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Relationships are used for defining time or room connections between sections.
It’s important to set up Section relationships prior to assigning meeting patterns and rooms, as relationships can impact your assignments.
There are two permission types that relate to relationships in Academic Scheduling: Role Based Access Control (RBAC) under “Settings” and Field-Level Permissions. These two types of permissions impact a user’s ability to view, add, edit, and delete relationships in different places.
Setting Up Relationships
Whether relationships are created by Department Schedulers or Admins varies from institution to institution.
For a breakdown of different relationship types and instructions on how to set them up, go here.
For Banner-specific instructions, go here.
RBAC & Relationships
PATH: Academic Scheduling > Settings > Roles > (Select Role) > Relationships
The Role Based Access Control (RBAC) permissions for relationships affect the ability to view, add, and edit/delete relationships at Academic Scheduling > Relationships.
You can adjust RBAC per role to determine which users/roles have access to this tool.
If the “Edit Relationships” permission is set to “Allow”, this also gives the role the ability to delete relationships.
Note that these settings do NOT control a user’s ability to view, edit, and/or add relationships from the Section Editor – that is determined by field permissions set on the Section Template. See “Field-Level Permissions & Relationships” below.
All Three Permissions Set to “Allow”
If all three relationships permissions are all set to "Allow", the user will be able to view, add, and edit/delete relationships at Academic Scheduling > Relationships.
View & Add Relationships
“View” Permissions Set to “Deny”
If the Relationships "View" permission is set to "Deny", the user will see a note that indicates they cannot view relationships.
“View” = “Allow” but “Add” and “Edit” = Deny
If the “View Relationships” permission is set to "Allow", but “Add Relationships” and “Edit Relationships” are both set to "Deny", they will no longer see the “+ Add Relationship” button, and the “Edit Relationship” modal will not pop up if they try to open the relationship.
Field-Level Permissions & Relationships
Field-level permissions impact a user’s ability to add, edit, and delete relationships within the Section Editor, located at Academic Scheduling > Section Editor > (Open Course) > (Click to Open Section)
This ability is configured by an admin via the Section Template, located at Academic Scheduling > Settings > Templates > Section Template > (Locate Relationships Card) > Advanced Settings.
Configuring Field Options
PATH: Academic Scheduling > Settings > Templates > Section Template
Step 1: Navigate to the above path.
Scroll down until you find the "Relationships" card as shown below.
Click on the gear icon to open the Relationship Advanced Settings modal.
The modal contains three sub-tabs of configurations: Parent Fields, Nested Fields, and Field Option Settings, as shown below.
Configure fields on the “Parent Fields” tab.
Under Parent Fields, the Super Admin has the capability to configure the fields found in the Relationships Modal of the Section Editor. You are able to make these fields editable by role and/or by term.
It is best practice to hide the "Cross Enrolled Sections" relationship for all SISs except for Banner.
Users can click into the “label” field to change the display name of the relationship. This display name is shown in “relationships” and “edit relationship”.
Configure fields on the “Nested Fields” tab.
Under Nested Fields, the Super Admin has the ability to hide the different options found in the Relationship modal to customize the functionality to match your business practices.
Configure fields under “Field Option Settings”.
"Field Option Settings" is where you can customize which relationships are available to schedulers or users of the Relationship Dashboard.
If the field settings are set to be editable for that user’s role and the selected term, the user will be able to edit Relationships directly within the Section Editor as shown below.