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CONFIGURING FIELD OPTIONS: Section Template

Table of Contents

Overview
Custom Fields
Prebuilt Fields
Prebuilt Cards
Question Settings
Related Articles 

Overview

This article captures details that are unique to the Section Template. You can learn more about details that apply to all templates here

 

Custom Fields

File Input

A custom "File" input can be added to the Section Template, allowing users to attach files to sections.

URL

There is a custom URL input that can be used to create a hyperlink for the section editor.

 

This hyperlink also supports dynamic injection of specific fields, whose values will be dependent on each section.You can learn more about that here.

Prebuilt Fields

Part Of Term | Section Number | Preferred Rooms & Preferred Buildings
Cross Listed Courses | Allow Integration

Part Of Term

The “Part of Term” question can default for each new section from a "Default Part Of Term" field which is specific on the term object. Currently the "Default Part Of Term" value must be specific for each term and will only happen automatically for PeopleSoft clients.

Section Number

Users can modify the default number of leading zeros for a newly generated section number. 

 

  • If it is set to "0", then a new section will have a section number of (1, 2, 3....).

  • If it is set to "1", then a new section will have a section number of (01, 02, 03....).

 

Preferred Rooms & Preferred Buildings

There are also multi-select prebuilt fields available for “Preferred Rooms” and “Preferred Buildings”. These fields allow users to specify their specific room(s) and building(s) preferences within the Section modal. Preferred Rooms and Preferred Buildings are also supported by our Section Optimizer algorithm (for details on the Section Optimizer, refer to this art


 

Cross Listed Courses

This is a read-only (display only) field found under “Question Bank > Prebuilt Fields”. If added to a template, it will display any existing Course Cross Listings. You can learn more about common use cases for this field in this article.

 

Allow Integration

"Allow Integration" is found under “Question Bank > Prebuilt Fields”. This prebuilt field and functionality allows specific entities to opt in/out of sending updates to the SIS (POSTs). Please refer to this article for an overview on behavior and supported entities.

 

Prebuilt Cards

Re-Naming Relationships | Course Materials Card (PeopleSoft Only)
Instructional Methods Card | Meeting Patterns & Rooms Card

Re-Naming Relationships

The types of various "Relationships" can also be re-named. In The Section Template, users can navigate to Relationships > Advanced Settings and specify a custom display name for each relationship option.

These options will show up in the relationship modal when users are adding/editing relationships.

Course Materials Card (PeopleSoft Only)

The Course materials card can be added to the Section Template to support storing textbook and related information on a section. This card matches with what is contained in the SSR_CLASS_TEXTBOOK page in PeopleSoft. This card is hidden by default.

Instructional Methods Card

Overview
Advanced Settings
Associating Instructional Method Records with Individual Meeting(s) and Instructor(s)

 

Overview

PATH: Settings > Field Options > Section Template > Instructional Methods

  • The “Instructional Methods” pre-built card in the Section Template allows users to create various Instructional Method records (i.e. Lab, Lecture, etc.) for a given section.

  • This article details how to set up your card; you can see functional use cases for end users here.

Advanced Settings

Editable | Not Editable | Nested Fields | Default from Course

By clicking into “Advanced Settings”, the Instructional Methods card can be configured to be Hidden or not in the top left. The card will be Hidden by default and therefore will not be visible in the Section Editor. If the card is visible, then users will be able to see it in the Section Ed

 

Editable

Additionally, you may configure the Instructional Methods card to be editable or not by checking/un-checking the check-box in the first “Instructional Methods” row. If the card is editable, users will be able to add records, remove records, and alter record data (i.e. edit nested fields, assuming those are configured to be Editable by the user).

 

 

Not Editable

If the card is not editable, then users will be unable to add, remove, or edit records in any capacity.

 

Nested Fields

Nested fields (like “Name” and “Code”) can be individually configured to be editable, visible, and/or required by manipulating their configuration in the Instructional Methods card. “Code” is hard-coded to be a required field since it is needed for associated downstream functionality.

 

 

ADDITIONAL CUSTOM NESTED FIELDS

Additional custom nested fields (for example, “Contact Measure” or “Instructor Load” for Colleague institutions) can be added to the Instructional Methods card through the back-end. Reach out to your Customer Success implementation team or Support for assistance doing so.

 

Default from Course

In the top right of the Instructional Methods card in the Section Template, there is a toggle for “Default From Course”. If enabled, Instructional Method records (and associated nested field data) will be defaulted in sections from the course record upon section creation. From here, users may be able to edit these records and their nested field information depending on the card and nested field editability configuration outlined a


 

Associating Instructional Method Records with Individual Meeting(s) and Instructor(s)

Overview | Associating with Meetings | Associating with Instructors

Overview

Instructional Method records can also be associated with individual meeting(s) and instructor(s).

 

Associating with Meetings

Within the “Meeting Patterns & Rooms” pre-built card (Settings > Field Options > Section Template > Meeting Patterns & Rooms), there is a single-select nested field for “Meeting Pattern Instructional Method'. This field is hidden by default. If made visible, users will be able to see the nested fields in the Section Editor (navigate to Meeting Patterns & Rooms > Set Details) and associate meetings with an Instructional Method. The Options in the drop-down correspond to the Instructional Method “Code” values defined in the “Instructional Methods” card for the given section.

 

Associating with Instructors

  • Within the “Instructors” pre-built card (Settings > Field Options > Section Template > Instructors), there is a single-select nested field for “Instructor Instructional Method”. This field is hidden by default. 

  • If made visible, users will be able to see the nested fields in the Section Editor (navigate to Instructors > Set Instructor Roles & Details) and associate meetings with an Instructional Method.

  • The options in the drop-down correspond to the Instructional Method “Code” values defined in the “Instructional Methods” card for the given section.

  • If a given Instructional Method is selected in the “Meeting Pattern Instructional Method” and/or the “Instructor Instructional Method” nested fields (i.e. “LEC”’), and that Instructional Method record is subsequently removed from the “Instructional Methods” card (i.e. “LEC” is deleted as a record), then the above-mentioned nested field values will be “wiped” since the original value is no longer one of the options defined in the Section’s Instructional Methods card. In the case of the “Instructor Instructional Method” nested field, if this field had been set to “Required”, users will be forced to input a new value before being able to save edits to the section.    

 

Meeting Patterns & Rooms Card

Overview | PeopleSoft Only | Banner Only

Overview

  • Within the Meeting Patterns & Rooms card, you can select the blue settings widget to view and configure nested fields within this card. 

  • You can learn more about the use cases for the "Ignore Relationships" label here

  • You can hide “Select TBA” in the Room & Meeting Pattern Modals.

  • There are dedicated controls for “Room Select TBA” and “Times Select TBA”. These are intended to give users the ability to hide these inputs from the room select and meeting pattern select modals, respectively, in the Section Editor. 

  • Note that “Room Select TBA” and “Times Select TBA” are not hidden by default (to be in-line with our legacy functionality). If “Room Select TBA” and “Times Select TBA” are hidden, the applicable button does NOT show up in the Meeting Patterns & Rooms modal within a section. 

  • Note that when Times Start Date and Times End Date are not hidden they will show up within the Meeting Patterns & Rooms card and within ‘Set Details’

  • Best Practice: During POST Testing, we recommend validating with your Coursedog onboarding team whether selecting TBA for the room and/or meeting pattern assignment causes merge issues. If it does, hide the applicable button entirely in order to prevent such errors.

 

 

PeopleSoft Only

Topic | Free Format Topic | Print Topic on Transcript | Meeting Pattern Code

You may set the “Topic”, “Free Format Topic”, “Print Topic on Transcripts”, and “Meeting Pattern Code” labels to “Editable” so that PeopleSoft users may edit this information in the Section Editor. Additional guidance on these PeopleSoft-only labels is as follows:

 

Topic 

  • Enter a course topic ID to link course topics to class sections. 

  • Topic ID values are defined on PeopleSoft's Catalog Data page and map to CLASS_MTG_PAT.CRS_TOPIC_ID.

  • You can attach topics to specific class meeting patterns.

 

Free Format Topic

Enter a free format topic if a predefined topic ID is not suitable. 

  • If a professor wants to teach Eng Lit 299 as "19th Century Novelists," but the topic had not been set up as a topic ID, you could enter it as a free format topic. 

  • You can only link free format topics to class meeting patterns. 

  • You cannot assign class meeting pattern topic IDs to combined sections (this would cause data integrity problems). For this reason, the system makes the Topic ID field unavailable on the Meetings page after sections are combined. Instead, only assign free format topics to combined sections. 

  • If you combine sections that already have class meeting pattern topic IDs assigned to them, the system deletes the topic IDs.

 

Make this editable to allow course topics to appear on the advisement report.

 

Meeting Pattern Code

PeopleSoft users can assign a meeting pattern code that aligns with each meeting pattern in Coursedog. Learn how to do that here

 

The following fields are available to be surfaced within the Meeting Pattern & Rooms card, and will be displayed in the Section Editor Meeting Patterns 'Additional Details' modal. Please contact your Coursedog onboarding team for assistance surface the following fields, if needed:

  • Session Credit Hours

  • Weekly hours

  • Session Indicator

  • Instructor Ignore Double Bookings (Override Indicator)

 

Question Settings

Form Reference Value: How To Add Course Fields into The Section Template
Dynamic Actions | Question Settings for “Select” Question Types

Form Reference Value: How To Add Course Fields into The Section Template

  • This feature allows display of a value referenced from a course from within the section editor.

  • This differs from the behavior of the "default" configuration, as using "default" will actually persist the value to the section object on creation, while the "Reference Value" solely displays a value but does not impact the contents of the section, and is not persisted in the section.

  • This use case is to cover instances where a user wants to display something from a course for informational purposes, but not actually allow it to be edited on the section object. 

  • Common examples of course fields that are used as reference fields are: Course Code, Course Departments, and Course Credits. 

  • Because Reference Values do not exist in the section, they cannot be used for filtering purposes (to filter sections in the Section Editor, create Meeting Pattern filters, Actions, etc.). These fields are locked and uneditable. Additionally, they will not show up in any CSV exports of the data.

  • Reference fields can be included in rule filters to create custom rules.

Dynamic Actions

Overview | How To | Field Validation

Overview

PATH: Academic Scheduling > Settings > Field Options > (Click Card to Open Question Settings) > Actions

For each question in the form, a user can configure “Actions” which are comprised of conditional statements that can be used to update the value or configuration of the selected field. “Actions” can be configured on a per-field level within “field settings”.

 

How To

Step One: To configure an action, first select “add action”.

 

Step Two

  • This will display the below box, which allows the user to click in to configure the action.

  • Users are able to add multiple actions to a field.

 

 

Step Three: The user can then configure the logic (condition, any of, all of), and other parameters (explained below).

  • FIELD – Allows user to select a field within the form.

  • REQUIREMENT – Allows user to define logical condition.

  • VALUE– Allows user to define value to evaluate condition.

 

 

Step Four

  • Define the effect by clicking which defines the impact of the action.

  • You can update the field value, update the field config, or update the field validation.

 

 

Field Validation

Overview | Field Validation Error | Best Practice | Effects

Overview

  • You can use the “Add Actions” option to set up field validation.

  • This allows you to add a validation message when a certain condition is met. 

  • For example: If the Section Template includes fields for "Campus" and "Location," we can add a field validation that says if "Campus" contains "Online" and "Location" contains "Physical," then update the "Location" field validation to display an error message: "This field is invalid! If the campus is online, the Location cannot be set to "Physical."

 

Field Validation Error

If a user navigates to the section editor and violates the custom validation rule you defined in the template, they will see the following and will be unable to save the section. The user will need to click in the applicable field — "Location" in this instance — for the validation to trigger.

 

 

Best Practice

In lieu of Section Template "Field Validations," Coursedog recommends relying on Section Rules whenever possible, as the Rules functionality is more robust.

 

Effects

You can add multiple effects by selecting "add effect”. In other words, if you define an action/condition (“if”), there can be multiple results (“then”).

 

Question Settings for “Select” Question Types

  • If you add a “Select” Question Type to your Section Template (Scheduling), Question Settings will include an option to “Set Dynamic Options from Attribute Mappings”. 

  • You can learn more about setting dynamic options here.

 

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