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Banner - Rules for Meetings

Due to specific rules that Banner has with regards to creating and updating objects, certain rules must be abided in order for data to be accepted by Banner. This article will serve as a guide to ensure that your CourseDog changes are persisted without a hitch. 

Contents

Meetings

As a Banner school, when performing Meeting creation and Meeting updates in CourseDog the following requirements must be satisfied.

Credit Hours

The sum of Section "Credit Hours" must not exceed the credit hours allowed for the course.  

Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.

You can enable the "Credit Range Conflict" rule to ensure schedulers are alerted to these conflicts.

Section Rules - Credit Range Conflict

Section Rules - Credit Range Conflict

If violated, the following error will be returned: 

Section Conflicts - Credit Range Conflict

Section Conflicts - Credit Range Conflict

Credit Range Conflict (1)This section's Credit Hours is out of range of its allowed values. It must be set between X & X.

Meeting Patterns & Rooms

Deletions

"Meetings" must not be deleted if instructors are assigned to them.  If an instructor is assigned to a "Meeting" that is deleted Banner will return the following error:

Cannot find record using primary or unique key for faculty assignment

Section - Instructor without Meeting Pattern

Section - Instructor without Meeting Pattern

To prevent this from happening, simply remove the specific meeting time assignment that you would like to delete from the instructor.

Sections - Meeting Patterns & Rooms

Sections - Meeting Patterns & Rooms

Sections - Meeting Patterns & Rooms - Set Instructor Roles & Details

Sections - Meeting Patterns & Rooms - Set Instructor Roles & Details


Overlapping Meeting Patterns

Meetings within a Section that have "Overlapping Meeting Patterns" should not be scheduled.  

Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.

You can enable the "Overlapping Meeting Patterns" rule to ensure schedulers are alerted to these conflicts.

Section Rules - Overlapping Meeting Patterns

Section Rules - Overlapping Meeting Patterns

Section - Overlapping Meeting Patterns

Section - Overlapping Meeting Patterns

Section Conflicts - Overlapping Meeting Patterns

Section Conflicts - Overlapping Meeting Patterns

Meeting Times

Schedulers need to ensure that Meeting "End Times" are always greater than Meeting "Start Times."

Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.

Room Assignments

Schedulers need to ensure that the Room selected for a "Meeting" is the correct type, typically classrooms.   

You can your Room template to only show specific types for selection when editing Rooms. 

Settings - Field Options - Rooms Template

Settings - Field Options - Rooms Template

Schedulers can then filter by these Room types when assigning Meetings to Rooms.

Meeting Patterns & Rooms - Assign Room

Meeting Patterns & Rooms - Assign Room

If your institution does not utilize Coursedog Events software, you can configure an Integration Data Filter to only import classrooms from your SIS.  Rooms in Banner usually have one of three code: C (class), O (office/other), or R (residence); only syncing Rooms with a code of "C" will prevent errors caused by schedulers being able to select Rooms coded with an invalid type when Scheduling meetings.  To configure an Integration Data Filter, navigate to the Admin app, Integration Filters, and select "Rooms."  Configure the "Filter Key" as "Type" and add "C" to the "Filter Anti Values" field.  This will keep Rooms with a code of "C" during integration, and drop all others.

Integration Data Filters - Rooms

Integration Data Filters - Rooms

Section - Meeting Room Assignment

Section - Meeting Room Assignment

Rooms - Room Type

Rooms - Room Type

Room Conflicts

You can't assign a room that is already assigned to a section at the time selected.

Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.

Sections - Overlapping Times in Different Rooms

Sections - Overlapping Times in Different Rooms

Instructors

When Coursedog sends faculty assignment creation and update requests to Banner, the following Banner rules must be satisfied:

Instructors need Meetings

Schedulers must ensure that instructors are not added to Sections without also setting a Meeting. Using Rules you can notify Schedulers to potential issues with Sections before they become errors.

Sections - Warnings

Sections - Warnings

Warnings appear next to these Sections automatically because of these Rules. 

Edit Rule

Edit Rule

Edit Rule

Edit Rule

These Rules implement a group of Filters to ensure they are applied to the correct Meetings.

Edit Filter

Edit Filter

Edit Filter

Edit Filter

Edit Filter

Edit Filter

Section - Instructor - Meeting Not Set

Section - Instructor - Meeting Not Set

Instructors for specific Meetings

You can manually assign instructors to specific "Meetings" if desired.  To do this, select the Instructor and choose "Set Instructor Roles & Details." If there are multiple instructors within the section they will all appear in the list.  To assign a particular instructor to a meeting, locate the "Instr. Meeting" field, click the drop down, and select the specific "Meeting" time you wish to assign to the instructor.  If an instructor is not assigned to a meeting, Coursedog will assign them to all meetings within the section by default.

Section - Instructor Details

Section - Instructor Details

Section - Instructor Meeting selection

Section - Instructor Meeting selection

Instructor Role

Schedulers need to ensure that instructors have a role of "Primary" or "Non-Primary" when assigned to a Section.   

Section - Instr. Role

Section - Instr. Role

This can be enforced by configuring the "Instructor Advanced Settings" in the "Section Template" and ensuring only these two values will be selectable in the drop-down menu for the "Instr. Role" field:

Section template - Instr. Role

Section template - Instr. Role

Instructor Status

Schedulers are unable to assign instructors who are not "Active" within the selected Term to Sections.  If you are expecting to be able to assign a particular instructor to a Section within the Term you are scheduling, you may want to verify that the instructor's status is set to "Active" for the Term.

Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.

One Primary Instructor

Schedulers need to ensure that only one instructor has the "Instr. Role" of "Primary" selected.  If multiple "Primary" instructors are selected for a Section Banner will return the following error when CourseDog attempts to merge the section:

*ERROR* Primary instructor already defined for section.

Banner Rules for Sections

Click here to view Banner Rules for Sections.

C
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