Table of Contents
Overview
Permissions
Path
Sections Rollover
Relationships Rollover
Instructor Preferences Rollover
Rollover Configuration
Related Articles
Overview
The rollover functionality allows certain users to copy scheduling-related data from a prior term into a new one. Rollovers can be saved as a draft that can be edited and/or executed later. Once executed, it cannot be modified nor executed again. There are three types of rollovers:
Sections Rollover
Relationships Rollover
Instructor Preferences Rollover
Permissions
Only users with roles defined as "Super Admin" or "Admin-Scheduling" are permitted to both view and execute rollovers.
Path
Academic Scheduling > Rollovers
Sections Rollover
A Sections Rollover will copy ("roll over") Sections and Courses "From Term" into "To Term."
Users can select which Sections/Courses – and which Sections fields – they want to copy.
Most schools should perform Section Rollovers in their SIS, not in Coursedog, due complex data dependencies.
If your school's SIS supports Section Rollovers via Coursedog, you should discuss your plans with your Customer Success Manager before attempting.
See “Rollover Configuration” below for next steps.
Relationships Rollover
A Relationships Rollover will copy Relationships "From Term" into "To Term."
Users can select which Relationships – and which Relationships fields – they want to copy.
Most schools should perform Relationship Rollovers in their SIS, not in Coursedog, due complex data dependencies.
If your school's SIS supports Relationship Rollovers via Coursedog, you should discuss your plans with your Customer Success Manager before attempting.
Instructor Preferences Rollover
An Instructor Preferences Rollover copies preference fields between terms.
Users can select which preferences should be copied, including general preferences and course-specific preferences.
All schools should be able to perform an Instructor Preferences Rollover, as this information is only stored in Coursedog and not your SIS.
Rollover Configuration
No matter which type of rollover you are pursuing in Coursedog, you will first review General Settings to determine which fields will roll; review Exceptions to determine which classes/preferences/relationships to exclude; and then hit “rollover”. The following steps are specific to a Sections Rollover, but the same basic rules apply to all three.
Step One: Select “Perform a New Rollover”
Step Two: Select “Sections” as your rollover type
Step Three:
Select the term you would like to roll from using the dropdown menu on the left.
Select the term you would like to roll to using the dropdown menu on the right.
Step Four (General Settings):
Review the section fields; make sure anything you would like to have copied over is selected.
Some section fields are automatically excluded from rolling; you can learn more about those here.
Step Five: Hit “NEXT” to review exceptions.
Step Six (Exceptions):
You can select to “View by Sections” or “View by Courses” at the top of your screen (under the progress bar).
All courses and sections from the “From Term” are selected by default.
- To exclude any courses or sections from the rollover, simply uncheck the box next to that course or section or leverage the Course & Section filters by selecting ‘Filter.’
Note that Instructor filters are available for Instructors Preferences rollovers. Filters are not available for Relationships rollovers.
If a course is excluded from the rollover, all sections of that course will also be excluded. In other words: even if you have sections checked to be rolled over, if the parent course is unchecked, that will override the section-level selection and exclude all of the course’s sections from the rollover.
If you’d like to copy only some but not all of a course’s sections, toggle to “view by courses” to make sure the course itself is checked. Then, toggle back to “view by sections” and uncheck any sections you do not want to copy in the rollover.
Step Seven: Select “NEXT” to the right of the progress bar.
Step Eight: Select “ROLLOVER” to complete the process.
