SLCM AD 315 Booking Rules.ppt - University of...

9/5/2009

SLCM_AD_315 Booking Rules 1

Booking RulesBooking RulesSLCM_AD_315SLCM_AD_315

1SLCM_AD_315 Booking Rules

• Unit 1 – Booking Rules Overview• Unit 2 – Adding Rules• Unit 3 – Deleting Rules

Course ContentCourse Content

• Summary


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Learning ObjectivesLearning Objectives

By the end of this course, you will be able to:• Understand Booking Rules• Display Booking Rulesp y g• Add Booking Rules to a Section• Add Booking Rules to a Course• Remove Booking Rules from a Section• Remove Booking Rules from a Course


Prerequisites and RolesPrerequisites and Roles•Prerequisites UK_100 IRIS Awareness & Navigation SLCM_200 Student Lifecycle Management Overview SLCM_AD_300 Event Planning

•Roles Authorized users responsible for creating or modifying events

and event packages


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Booking Rules AccessBooking Rules Access• Booking Rules may be accessed via Student Administration tab on

the myUK portal

• In order to access booking rules, you need: f ll l k l To successfully complete SLCM_AD_315 Booking Rules To be designated as a person with the responsibility to view,

create, and change event packages To sign the Statement of Responsibility (SOR) Instructions available at:

http://www.uky.edu/IRIS/train/SOR_Information.html If you have signed the SOR in UK_100, you do not need to

i it d tisign it a second time

• If you do not have access, please work with your college contact to get this access assigned The college contact list is located at

http://www.uky.edu/IRIS/CM/cm-group.html


Booking Rules Booking Rules myUKmyUK Registrar PathRegistrar Path• Depending on the user’s role, access to the Booking Rules on

myUK can be reached through one of these paths

• For Registrar role the menu path is Student Administration • For Registrar role, the menu path is Student Administration Administrative Services Registrar Booking Rules


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Booking Rules Booking Rules myUKmyUK Administrator PathAdministrator Path

• For Administrator role, the menu path is Student Administration Administrative Services Administrators Booking Rules


Unit 1Unit 1

OverviewOverview8SLCM_AD_315 Booking Rules

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Unit 1 Unit 1 -- OverviewOverview

• Rule Types• Displaying Rules Linked to a Specific SectionLinked to a Specific Section Linked to a Course


Booking Rules OverviewBooking Rules Overview• The restrictions on courses and sections that control

registration access are known as Booking Rules

• Authorized personnel maintain Booking Rules via the myUK• Authorized personnel maintain Booking Rules via the myUKportal

• Restrictions may be maintained at the course level or the section level


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Booking Rules RestrictionsBooking Rules Restrictions• Course Level Restriction If a restriction is maintained at the course level, all sections of

the course will inherit the restriction

• Section Level Restriction If a restriction is maintained at the section level, the

restriction will apply only to the selected section of the course


Rule TypesRule Types• There are four types of Booking Rules that can be maintained

via myUK

• Classification Restrictions• Classification Restrictions Can be used to restrict registration by including or

excluding students, according to their progression classification

These restrictions can be maintained for a single progression classification or multiple classifications

• Major/Minor Restrictions• Major/Minor Restrictions Can be used to restrict registration by including or

excluding students, based upon their majors or minors


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Rule TypesRule Types• College Restrictions Can be used to restrict registration by including or

excluding students, based upon their college

• Rule Containers/Special Rules Can be used to add special restrictions such as Controlled

Enrollment, Teacher Education Program, Engineering Program Paducah, etc.


Rule Types OverviewRule Types Overview• Course level and section level restrictions of the same rule

type cannot be mixed

• Instead, such restriction situations must be maintained at the section levelsection level

• Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific

• They do not automatically become available to future terms• Special Rules are valid for the life of the course (Module) orSpecial Rules are valid for the life of the course (Module) or

section (Event Package)


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Rule Types and SectionsRule Types and Sections• All rules are linked to the system Object ID of the course or

section

• If a new section is created for an upcoming term in EventIf a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created)

• As a result, any rules attached to the previous Section 001 will not carry forward to the new one

• Rules must be added and maintained on the new section


Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules• If restrictions exist on a section of a course, the restrictions can

be displayed by completing the following steps• Select the correct year and term

• Enter the course prefix and number


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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules• Click on Search• When the course is found, click on View Sections to see a list of the

available sectionsavailable sections

• Click on the desired section to view a list of rules assigned to that section


Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules• If there are rules maintained on the section, they will be displayed

below the Course and Section

• The example above displays the rules linked to SOC 101 Section 003 (in the test system)


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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules

• This section has seven rules: It is subject to Controlled Enrollment Limited to Sociology and Early Childhood Education majorsgy y j Limited to students in Arts & Sciences and Education Limited to Freshmen and Sophomores


Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules• Note that the rule restricting the course to SOCI majors is

maintained at the course level, rather than the section level This is indicated by “All Section(s)” in the Sections column of the

restrictionrestriction The Remove icon in the Remove column is missing Rules maintained at the course level cannot be removed at the

section level


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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules• If no rules are maintained on a course, a system message will be

displayed


Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course

• Rules maintained at the course level are inherited by all sections of the course

• To display rules maintained at the course level by using the following steps


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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course• Select the correct year and term


• Click on the Search button


Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course• Click on the course link

• Any existing restrictions will display below the course


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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course• If no rules are maintained on a course, a system message will

display


Unit 1 SummaryUnit 1 Summary

• Four rule types: Classification, Major/Minor, College, and Rule Containers/Special Rules

• Course level and section level restrictions of the same rule typeCourse level and section level restrictions of the same rule type cannot be mixed

• Classification, Major/Minor, and College restrictions are term-specific

They do not automatically become available to future terms• Special Rules are valid for the life of the course or section• All rules are linked to the system Object ID of the course or

section

• Rules must be added and maintained on the new sections


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Unit 2Unit 2

Adding RulesAdding Rules27SLCM_AD_315 Booking Rules

Unit 2 Unit 2 –– Adding RulesAdding Rules

• Linked to a Specific Section of a Course Adding College Restrictions Adding Classification RestrictionsAdding Classification Restrictions Adding Major/Minor Restrictions Adding Rule Containers/Special Rules

• Linked to a Course


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Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section• Select the correct year and term


• Click on the Search button


Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section• When the course is found, click on View Sections


• Add Rules


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Adding College RestrictionsAdding College Restrictions• Scroll down to the College Rules area• Click on the desired college rule

• Click on Add


Adding College RestrictionsAdding College Restrictions• To add multiple colleges at one time, hold down the Ctrl key and

click each college

• Click on Add


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Adding College RestrictionsAdding College Restrictions• Once rules have been added successfully, they will appear in the

list of active rules for the section at the top of the screen


Adding College RestrictionsAdding College Restrictions• To exclude students in a particular college, select the college

• Change the radio button from Include to Exclude

• Click on Add


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Adding Classification RestrictionsAdding Classification Restrictions• Scroll down to the Classification Rules area• Click on the desired Classification(s)

• Click on Add


Adding Classification RestrictionsAdding Classification Restrictions• To add multiple classifications at one time, hold down the Ctrl key

and click on each classification

• Click on Add


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Adding Classification RestrictionsAdding Classification Restrictions• To exclude students in a particular classification, select the

classification

• Change the radio button from Include to Exclude

• Click on Add


Adding Major/Minor RestrictionsAdding Major/Minor Restrictions• Scroll down to the Major Rules area• Key the four-character major code for the restriction

• Click on Search


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Adding Major/Minor RestrictionsAdding Major/Minor Restrictions• If a match is found, the major code will appear in a list below the

Search field

• To add it to the course restriction, click on the Add icon


Adding Major/Minor RestrictionsAdding Major/Minor Restrictions

• There may be multiple matches• Selection of one results in the application of the rule to all


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Adding Major/Minor RestrictionsAdding Major/Minor Restrictions• To exclude students in a particular major, select the major• Change the radio button from Include to Exclude• Click on the Add icon


Adding Rule Containers/Special RulesAdding Rule Containers/Special Rules• Scroll down to the RC Rules area• Key some text associated with the rule to be added For example “Control” for Controlled Enrollment “TEP” forFor example, Control for Controlled Enrollment, TEP for

Teachers Education Program, or “EPP” for Engineering Program Paducah

• Click on SearchClick on Search


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Adding Rule Containers/Special RulesAdding Rule Containers/Special Rules• If unsure of text to use, simply enter an asterisk (*) for a wildcard

search to pull up all Rule Containers

• If a match is found, the Rule Container will appear in a list below the search field

• To add it to the course restriction click on Add iconTo add it to the course restriction, click on Add icon


Adding Rules Linked to a CourseAdding Rules Linked to a Course• Rules maintained at the course level are inherited by all sections of

the course

• To add rules maintained at the course level, follow the steps below• Select the correct year and term


• Click on Search


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Adding Rules Linked to a CourseAdding Rules Linked to a Course• Click on the course link

• Add Rules by scrolling down in each area• Follow the same procedure as outlined for adding restrictions

linked to course sections

• Click on Add



• Adding Rules Linked to a Specific Section of a Course• Adding Rules Linked to a Course


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Unit 3Unit 3

Removing RulesRemoving Rules47SLCM_AD_315 Booking Rules

Unit 3 Unit 3 –– Removing RulesRemoving Rules

• Linked to a Specific Section of a Course• Linked to a Course


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Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section• If restrictions exist on a section of a course, the restrictions can be

displayed and removed by completing the following steps

• Select the correct year and term


• Click on Search


Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section• When the course is found, click on View Sections to see a list of the

available sections



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Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section• To remove a rule, click on the Remove icon in the Remove column


Removing Rules Linked to a CourseRemoving Rules Linked to a Course• Rules maintained at the course level are inherited by all sections of

the course

• To display and remove rules maintained at the course level, follow th t b lthe steps below

• Select the correct year and term


• Click on Search


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Removing Rules Linked to a CourseRemoving Rules Linked to a Course• Click on the course link

• Existing course restrictions will display• To remove a rule, click on the Remove icon in the Remove column



• Removing Rules Linked to a Specific Section of a Course• Removing Rules Linked to a Course


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RemindersReminders• Course level and section level restrictions of the same rule type

cannot be mixed

• Colleges must create restrictions for courses and/or sections for each term

• Access to Booking Rules is limited to a small group of college users


Booking Rules ContactsBooking Rules Contacts

• Questions regarding Booking Rules should be directed to Bruce Manley and his staff at 257-3107

• Questions regarding logging on, authorizations, etc. should be directed to IRIS at 257-6023


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Booking Rules ContactsBooking Rules Contacts

• Contact the Customer Service Center (7-1300, option 1) or local IT expert if you:

Need an AD password Go to the Enterprise Portal and it is not

responding The IRIS session that you are running is

suddenly terminated and you cannot regainterminated and you cannot regain access


Help WebsitesHelp Websites• For Quick Reference Cards Click on Attachment (upper right corner) Click on QRC Print

• myHelp website: http://myHelp.uky.edu/rwd/HTML/index.html Contains Quick Reference Cards (QRCs), updated course

manuals, Simulations, Frequently Asked Questions, and other job aids

• IRIS website http://www.uky.edu/IRIS/ Contains Information Directory, Forms, and other references


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SLCM CoursesSLCM Courses• Classroom Lab Courses SLCM_AD_300 Event Planning SLCM_AD_340 Programs of Study & Majors SLCM CA 310 S d A B l Di l SLCM_CA_310 Student Account Balance Display

• SLCM Web Courses SLCM_200 Student Lifecycle Management Overview SLCM_AD_310 Student Records SLCM_AD_315 Booking Rules SLCM_AD_320 Bookingg SLCM_WP_210 Grading SLCM_WP_220 Overrides SLCM_WP_230 SLCM Faculty Overview SLCM_WP_310 Advising


Course SummaryCourse SummaryYou are now able to:• Understand Booking Rules• Display Booking Rules• Add Booking Rules to a Section• Add Booking Rules to a Course• Remove Booking Rules from a Section• Remove Booking Rules from a Course


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Course Assessment InstructionsCourse Assessment Instructions• To begin the course assessment, click

Continue (bottom left corner of the screen)

• Click Here to continue when the system• Click Here to continue when the system message appears

• Click Start Test to continue• If you pass the assessment successfully,

click End Test (located at the bottom right of your screen

• Click Close (lower right corner of the screen)


Course Completion InstructionsCourse Completion Instructions• Click Logoff (lower right corner)• When the WBT window closes, go

back to your original browser windowy g Click on the browser window in your

taskbar and wait for the screen to refresh

• Scroll down the page until you see the Confirm Participation section

• To complete the course, click Confirm Participation


SLCM AD 315 Booking Rules.ppt - University of...

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Transcript of SLCM AD 315 Booking Rules.ppt - University of...