Table of Contents
Overview
Section Change Requests
Rule Exception Requests
Schedule Validation Request
Internal Preference Forms
Related Articles
Overview
In Academic Scheduling there are four types of requests that can be put through a workflow: Section Change, Rule Exception, Schedule Validation, and Preference Form.
Once you’ve created workflows, you can assign them to different request types.
There are two additional request types for Faculty Workload Management, which are configured via Academic Scheduling. Learn more about those two types and where to configure them.
Section Change Requests
Overview
Section changes include adding, editing, or deleting sections.
How to Assign a Workflow to Section Changes
Navigate to Academic Scheduling > Settings > Requests.
Select the desired workflow from the dropdown menu.
Rule Exception Requests
Overview
Every rule can be assigned a workflow.
You can create/assign different workflows to different rules.
Learn more about Setting Up Section Rules.
How to Assign a Workflow to a Rule Exception Request
Navigate to Academic Scheduling > Rules > Section Rules.
Click the rule(s) to which you’d like to assign a workflow.
Under “On Failure”, select the workflow you’d like to assign to this rule.
Click “Save Rule”.
Schedule Validation Request
Overview
Schedule Validation workflows are assigned at the department level.
You can create/assign different workflows to different departments.
You can also create/assign a workflow that essentially auto-approves submissions, if preferred.
Learn more in Validating and Submitting a Schedule.
How to Assign a Schedule Validation Workflow to a Department
Navigate to Academic Scheduling > Settings > Departments.
Click into the Department you wish to assign a Schedule Validation workflow to.
Select the desired workflow from the “Department Validation Workflow” dropdown.
Internal Preference Forms
Overview
Only Internal Preference Forms go through an approval workflow.
External Preference Forms DO NOT go through an approval workflow.
Each Internal Preference Form can have a unique workflow.
How to Assign a Workflow to Internal Preference Forms
When Creating a New Preference Form
Select a workflow from the “Workflow” dropdown.
This will be the preference form’s assigned workflow unless/until you change it later.
When Editing an Existing Preference Form
You can update an Internal Preference Form’s workflow at any time via the “Approval Workflow” dropdown menu at Scheduling > Preference Forms > Internal Forms > (Select Form).
