Table of Contents
Can all schools perform a rollover using Coursedog?
Who can view and/or execute a rollover?
Can I roll over a term that already ended?
Can I roll over to the same term multiple times?
Does using Filter and/or Search limit what you roll over?
My integrated school has opted to attempt rolling in Coursedog. What should we do?
Will executing a rollover trigger a workflow(s)?
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Can all schools perform a rollover using Coursedog?
Any institution can roll instructor preferences in Coursedog, but rolling sections and relationships in Coursedog is only recommended for non-integrated schools. Learn more here.
Who can view and/or execute a rollover?
Only users designated as "Super Admin" or "Admin-Scheduling" are able to both view and execute rollovers.
Can I roll over a term that already ended?
Yes. There are no restrictions "from" or "to" which terms users can roll over. Users will see a warning whenever their selected "To Term" is before the "From Term", but there's nothing preventing us from executing such a rollover.
Can I roll over to the same term multiple times?
Yes. There are no restrictions on how many times rollover can be executed to the same term.
Does using Filter and/or Search limit what you roll over?
Yes. Whenever you're using either Filter or Search, the data that appears in your results will be the only data that we'll roll over. For instance, if you initially see two Courses: "Math" and "Bio", and you Filter so that you only see "Bio" now, that means we will not roll over "Math" as it is no longer among the listed results.
When filtering you can use nested AND/OR logic within the Course & Section Filters within Section Rollovers and within the Instructor Preferences rollover. This will make it easier to filter to exactly the group of sections and preferences you want to rollover.
My integrated school has opted to attempt rolling in Coursedog. What should we do?
Although this isn’t recommended for integrated schools as noted here, if you have discussed this option with your Coursedog team and have decided to proceed with testing, you you will need to take note of the following:
Ensure real-time integration is turned off when you perform the rollover.
Ensure that either through a nightly or manual merge, you sync all sections (and relationships) to the SIS.
If any errors occur in the previous step, make sure those errors are fully resolved and resync the data.
Once all sections have been synced and there are no merge errors, you are welcome to turn back on real-time integration.
If performing a rollover for relationships, this rollover MUST be performed before the section data is synced with the SIS as the relationship rollover relies on a process of matching the Section IDs, which will be broken once the SIS generates new Section IDs.
Will executing a rollover trigger a workflow(s)?
No, workflows won't automatically be triggered following a rollover. Rather, workflows will be triggered if/when section edits or rule exceptions are proposed – or during the schedule validation process.