Table of Contents
- How can I manage linked sections for a PeopleSoft School?
- How can PeopleSoft users configure standard meeting pattern codes?
- How can I assign the same instructor to a section twice in PeopleSoft?
- How can I avoid having a section in more than one relationship?
How can I manage linked sections for a PeopleSoft School?
Overview | Creating Relationships in PeopleSoft | Reviewing Relationships in PeopleSoft
Deleting Linked Sections in PeopleSoft
Once all sections in the relationship have been created in Coursedog and synced with PeopleSoft, you are ready to create relationships.
Creating Relationships in PeopleSoft
The first step in creating a linked section relationship in Coursedog is to create the sections that will belong to the relationship.
You can learn more about adding sections here.
After creating a section, save the section so that it may be sent back to PeopleSoft.
PeopleSoft will then generate a CLASS NBR for the section which will populate in Coursedog following the nightly sync.
This value should be visible in the Section Editor 24 hours after the section is saved.
Navigate to a pre-existing section in Coursedog and open the section editor modal.
Scroll down to Relationships and select “+ Linked Sections”.
Complete all relevant fields in the “Edit Relationship” modal.
When adding sections to the relationship, be sure to select the “+” button. Otherwise, the relationship will not be built.
Confirm that the sections in the relationship have identical instructor, meeting pattern, and room assignments, as applicable.
Coursedog does not automatically copy professors, rooms, and meeting times from one section to another in a relationship, and we suggest users do that manually (or wait for the nightly merge to sync the section data from PeopleSoft).
Reviewing Relationships in PeopleSoft
Wait 24 hours and then check to confirm your relationship synced with PeopleSoft.
Relationships sync on a nightly basis and require 24hrs to be reflected in the system when real-time integration has been enabled by your institution.
Once synced, the below will be displayed:
Deleting Linked Sections in PeopleSoft
You can delete one of these relationships by clicking the red delete button within the relationship.
If you delete a linked section, the relationship will be deleted for the section and the sibling automatically. For example, if BIO1300 - 001 and BIO2200 - 001 are linked, and you delete the relationship from the BIO1300 - 001 Section Editor, it will automatically be deleted for BIO2200 - 001 as well.
How can PeopleSoft users configure standard meeting pattern codes?
Overview | How to Do It | Additional Notes
PeopleSoft users can set Standard Meeting Pattern codes by configuring the Times Code field in the Section Template and then using the Set Details option in the Section Editor.
How to Do It
Select the "Advanced Settings" option for "Meeting Patterns & Rooms".
PATH: Scheduling > Settings > Templates > Section Template > Meeting Patterns & Rooms > Advanced Settings
Step Two: Configure the Times Code field ("Meeting Pattern Code") as shown here.
Select the "Set Details" option in the Section Editor.
PATH: Scheduling>Section Editor>Select Section>Open Section Editor
Enter the desired Meeting Pattern Code.
Codes vary by school, so schools will need to consult their own internal documentation. For many institutions, they are often named according to the days the section meets. A section that meets on Monday, Wednesday, and Friday, for example, might have a code of "MWF" (shown below).
Meeting pattern codes can also be set at the meeting pattern group level.
PATH: Scheduling > Settings > Meeting Patterns > + Add Standard Meeting Pattern Group
Once set, the Meeting Pattern Code is sent to PeopleSoft during integration runs via the stndMtgPat field.
Once sent in the POST payload, the "Pat" field in PeopleSoft should be set (shown below).
You can learn more about defining class meeting patterns in PeopleSoft by referencing their PeopleBook.
How can I assign the same instructor to a section twice in PeopleSoft?
Overview | Permissions | Instructor Details Card | Workload Hours
In order for an instructor to be assigned to a section twice using a single Employee Record, they must be assigned using a unique combination of Assign Type and Employee Record.
This means that you will need to use a different Assign Type to utilize the same Employee Record twice.
In order to assign another instructor to the same section, the permission "Allow Duplicate Instructors in Section" must be set to “allow” for the given role you are assigned. The permission can be set by an Admin and is found in Academic Scheduling > Settings > Roles > Course Editor > "Allow Duplicate Instructors In Section".
Instructor Details Card
In the Instructor Details card, there is a field called "Meeting" which allows you to specify which meeting the instructor is assigned to. If this field is left empty, Coursedog will automatically default to all meetings.
If you are looking for workload hours to be designated to a specific meeting, you can use the "Meeting" field to specify a specific meeting the instructor should be assigned to, and then the workload hours will only be designated one time, instead of multiple times for each meeting.
How can I avoid having a section in more than one relationship?
You can use the “Multiple Relationships” custom Section Rule for this.
If the rule isn’t already built for you at Scheduling > Rules > Section Rules, the filter required to create it is: Relationship (Section Field) → Longer Than → 1.
Note that the error that will be flagged if this rule is violated will only show up when viewing the section that is already in a relationship.
For example, if ECON101 is in a combined section with MATH101 and you open CHEM101 in the Section Editor and create a relationship with ECON101, you won’t see a flag indicating that ECON101 is already in a relationship.
Instead, you will only see that flagged when viewing ECON101.
Meeting Persists Even Though Class Was Cancelled
If a class is cancelled and PeopleSoft automatically removes the instructors/meeting patterns, then that change will be picked up by the nightly merge and reflected in Coursedog the next day (assuming that no changes are made to the meeting pattern in Coursedog after the class is cancelled).
This is currently set up in the existing merge settings. However, if the meeting pattern persists in PeopleSoft, then it will also persist in Coursedog.
You can set up rules to have users remove the meetings themselves in Coursedog.
How To Do It
The simplest rule configuration would be the following combination of filters.
Step One: Create a filter that checks if the meeting pattern has any days associated with it.
Step Two: Create a filter to check for a specific status (I.e. “cancelled”).