Access | Description |
Add Courses | Allows user to add courses Best practice is to set this to "DENY" for integrated schools, given we don't POST Courses within Academic Scheduling Recommended for Super Admin and Admin at schools that are
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Add Courses from Inventory | |
Edit Courses | Allows user to edit courses Recommended for Super Admin, Admin, and Department Schedulers (if the course is in their department)
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Add Sections | |
Select Section Type For New Sections | Allows user to select the Section Type before creating the section This is specific to PeopleSoft customers; we recommend non-PeopleSoft customers set this permission to DENY For PeopleSoft customers, some Section Types have different default values such that the user must select the Section Type before a section gets created; see expected functionality here
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Edit Sections | Allows user to edit sections Recommended for Super Admin, Admin, and Department Schedulers (if the course is in their department)
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Delete Sections | Allows user to delete sections Recommended for Super Admin, Admin, and Department Schedulers (if they are allowed to edit the section)
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Add Instructors | Allows user to add instructors at Scheduling > Instructors. If set to “Deny”, user cannot add instructors at Scheduling > Instructors but can still click “+Add Instructor” in the Section Editing modal (in other words: this setting doesn’t impact the ability to assign instructors). Recommended for Super Admin and Admin.
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Edit Instructors | Allows user to edit an instructor’s preferences at Scheduling > Instructors. If user has the “Edit Instructors” permission AND the “View Instructor Profile” permission, they can also edit the instructor’s profile at Scheduling > Instructors > Show Profile. If set to “Deny”, user cannot edit instructor preferences at Scheduling > Instructors but can still click “Set Instructor Roles & Details” in the Section Editing modal (in other words: this setting doesn’t impact the ability to assign or modify instructor settings at the section level).
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Allow Duplicate Instructors In Section | Allows a user to assign an Instructor multiple Meeting Patterns within a singular Section This permission is applicable for integrated implementations that allow assigning an instructor multiple times within the same section to reflect different roles, meetings, or other details (e.g. PeopleSoft, Colleague Ethos, and Jenzabar CX).
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Assign Instructors From Other Departments | |
View Other Department Schedules | Allows a user to view Schedules pertaining to Departments outside of their own within the “Departments” tabs of the Section Dashboard. By default, users with the pre-built Department Scheduler role will have the Section Dashboard “Sections” view filtered down to their associated departments. If this permission is set to “Deny”, there will be no way for these users to navigate to view other departments’ schedules from the “Departments” tab.
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View Instructor Profile | |
View Schedule Analytics | |
Filter Dashboard Departments | |
Submit Department Schedules for Validation | |
Submit Schedule for Validation with Warnings | Set to DENY by default If set to ALLOW, then a user with this role will be able to submit the schedule for validation even if they have warnings present If set to DENY, then a user with this role will NOT be able to submit the schedule for validation if there are warnings present in their schedule; Note that they will still be able to submit the schedule if they have rule exceptions (rules associated with a workflow) present
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Edit Sections During Schedule Validation | If set to ALLOW, the user will continue to have the ability to edit sections even while the department is going through a schedule validation workflow If set to DENY, the ability to edit sections will be frozen for them (meaning they can view the sections but cannot make edits) while the schedule is going through workflow approvals; any edits will need to be made through request changes; editing permissions will be restored if the request is rejected Most clients heavily leveraging Schedule Validation Workflows set “Edit Sections during Schedule Validation” to DENY for Department Schedulers (to ensure the workflow reviewers are signing off on a "steady state" of the schedule) but ALLOW for Super Admins; however, clients with Real-Time integrations or who want to enable users to make constant edits may opt to have Edit Sections during Schedule Validation set to ALLOW.
- You can learn more about Phases here.
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Edit Sections When Department Status Submitted | Allows user to edit sections once a department schedule has a status of "submitted" If set to ALLOW, then section editability will NOT be restricted for users with this role once a Department Schedule has a status of “submitted”; these sections editing capabilities are defined by their “Edit Sections” role permissions and Field-level RBAC permissions (existing functionality). See here for more details. Once a Schedule Validation Request has been fully approved (last workflow step was approved) or if no Schedule Validation Workflow is assigned to the Department and the schedule was effectively “auto-approved” upon submission, the Department Submission Status in the Home Page (“Submission” column) will be updated and display a status of “Submitted”. At this point, users may or may not be able to Edit Sections depending on the “Edit Sections When Department Status Submitted” Role permission configuration. This permission is set to ALLOW by default We recommend customers heavily leveraging Schedule Validation Workflows set “Edit Sections When Department Status Submitted” to DENY for Department Schedulers (to enforce use of “Request Changes” once a Department has a Submission Status of “Submitted”) but ALLOW for Super Admins. Clients with Real-Time integrations or who want to enable users to make constant edits may opt to have this permission set to ALLOW. If you are managing role configuration via Phases, ensure to review these permissions there. You can learn more about Phases here.
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| This permission is defaulted to DENY for all roles. When set to deny, users can submit one-off change requests for additional edits, if needed. If this is set to ALLOW, users will be able to eliminate the Department's Schedule Validation Request and/or revert the Schedule Submission Status to “In Progress”.
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Ignore Term Specific Access | |
View Section Integration Status | |
View Historical Terms | |
Assign Rooms To Sections | Controls which rooms a user sees for selection in the room-select modal when editing a section (i.e. affects search results) If set to “Allow If”, users will be able to see a multi-select for Room Attributes that displays the list of existing Room Attributes (and where more than one can be selected from the list) This permission can be added to the phases configuration
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| If set to ALLOW, filters set up in the Room Allowed Sections will not apply to the room select modal results, and the user will see the room in the modal regardless of any "allowed sections" restrictions If set to DENY, filters set up in "allowed sections" will apply to the room select modal results
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Edit Instructor Leave
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Edit Instructor Leave Options
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Edit Instructor Load Requirements
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Edit Instructor Load Requirements Options
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