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REQUESTS: Late Change Requests

Table of Contents

Overview
Creating a Request
Tracking a Request
Editing a Request
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Overview

After the time for building your schedule is over, you may want to make changes. Coursedog has a robust request feature that allows you to submit late change requests. These requests will then enter a workflow for approval and, if approved, the change will be made in the system.


Creating a Request

PATH: Academic Scheduling > Requests

How To Do It

  • You can get step-by-step guidance in-app to help you create and track a request. To activate a guided walk-through, navigate to Scheduling > Requests > + Create Request. If the flow doesn’t automatically begin when you click “+ Create Request”, look for it in the “In-App Guides” widget on the right-hand side of your screen.

  • Otherwise, follow the steps outlined below.


Step One: Click “Create Request”.


Step Two: Select the type of request you wish to make.

  • Rule Exception – Allows you to request permission to bypass a rule (e.g. a standard meeting pattern rule).

  • Section Change – Allows you to make a proposal to add (including add from Course Inventory), edit, or remove a section.



Step Three: Taking “Section Change” as an example, specify the term and the type of change you wish to make. You can: 

  • Add Section

  • Delete Section

  • Edit Section



Step Four: Specify which course you are making a request for.


Step Five: Input a reason for making the request. 


Step Six:

  • Fill out the Section Form. 

  • Changes will appear at the top of the dashboard.

  • Certain nested fields (fields within pre-built cards like “Meeting Patterns & Rooms” or “Instructors”, for example) may be recorded in the change log at the top of the dashboard even if they were not edited. In these circumstances, you will notice the “before” and “after” values match exactly. This is expected and can be ignored.



Step Seven: Press “Submit Request”, and the request will be sent to the associated approval workflow. 


Note: When you submit a request it takes a snapshot of the section at that time. If the request is approved, this snapshot, including the requested changes, will overwrite the section data in the section editor. Ensure edits to the section are not happening outside of the request process during this window.


Tracking a Request

PATH: Academic Scheduling > Requests


Overview

  • To keep track of a request you submitted or want to follow, navigate to the request in the requests table and click the one you want more information about.

  • You will be taken to the specific request dashboard where you can see the specifics of the request on the left as well as the approval progress of the request on the right.

  • To view the existing (i.e. not the requested) section information, you can expand the “View Existing Section Information” toggle on the left. This will be visible for "Edit Section" and "Delete Section" requests only. 

  • To view the requested section information, you can expand the “View Requested Section Information” toggle on the left. All content within the "Requested Section Information" view is a point in time snapshot and will not dynamically update after the request is approved and the section is modified in the section editor or in future requests. 


Viewing More Information

Overview

You can see more information about the approval workflow of a request.


How To Do It

Step One: Select “Workflow” in the request toolbox on the right to see each step of the approval process.



Step Two: To get more information about a specific step, you can click the title of the step (for example, “Registrar Review”).


Editing a Request

Overview

Section Change requests can be edited after they are submitted by users with the correct permissions. Learn more here.




Reset Workflow Options

Depending on the permissions set by your institution, upon editing the event and hitting “Save”, the workflow might reset or not. Learn more here.


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