Scheduling Classes in PeopleSoft - Stony Brook...
Transcript of Scheduling Classes in PeopleSoft - Stony Brook...
![Page 1: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/1.jpg)
Welcome to:
Scheduling Classes in
PeopleSoft
Presented by Kim Rant, Client Support
2-9800
![Page 2: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/2.jpg)
The Buddy System
Team up with a knowledgeable person in your area who can help you.
Need a buddy? Call or email:
• CAS – (Daniel) Kane Gillespie
• CEAS – Jennifer Dellaposta
• Graduate – Barbara Byrne
• SPD – Carolyn Jankowski
• HSC – Liz Roggenkamp
![Page 3: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/3.jpg)
The Experts
Email:
Registrar Scheduling [email protected]
Or call:
• Linda Sandberg 2-7789
• Elmay Evans 2-6882
• Donna Hanson 2-1332
Technical Problems call Client Support at
632-9800.
![Page 4: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/4.jpg)
Course Catalog
Courses are defined
in the Course
Catalog by the
College/School
Course = Subject
Area + Catalog Nbr
Example: WRT 102
![Page 5: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/5.jpg)
• You have been given access to schedule
classes each Term for your Academic
Organization.
Academic Organization
Your Department
![Page 6: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/6.jpg)
Class Course Term
1114
WRT 101
Lecture 01
Lecture 02
WRT 102 Lecture
01
• This includes assigning the days, time,
location, instructors, enrollment capacity,
etc. for each section of each course
being offered.
![Page 7: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/7.jpg)
Term Codes
1 12 1 = Winter
4 = Spring
6 = Summer
8 = Fall
Session
– Used to breaks down the Term further
– HSC Mods and Summer Session 1 (C) and Summer Session 2 (D)
This is
the year
![Page 8: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/8.jpg)
“Rollover”
• Each Term, to make
updating easier, classes are
“rolled-over” from one year to
the next (i.e., Fall 2010
classes “rolled” to Fall 2011).
• You “update” the information
for the new Term rather than
add it from scratch.
• Generally given 2-4 weeks to
do this.
![Page 9: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/9.jpg)
Print an MS Review Report
• The first thing you
must do!
• Gives you a clear
picture of what
courses and sections
were “rolled over”
and what needs to be
updated.
• Keep running these
reports as you make
changes.
![Page 10: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/10.jpg)
Add New Instructors
• Must be in the Instructor/Advisor Table.
• The Effective Date must be one day before the start of the
Term.
• Primary Academic Org = the hiring department.
• Make sure your Academic Org is listed on the Approved
Courses page so that you can assign them to your classes.
![Page 11: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/11.jpg)
Combined Sections
• Cross listed or co-scheduled courses must be “linked” by
the Registrar’s Office first.
• One dept (the “owner”) responsible for the scheduling.
• Both departments must collaborate!
• Enrollment Capacity is the same for both.
![Page 12: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/12.jpg)
Make Changes for the Current Term
• Add/delete instructors
• Change the room
• Change the days/time
• Inactivate sections that are not being offered this Term. Don’t delete them!
• Activate sections that were inactive last year
• Add more sections
• Add courses that were not “rolled over” because they were not offered in this Term last year
• Increase/decrease the Enrollment Capacity
![Page 13: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/13.jpg)
Assign Each Person a Role
Primary
Instructor
• Only one per class
• Instructor or Grad Student who is fully responsible for course
instruction or contact minutes
• Usually assigned to Lecture component not Lab or Recitation
Secondary
Instructor
• Use for addt’l instructors when teaching responsibility is
shared
• Usually assigned to Lab or Recitation component
Administrator • No instructional responsibilities
• Use to allow grading access in SOLAR
• Not printed in class schedule
• Not reported in CASA
Supervisor • No instructional responsibilities
• Use to allow grading access in SOLAR
• Not printed in class schedule
• Not reported in CASA
TA Reader/Grader • No instructional responsibilities
• Grad Students who don’t actually meet with students
• Not printed in class schedule
• Not reported in CASA
![Page 14: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/14.jpg)
Assign Roster/Grade Access
• Determines what level of access each person has
to rosters and grade submission in SOLAR
• Only one person per class can have APPROVE
access!
Level of
Access
View Rosters Input Grades Submit Grades
(locked)
Approve Yes Yes Yes
Grade Yes Yes No
None Yes No No
![Page 15: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/15.jpg)
Rooms
• Room Capacity = maximum number of
students you expect to enroll in this class
• Be realistic!
• You can only assign rooms that your
Dept is responsible for.
• All others are assigned by the Registrar’s
Office.
• Request a large room if expected
capacity is over 70.
![Page 16: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/16.jpg)
Enrollment Controls
If Dept or Instructor Consent is required it must be set up ahead of time for the course.
![Page 17: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/17.jpg)
Enrollment Controls
You can Reserve seats for certain student groups.
![Page 18: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/18.jpg)
Enrollment Controls
If you want to allow students to put themselves on a Waitlist it must be set up ahead of time for the course.
![Page 19: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/19.jpg)
Enrollment Controls
If you want to enforce Pre-requisite screening make sure it’s turned on for the course.
![Page 20: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/20.jpg)
Enrollment Controls
You control the Enrollment Capacity.
Lecture = total of
all Labs or
Recitations.
Make sure it doesn’t exceed the requested room capacity.
![Page 21: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/21.jpg)
Blackboard
All classes
must be made
available in
Blackboard.
Make sure the
LMS page in
the Schedule
of Classes is
complete.
![Page 22: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/22.jpg)
Copy Dept Class Instructors
• A process that makes updating tutorial courses
easier.
• You set up the master course and run this
process to copy the instructor information for the
same section numbers to all other tutorial
courses.
![Page 23: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/23.jpg)
Dept Class Validation Report
• Print it when you are finished updating the Schedule of Classes.
• Will point out errors that need to be corrected.
• Keep running this report until there are no more errors.
• Now your scheduling should be complete and error free!
• Print one more MS Review Report for your records.
![Page 24: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/24.jpg)
Class Schedule Data Reported to SUNY
• Used for Instructional Workload Analysis.
• Data is derived from the Meetings page.
Instructors, effort, meeting patterns, times,
facilities.
• Run the Class Schedule Audit Reports in
SBU Reporting to see if any of this
information is missing.
• Edits are allowed in PeopleSoft after
enrollment snapshot.
![Page 25: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/25.jpg)
Additional Reports
• Meeting Vector Counts – see how class days/times are
distributed.
• Printed Class Schedule (pdf ) – use to publish to the web or
post in your office.
• Course Schedule Sheets (grid) – view the schedule of
classes in a weekly grid format.
• Enrollment Report – monitor enrollment statistics throughout
the enrollment period.
• View Instructor Schedules
• Class/Grade Rosters – print department wide.
• Unmet Demand Analysis – use to determine whether
additional sections of a course are needed or enrollment caps
increased.
![Page 26: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/26.jpg)
Give Students Permission to
Register
Use once registration begins:
• When department or instructor consent is
required.
• To override a class that is closed.
• To override pre-requisites.
![Page 27: Scheduling Classes in PeopleSoft - Stony Brook Universityit.cc.stonybrook.edu/site_documents/.../peoplesoft/... · Scheduling Classes in PeopleSoft Presented by Kim Rant, Client Support](https://reader036.fdocuments.in/reader036/viewer/2022070706/5e9aaeb99b2c6b7bbe5da315/html5/thumbnails/27.jpg)
SBU Reporting
• “Data Warehouse” contains a library of
Student Data Reports for departmental use.
• PeopleSoft data is loaded each night.
• Email Janelle Clarke in the Registrar’s Office
for access.