Class Scheduling- Basics - Arizona State University

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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
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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
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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
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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
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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
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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.
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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
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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.
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Class Scheduling – Basics
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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.
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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:
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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.
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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
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ASU will use this field to indicate the
course funding code. Initial values default
from catalog setup. Do not change unless
directed.
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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:
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Class Scheduling – Basics
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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.
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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.
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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:
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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.
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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:
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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.
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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
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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.)
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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.
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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.
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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
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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
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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.
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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.
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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
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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
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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.
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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.
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8.
Click on the Meetings page tab.
9.
Select the Meeting Pattern, Instructor, Instructor
Role and Access.
10.
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Select Room Characteristics and Quantity.
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Class Scheduling - Basics
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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
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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.
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Maintain Schedule of Classes
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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.
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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.
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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.
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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.
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Don’t quit yet!!
You are not
done.
?
?
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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.
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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”
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“AFTER”
Notice that when you select Cancelled Section,
the Cancel Class button becomes active.
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3.
Click the Cancel Class button.
4.
Results: The class section has been cancelled.
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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.
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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.”
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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.
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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:
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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.
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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:
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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.
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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:
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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:
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This is the Class Enrollments Limits page:
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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.
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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.
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9.
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Class Scheduling - Basics
Go to the Meetings and Enrollment Cntrl pages and
update meeting patterns, times, instructors and
capacities as appropriate.
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10.
11.
12.
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Add additional sections for labs as needed following
all the steps in the practice session.
.
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13.
Go to the Update Sections of a Class page.
14.
Review the class associations you’ve established.
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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?
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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?
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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:
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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
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Report Option Page
Use this page to further specify your Schedule of Class
reporting options.
This is the Report Options page:
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These are the fields on the Report Options page:
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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
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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.
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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.
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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.
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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.
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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.
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16.
Click the Go Back to Class Schedule link.
17.
Click the Report Manager link.
18.
Click on the Administration tab.
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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.
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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:
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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
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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.
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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:
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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.
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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.
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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.
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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.
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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.
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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.
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32.
Click the Go back to Print Class Roster link.
33.
Click the Report Manager link.
34.
Click on the Administration tab.
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35.
Click on the Class Roster link.
The following PDF report should appear:
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36.
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Print the Class Roster report.
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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.
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