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PHASES: Configuring and Managing Scheduling Phases

Table of Contents

Overview
Permissions
Configuring Phases
Terms
Phase Badge
Rules
Future Actions

Overview

  • Phases are a combination of role and field permissions that can be associated to terms as your scheduling cycle changes.

  • You can use phases as an alternative to having to depend on manual changes to role and field permissions.

  • When a phase is associated with a term, and a user is within that term in scheduling, the permissions defined in phases will override the default permissions set in either Roles or the Section Template.

 

Permissions

PATH: Academic Scheduling > Settings > Roles

 

  • In order to edit Phases, the user's role assignment must have “Edit Phases” set to “Allow”.

  • In order to edit “Role Permissions” within Phases, the user's role assignment must have “Edit Roles” set to “Allow”.

  • In order to edit “Field Permissions” within Phases, the user simply needs the parent permission to “Edit Phases”.

 

Configuring Phases

Overview

PATH: Academic Scheduling > Settings > Phases

 

Users can create/edit/delete phases at the above path.

Phase Information

Each phase has the following information:

 

  1. Name

  2. Description

  3. Role Permissions – These permissions are specific to the “Course Editor”, “Relationships”, and “Optimizers”, parent permission groups.

  4. Field Permissions – These permissions are specific to the Section Template.

  5. Merge Settings Configuration – This setting is associated with the Admin Console's Merge Settings for nightly and real-time merges with the SIS. Learn more here.

 

Terms

  • You can associate a phase with a term in the "Term Settings" page (Academic Scheduling > Settings > Terms).

  • When a phase is associated with a term, and a user is within that term in scheduling, the permissions defined in phases will override the default permissions set in either Roles or the Section Template.

Phase Badge

The  phase associated with the term the user is viewing will be displayed as a badge in the following parts of the application:

 

  • Scheduling Home

  • Section Editor

  • Section Optimizer

  • Exam Optimizer

  • Relationships

  • Preference Forms

 

Hovering over the badge displays the description of the phase:

 

 

 

Rules

Rules can also be turned on for specific phases.

 

 

Future Actions

PATH: Academic Scheduling > Settings > Roles > Future Actions

 

Overview

You can use future actions to indicate a change to the phase associated with specific terms.

 

Permissions

Both phases and future actions have RBAC (Role-Based Access Control) in Academic Scheduling > Settings > Roles.

 

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