This article outlines new behavior that will take effect in Staging on 1/8/2025 for customers who convert over to the new New Term/Phases process.
You will be able to continue to modify merge settings until the New Term Phases process goes into Production.
Once also enabled in Production, merge settings will be locked, and you will no longer have access to them (which is great, because with this new setup, you no longer need them!).
Table of Contents
Overview
Attaching Saved States to Phases
Related Articles
Overview
PATH: Integrations Hub > Global Settings
The Global Settings tab in the Integrations Hub has a "Saved States" tab, which allows your Coursedog implementation team to save your merge settings and potentially align different merge settings to your different scheduling phases.
Although you can have multiple saved states, only one can be enabled at any given time.
For most integrated products, the enabled saved state will have its settings applied to both nightly and real-time merges. For Academic Scheduling, Saves States need to be applied to a phase in order to take effect.
Our team will take care of setting up your "default" saved state during implementation.
If your institution requires an additional saved state, we will set that up for your team as well.
To learn more about your institution's saved state, contact your Customer Success representative.
Attaching Saved States to Phases
Your Coursedog implementation team will work with you to set this up prior to launching your Coursedog instance. If you would like to adjust the saved state at different phases of your scheduling cycle after go-live, please open a Freshdesk ticket, and our team will assist.
