Table of Contents
Overview
Setting Up Relationships
RBAC & Relationships
Field-Level Permissions & Relationships
Related Articles
Overview
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
Overview | All Three Permissions Set to “Allow” | View” Permissions Set to “Deny”
View” = “Allow” but “Add” and “Edit” = Deny
Overview
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 editing modal – 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
Edit/Delete 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
Overview | Configuring Field Options | Downstream Effects
Overview
Field-level permissions impact a user’s ability to add, edit, and delete relationships within the section editing modal, located at Academic Scheduling > Section Dashboard > (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.
Step 2:
Scroll down until you find the "Relationships" card as shown below.
Click on the gear icon to open the Relationship Advanced Settings modal.
Step 3:
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 restrict relationship creation to already existing sections by selecting the option “Disallow New Sections”.
It is best practice to hide the "Cross Enrolled Sections" relationship for all SISs except for Banner.
Step 4:
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.
Step 5:
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 (and what they are called in your environment).
Step 6:
Click into each field on the card to change its label (i.e. what it is called in your environment), description, extended description, and Question Settings.
Question Settings will vary from field to field but generally include Is Required, Editable, Visible, Editable in Requests, and Editable by Terms.
Downstream Effects
Disallow New Sections
“Disallow New Sections” will only allow relationships to be added when editing a section and not when creating a new section.
Selected
Not Selected
Field Settings Editable for a User’s Role
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 editing modal, as shown below.
