GETTING STARTED: First Steps in the Scheduling Process

Coursedog Support

Modified on: Thu, Apr 20, 2023 at 9:31 AM

Table of Contents

Overview

There are three things you need to do before using Academic Scheduling for the first time:

Step 1: Perform a standard rollover in your SIS. Once your rollover is complete, you can turn on the term in Coursedog.

Step 2:

PATH: Admin > Merge Settings
Select/click each entity listed under “Type-Specific Settings” and add the desired term to the “only run integrations for selected terms” field. This is required for term-specific entities like courses, relationships, and sections.

Step 3:

Click “SAVE” on the top right corner of the screen.
This will update the nightly merge configuration.
Assuming there is currently no data in Coursedog, you will also need to execute a manual merge for each entity (detailed below in Steps 4-7).

Step 4:

PATH: Admin > Execute Merge
Ensure you run merges in the appropriate order (Sections >> Courses >> Relationships).
Select the entity (e.g. Courses) from the “Select Type” dropdown menu and Term (e.g. Fall 2023) from the “Select Term” dropdown.

Step 5:

Scroll to “Integration steps to execute” at the bottom of the page; if this is a new term and Coursedog contains no information for that term, ensure your settings are as shown below.
Setting “Should Coursedog allow empty datasets” to “YES” is essential to ensuring Coursedog will pull new data from the SIS.

Step 6: Click “EXECUTE”.

Step 7: Repeat steps 4-6 for every entity.

Coursedog's built-in Rollover functionality should only be used by non-integrated schools. Learn more here.