Centralized vs. De-Centralized Scheduling
The first question to ask before you read more of this page is: "How do you manage room scheduling - do you schedule rooms centrally or do you distribute the scheduling of rooms to departments or colleges within your institution?" Coursedog allows for the successful enforcement of either method through the use of configurations that enforces your rules automatically based on those configuration settings.
This article discusses how to optimally configure your rooms for ownership and assignment in Class Scheduling. While we try to cover all scenarios, each institution is different so your room configuration may require some - but not all - of these settings.
The first concept to discuss is room availability. When a scheduler edits or creates their department's schedule, do they assign rooms? If they are expected to select rooms, what rooms do they see? The place this begins in the Rooms area on the left-hand navigation.
Using Room Release Filters to Prioritize Room Scheduling
When you select Rooms on the left-side navigation bar, you will see one of the below under the "Rooms" header in blue text.
If the text says, "Click to release rooms," this means your rooms are locked. So, when a scheduler enters the Section Editor to assign a room to a section, this is what they will see:
Coursedog will display "No rooms found" when the rooms are locked from assignment.
If you see the text, "Rooms have been released for assignment. Click to edit or lock rooms." under the Rooms heading, this indicates some or all of the rooms are released for scheduling.
In either case, when you click on the blue text to edit room release, Coursedog presents you the modal you see below. You have the option to release rooms based on criteria. "Department Rooms" releases rooms that are owned by departments. "All" releases all rooms and "None" locks all the rooms.
In the example above, we are releasing rooms to departments based on the Attribute of "Pre-Assigned." You can also release on Room Type - meaning you can release Labs before Lecture halls, etc. Let's dig into these settings at the room level itself and how they impact room release.
Note that i
7.4 Using Room Settings to configure Room Attributes and Restrict Access to Rooms
Every room has a number of settings available. The settings we want to review include our "Room Attributes" and "Allowed Sections." In the example below, we see an attribute we created called "Pre-Assigned," indicating this is a room where we intend to allow a previously determined assignment. This attribute allows us to release these rooms at a different time than other rooms when we unlock the rooms.
Additionally, notice the "Allowed Sections" area. There are a number of conditions available to help you determine which criteria you want to use for restricting access to rooms. This room - "MH200" - is currently only available to ANY section whose Course Code contains Accounting or Economics.
When a scheduler attempts to schedule sections whose Course Code does NOT contain either Accounting or Economics, this room will not appear in the list of available rooms.
Room Release and configuration of the room attributes area or Allowed Sections are a great way to manage rooms in a decentralized way. However, these settings can also be used as tools to help a centralized scheduling team manage rooms.
7.5 Using Field Options to Control Room Assignment
Coursedog also gives you the ability the restrict access to scheduling rooms so rooms can only be selected based on a role or a term. Let's go the Field Options area under "Settings" found in the left-hand navigation bar as shown in the screenshot below. The default view is the "Section Template" which is where we want to begin making edits to the configuration.
Scroll down to where you have the "Meeting Patterns & Rooms" card. Click on the gear icon.
This brings up the "Meeting Patterns Advanced Settings" modal. If you scroll down to the row labeled "Times Room" you can see we have the ability to make some changes to how these fields are edited using Role-Based Access Control (RBAC).
The Coursedog Super Admin natively has the ability to make changes to the RBAC settings for this field. The choices you have are: 'Make the field Editable' and 'Make the field Editable by terms.'
Make the Field Editable: When making changes to this field, note that only the role listed in this field can make room assignments in the Section Editor. If this box is marked "Editable" but no roles are selected, this means any account that can edit sections will be able to make room assignments. In the example above, only the Coursedog Super Admin can make room assignments.
Make the Field Editable by Terms: When making changes to this field, note that only the term listed in this field is eligible for room assignments in the Section Editor. If this box is marked "Editable" but no terms are selected, this means any term with open, editable sections will be able to make room assignments. In the example above, only the Spring 2021 term allows room assignments.
Here are some additional solution articles you might need to reference when making and testing these configuration changes: