an instructor added to the table please contact your department representative. Name The instructors name will automatically appear after making the selection above. Instructor Role If an instructor is selected, choose the appropriate instructor role. Primary Instructor is the default. Print Select to display the instructor's name on the Schedule of Classes report. The system populates this check box by default to the setting on the Course Catalog Offerings page. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Field Description Access Select the grade roster access for this instructor. The delivered options are: Approve: Instructor can enter grades and approve the grade roster. Grade: Instructor can only enter grades for the class. Post: Instructor can enter grades, approve the roster, and post the grades. Contact ASU does not use this field Room Characteristics group box: Page 15 of 76 Room Characteristic Select from the predefined list for room needs. Insert a row for each characteristic needed. The room characteristics selected will be used by Ad Astra when selecting a room for the class section. Quantity Indicate quantity needed of item selected above. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Enrollment Cntrl Page You will use the Enrollment Control page to link sections for which you’d like the system to Auto Enroll students define the capacity for the Wait List, and define the Minimum Enrollment Number. Navigation: Home>Curriculum Management>Schedule of Class>Maintain Schedule of Classes>Enrollment Cntrl This is the Enrollment Cntrl page: Page 16 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes These are the fields on the Enrollment Cntrl page: Field Description Enrollment Control group box: Class Status Defaults to Active. The class will only display in the class search when the status is Active. Can be changed to the following: Cancelled Section – will cancel enrollment in class. Stop Further Enrollment – will stop further enrollment in the class Tentative Section - will not allow enrollment in the class. Cancel Class Will only activate when class status is changed to Cancel Section. Consent The system populates this field by default from the Catalog Data page indicating the type of consent (if any) required for students to enroll in the class. You can override the value. If you select Instructor or Departmental, consent is granted either by entering the permission number or using the Override Permissions check box on the Enrollment Request page. Select the Student Specific Permissions check box on the Basic Data page to be able to specify permission by student ID on the Class Permission Numbers page. If Student Specific Permissions is not checked, random permission numbers must be generated and distributed or use the Override Permissions checkbox (not available in Self-Service.) Page 17 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 18 of 76 Class Scheduling - Basics Field Description 1st Auto Enroll Section This functionality is used to automatically enroll a student in an associated class component of an enrollment section. The section must have a different Component than the parent section. Reserved for future use. 2nd Auto Enroll Section See above. Reserved for future use. Resection to Section Enter the alternative section in which the system automatically enrolls a student if the primary section is full. The component of the primary section and the resection to section class must be the same. For instance, when Section 1 Lecture is filled, the system enrolls students in Section 3 Lecture. Reserved for future use. Auto Enroll from Waitlist If this is checked, and wait-listing is used, you can run a process that moves students from the waitlist into a class when room becomes available. Reserved for future use. Cancel if Students Enrolled In order to cancel a class in which students are enrolled, this checkbox must be turned on Requested Room Capacity Defaults from the default section size on the Course Catalog and can be changed here. Enrollment Capacity Defaults from the default section size on the Course Catalog – Components page and can be changed here. When enrollment reaches this number, the Class Enrollment Status changes from Open to Closed. Wait List Capacity Used to enter the number of students who can be on the waitlist for this class. Reserved for future use. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 19 of 76 Maintain Schedule of Classes Field Description Total The system displays the current total of students enrolled and on the wait list for the section. Minimum Enrollment Number Enter the minimum enrollment number in order for the section to be offered. This field is for informational purposes only. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Reserve Capacity Page You can define any number of Reserve Capacity groups for a class. Each of these capacities is associated with an Enrollment Requirement Group, which defines the conditions a student must meet in order to be given a Reserve Capacity seat. Navigation: Home>Curriculum Management>Schedule of Class>Maintain Schedule of Classes>Reserve Cap This is the Reserve Capacity page: The Reserve Capacity page is for administrative use only. Page 20 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Class Notes Page Class notes can be used to provide additional information about the class section. Class notes are setup on the Class Notes table, and then added to the section on this page. Navigation: Home>Curriculum Management>Schedule of Class>Maintain Schedule of Classes>Class Notes This is the Notes page: Page 21 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics These are the fields on the Notes page: Field Description Sequence Number The system assigns the sequence number. This number determines the order class notes display if there are multiple notes. Print Location Determines whether the note displays Before or After the class listing. Even if Class Not in Schedule Identifies individual sections of the same course offering number. When the schedule rolls from one term to another the Class Section number does not change. Note Nbr Select a note number to reference a preexisting note. The note’s description appears adjacent to the note number. ASU has populated the Class Note Table with class notes that are not term specific. All term specific notes should be entered into the Free Format Text field. Page 22 of 76 Copy Note Click to copy the note number text to the free format text. The note can then be modified to accommodate the class section. This eliminates the note number and note text. Free Format Text See additional handout “guidelines for entering notes” for when it is appropriate to enter a note into this field. Clear Note Clears any text entered into the Free Format Text box. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Schedule Class Meetings Components Use the Schedule Class Meetings component when you want to modify or maintain data for an individual class section that has been scheduled. This component contains three pages— the Meetings page, the Enrollment Cntrl (enrollment control) page, and the Exam page. These pages are the same as those in the Schedule New Course and Schedule of Classes component. Page 23 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Practice I – Add New Section to Schedule of Classes Add a new section to a course that already exists in the Schedule of Classes for the Fall 2007 (2077) term. Home>Curriculum Management>Schedule of Classes>Maintain Schedule of Classes Page 24 of 76 1. On the Search Page enter the term Fall 2007 (2077). 2. Enter the Subject Area. 3. Click on the button Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 4. Double click on your course with your campus course offering. Please remember to always verify the course offering when selecting a course from the search results page. Page 25 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics 5. Place your cursor in the Class Section field and press F7 or use the insert row button . 6. Select the Session and assign the new Class Section number. Use the scroll bar to determine the next available section number. Section numbers should be four digits. The PeopleSoft system does not increment the Section numbers. They must be added manually. 7. Enter a new Associated Class number. To keep associated class numbers unique you should make the last number of the Class Section and the Associated Class the same. Page 26 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 8. Click on the Meetings page tab. 9. Select the Meeting Pattern, Instructor, Instructor Role and Access. 10. Page 27 of 76 Select Room Characteristics and Quantity. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 28 of 76 Class Scheduling - Basics Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 11. Click on the Enrollment Cntrl page tab. 12. Verify the following: 13. Class Status: Active Consent: No Consent Enter the Requested Room Capacity and Enrollment Capacity for the class. 14. Page 29 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Exercise 1-1: Scheduling a Class Section-Verify Course Attributes Instructions 1. Select a new course from your organization’s schedule. 2. Repeat the steps in Practice 1 through step 7. 3. Go to the Course Attribute Group box. 4. Verify the following information: Page 30 of 76 Funding values are appropriate for class section you selected. If not, write down the business process you would use to make correction or get information to someone else to correct. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 31 of 76 Maintain Schedule of Classes Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Exercise 1-2: Scheduling a Class Section—Adding a Class Note Instructions 1. Select a new course from your organization’s schedule. 2. Repeat the steps in Practice 1 through step 7. 3. Go to the Notes tab. 4. Add a standardized note that is appropriate for your class. Does the note pertain to every section? If so, make sure that you put the note on each section. Did you remember to check Course Offering number before you entered class note? If not, go back and verify the note you just added because you may have it on the wrong class. Page 32 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Did you add the note to every section of the class? If not, go back and add notes to each section as appropriate for the section. Does the note need adjustment for a specific format or text that is used by your department or school? Go to the next exercise for insertion of a free format note. Page 33 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Exercise 1-3: Scheduling a Class Section-Adding a Free Form Text Note Instructions 1. Select a new course from your organization’s schedule. 2. Repeat the steps in Practice 1 through step 7. 3. Go to the Notes tab. 4. Add the following note to your class. OASIS - Your Information. Anytime. Anywhere. Page 34 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Exercise 1–4: Scheduling a Class Section – Special Topics Instructions 1. Select a new course from your organization’s schedule. 2. Repeat the steps in Practice 1 through step 7. 3. Go to the Basic Data tab. 4. Add a course topic by clicking on the Course Topic ID lookup button and selecting the appropriate topic. Page 35 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Don’t quit yet!! You are not done. ? ? Page 36 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Exercise 1–5: Scheduling a Class Section –Off-Campus Location Instructions 1. Select a new course from your organization’s schedule. 2. Repeat the steps in Practice1 through step 7. 3. On the Basic Data page, select an off-campus location. 4. On the Meetings page, select an off-campus facility. Page 37 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Practice 2 – Cancelling a Section Home > Curriculum Management> Schedule of Classes > Maintain Schedule of Classes> Enrollment Ctrl For classes without enrollments: 1. Click on the Enrollment Cntrl tab. 2. Change the Class Status field from Active to Cancelled Section. “BEFORE” Page 38 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes “AFTER” Notice that when you select Cancelled Section, the Cancel Class button becomes active. Page 39 of 76 3. Click the Cancel Class button. 4. Results: The class section has been cancelled. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Note that Section 1002 has been cancelled and Section 1001 is still active. You must cancel by individual section after scheduling classes has taken place. Page 40 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes For classes with student enrollments: 5. Click on the Enrollment Cntrl tab. 6. Change the Class Status field from Active to Cancelled Section. RESULTS: You receive an error message stating that class can not be cancelled as there are active student enrollments. Option 1: Go to checkbox at bottom of page that reads “Cancel if Student Enrolled” and turn it on. Now press the yellow Cancel Class button. Results: System now allows you to cancel class. Additional steps must be taken to notify students of cancellation. What is your department or college’s business process to manage the administrative cancellation of classes? Option 2: Go to enrollment pages and drop all students from classes. Then attempt cancellations once again. Let’s discuss what will happen in “real-time.” Page 41 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Exercise 2.1: – Cancelling a Section Instructions 1. Select a class from your organization’s schedule. Select a course that typically has multiple sections offered (freshman general education courses are very typical selections in this category). 2. Verify that multiple sections exist for the selected class. 3. Go to the Enrollment Cntrl tab. 4. Change the Class Status field to “Cancelled Section.” 5. Push the yellow Cancel Class button. For classes without enrollments: Class section is confirmed as cancelled. Results: The class is cancelled. For classes with enrollments: 15. Select assigned class from the list given to you by the instructor. 16. Attempt to cancel class following same steps as above. Results: Error message is displayed warning of student enrollments in class. Do not proceed any further. Page 42 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Adjust Class Association Component You will use the Class Associations component once you have scheduled your class sections for a Term. The Registrar’s Office and Schedule Managers will be responsible for maintaining this component data. All other schedulers will have view access only. Class Association Page Use the Class Association page to modify minimum and maximum units, and to Roll Class information to update currently enrolled students’ enrollment records. Navigation: Curriculum Management>Schedule of Classes>Adjust Class Association This is the Class Association page: Page 43 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics These are the Class Association fields: Page 44 of 76 Field Description Associated Class The system creates the class association record here when you enter and save the schedule of classes. The associated class number links all class sections that constitute a single course offering. For example, all lab and discussion sections plus the associated lecture sessions have the same Associated Class number. The system populates all of these fields by default from the course catalog. Class Roll If the class is scheduled and students are enrolled, and you make changes to the fields in the Class Associations component, in most cases this affects student enrollment. You therefore need to update the enrollment records of each student in the class. By clicking this button you initiate the process to update the enrolled student’s record. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Class Components This page is used to modify aspects of class components such as grading basis, course components, and requirement designation. Navigation: Curriculum Management>Schedule of Classes>Class Component This is the Class Components page: These are the Class Component fields: Page 45 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 46 of 76 Class Scheduling - Basics Field Description Grading Basis Displays the Grading Basis to use for grading students in the Class Requirement Designation Identifies the general studies requirement the course fulfills. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Class Requisites You will use the Class Requisite page to view all requisites attached to a class. You can add a requisite to a specific section of a class on this page and you can deselect the requisite from the Catalog field. Navigation: Curriculum Management>Schedule of Classes>Adjust Class Association This is the Class Requisite page: Page 47 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Update Sections of a Class Component In the Class Sections component, you can view and override all Sections of a Class, Enrollment Capacities, and other vital information. Use the Class Control page to view a snapshot summary of Section information for a Class. The page displays one row for each section scheduled for a Course Offering during a Term. Navigation: Curriculum Management>Schedule of Classes> Update Sections of a Class> This is the Class Status page: Page 48 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes This is the Class Enrollments Limits page: Page 49 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Practice 3 – Adjust Class Associations, Components and Requisites Add new sections to a course that typically would have multiple laboratories or discussion groups available for a single lecture series. Select from existing classes in the Schedule of Classes for the Fall 2007 (2077) term. Adjusting Class Associations: 1. On the Search Page enter the Term and Subject Area. 2. Click on the Search button 3. The Search Results page should appear. 4. Double click on your chosen course with your course offering. Please remember to always verify the course offering when selecting a course from the search results page. You are now viewing your course with Section 1001 which in this example we will classify as the lecture section. Page 50 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 51 of 76 Maintain Schedule of Classes 5. Insert a row and add the appropriate session and section number for your selected laboratory class. 6. Select Laboratory for the component value. 7. Class type should be Non-enrollment. 8. Enter 9999 in the Associated class field to create a 1 to many or many to many relationship between/amongst lectures and laboratories. See PeopleBooks or handout for additional information. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes 9. Page 52 of 76 Class Scheduling - Basics Go to the Meetings and Enrollment Cntrl pages and update meeting patterns, times, instructors and capacities as appropriate. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 53 of 76 Maintain Schedule of Classes Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes 10. 11. 12. Page 54 of 76 Class Scheduling - Basics Add additional sections for labs as needed following all the steps in the practice session. . Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 55 of 76 Maintain Schedule of Classes 13. Go to the Update Sections of a Class page. 14. Review the class associations you’ve established. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes 15. Class Scheduling - Basics Change the value for one on the 9999 sections to match to one of your lecture sessions. . What do you think will happen now? Page 56 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Exercise 3-1: Adjusting Class Associations Instructions 1. Select a lecture class from your organization’s schedule. 2. Confirm that there are at least two lecture sections available. If there are not two lecture sections, please add a lecture section first. 3. Add two laboratory sections following the example in the practice session 3. Hint: Please confirm that you have selected the correct course offering number before you save your updates! 4. After verifying that you have created a many to many relationship, change the relationship to a 1 to many for one of your lectures and a one to one for your other lecture. Hint: Do you need to create another lecture or lab to make this scenario work? Page 57 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Print the Schedule of Classes The Schedule of Classes report allows you to produce a hard copy of your Schedule of Classes. By using the selection criteria you can print the entire Schedule of Classes or the Schedule of Classes for your specific Academic Organization. You can also have the data printed by Campus or Location. Navigation: Curriculum Management>Schedule of Classes>Print Schedule of Classes Print Class Schedule Page Use this page to specify reporting parameters for your Schedule of Classes report. This is the Print Class Schedule page: Page 58 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes These are the fields on the Print Schedule page: Field Description Term Select the term for which you want to print the schedule of classes. Academic Organization Node Select the Academic Organization Node. Session Select the session for which you want to print the schedule of classes. If you do not enter a specific session, the system prints the schedule for the term you specify Schedule Print Select the schedule print value. Your choices are: Yes: All classes with the Schedule Print check box selected on the Basic Data page appear on the report. No: All classes with the Schedule Print check box cleared on the Basic Data page appear on the report. All: All classes appear on the report, regardless of the Schedule Print check box setting on the Basic Data page Page 59 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Report Option Page Use this page to further specify your Schedule of Class reporting options. This is the Report Options page: Page 60 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes These are the fields on the Report Options page: Page 61 of 76 Field Description Report Option Set the report options to print the information that you want to display on the schedule of classes report Report Only Clear this check box to specify that you want to create a Schedule of Classes report and send the Schedule of Classes report to your file path location in csv format. Select this check box to create a Schedule of Classes report, without creating a csv file. If you select this check box, the File Path field becomes unavailable. File Path In addition to sending report output for this process to a file (through setting preferences in the PeopleSoft Process Monitor), you can also send any additional output files created by this process to a file directory. To send the extract output to a file directory, enter a valid directory path that maps to a folder with appropriate Read/Write permission. If you can not locate such a folder, consult your system administrator Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Practice 3 – Printing the Schedule of Classes The Schedule of Classes 1. Go to Home>Curriculum Management>Schedule of Classes>Print Class Schedule The Print Class Schedule search page should appear. Page 62 of 76 2. Click on the Add a New Value link. 3. Enter your print_scheduleXX and click Add. 4. Enter the Term. 5. Select your Academic Organization. 6. Select a Session. If you leave this blank the report will include schedule classes for all sessions within the Term. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Page 63 of 76 Maintain Schedule of Classes 7. Click on the Report Option tab. 8. Select the options you would like to appear on your report. 9. Click the Report Only check box. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 64 of 76 Class Scheduling - Basics 10. Click the Run button. 11. Click the checkbox next to the Schedule of Classes report 12. Verify that the Type is set to Web. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 13. Verify that the Format is set to PDF. 14. Click the OK button. 15. Click the Process Manager link. When you initially submit your job, it may have a run status of Queued or Initiated. Click the button periodically until the Run Status reads Success. Page 65 of 76 16. Click the Go Back to Class Schedule link. 17. Click the Report Manager link. 18. Click on the Administration tab. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes 19. Class Scheduling - Basics Click on the Schedule of Classes link. The following PDF report should appear: 20. Page 66 of 76 Print the Schedule of Classes. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Class Roster The Class Roster is used to view the students that are enrolled in a class, and/or who have dropped a class. Navigation: Curriculum Management>Class Roster Class Roster Page This is the Class Roster page: Page 67 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics These are the Class Roster Page fields: Field Description Enrollment Status Select a particular student enrollment status that you want to view for the class. The enrollment status defines the Class Roster Type that the system displays for you. Your choices for enrollment status are Enrolled, Dropped, or Waiting. Start Date Enter a date in this field to filter the list of students on the class roster of an OEE class so that the only remaining students are those whose class start date is on a specific date. The total number of students who appear on the class roster. Total Student Detail Click to view the Class Detail page, where you can view detail about the class for which you are viewing the class roster Name The name of the student who is either enrolled in, has dropped from, or is on the wait list for the class Student ID The ID of the student who is either enrolled in, has dropped from, or is on the wait list for the class. The grading basis of the student who is either enrolled in, has dropped from, or is on the wait list for the class. Grading Basis Page 68 of 76 Units Taken The number of units that the student took for the class. Primary Academic Program The primary academic program of the student who is either enrolled in, has dropped from, or is on the wait list for the class. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Print Class Roster Page Use the Print Class Roster page to print the Class Roster. Navigation: Home>Curriculum Management>Class Roster> Print Class Roster This is the Print Class Roster page: These are the Print Class Roster fields: Page 69 of 76 Field Description Term Select the term for which you want to print class rosters Session Select the session that contains the class rosters that you want to print. Values for this field are delivered with your system as translate values. You can modify these values. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 70 of 76 Class Scheduling - Basics Field Description Display Permissions Select to display permissions on the printed class roster. If the class section has permissions, the Class Roster report displays the name of the student assigned the permission, date that the student used the permission, and expire date of the permission. Academic Organizations In the Select One of the Following group box, if you want to print class rosters for a specific academic organization, then select a value in this field and leave blank the Subject Area and Class Nbr fields. Subject Area In the Select One of the Following group box, if you want to print class rosters for a specific subject area, then select a value in this field and leave blank the Academic Organization and Class Nbr fields. Class Nbr In the Select One of the Following group box, if you want to print class rosters for a specific class, then select a value in this field and leave blank the Subject Area and Class Nbr fields. You are prompted by the schedule of classes for the specified term. Enrolled Students Select this check box to include in the class roster the students who are enrolled in the class. Dropped Students Select to include in the class roster the students who have dropped the class. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes Practice 4 – Printing a Class Roster The Class Roster 1. Go to Home>Curriculum Management>Class Roster The Print Class Schedule search page should appear. 2. Click on the Add a New Value link. 3. Enter your class_rosterXX and click Add. 21. Enter the Term. Step note using Step Note style. Page 71 of 76 22. Select a Session. 23. Select a Sort Option 24. Enter an Academic Organization, a Subject Area or a Class Nbr. 25. In the Students in the Report box select Enrolled Students or Dropped Students. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Page 72 of 76 Class Scheduling - Basics 26. Click the Run button. 27. Click the checkbox next to the Schedule of Classes report 28. Verify that the Type is set to Web. 29. Verify that the Format is set to PDF. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 30. Click the OK button. 31. Click the Process Manager link. When you initially submit your job, it may have a run status of Queued or Initiated. Click the button periodically until the Run Status reads Success. Page 73 of 76 32. Click the Go back to Print Class Roster link. 33. Click the Report Manager link. 34. Click on the Administration tab. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics 35. Click on the Class Roster link. The following PDF report should appear: Page 74 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Class Scheduling – Basics Maintain Schedule of Classes 36. Page 75 of 76 Print the Class Roster report. Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc. Maintain Schedule of Classes Class Scheduling - Basics Exercise 4-1: Printing a Class RosterCancelling Class Section To complete this exercise, the Instructor will assign you a class section to generate a class roster and cancel the section. Instructions 1. Using the steps in Practice 7 generate a class roster using your assigned class section. 2. View the number of students enrolled 3. Using the steps in Practice 2, cancel the class section. 4. Rerun the class roster to verify that all students have been dropped. Page 76 of 76 Last Revised 2/12/2016 Proprietary and Confidential to Arizona State University and CedarCrestone, Inc.