The first step to building a schedule in Coursedog is ensuring you have properly configured all of your courses and sections. Depending on your institution’s process, some of this may be taken care of within the SIS. In this section, we will teach you everything you need to know to make sure your courses and sections are ready for scheduling.
2.2 Viewing Courses
In order to configure our sections, we must first configure our courses. You can access your department’s courses in two ways.
Option 1: Select ‘Section Editor’ from the left navigation
Option 2: Select your department from the Home page on the left navigation (Departmental Status).
You will then be taken to the list of courses within your department.
2.3 Adding Courses
The first step to configuring your courses is ensuring you have all of the courses you wish to schedule within the Coursedog system. Coursedog can push and pull courses directly from the SIS (confirm with your administration), so it is likely that all of your courses will already be within the system. However, if you need to make any changes, they will be reflected in your SIS.
To add a Course within the Coursedog platform From Section Editor select your department, then +Course, and select “Add Course from Course [or Curriculum] Inventory”. This will allow you to add, and schedule, Courses which were not included as part of the Term roll, but are available this term.
2.4 Editing & Deleting Courses
To edit or delete a course, click the course in the list view to expand it. Then select 'Course Info.'
You will be taken to a modal similar to the 'Add Course' modal. To edit the course, simply overwrite the values in the fields. YTo delete the course, click 'Delete Course' and confirm you wish to delete the course. Once your course list is accurate, it’s time to configure your sections.
Note: In an integrated environment it is a best practice NOT to utilize this functionality (edit or delete Courses in Coursedog). Typically the Course Template will have Course information (fields) locked and the non-Admin Roles set to Deny for these permissions via Roles to prevent merge issues.
2.5 Viewing Sections
To access the sections of a specific course, simply click on the course in the list and it will drop down to reveal any associated sections.
For information on how to view 'Section Demand Analytics,' refer to this article.
2.6 Adding Sections
As with courses, sections will sync with the SIS. If you need to make any changes, you can create new sections within the Coursedog platform. To create a new section, click on the course you want to create a section for and select '+ Section.'
This will open the section editor modal where you can edit all of the settings for your sections. Some of these fields may be locked or hidden, and some of them may be fields that you will want to edit. Any warnings or conflicts will be shown in yellow at the top of the card. Additionally, required fields are denoted with a red "required" symbol in their label.
Additionally, each section editor has the ability to display an "View Section Integration Status" permission/setting under 'Roles'> Course Editor has been enabled (set to "Allow". status at the top of the modal. This status will only be generated if 1) this is a school in an integrated environment with the nightly or real time merges turned on. 2) The
If a section has not synced (will show up for all new sections), the following status will appear:
If a section has been synced successfully, it will show the following status:
If a section synced with errors, the following status will be shown:
The user can click on the status to open a modal with more details:
Note that the status only shows errors when syncing Coursedog data with the SIS. If a merge error occurs (they are rare and usually only occur in staging instances while APIs are being set up), those errors currently will not be shown.
Note: We do not recommend adding instructors, meeting patterns or rooms just yet - we will add those later. Before adding flexible fields (such as meeting patterns, instructors or rooms), we need to configure fixed settings. This will help guide the assignment of those variable fields. For now, fill out the General Information card and hit 'Save Section' to add the section to the schedule.
2.8 Deleting Sections
There are two ways to delete a section.
Option 1: From the section list, hover the mouse over the section number and click the red trash icon.
Option 2: From the section editor modal, click "Delete Section" at the bottom.
NOTE: Deleting sections in Coursedog typically not a best practice:
- Most SISs do not allow for section deletion or discourage it as they require specific order of operations or checks to allow (ex: ensure no registration/enrollments, etc.)
- This means that when sections are deleted in the Coursedog platform that change may NOT successfully POST to the SIS (i.e. Coursedog will NOT DELETE the sections in the SIS).
- Section deletion should be performed in the SIS directly. Sections should be marked cancelled in CD.
- In CD, instead of deleting most institutions update the “Section Status” to from "active" to "cancelled" to inactivate sections
- Department Schedulers permission will be OFF and Super/Admins will handle section deletions
Note for Banner SIS users: Banner integrations support the ability to delete sections on the back-end. However, this is disabled by default (via Role Permissions) to prevent sections from being accidentally deleted if schools want such safety mechanism in place.
2.9 Configuring Sections
This section will likely differ depending on the scheduling policies of your University. However, the general idea is the same. Before adding the flexible fields such as meeting patterns, instructors or rooms, we need to configure the fixed settings. This will help guide the assignment of those variable fields.
2.9.1 Section Relationships
Section Relationships is a very important card to fill out prior to assigning meeting patterns and rooms.
Section relationships are for defining relationships between sections. For example, two sections can have a non-overlapping relationship which means they cannot be scheduled during overlapping meeting times.
The linked sections relationship options are as follows:
Once a Section Relationship is assigned, it will appear in the Section Editor as follows:
Note: Only Cross-listed Relationships Currently Supported in the Integration (POST)
- Regarding section relationships, Coursedog platform only supports cross-listed relationships for integrations currently. Below relationship types are not currently supported and must be inputted directly in the SIS.
- Linked, Stacked, / Co-convening, CoRequisite, PreRequisite and Spanned
- If added in CD they will be wiped upon merge.
- Where a relationship such as linked sections exists in the schedule the department scheduler should review the SIS to ensure the sections are not set as overlapping (preventing enrollment) and the enrollment caps (especially for linked sections (e.g. labs) ) are set correctly
- It is recommended to investigate if adding Time, Instructor and Room override flags in your SIS is advised to eliminate errors.
Depending on your school’s configuration, you may need to fill out the credits field in order to assign a meeting pattern. You have the ability to assign fixed credits as shown below, or variable credits by selecting 'Switch to Variable Credits.'
Credits are often tied to curriculum, and the intersection of credits and scheduling differs for different SIS systems. Refer to this article for an outline of the current Coursedog functionality, known SIS functionality, and features that we could build.
2.9.3 Enrollment Settings
Make sure all of your sections have designated enrollment capacity. This will ensure that the room selected for the section is large enough to hold all enrolled students.
2.9.4 Room Preferences
For each section, you have the option to add room preferences. If these are filled out, they can be used to help select rooms based on type, location, size and features.
3.0 Department, Calendar, and Instructor View
3.1 Video Walk-throughs