Table of Contents
Overview
Finding the Admin Dashboard
Settings
Product Settings
System Health Check
Public Event Settings
Public Catalog Settings
Logo & Styling
User Activity
Data Seeds – INTERNAL COURSEDOG TOOL
CSV Data Upload
Demand Analytics
Catalog URLs
Data Migrations
Related Links
Overview
Access to the Admin Dashboard is limited to the internal Coursedog team as well as Super Admin users with the Admin product.
The Admin dashboard will primarily be used for:
Adjusting general settings (including SSO and pushing global settings to "children")
Managing product settings
Public sites settings (i.e. public-facing sites for Events and Catalog)
Adding a university logo to your interface
Viewing user activity
CSV data uploads (only for institutions with a regular need)
Catalog URLs (only for institutions using Catalog)
A PDF version of this article is attached here, so you can download and/or print if you prefer.
Finding the Admin Dashboard
Simply log into Coursedog and click on the "Admin" option (circled below):
Settings
Overview
The settings page is used to view/define several high-level settings.
Notable features include the ability to update SSO/Auth Settings, and, if a system school, set global settings that can be pushed to “children” instances.
It is split between General Settings, System Settings, and Auth Settings.
Only a user with the Coursedog role can edit the Official Name, the Display Name, Email Notification Settings, Does this School Oversee a System of Schools, and Child Institutions. If you’re a Super Admin and you wish to modify any of these settings, please reach out to your Coursedog contact.
General Settings
School Unique ID | Display Name | Show Display Name in Sidebar | Email Notification Setting
School Unique ID
View your school’s unique, read-only identifier.
Display Name
View/change the name that is displayed to users inside your instance.
Show Display Name in Sidebar
Determines if your display name is shown in the Top Left of the Navigation Bar.
Email Notification Setting
Determines whether or not end users at your institution can receive email notifications.
If set to “Yes”, there will be further opportunities to customize within each product and for each user.
If set to “No”, that setting could potentially be overwritten for some contacts if "Send email notifications" is set to "Yes" in their profile. This applies to Event Contacts, Organization Contacts, Room Contacts, and Resource Contacts. This is because an Event or Org contact could be outside the institution and will need to be notified of Event creation and/or changes.
If a user signs up for Merge Notifications, they will receive those notification emails regardless of the “Email Notification Setting”.
If you need to change this setting, please reach out to your Coursedog contact (Project Manager or Customer Success Manager), as it can only be modified internally.
System Settings
Push Settings to Children | Settings to Override | Auth Settings
If toggled to “Yes” for system schools, multiple options will appear.
Push Settings to Children
Clicking this button will push globally defined settings to all child instances.
Any campus-specific configurations of the selected feature will be overwritten.
The system will show a pop-up at the bottom of the screen, indicating action was successful.
Settings to Override
Institutions with Admins managing “children” should keep the below items in the “Settings to Override” (Global Settings):
Section Template
Merge Settings
Current Scheduling Term
Integration Schedule (used to denote real-time integration cadence)
If you would like to override additional system-wide settings, you can select any of the following additional options from the drop-down: Roles, Future Actions, Terms, Date Exceptions, Conversion Dates, Current Term, Standard Meeting Patterns, Integration Attribute Mappings, Instructor Template, Scheduling Room Template, Event Room Template, Course Template (Curriculum), Program Template (Curriculum), Course Template (Catalog), Program Template (Catalog), Course Fields (Scheduling), Approval Workflows, Scheduling Request Settings, Rules, Filters, Notification Events, Event Types, Event Global Blackout Dates, Public Event Settings.
Auth Settings
Use this area to change SSO settings.
Learn more here.
Product Settings
Overview | Default Dating Method | Enable Effective End Date Filters
Restrict Professors Behind Authentication | Restrict Scheduling Courses to Integrated Courses Only
Load Requests from Child Institutions (For Reports Only) | Tooltips, Flows, and Widgets
Fetch Requisites Using Latest Revision Even If Future Dated
Fetch Courses in Degree Maps Using Latest Revision Even If Future Dated
Display Requisite Entity ID Inline if Entity Not Found
Changes Diff: Sort Fields in Form Order
Display All Course and Program Revisions as Dependencies
Filter Out Deleted Attributes from Attributes List
Overview
There are cross-product settings in the Admin Panel that help dictate how different Coursedog products work.
Default Dating Method
This determines whether the “Select Effective Dating” display will default to “Dates” or “Terms” in Curriculum pages for effective dated objects (e.g. Courses, Programs, Requirement Sets).
This is entirely at the customer’s discretion; institutions can select whichever one makes the most sense for them.
Enable Effective End Date Filters
Enabling the effective end date filters will impact how two effective dating “lookups” operate in Curriculum Management and Catalog. Learn more here.
If this setting is set to "No", end date filters might still be present in the application, but will not be functional for filtering purposes
Restrict Professors Behind Authentication
This feature can help prevent potentially sensitive faculty data from being accessed by the public.
Turning this on means that all professor endpoints to load professor data require authentication.
The impact of setting this setting to “Yes” means that professor data CANNOT be loaded in the public catalog, public events, or public preference forms.
Use Case
If an institution lists “Family Medical Leave” as an option for instructor leave, you will want to prevent that information from being accessible by the public.
Restrict Scheduling Courses to Integrated Courses Only
This toggle is relevant in the context of “Adding Courses from Inventory” in Academic Scheduling.
For integrated institutions, this must be set to YES to only make “Integrated Courses” available. If set to YES, courses that exist in Coursedog but do not exist in the SIS will NOT be available.
If this toggle is set to YES (i.e. can only load integrated courses), then the course must have the customFields.rawCourseId field.
You can learn more about adding courses to Academic Scheduling from the Curriculum inventory here.
Load Requests from Child Institutions (For Reports Only)
This setting allows for the “Request CSV/PDF” reports to pull data from all child schools.
This setting is only relevant to institutions that are part of a system with child instances that fall under the system’s Coursedog instance (i.e. not relevant for most institutions).
Tooltips, Flows, and Widgets
We have tooltips, flows, and other educational content throughout our platform in order to provide users with guidance when and where they need it. You can enable (”Yes”) or disable (”No”) that content here, but we recommend keeping this set to “Yes” in order to provide your users with helpful, contextual assistance.
Fetch Requisites Using Latest Revision Even If Future Dated
Overview | Curriculum | Catalog
Overview
This toggle can impact both Curriculum as well as Catalog.
Curriculum
Setting this to “yes” makes it so that when building requirements for a program or course, the query returns the latest course revision, even if future dated.
For example, if you have a program that is set to effectiveStart Fall 2010 and a user builds out a requirement using the course effective dating to be set to start in Fall 2021, then a user later revises the requirement course and the revision has an effective date of Fall 2022, the program will automatically update based on this revision.
If you turn on this feature, this change will be reflected in simple and freeform requisite builders, course / program select, and course / program select in WYSIWYG builders.
Please discuss with your CSM prior to enabling this feature.
Catalog
When activated, there may be discrepancies between the latest revision in Curriculum Management and on the public Catalog website. This is because courses can be added to the curriculum template when they are future dated in this scenario, but the live catalog has a current-day effective date filter, so it will not capture them.
Fetch Courses in Degree Maps Using Latest Revision Even If Future Dated
Setting this toggle to “Yes” will allow future-dated courses to be fetched in Curriculum Management. Learn more here.
Display Requisite Entity ID Inline if Entity Not Found
Set to “yes” if you would like for the Entity ID to appear in Curriculum and Catalog whenever the entity name is not found in the Requirements display.
Changes Diff: Sort Fields in Form Order
If set to “yes,” when viewing proposal changes, the fields will match the order in which they appear on the Form. When set to “no”, fields will sort alphabetically.
Display All Course and Program Revisions as Dependencies
When enabled, all courses or programs revisions for a given group will be displayed as a dependency; otherwise, only the latest revision will be shown.
Please discuss with your Coursedog contact before enabling.
Filter Out Deleted Attributes from Attributes List
This setting applies to schools who use effective dating for Course Attributes (e.g. PeopleSoft schools).
This should be set to “No” by default and set to “Yes” in nuanced situations where you have a Course Attribute Group that had a Course Attribute value removed in later effective rows.
When enabled for those nuances situations, this setting will prevent deleted Course Attributes from appearing.
System Health Check
The System Health Check executes pre-built health checks for the configuration inside an account, across the product suite. The System Health Check can look at workflows, for example, to make sure assigned steps are in-tact. You should review this regularly (e.g. monthly) and resolve any warnings.
Public Event Settings
You can adjust public event settings under the Admin UI or in the Events Application > Settings. For a more in-depth breakdown, visit here.
Public Catalog Settings
You can adjust public catalog settings and design under the Admin UI or in the Catalog Application > Settings. For a more in-depth breakdown, visit here.
Logo & Styling
This page is used to set the Logo in the top-left corner of the internal application.
User Activity
Overview | Tracked Fields | Adding Filters | User Impersonation – Internal Coursedog Tool
Overview
The user activity log, also called the “audit log”, allows you to audit system-wide user activity.
Activity includes field-level descriptions of changes and can be filtered by actions and dates.
This can be particularly useful when you need to troubleshoot or verify why settings or configurations have been modified – and possibly make adjustments if changes were made in error.
Tracked Fields
For a complete list of tracked fields, click “Filter” and then click into the “Action” dropdown.
Note that “Edit Section Template v2” is included in the dropdown. Any changes to any field in the Section Template should trigger an update to the User Activity log.
Adding Filters
Overview
When you first land on the User Activity page, you will see a complete list of all tracked activities.
If you wish to see certain types of activity and/or changes for a given date range, you can add filters.
Adding Filters
Step 1: Click “Filter” in the upper righthand corner of your screen.
Step 2 (Optional): Enter a start date and/or end date.
Step 3 (Optional):
Select the action(s) you’d like to see from the dropdown menu.
You can select multiple actions.
You can also access this dropdown menu to see all tracked actions.
User Impersonation – Internal Coursedog Tool
Authorized support and implementation team members have the ability to temporarily view the platform as a specific user for troubleshooting purposes.
All impersonation sessions will appear in your activity log for transparency and accountability, but none of your data or settings will be altered.
Data Seeds – Internal Coursedog Tool
This is an internal Coursedog tool for early stages of onboarding only. Admins should NOT update/change/explore/test this feature without a Coursedog team member - it will WIPE OUT ALL DATA in your environment.
CSV Data Upload
To be used only by institutions who will regularly be updating data like Resources or Organizations (separate training and guides can be provided). CSV uploads are typically rare, in which case: Go through Coursedog Support rather than using this Dashboard tool.
Demand Analytics
This module is used to define/configure demand analytics settings in the Coursedog platform as well as manually push a refresh of data/calculations. Settings and Guidance is provided within the User Interface.
Catalog URLs
This is primarily used by the Coursedog Services team to help manage your Catalog URL lifecycle (i.e. the individual URLs required to support your current, past and future catalogs).
Data Migrations
This is an internal, Coursedog-only tool that is used by Coursedog team members to support customers during implementations and post go-live.
The tool is used to copy data and settings from one environment to another. This includes many data types, including templates, forms, workflows, departments, roles, users, rules, terms, meeting patterns, and more.
Example uses include:
Cloning baselines environments to a new school’s staging environment.
Cloning a staging environment to production.
Cloning a production environment back to staging.
The first two uses listed above only apply to new customers undergoing implementation.
Once customers are live, only the third option – cloning a production environment back to staging – applies. Learn more about how that works.