Table of Contents
Why are some cards in the section template unable to be moved or deleted?
How can I lock fields in requests?
Why are users able to request changes to non-editable fields?
What are the use cases for the “cross listed courses” field?
How do I add new dropdown options to my Section Template?
Field Not Behaving Correctly
Unable to Edit “Status” Options on the Template
Related Articles
FAQs
Why are some cards in the section template unable to be moved or deleted?
Overview | Meeting Patterns & Rooms Card | Instructors Card | Relationships Card
Credits Card | Reserve Capacity Card (for PeopleSoft users) | Notes List (for PeopleSoft users)
Overview
PATH: Academic Scheduling > Settings > Templates > Section Template
The ability to edit auto-generated cards is somewhat limited.
The cards themselves cannot be deleted, and their fields cannot be added, moved, or deleted.
This is because these cards have extended functionality that requires they remain preserved.
There are some settings that can be configured for these cards.
Learn more about these prebuilt cards here.
How can I lock fields in requests?
Overview
Certain fields may be necessary or helpful to display in the section editing modal; however, direct and requested edits to them should be prevented.
Locking these fields in requests can be helpful to support institutional business processes and prevent integration issues.
This setting determines editability for the following section change requests: edit section, add section, add section from course inventory.
How To Do It
Step 1: Navigate to Scheduling > Settings > Templates > Section Template.
Step 2:
Select any custom or prebuilt field that’s on your template by clicking into it.
For default cards (e.g. Instructional Method, Meeting Patterns & Rooms, Relationships, etc.), click “Advanced Settings”.
Question Settings for Custom & Prebuilt Fields
Advanced Settings for Default Cards
Step 3:
Configure whether the field is editable via requests by checking/unchecking “Editable in Requests”.
Checked = Editable via requests; unchecked = Not editable via requests.
If you’d like for this field to be editable in requests for only certain roles, check the “editable via requests” box and then select the appropriate roles from the dropdown menu.
Why are users able to request changes to non-editable fields?
Overview
The requests page enables users to request changes to fields that are locked within the section editing modal. This is true for users submitting a request to edit a section or add a section.
When submitting one of the above requests, users will be able to request a change to any section field.
Rationale
This allows institutions to account for edge cases, while maintaining the oversight necessary through the request review process.
What are the use cases for the “cross listed courses” field?
Overview | Primary Use Case | How to Do It | How It Works | Edge Case
Overview
PATH: Settings > Templates > Section Template
The Section Template includes a pre-built field for “Cross Listed Courses”.
This is a read-only (display only) field that will display any existing course cross listings in the section editing modal.
If you add this field to your Section Template, “Course Code” and “Course Name” will display in the section editing modal, if any course cross listings exist.
Field settings for “Editable”, “Required”, and “Actions” are not enabled; this is intentional as the field configuration is hard-coded.
Primary Use Case
The main use case for this field is to enable rule configuration based on relationships. In other words, certain institutions may want to enforce cross-listing relationships in scheduling activities, based on whether the parent Course is part of a cross-listing group.
How to Do It
In order to create such a rule, follow the below steps:
Step 1: Navigate to Scheduling > Settings > Templates > Section Template.
Step 2: Click “Prebuilt fields” under “Question Bank”.
Step 3: Add the “Cross Listed Courses” field to your Section Template by dragging it from the question bank and onto your template.
Step 4:
Navigate to Rules > Section Rules > Filters, and build a filter as displayed below.
You can learn more about filters and rules here.
Step 5: Build a section rule based on your new rule filter:
How It Works
Once enabled, this rule will be triggered when there are cross-listed courses detailed in the Section Template Cross Listed Courses field AND there are no relationships defined.
The cross-listed course appears as a link. If your institution has our Curriculum product, clicking on this link will redirect you to the applicable Course record in the Curriculum module. If your institution does not have our Curriculum product, clicking on this link will redirect you to the Scheduling Dashboard.
Edge Case
With this rule configuration, if there are multiple courses in the cross-list, Coursedog would NOT validate that there are the appropriate corresponding number of sections associated with every course. For example: If BIO 100 is cross-listed with MATH 200 and ENGR 300, technically no rule violation will be flagged if a section under BIO 100 has at least one relationship, since it is in compliance of the rule (i.e. we are not checking that the section has at least two relationships, just that it has a relationship).
How do I add new dropdown options to my Section Template?
Overview
You can add dropdown options to any “Dropdown” Question Type.
How to Do It
Navigate to the Section Template (or the template where this field originally appears).
Click into the field where you’d like to add a dropdown option.
Scroll to the bottom of the current list.
Click “+ Option”.
Input the name for this option.
Save your changes before navigating away from the template.
Additional Note
If you’re unable to find the field you’re looking for, that might be because it’s not on the Section Template but rather is linked to the Instructor Template, Room Template or Course Template (e.g. preferred rooms, preferred buildings, campus, etc.).
Troubleshooting
Field Not Behaving Correctly
Problem Overview
Your are experiencing at least one of the two issues with a field:
The question is missing configurations or settings.
You edit the question and save the template, but then those edits do not persist.
Solution Overview
An admin should completely remove the field from the form/template and then re-add it.
This will reset the field to its baseline functionality, and in many cases will resolve the issue.
Related Article
If you are experiencing an issue where fields aren’t populating properly, go here for the solution
Unable to Edit “Status” Options on the Template
Problem Overview
You wish to edit the “status” options on the template but are unable to do so.
Solution Overview
Similar to the above, delete the prebuilt “status” field from the template and then re-add it; this should restore the ability to edit options.