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Due to specific rules that Banner has with regards to creating and updating objects, there are certain steps you need to take within Coursedog to ensure data is accepted by Banner. Otherwise, you will receive a merge error.
You can create rules within Coursedog to prevent many of these potential merge errors.
You can enable rules at Academic Scheduling > Rules > Section Rules.
This article will serve as a guide to ensure that your Coursedog section changes persist without a hitch.
For rules pertaining to meetings, go here.
Attribute Mappings for Campus
Ensure the "Attribute Mappings for Campus" are configured correctly in the Admin console. Adding Sections and Rooms to the "Associated Types" list will synchronize the Campus field value for Sections and Rooms. Integration Attribute Mappings map the "SIS Codes" which Banner sends, and expects to receive, to the "Coursedog Field Option." "Coursedog Field Options" are the values shown to users in the Coursedog application.
"Campus" must be specified for all Sections. This can be guaranteed by designating "Campus" as required in the Section template.
Section hours must be within the Course hours range. This means the values for each field must be equal to or less than the max value, and equal to or greater than the min value set at the Course level.
This applies to:
The default "Credit Range Conflict" rule should be enabled and made required to prevent credit violations.
Part Of Term - Required
"Part Of Term" must be specified for all Sections.
This can be guaranteed by designating "Part Of Term" as required in the Section template.
You can learn how to configure templates here.
Part Of Term - Update
"Part Of Term" can only be changed if:
No meetings are assigned.
No enrollments exist.
The Section is not "Open Learning".
The following error will be returned if you attempt to change the "Part of Term" when any of the above are true: "Cannot change Part-of-Term fields when enrollments or meeting times exist, or when section is Open Learning."
For example, "Part Of Term" shown below in yellow cannot be changed for this Section because "Section Type" is set to "Open Learning". This Section also has a "Meeting Pattern" set, and currently has "Actual Enrollments".
Seats Available Count
For updated Sections, the existing "Seat Available Count" is automatically returned to your SIS. For new Sections, Coursedog automatically sends a default value of "0" for the "Seats Available Count. Note, the "Seats Available Count" is not visible in the Section interface.
The "Section Number" for each Section must be three characters or less. This can be ensured by setting the "Section Number" field "Max number of characters" to “3” within the Section template and marking "Section Number" as "Is required".
All "Section Numbers" must be unique within the course. Coursedog has built-in rules that prevent schedulers from accidentally creating or updating "Section Numbers" that conflict with other Sections. Also, if data in the SIS has duplicate section numbers, these duplicate sections will not be brought in to Coursedog
If your Banner instance does not allow the "Section Number" to be edited simply deselect "Editable" in "Question Settings".
If your Banner instance requires section numbers to begin with a "0", you might wish to "Specify the number of leading zeros for default Section Number" as shown below.
The "Section Type" of a Section can only be changed if no meetings are assigned. To change the "Section Type," you must first remove all meetings from the Section. For example, the meeting shown here in red must be removed before the "Section Type" can be changed: