Table of Contents
Overview
Merge Settings
Product Settings
Additional Data Setup
Overview
Many PeopleSoft schools rely heavily on course attributes and modify the set and definition of attributes term by term using effective dates.
To ensure that Coursedog has the correct set of effective dated Course Attributes for the term you are scheduling, configure the system as outlined below.
Merge Settings
PATH: Admin > Merge Settings
Click “Course Attributes” under “Type-Specific Settings” and configure Course Attributes to have an Effective Date of “Selected Term Start Date”.
This will ensure that all course attributes that we store in the Coursedog database will be correct for the term being scheduled, effective as of the first day of term.
Ensure that all terms for which you are currently or will be shortly scheduling are listed in the “Only run integrations for selected terms” list.
Product Settings
PATH: Admin > Product Settings
There is a product setting called “Filter Out Deleted Attributes from Attributes List” that defaults to “no” but can be enabled for specific scenarios.
This setting will likely be discussed with you during implementation, but discuss with your Coursedog contact before enabling.
Additional Data Setup
Since Coursedog support for course attribute effective dating was released early in 2021, for any school already deployed who has course attributes and courses in their system, please execute the following steps to set up the data baseline:
Navigate to Admin > Execute Merge.
Execute a merge of Course Attributes for each term, one by one, that you are actively scheduling for, e.g. Spring 2021, Summer 2021, Fall 2021, Winter 2022.
Execute a merge of Courses for each term you are actively scheduling for. This will cause courses to be refreshed with the now effective dated attributes that you pulled into Coursedog.
Consider whether you want to refresh schedules you've recently completed with updated effective dated course attributes. Reach out to Coursedog for advice if you do; however, note that the process would be the same: 1. Merge Course Attributes for that term. 2. Merge Courses for that term.