Table of Contents
Overview
Best Practices
Merge Settings
Type Specific Settings - Terms
Type Specific Settings - Courses
Type Specific Settings - Sections
Type Specific Settings - Relationships
Integration Data Filters - Terms
Term Publishing Setup
Term Wrap-up
Related Articles
Overview
As a new term approaches, there are some simple changes you can make in Academic Scheduling to help prepare for success.
Best Practices
Ensure you complete a term rollover in your SIS before turning on a new term in Coursedog.
Coursedog syncs with your SIS nightly. In preparation for scheduling a new term, we suggest giving a two-day buffer between the rollover event in your SIS and when you want to start scheduling.
Merge Settings
PATH: Admin > Merge Settings > Merge Types
Coursedog differentiates between term-specific data and non-term-specific data. Terms, Building, Rooms, Departments, Professors, and Courses are generally considered to be non-Term specific, and can be synced continually.
Ensure your settings are as follows, paying extra attention to ensure Terms, Courses, and Sections, are set to "Yes".
Type Specific Settings - Terms
Default Type-Specific Settings will appear as follows. Your institution may have customized these settings. If so, please refer to your institution-specific documentation or contact your Coursedog Customer Success representative for more information.
Field Specific Exceptions
Integration Steps to Execute
Type Specific Settings - Courses
Default Type-Specific Settings will appear as follows. Your institution may have customized these settings. If so, please refer to your institution-specific documentation or contact your Coursedog Customer Success representative for more information.
Field-Specific Exceptions
Integration Steps to Execute
Type Specific Settings - Sections
We recommend that you turn off the integration of any term which is not actively being Scheduled:
Navigate to Admin > Merge Settings > Type-Specific Settings - Sections.
Add the current term to the "Only run integrations for selected terms" field.
Default Type-Specific Settings will appear as follows. Your institution may have customized these settings. If so, please refer to your institution-specific documentation or contact your Coursedog Customer Success representative for more information.
Field Specific Exceptions
Integration Steps to Execute
Type Specific Settings - Relationships
Default Type-Specific Settings will appear as follows. Your institution may have customized these settings. If so, please refer to your institution-specific documentation or contact your Coursedog Customer Success representative for more information.
Field Specific Exceptions
Integration Steps to Execute
Integration Data Filters - Terms
PATH: Admin > Integration Filters > Terms
In order to bring in the new Term data from your SIS, you need to ensure that your "Integration Data Filters" are configured correctly. To do so, navigate to the above path and adjust the "Filter Anti Values" as needed. Adding the new Term to the "Filter Anti Values" list will ensure data for the Term is not discarded when Coursedog retrieves information from your SIS.
Term Publishing Setup
Overview
Enabling bi-directional integration too early may lead to unnecessary errors and rejections of data by your SIS. These errors will consume valuable time while you evaluate issues which may not have appeared had the Schedule been more mature before syncing, or could be safely ignored until later in the Scheduling cycle.
Bi-Directional Updates
Coursedog recommends that you enable bi-directional updates near the Schedule Submission due date, when all Schedules should have been submitted. In the timeline, these events are called "Future Actions".
Enabling bi-directional integration too late may lead to a bottleneck while you attempt to review many warnings all at once. Waiting too long also means missing a golden opportunity to work with schedulers when mistakes are made, and prevent them from multiplying.
Type Specific Settings - Sections
In order to enable the flow of data between Coursedog and your SIS, you will need to adjust the "Integration steps to execute." Default Type-Specific Settings will appear as shown below. If your institution has customized these settings, please refer to your institution-specific documentation or contact your Coursedog Customer Success representative for more information.
To enable the bi-directional integration of data with your SIS, navigate to Admin > Merge Settings > Type-Specific Settings > Sections. In the "Integration steps to execute" area, set "Should Coursedog send updates to the SIS?" to "YES" to begin sending data from Coursedog to your SIS.
Field Specific Exceptions
Integration Steps to Execute
Term Wrap-up
Overview
Coursedog recommends you disable sending updates to your SIS once the scheduling cycle is complete. To disable the flow of data between Coursedog and your SIS, adjust the "Integration steps to execute" again.
How To Do It
PATH: Admin > Merge Settings > Type-Specific Settings - Sections
Navigate to the "Integration steps to execute" area.
Ensure that "Should Coursedog send updates to the SIS?" is set to "NO".
Type Specific Settings - Sections
Field-Specific Exceptions
Integration Steps to Execute
