InformationNOW Scheduling

Transcription

1 InfrmatinNOW Scheduling Abut This Guide This guide prvides an verview f the scheduling ptins available in InfrmatinNOW. Cntents InfrmatinNOW Scheduling 1 Abut This Guide... 1 Cntents... 1 Checklist... 2 Prepare T Schedule in the Next Academic Sessin... 2 T Schedule in Next Academic Sessin... 2 Data Preparatin... 3 Served Grade Levels... 3 Create New Academic Sessin... 3 Switch Academic Sessins... 4 Lkups... 4 Update Rms... 5 Update Teacher Infrmatin... 6 Valid Curses... 6 Master Schedule Enter Student Requests Mass Assign Curse Requests Mass Apply Mdels Apply Mdels t an Individual Student Enter Requests Individually Prcessing Hme Prtal Requests Request Reprts Build Master Schedule Data Preparatin Master Schedule Staff Curse Restrictins Master Schedule Builder Details Schedule Requests fr a Grup f Students Schedule Requests fr a Single Student Mass-Assign Sectins Quick Reference Guide STI_ InfrmatinNOW Scheduling 1

2 Manually Reslving Student Cnflicts Schedule Reprts Blck Scheduling Create Academic Sessin Setup Master Schedule Master Schedule Builder Student Schedule Individual Student Schedule Override Term Include Withdrawn Classes Reassign Withdraw Add View Delete Other Sectins Requests Tasks Menu Manage Reprts Checklist This checklist is prvided t facilitate the prcess f scheduling students int classes. Detailed infrmatin abut the listed steps is included in the dcument. Prepare T Schedule in the Next Academic Sessin Schl Next Year: Students Student Maintenance Main tab r Students Quick Entry Edit. Cnfirm Schl Grade Levels: Schl/District Schl Grade Levels under Manage menu at left. Verify Custm Fields: System Preferences Setup Custm Fields. Cnfirm fields that are t be retained during Rllver are checked as Retain Data During Rllver. Valid Curses: Scheduling Valid Curses Master Schedule: Scheduling Master Schedule T Schedule in Next Academic Sessin Create New Year Academic Sessin: Management Cnsle Create New Academic Sessin r Schl/District Schl Acad. Sessins tab. Switch t New Academic Sessin: Preferences Change Cntext Verify Perids: Scheduling Setup Perids Verify Day Types: Verify Rms Quick Reference Guide STI_ InfrmatinNOW Scheduling 2

3 Verify Staff: Staff Staff Maintenance. Create Request Mdels: Scheduling Setup Mdels. Enrll individual students wh were nt enrlled during the creatin f the new academic sessin. Enter Student Requests: By mdel r individually. Set Staff Criteria: Scheduling Master Schedule Staff. Set Curse Criteria: Scheduling Build Master Schedule. Select Curse Number. Terms Perids r Blcks, depending n the Scheduling Type/Mdel selected Day Type Teacher Curse Schedule Settings Screen Recmmended Sectins Sectins Actual # Created Sectins Search Sectins Cpy Settings Clear Sectins Create Sectins Build Schedule Schedule Students against Master Schedule: Scheduling Schedule Requests. Mdify Individual Student Schedules: Students Student Maintenance. Data Preparatin Served Grade Levels G t Schls/District Schl. Search fr and select t view the schl. Under the Manage menu list, select Grading Levels. Cnfirm that all grades serviced by the schl are selected. Als, check the grade specified as the incming grade level. Fr example, if Hmetwn High Schl is t receive 8th graders frm Hmetwn Jr. High, n the Hmetwn High Schl Grading Levels screen, 8th Grade must be selected as a valid grade level fr this schl. Create New Academic Sessin Fr details regarding creating a new academic sessin, please refer t the InfrmatinNOW Creating an Academic Sessin Quick Reference Guide. Quick Reference Guide STI_ InfrmatinNOW Scheduling 3

4 Switch Academic Sessins T schedule in the new academic sessin, switch t that sessin by ging t Preferences Change Cntext. Select the apprpriate academic sessin. Nte: It is critical that users be aware f the Academic Sessin in which they are wrking. Use the task bar at the very tp f the screen t cnfirm. Lkups Scheduling T access scheduling lkups, g t either Scheduling Setup r System Preferences Setup. Cnfirm the fllwing are established fr the selected academic sessin. Bell Schedules Blcks Classificatin f Instructinal Prgrams Curse Type Difficulty Level Funding Methd Instructinal Setting Mdels Perids Click +Add t add a new Request Mdel. *Type: Chse Request. *Mdel: Name Request Mdel. Click Create. Click +Add t add Valid Curses t Mdel. Click Search t access Valid Curse File. Place a check beside each class frm page 1 and click OK. Click +Add and navigate t each additinal page in Valid Curse File. Place a check beside each class frm each additinal page(s) until all classes are listed fr the Request Mdel. Click OK t finish creating Mdel. Repeat fr each Request Mdel desired; click Cancel t exit when finished. Teaching Methds Terms Quick Reference Guide STI_ InfrmatinNOW Scheduling 4

5 Grading T access scheduling-related lkups that als pertain t grading, g t either Grades Setup r t System Preferences Setup. Cnfirm the fllwing are established fr the selected academic sessin. GPA Methds Grading Perids Grading Scale Standards Subjects Standards Update Rms T update rms, g t Schls/District Schl. Search fr and select the schl. Select the Rms tab. Nte: Changes made t rms will affect all academic sessins. Rms shuld nt be deleted until all f the classes tied t that rm in the Master Schedule are cmplete. Add Click Add t insert new rms. Required fields are indicated with an asterisk (*). *Rm: Enter a unique alpha/numeric rm identifier. Max Capacity: Enter the maximum number f seats available in the rm. *Rm Descriptin: Enter a unique brief descriptin f the rm. Lcatin: Select a lcatin fr the rm. Lcatins are created under System Preferences Setup. Select Schl Lcatins and click Refresh t add, view r delete lcatins. View T view r edit a rm, either click the rm blue link r place a check next t the rm and click View. Delete T delete a rm, place a check next t the rm and click Delete. Warning! Rms are nt unique t the academic sessin. When a rm is created, it may be viewed in any academic sessin. Therefre, rms must nt be deleted until all classes tied t the rm in the Master Schedule have been cmpleted and the academic sessin has been clsed. Quick Reference Guide STI_ InfrmatinNOW Scheduling 5

6 Update Teacher Infrmatin T update staff infrmatin, g t Staff Staff Maintenance. Add any new teachers Select and view existing teachers t make any necessary changes. Nte: Changes made will affect staff recrds regardless f the academic sessin. It is nt recmmended t delete utging teachers until after the current academic sessin has been clsed. Valid Curses T update valid curses g t Scheduling Valid Curses. Add Click Add t insert new curses fr the selected academic sessin. Required fields are indicated with an asterisk (*). *Curse Number: Enter a unique curse identifier. May be alpha and/r numeric. Alt Curse Number: Enter an alternative curse number. May be alpha and/r numeric. State Curse Number: Enter the state-specific number fr this curse t be used in state reprting. Check the State Guidelines t determine if this is required. State Curse Number may be alpha and/r numeric. Quick Reference Guide STI_ InfrmatinNOW Scheduling 6

7 *Shrt Name: Enter a shrt name fr this curse. The shrt name will print n the standards bank reprt, curse request verificatin reprt, curse request rster reprt, curse request matrix reprt, curse listing reprt and will display n the student s request screen. *Lng Name: Enter a lng descriptin fr the curse. *Curse Type: Used in relatin t transcript graduatin requirements and prerequisites. Required fr VOC (Vcatinal Curses) in Mississippi. CIP Cde: Enter the unique CIP cde fr this curse. Cnsult yur State Guidelines t determine if this is required. The CIP cde is used in vcatinal reprting. GPA Credit: Enter the ttal number f GPA credit t be issued t students enrlled in this curse. Difficulty Level: Assign the difficulty level fr this curse. Difficulty level may be used in tracking graduatin requirements. Cnsult yur State Guidelines t determine if this is required. Graduatin Credit: Enter the ttal number f Graduatin credit t be issued t students wh successfully cmplete the entire curse. Max Capacity: Enter the maximum number f students allwed per sectin f this curse. When sectins are created under the Build Master Schedule ptin, capacity will autmatically be set t 25 fr sectins in which a capacity is nt specified. *Starting Grade/Ending Grade: Select the starting and ending grade levels fr students wh may request r take this curse. Earliest allwable grade level t request r take this curse. Remember that the students will be in their current grade level until prmtin has taken place. S, fr example at the High Schl, the earliest grade level fr freshman classes may need t be 8 rather than 9. Nte: If starting and ending grade levels are set here, then nly curses with the grade levels identified fr the schl will be pulled int the Master Builder screen. See Build Master Schedule n page 23 fr mre details. *Allwable Gender: Check the applicable genders fr this curse. Hnr Rll: Check if the grades received in this curse shuld be cnsidered when calculating the hnr rll. *Schl Categry: Select the schl(s) in which this curse is taught. Curse is Instructinal: Check if this curse is cnsidered instructinal. Cnsult yur State Guidelines t determine if this is required. Is State Reprted: Check if this curse is t be included in state reprts. Cnsult yur State Guidelines t determine if this is required. Display n Reprt Card: Check if the grades fr this class are t be printed n reprt cards. Is Required: Check t indicate that this curse is required. If checked, when requests are entered fr students, the curse will be marked as required autmatically. Any curse may be unchecked as desired. Is Active: Uncheck t make this curse inactive. Inactive curses will nt display n Curse Request Entry, Master Schedule Builder, r Curse Listing Reprt (unless selected t include). When searching fr a curse, if Active Only is selected, inactive curses will nt display n the search results screen. Instructinal Setting: Select the instructinal setting fr this curse. Cnsult yur State Guidelines t determine if this is required. Teaching Methd: Select the teaching methd fr this curse. Cnsult yur State Guidelines t determine if this is required. Quick Reference Guide STI_ InfrmatinNOW Scheduling 7

8 Funding Methd: Chse the funding methd fr this curse. Cnsult yur State Guidelines t determine if this is required. Click Create t save the curse. After saving the recrd, the fllwing tabs may be accessed. Summary Tab The Summary tab displays the curse number and shrt descriptin. Als lists the schl, academic sessin and sectins available by term. Standards Tab Allws user t view, add r delete standards frm the selected curse. T insert a standard, perfrm the fllwing steps: Click Add. Enter r select at least ne search criteria (Name, Standard Subject, Lw Grade r High Grade) and click Search. The list f matching criteria will display. Place a check next t the standard t be applied t this curse. Click OK. Custm Tab Custm fields may be assigned t the Valid Curse File. Refer t State Guidelines t determine if this is required. Custm fields are created under System Preferences Setup. Select Custm Fields and Curse and then click Refresh t add, view, delete r re-priritize custm fields. Textbk Tab Textbks may be assigned t the Valid Curse File. Refer t the InfrmatinNOW Textbk Quick Reference guide fr details regarding textbks. Scheduling Rules Tab The ability t assign Scheduling Rules t the curses in the Valid Curse file has been added. Scheduling rules allw users t assign specific scenaris t be fllwed when using the Master Schedule Builder r the Schedule Request ptins. T create a new rule, click Add. Required fields are indicated with an asterisk (*). In the fllwing example, a rule is being assigned t a curse called Bilgy I. *Curse Name: Click Find t lcate the curse fr which the rule is t be created that will be tied t the selected curse. In this example, Algebra I is selected. Is Required: Check if this rule Is Required. Selecting this ptin will verride any Pririty selected. When the Master Schedule Builder r schedule request ptins are selected, this rule will be fllwed abslutely. If selected, the Pririty field will be inactive. Quick Reference Guide STI_ InfrmatinNOW Scheduling 8

9 *Pririty: Select the Pririty in which this rule is t be fllwed as it relates t ther rules that have been assigned t this curse. Assigning a pririty f 1 indicates that this rule is t be fllwed befre any ther rules with a high pririty (i.e., 2, 3, 4, etc.). Term: Select if this curse is t take place during a Different term than the selected curse r during the Same term. In the abve example, Algebra I and Bilgy I are t be placed in Different terms when either the Master Schedule Builder r the schedule requests ptins are selected. Perid/Blck/Day Type: Select if this curse is t take place in a Different Perid/Blck/Day Type than the selected curse r the Same Perid/Blck/Day Type. In the abve example, Algebra I and Bilgy I are t be placed in the Same Perid/Blck/Day Type as Bilgy I when either the Master Schedule Builder r the schedule requests ptins are selected. Teacher: Select if this curse is t be assigned t a Different Teacher than the selected curse r the Same Teacher. In the abve example, Algebra I and Bilgy I, n preference has been assigned. Tasks Menu Click t perfrm ne f the fllwing tasks: Print Screen Help Manage Menu Click t access ne f the fllwing menu ptins: Create Sectins frm Curse: Allws the user t create and/r add t sectin(s) f an existing Valid Curse. Prerequisites: Prerequisites allw fr the creatin f requirements that students must meet in rder t enrll in the selected curse. Example 1 AND Requirement: T enrll in a Creative Writing curse, a student must have earned at least tw credits within the curse type f English AND at least ne f the credits must have been in English 9. Fr this example, n the pre-requisites screen fr the Creative Writing curse, perfrm the fllwing steps: First create a rule fr the requirement that states a student must have received 1.0 credit in English 9. Under the Rules (And) sectin, click Add. Enter a name fr the rule (ex.: English 9) Under the Curse Requirements (OR) sectin, click Add. Click Find t lcate the English 9 curse. Enter a credit f 1.0 indicating the student must have received a full credit in the English 9 curse. Click Create. Next, create a rule fr the requirement that states a student must have cmpleted tw credits within the English curse type. Since this is an AND requirement, meaning in additin t the English 9 requirement, a new rule n the left side f the screen must be added. Under the Rules (AND) sectin, click Add. Enter a name fr the rule (ex.: 2 English Credits). Under the Curse Type Requirements (OR) sectin, click Add. Quick Reference Guide STI_ InfrmatinNOW Scheduling 9

10 Select the curse type f English. Enter the credit f 2.0. Click Create. Example 2 OR Requirement: T enrll in a Creative Writing curse, a student must have earned at least tw credits within the curse type f English OR at least ne credit f English 9. Fr this example, n the pre-requisites screen fr the Creating Writing curse, perfrm the fllwing steps: Create a rule fr the pre-requisite. Since this is an OR requirement, nly ne rule needs t be created n the left-hand side f the screen. Under the Rules (AND) sectin, click Add. Enter a name fr the rule (ex.: Creative Writing). Under the Curse Requirements (OR) sectin, click Add. Find the English 9 curse. Enter a credit f 1.0 and click Create. Under the Curse Type Requirements (OR) sectin, click Add. Select the English curse type. Enter a credit f 2.0 and click Create. Click Clse t save the pre-requisite. Curse Fees: Click Add t insert a fee fr this curse. Required fields are indicated with an asterisk (*). *Name: Enter a name fr the fee (ex.: Wrkbk). *Categry: Select the categry fr the fee. Categries are created under either Fees Setup r System Preferences Setup. *Amunt: Enter the entire fee amunt in decimal frmat (ex.: 20.00) Descriptin: Enter a brief descriptin fr the curse fee. Curse Request Rster: Click t view student requests fr this curse. Add: Click t add requests fr additinal students. View: Place a check next t existing request(s) and click t edit. Delete: Place a check next t existing request(s) and click t delete. Prerequisites: Click t view prerequisites fr this curse. Cpy Students: Click t cpy students wh are currently requesting this curse t anther curse. Mve Students: Click t mve students wh are currently requesting this curse t a different curse. Curse Request Rster: Click t print a reprt f the student requests. Quick Reference Guide STI_ InfrmatinNOW Scheduling 10

11 Reprts Menu Click t access the fllwing reprt: Standards Bank: Allws Standards fr the Selected Curse r all Standards t be printed. Master Schedule T update valid curses g t Scheduling Master Schedule. The Master Schedule cntains infrmatin detailing when a curse will be taught; where it will be taught; and wh will teach the curse. Sme infrmatin will pull frm the Valid Curses File. In sme instances, this infrmatin may be edited n each sectin. Sme fields must be edited n the valid curse and may nt be edited n the Master Schedule. Nte: If the Master Schedule was cpied int the New Academic Sessin, it can be edited t change infrmatin fr the new academic sessin. If user is nly editing the Master Schedule fr the new academic sessin, the Build Master Schedule functin ptin wuld nt be used. Add T insert a new sectin, click Add. Nte: Sectins may als be added frm the Valid Curse file. G t Scheduling Valid Curses. Search fr and view the desired curse. Click t Create Sectin Frm Curse under the Manage menu at left. Enter the curse search criteria (ex.: English) and click Search. Bullet the curse frm the resulting list and click OK r click the curse number that appears as a blue link. Quick Reference Guide STI_ InfrmatinNOW Scheduling 11

12 Required fields are indicated with an asterisk (*). Curse Infrmatin: Curse Number, Alt Curse Number, State Curse Number and CIP Cde pull frm the Valid Curse File and cannt be edited. Sectin Details: *Sectin Number: Enter a unique sectin number. This field may be alpha and/r numeric. *Shrt Name: Enter a shrt name fr this sectin. The shrt name will print n mst grading reprts (including reprt cards), transcript reprts, student schedule reprts, Master Schedule reprts, discipline reprts as well as the student s schedule screen. *Lng Name: Enter a lng name fr this sectin. The lng name will print n the Rm- Teacher utilizatin reprt and will display n mst f the teacher s classrm screens. Display n Reprt Card: Check this bx if this sectin f the curse shuld display n reprt cards. *Allwable Gender: Check Male and/r Female as needed. *Curse Type: Select the apprpriate curse type frm the drp-list. Used in relatin t transcript graduatin requirements and prerequisites. Cnsult yur State Guidelines t determine if this is required. Difficulty Level: Assign the difficulty level fr this sectin. Difficulty level may be used in tracking graduatin requirements. Cnsult yur State Guidelines t determine if this is required. Quick Reference Guide STI_ InfrmatinNOW Scheduling 12

13 Hnr Rll: Check if the grades received fr this sectin f the curse shuld be cnsidered when calculating hnr rll. Teacher: Click the Teacher link t add the main teacher r add additinal teacher(s). Rm: Select frm the drp-list. Rms are created under Schl/District Schl. Search fr and view the schl. Click the Rms tab. *Starting/Ending Grade: Enter the lwest and highest grade level t be scheduled int the class. Remember that the students will be in their current grade level until prmtin has taken place s, fr example, at the High Schl the earliest grade level fr freshman classes may need t be 8 rather than 9. Grading Scale: Select a grading scale if this curse uses a scale different frm the scale attached t grade levels. GPA Credit: Enter the amunt f credit a student will earn tward GPA fr the entire curse. Amunt must be entered in the frmat f x.xxx (i.e ). Graduatin Credit: Enter the amunt f credit a student will earn tward graduatin fr the successful cmpletin f the entire curse. Amunt must be entered in the frmat f x.xxx (i.e ). *Perids: Check the perid(s) during which this sectin will meet. Perid Variatin: Only available if perid variatins have been attached t bell schedules. Fr example, if the student lunch wave is determined by the class the students attend during 3 rd perid, each Perid 3 curse wuld be assigned a perid variatin indicating the time that students g t lunch vs. class. Please refer t the InfrmatinNOW Attendance Quick Reference Guide fr mre details regarding perid variatins. *Meets On: Available nly fr specific scheduling types which are selected when the academic sessin is created. If available, select the apprpriate day type(s) n which the class will meet. Terms: Check the terms during which the class will meet. Capacity: Enter the maximum number f students that may be scheduled int this class. When sectins are created under the Build Master Schedule ptin, capacity will autmatically be set t 25 fr sectins where a capacity is nt specified. Enrlled: The number f currently enrlled students fr the term will display. A. Credit: Check if attempted (GPA) credit is awarded at the end f the term. The number f check marks here will be divided int the GPA credit and Graduatin credit values entered fr the sectin. GPA Methd: Weight Add: Enter the weight added value fr the varius GPA methds. GPA Methds are created under either Grades Setup r System Preferences Setup. Weight Mult.: Enter the weight multiplier fr the varius GPA methds. GPA Methds are created under either Grades Setup r System Preferences Setup. Additinal Inf: Curse is Instructinal: Check if this sectin is cnsidered instructinal. Cnsult yur State Guidelines t determine if this is required. Is State Reprted: Check if sectin is t be included in state-mandated extracts. Cnsult yur State Guidelines t determine if this is required. Instructinal Setting: Select the instructinal setting fr this sectin. Cnsult yur State Guidelines t determine if this is required. Quick Reference Guide STI_ InfrmatinNOW Scheduling 13

14 Teaching Methd: Select the teaching methd fr this sectin. Cnsult yur State Guidelines t determine if this is required. Funding Methd: Select the funding methd fr this sectin. Cnsult yur State Guidelines t determine if this is required. Edit T mdify an existing sectin, g t Scheduling Master Schedule. Search fr and view the sectin t be mdified. After making the changes, click OK t save. Nte: On the search result list, users may click the number f students currently enrlled in the class that appears as a blue link. A list f currently enrlled students will display. Users with apprpriate rights may then click a student number that appears as a blue link t access that student s demgraphic infrmatin. Delete T delete an existing sectin, g t Scheduling Master Schedule. Search fr the sectin t be deleted. Place a check next t the sectin number and click Delete. Enter Student Requests Mass Assign Curse Requests Curse requests may be added t a grup f student by ging t Scheduling Mass Assign Requests. Review the steps and click Next. Quick Reference Guide STI_ InfrmatinNOW Scheduling 14

15 1. Allws the user t build a list f students t which t assign requests. Enter the search criteria and click Next. 2. A list will display n the left shwing students wh meet the search criteria. Use the Add >, Add All >>, < Remve and << Remve All buttns t mve students wh are t be assigned the requests t the right side f the screen. Click Next. 3. Enter the search criteria fr the curse(s) t be requested fr the selected students. Click Next. Quick Reference Guide STI_ InfrmatinNOW Scheduling 15

16 4. The resulting list f curses will display. Place a check next t the curse(s) t be added as requests fr the student(s) selected in step 2. Click Next. 5. A windw will display that allws the user t set specific parameters fr the selected curse request. The name f the curse will display at the tp f the screen in gray. Optins that are selected n this screen will be applied t all requests fr the selected curse. Required: Select if the curse is required fr the student. Alternative Curse: Alternative curse requests may nt be assigned in mass. This ptin is disabled. Sectin: If a specific sectin is t be assigned t the students, select the sectin frm the list. Prescribed: Indicates that this is the sectin students are t be scheduled int when the autmated scheduler is run (i.e., pre-scheduling student). Prscribe: Indicates that this is the sectin students are NOT t be scheduled int when the autmated scheduler is run. Mst ften this is used t indicate sectins reserved fr special circumstances, such as advanced placement r special educatin. Teacher: If a specific teacher is t be assigned t the students, click Find t select the teacher. Prescribed: Indicates that this is the teacher t which students are t be assigned when the autmated scheduler is run (i.e., pre-scheduling teacher). Prscribe: Indicates that this is the teacher students are NOT t be scheduled with when the autmated scheduler is run. Mst ften this is used t indicate teachers reserved fr special circumstances such as special educatin. Start Term: If students are t be scheduled int a sectin that begins in a certain term, select the term frm the available list. Otherwise, select --- Any ---. Perids: If students are t be assigned a sectin that meets in a specific perid, enter the perid in the field prvided. Meets On: If students are t be assigned a sectin that meets n a specific day, enter that day in the field prvided. Quick Reference Guide STI_ InfrmatinNOW Scheduling 16

17 Number Of Terms: Indicates if the students are t be scheduled int nly a certain number f terms fr the selected curse. 6. Once parameters have been selected, click Assign. 7. The curse request will be assigned t the selected students and a resulting list will display. 8. If multiple curses were selected in Step 4, use the navigatin arrws t mve t the next curse. Set the apprpriate parameters and click Assign. 9. Cntinue until all selected curses have been assigned t the selected students. Quick Reference Guide STI_ InfrmatinNOW Scheduling 17

18 Mass Apply Mdels G t Scheduling Mass Apply Mdels and fllw the Wizard. Mdels shuld first be created under Scheduling Setup r under System Preferences Setup. Nte: At any time, click Cancel t exit the prcess. Click Back t return t the previus screen. Click Next t cntinue. Fr Type, chse Requests and click Refresh. Bullet a mdel and click Next. Select criteria using any field (usually a grade level). Click Next. Select students and mve frm left list t right list. Click Next. Step 1: Select a mdel frm the list f mdels displayed fr a selected mdel type Step 2: Enter criteria t build a list f students Step 3: Select student r subset f students frm the resulting set f students t be applied t a mdel Step 4: List f students that wuld be applied t a mdel Check any Override ptins that apply. See Override n page 39 fr mre details. Cnfirm list f students is crrect. Click Apply. G t Students Maintenance. Find a student. Under the Manage menu, click Requests. Under the Manage menu, click Apply Mdel. Apply Mdels t an Individual Student Quick Reference Guide STI_ InfrmatinNOW Scheduling 18

19 Enter Requests Individually G t Students Student Maintenance. Find a student. Under the Manage menu, click Requests. Under the Manage menu, click Add t multiple-select curses t add as requests. Click the +Add buttn t add ne request at a time. Prescribe: User is marking a curse/sectin/teacher t which the student will be scheduled when the autmated scheduler is run. (Pre-scheduling student) Prscribe: User is marking a curse/sectin/teacher that a student is NOT t be scheduled int. Prcessing Hme Prtal Requests Requests may be entered by students r parents via the hme prtal f InfrmatinNOW. These requests must then be apprved r rejected. G t Scheduling Apprve Requests. Status: Select t filter the screen t view requests that are Pending, Apprved, Rejected r All requests (blank). Cunselr: By default, pending requests will display fr the lgged in user fr students wh are assigned t them as a Cunselr. T view the requests fr a different cunselr, click Find and search fr the cunselr. T remve the cunselr filter click Clear. Clumns: File N: The student s id number. If the user has the rights, click the hyper link t access the student s demgraphic recrd. Name: Displays the student s name. Curse Name Number: The name f the curse and the curse ID that is being requested. Terms: If the user requested a specific number f terms, it will display here. Nte: The specific number f terms may nt be entered n a request that is submitted via the Hme Prtal. Quick Reference Guide STI_ InfrmatinNOW Scheduling 19

20 Start: If the user requested a specific starting term, it will display here. Nte: The specific starting term may nt be entered n a request that is submitted via the Hme Prtal. Required: If this request has been marked as a required curse fr the student, a Yes will display in the Required clumn. Nte: Required may nt be checked n a request that is submitted via the Hme Prtal. Type: Indicates if this request is a primary request r if the request is an alternative request. Primary requests will be scheduled first if pssible. If the primary curse is unable t be scheduled due t cnflicts, the alternative curse will be scheduled instead. Nte: Alternates may nt be assigned fr requests that are submitted via the Hme Prtal. Status: Once a request is added thrugh the parent prtal, schl staff must review the request. Until the request is apprved by the schl, the request will display in a P (Pending) status. Once the schl has accepted the request, the status will display as A (Accepted). Apprve: T apprve the request, place a check next t the request(s) and click Apprve. The request will display in the Hme Prtal as accepted and will be prcessed when the student is scheduled. Once apprved, the request will display n the student s screen under Students Student Maintenance. Reject: T reject the request, place a check next t the request(s) and click Reject. The request will display in the Hme Prtal as rejected. Delete: T remve the request frm the student, place a check next t the request(s) and click Delete. The request will n lnger display n the student request screen in Hme Prtal r frm the student s recrd under Student Maintenance. Request Reprts Curse Request Errrs: A reprt f student request errrs. Quick Reference Guide STI_ InfrmatinNOW Scheduling 20

21 Errrs include: 1 - N Requests: An errr will display fr each term and fr each student that has n requests entered fr the selected term(s). A 1 N Requests errr will als display if the student has n requests entered fr Any term(s). 2 - T Many Requests: An errr will display fr each student whse sum f the requests is greater than the number f perids * the number f terms. Fr example, if the student has 9 curse requests fr all year curses and there are nly 8 perids in the day, an errr will display fr this student indicating 2 - T Many Requests. 3 - Nt Enugh Requests: An errr will display fr each student and fr each term if the sum f the requests is less than the number f terms * the number f perids. Fr example, if the student has 5 curse requests fr all year curses and there are 8 perids in the day, an errr will display fr the student indicating Nt Enugh Requests fr (Term Name). Als, if the student 7 requests entered fr single-term curses and there are 8 terms in the year, a message will display indicating 3 - Nt Enugh Requests fr (Term Name). 4 - Invalid Sectin: An errr will display fr each student and fr each curse where the gender f the student des nt match the allwable gender fr the curse. Fr example, if PE110 Girls Basketball is set up as a curse fr nly females and a male has requested the curse, the errr message 4 - Invalid Sectin will display fr the male student. 5 - Credits Already Received: An errr will display fr the student and curse if the student s transcript histry cntains mre than a 0 graduatin credit fr the selected curse. Fr example, if the student is requesting Eng101 and the student has already received graduatin credit fr Eng101 in his r her transcript histry, an errr message 5 - Credits already received fr Eng101 will display. 6 - Prerequisites: An errr will display fr the student and curse if the student has nt met the prerequisites which were established fr the selected curse. Fr example, if the Valid Curse File fr Creative Writing includes a prerequisite fr Eng101 and the student s transcript histry des nt include graduatin credit fr Eng101, an errr will display indicating 6 - Prerequisites required fr Creative Writing. 7 - Invalid Grade Level: An errr will display fr the student and curse if the student s grade level is less than r greater than the allwable grade level fr the curse. Fr example, if an 8 th grade student has requested English 11 which has been marked in the Valid Curse File as a curse nly available fr 11th and 12 th graders, an errr message will display indicating 7 - Invalid Grade Level English 11. Curse Request Matrix: A matrix r list reprt f the cunt f requests by curse. Quick Reference Guide STI_ InfrmatinNOW Scheduling 21

22 Curse Request Rster: A list reprt by curse f student requests. Curse Request Tally: A cunt by curse f student requests listed by grade level and ethnicity. Als available frm the individual student s request screen. Curse Request Verificatin: A list reprt by student f requests. Als available frm the individual student s request screen. Request details include: T: The number f terms requested if specified. Quick Reference Guide STI_ InfrmatinNOW Scheduling 22

23 S: The semester requested r A fr Any. L: Is the curse Linked? This is currently nt available in InfrmatinNOW but is t be added. R: Request marked as required. P: Request pririty. This is currently nt available in InfrmatinNOW but is t be added. I: The number f instances requested. Fr example, if a senir must take PE twice t graduate, enter an instance f 2 n the request fr the student t be scheduled int tw sectins f PE. This is currently nt available in InfrmatinNOW but is t be added. Prescribed Sectin r Teacher: Prscribed teacher/sectin des nt display n the Curse Request Verificatin reprt. Prescribe indicates that students shuld nly be scheduled with the selected teacher/sectin. Prscribe indicates that students shuld be scheduled with any teacher/sectin except fr the selected teacher/sectin. Grad Credit: The graduatin credit t be earned by the student upn the successful cmpletin f the curse. Build Master Schedule Thrugh the Build Master Schedule ptin, InfrmatinNOW will cnstruct a Master Schedule based n the cnstraints entered fr Staff and Curse infrmatin as well as student Curse Requests. Nte: If editing r hand building Master Schedule, disregard this sectin. Data Preparatin Create Academic Sessin: See Create New Academic Sessin n page 3. Create/Edit Valid Curses: See Valid Curses n page 6. Define Terms: See Terms n page 25. Define Perids: (If using ne f the fllwing Scheduling Mdels) Every Sectin Meets Every Day f the Week Each Sectin Declares Day Type Each Sectin Meets Each Sectin Declares Day Type which it Meets, Specify Number f Days in Cycle Each Sectin Declares the Days f the Week which it Meets Each Sectin Declares Blcks which it meets/each Blck declares day type and perid See Create New Academic Sessin n page 3 fr additinal details regarding scheduling mdels. T define perids, g t System Preferences Setup. Define Day Types if using ne f the fllwing Scheduling Mdels. See Create New Academic Sessin n page 3 fr additinal details regarding scheduling mdels: Each Sectin Declares Day Type Each Sectin Meets Each Sectin Declares Day Type which it Meets, Specify Number f Days in Cycle Each Sectin Quick Reference Guide STI_ InfrmatinNOW Scheduling 23

24 Each Sectin Declares Blcks which it meets/each Blck declares day type and perid T define day types, g t Schl/District Schl. Search fr and select the schl. Click the Academic Sessins tab. Click t view the desired academic sessin. Click the Day Types tab. Insert day types t crrespnd with the scheduling mdel selected. Define Blcks if using the schedule mdel f Sectin Declares Blcks which it meets/each Blck declares day type and perid. See Create New Academic Sessin n page 3 fr additinal details regarding scheduling mdels. Enter Teacher/Staff detail. See Update Teacher Infrmatin n page 6. Rms must be defined. See Update Rms n page 5. Master Schedule Staff Befre utilizing the Master Schedule builder, staffing availability criteria must be established (i.e., perids, days f the week during which staff is available). T d s, g t Scheduling Master Schedule Staff. Click Search t view a list f all staff r enter search criteria and click Search t view a subset f staff. Select the staff member(s) frm the list by placing a check next t their name and clicking View. Alternately, click the staff member s name which appears as a blue link t edit ne staff member. The Master Schedule Teacher Settings screen will appear. Nte: The screen will vary based n the scheduling mdel selected fr the academic sessin. Check the Perids within each Term r Blck that the staff member is available t teach. Select the Day Types that the staff member is available t teach. Click Add t select the rms in which the teacher will teach. Select any preferred rm if desired. Quick Reference Guide STI_ InfrmatinNOW Scheduling 24

25 Curse Restrictins When building a Master Schedule, curse restrictins shuld als be established. T d s, g t Scheduling Build Master Schedule. Click the curse number that appears as a blue link t establish cnstraints fr the curse. Nte: The screen will vary based n the scheduling mdel selected fr the academic sessin. Enter the cnstraints fr the selected curse fr terms ffered, perids ffered and Curse/Teacher cmbinatins. Terms If the curse is a ne term curse, click Add and insert ne recrd fr each term the curse is available. If all-year-rund class, select all terms at the same time (using Ctrl+click). Min Number f Sectins: Nt required. Indicates the minimum number f sectins fr the builder t create. Max Number f Sectins: Nt required. Indicates the maximum number f sectins fr the builder t create regardless f recmmendatins. Nte: If the term criterin is nt entered, the term(s) must be assigned manually t each sectin after the Master Schedule has been built. Perids Select the Perid(s). If a class meets fr mre than ne perid in the day, use Ctrl+click ptin t select multiple perids. If desired, indicated the preferred perids. The prgram will attempt t schedule preferred perids first when building the Master Schedule. Nte: If perid criteria are nt entered, the perid(s) must be assigned manually t each sectin after the Master Schedule has been built. Curse/Teacher Cmbinatins Select the Staff Member(s) eligible t teach the curse. Enter the Max Number Sectins that the teacher may teach fr the curse. Quick Reference Guide STI_ InfrmatinNOW Scheduling 25

26 If desired, indicated the preferred teacher. The prgram will attempt t schedule preferred teachers first when building the Master Schedule. Example: Nte: If teacher criteria are nt entered, the teacher(s) must be assigned manually t each sectin after the Master Schedule has been built. The curse can be taught in either term, but nly lasts fr ne term. Each term must have at least ne sectin, but n mre than 3 sectins can be taught in either term. The curse may be taught in perids 1, 2, 3, 5, 6, 7, and nly lasts ne perid in length (if a class needs t last multiple perids, it shuld shw as 1,2 in the display (Ctrl+click t select multiple perids). The preferred perids fr the curse are 1 and 3. The curse may be assigned t ne f three different teachers. Hwever, it will be assigned t the preferred teacher first. Each teacher may have a maximum f tw sectins. Master Schedule Builder Details T edit the Master Schedule Builder details, g t Scheduling Build Master Schedule. Clumns Curse Number: Valid Curse Number Curse Name: Valid Curse Name # Requests: Number f actual requests entered int the student request file. #Alt Req: The number f requests entered fr students fr the curse that are specified as alternate requests t ther curse requests. Capacity: The seating capacity entered n the Valid Curse File will display. It may be manually adjusted n this screen. If there is n capacity entered n the valid curse, a default f 25 is assigned. Quick Reference Guide STI_ InfrmatinNOW Scheduling 26

27 Nte: If making changes t seating capacity, click OK t save the capacity changes prir t selecting t create sectins. Min % Req: The minimum acceptable percentage (%) f requests t be scheduled. InfrmatinNOW assumes 100%, but this may be manually adjusted. Nte: If making changes t Min % Req, click OK t save the percentage changes prir t selecting t create sectins. Min % Alt Req: The minimum acceptable percentage (%) f alternate requests t be scheduled. InfrmatinNOW assumes 100%, this may be manually adjusted. Nte: If making changes t Min % Req, click OK t save the percentage changes prir t selecting t create sectins. Recmmended Sectins: The recmmended number f sectins needed by curse based n: (# Requests * Min%Req) + ( # Alt Requests * Min%AltReq) Capacity # Sectins Actual: The number f sectins t create during the Master Schedule Build. If blank, the prgram will create the number f sectins determined in the Recmmended Sectins clumn. A number entered here will verride the recmmended sectins cmputed by the prgram. Nte: If making changes t #Sectins Actual, click OK t save the # Sectins Actual prir t selecting t create sectins. # Created Sectins: Display nly. Displays the current number f sectins created in the Master Schedule fr this curse, whether manually created r autmatically built by the Master Schedule builder. Buttns Build Schedule: Assigns teachers, rm, perids and terms t the built sectins f the Master Schedule. Clear All Sectins: Remves all sectins in the Master Schedule. Search Sectins: A quick search f the sectins created in the Master Schedule. Create Sectins: Creates sectins in the Master Schedule based upn recmmendatins and verrides. Cpy Settings: Select a curse with cnstraints already entered. Click Cpy Settings. Select the curse t which t cpy the cnstraints and click OK. Quick Reference Guide STI_ InfrmatinNOW Scheduling 27

28 Schedule Requests fr a Grup f Students Schedules students int curse sectins based n requests and availability. G t Scheduling Schedule Requests. Nte: At any time, click Cancel t exit the prcess. Click Back t return t the previus screen. Click Next t cntinue. Step 1: Enter criteria t build a list f students Step 2: Select frm the resulting list all r a subset f students t schedule Based upn the criteria entered n the initial search screen, the lists f students wh meet the criteria will be displayed at left. Mve students t be scheduled t the right side using ne f the fllwing methds: Nte: If the desired students d nt display at left, click the Search Criteria blue link t return t the search screen and mdify the search criteria. Select a student and click Add t mve the student t the right. Quick Reference Guide STI_ InfrmatinNOW Scheduling 28

29 Use Ctrl+click r Shift+click ptins t select multiple students. Click Add t mve the students t the right. Click Add All>> t mve all students t the right. Nte: Highlight students and use the <Remve and <<Remve All buttns t mve students back t the left wh are nt t be scheduled. Click Next t cntinue. Step 3: Set scheduler executin settings Un-Schedule befre Scheduling: Un-schedules all students befre scheduling. Will nt affect the manually scheduled curses/student cmbinatins. Balance by Ethnicities: Attempts t balance each sectin by the students ethnicities. Enfrce Sectin Capacity: When selected, the scheduler will nt exceed the seating capacity allwed in each term f a sectin. Balance by Genders: Attempts t balance each sectin by the student gender. Enrllment Date: It is recmmend that users leave this field blank (mm/dd/yyyy) when scheduling students fr the year. If entered, students will be scheduled int each sectin with a curse enrllment date f the date entered. When left blank, students will be enrlled int each curse with the start date f the scheduled term that the sectin meets (recmmended). Quick Reference Guide STI_ InfrmatinNOW Scheduling 29

30 Click Invke t begin the scheduling prcess. Step 4: Review scheduler s summary utput Success Rate: A percentage representing the number f successfully scheduled requests divided by the ttal number f requests being scheduled. Required Success Rate: A percentage representing the success rate fr required curses nly. The number f successfully scheduled required requests divided by the ttal number f required requests being scheduled. Alternate Request Rate: A percentage representing the number f requests that were successfully scheduled using an alternate request divided by the ttal number f requests that were successfully scheduled. Ptentially Scheduled Requests: An estimate f the highest number f requests that may be scheduled. The estimate may be high, but it will never be lw. Duratin: The amunt f time, in secnds, that the scheduler tk t schedule the requests. Ptential Success Rate: A percentage representing the number f requests that culd ptentially be scheduled divided by the ttal number f requests being scheduled. The ptential success rate may be high, but it will never be lw. Number f Successfully Scheduled Requests: The number f requests that were successfully scheduled. Adjusted Success Rate: A percentage representing the number f requests that were successfully scheduled divided by the number f requests that culd ptentially be scheduled. The adjusted success rate may be high, but it will never be lw. Click OK t accept the scheduler results. Schedule Requests fr a Single Student G t Students Student Maintenance. Search fr and select the student. Under the Manage menu, click Request. Under the Manage menu, click Schedule Student. Quick Reference Guide STI_ InfrmatinNOW Scheduling 30

31 Mass-Assign Sectins T mass-assign sectins t a grup f students, g t Scheduling Mass Assign Sectins. Nte: At any time, click Cancel t exit the prcess. Click Back t return t the previus screen. Click Next t cntinue. Step 1: Enter criteria t build a list f sectins Enter the curse/sectin search criteria. Click Next. Quick Reference Guide STI_ InfrmatinNOW Scheduling 31

32 Step 2: Optinally, select ne r mre sectins int which t add the selected students Place a check next t each curse int which the students are t be scheduled. Click Next. A list will display shwing the selected curses alng with the sectin number, sectin name, teacher and the number f currently enrlled students in the sectin. T prceed, click Next. Click Back t return t the previus screen and mdify the sectins selected. Quick Reference Guide STI_ InfrmatinNOW Scheduling 32

33 Step 3: Enter criteria t build a list f students Select criteria using any field (usually a grade level) t filter the students wh may be selected t add t the sectins. Click Next. Step 4: Select frm the resulting list all r a subset f students t add t sectins Based upn the criteria entered n the initial search screen, the lists f students wh meet the criteria are displayed at left. Use ne f the methds listed belw t mve students t the right t be scheduled: Nte: If the desired students d nt display at left, click the Search Criteria blue link t return t the search screen and mdify the search criteria. Select a student and click Add t mve the student t the right. Quick Reference Guide STI_ InfrmatinNOW Scheduling 33

34 Use Ctrl+click r Shift+click ptins t select multiple students. Click Add t mve the students t the right. Click Add All>> t mve all students t the right. Nte: Highlight students and use the <Remve and <<Remve All buttns t mve students back t the left wh are nt t be scheduled. Click Next t prceed. Step 5: Click the Enrll buttn t cmplete the prcess Click Enrll t add selected students t the chsen sectins. Duplicate students will nt be added. A list f failed students will display. Manually Reslving Student Cnflicts T manually reslve individual student s cnflicts, g t Student Student Maintenance. Search fr and select t view the student. Click Schedule under the Manage menu at left. Mdify the schedule as needed. Schedule Reprts The fllwing reprts cncerning schedules are available frm either the Reprts menu r by ging t Scheduling Reprts. Curse Rster Curse Request Matrix Curse Request Rster Curse Request Tally Curse Request Verificatin Curse Rster Free Rm Free Teacher Incmplete Student Schedules Master Schedule Errr Reprt Master Schedule List Master Schedule Matrix Master Schedule Summary Quick Reference Guide STI_ InfrmatinNOW Scheduling 34

35 Rm-Teacher Utilizatin Student Schedule List Student Schedule Matrix Blck Scheduling Blck scheduling is the mst cmplex and capable scheduling mdel. Each sectin is assigned t a blck, which is then assigned t a day type and time slt. The calendar specifies the day type and bell schedule fr each schl day. Blck scheduling is ideal fr schls that use msaic r blck scheduling. Create Academic Sessin Nte: The fllwing assumes user is creating a new academic sessin under the Schl/District menu frm the schl s Acad Sessin tab and nt thrugh the Create New Academic Sessin ptin under Mgmt Cnsle. The Blck scheduling mdel must be selected when creating the new academic sessin. T create a new academic sessin, g t Schl/District Schl Acad. Sessins Add Schedule Type Scheduling Mdel. Select Each Sectin Declares Blcks Which it Meets, Each Blck Declares Day Type and Perid. Refer t the InfrmatinNOW Creating An Academic Sessin Quick Reference Guide. Setup Cde banks fr blcks, perids, and bell schedules shuld be set prir t setting day types. Blcks T create blcks, g t Scheduling Setup. Select Blcks frm the list f lkups and click Refresh. Click Add t insert a new blck f instructinal time that ccurs in a typical day. Perids T create perids, g t Scheduling Setup. Select Perids frm the list f lkups and click Refresh. Click Add t insert perids f the day representing the instructinal blcks f time. Bell Schedule T create bell schedules, g t Scheduling Setup. Select Bell Schedules frm the list f lkups and click Refresh. Quick Reference Guide STI_ InfrmatinNOW Scheduling 35

36 Set Day Types T create day types, g t Schl/District Schl. Search fr and select t view the schl. Click the Acad. Sessin tab. Select t view the academic sessin and click the Day Types tab. Click Add t insert Day Types r select the existing and click View. Fr each new Day Type, set the perid (TimeSlt) and the blck with which t assciate it. Nte: The Add Rw buttn is used t add additinal blck pairs (if mre than eight pairs are needed). The Remve Rw buttn may be used t remve unused blck pairs. Quick Reference Guide STI_ InfrmatinNOW Scheduling 36

37 Master Schedule Fr blck scheduling, the Master Schedule will allw fr blck assignment: Each blck may specify zer, ne, r mre sectins that meet in that blck. Each sectin may meet in zer, ne, r mre blcks. Master Schedule Builder Where Perid was frmerly displayed, it will be replaced by the term Blck. Fr example, g t Scheduling Build Master Schedule. Select a curse. Instead f defining the perids available, select the blcks available. Quick Reference Guide STI_ InfrmatinNOW Scheduling 37

38 Student Schedule The student schedule will display blcks instead f perids f the day. Individual Student Schedule T access an individual student s schedule: G t Students Student Maintenance. Search fr and select t View a student. Click the Schedule link under the Manage menu at left. Quick Reference Guide STI_ InfrmatinNOW Scheduling 38

39 Override When cpying a schedule, applying a mdel r adding a sectin t the student schedule, curses will nt be available t add t the student schedule if parameters f capacity, gender and grade level have been assigned t the curse sectin. Fr example: If a By s PE class has been created with a gender restrictin f Male nly, when adding a PE class t a girl s schedule, the curse may nt be added because f the gender restrictin. Using an verride allws sectins t be added t the student s schedule regardless f capacity, gender r grade level restrictins that have been assigned t the curse sectin. Seating Capacity: Checking this ptin will allw the sectin t be assigned t the student even when the student will exceed the sectin s seating capacity. The user will nt receive the Cannt enrll student. Exceeding seating capacity is nt allwed. errr when adding students t sectins. Gender Restrictin: Checking this ptin will allw the sectin t be assigned t the student even when the student is nt the gender type required by the sectin. The user will nt receive the Cannt enrll student. Gender is nt allwed. errr when adding students t sectins. Grade Level Restrictin: Checking this ptin will allw the sectin t be assigned t the student even when the student is nt in the grade level required by the sectin. The user will nt receive the Cannt enrll student. Grade Level is nt allwed. errr when adding students t sectins. Nte: The same verride ptins are als available under Scheduling Mass Assign Sectins and Scheduling Mass Apply Mdels. The user may select ne r mre ptins. Once selected, these settings are saved fr this user and will remain selected as lng as the user is lgged in t InfrmatinNOW. The next time the user lgs in, the ptins will be unchecked. Term When accessing the student schedule screen, the entire schedule fr the selected student and academic sessin will display. T filter the displayed schedule t just ne term, select that term frm the available list and click Refresh. Include Withdrawn Classes When accessing the student schedule screen, nly the classes in which the student is currently enrlled will display. T view classes frm which the student has withdrawn, check the Include Withdrawn Classes bx and click Refresh. Reassign Users may reassign students frm ne sectin f a curse t anther sectin f the same curse r t a sectin f a new curse. T activate the ptin, place a check next t the existing curse/sectin t be changed. Once a curse is selected, the Reassign ptin becmes active. Quick Reference Guide STI_ InfrmatinNOW Scheduling 39

40 Select t Reassign. The Search Sectins screen will display. Nte: If an verride is selected n the student schedule screen (Seating Capacity, Gender Restrictin, Grade Level Restrictin), when using the Reassign ptin, the verride(s) will be cnsidered when displaying curses in the Search Sectins ptin. Enter the search criteria. Fit Only When the Fit Only ptin is selected and the user clicks Next, the Sectin Result list will display sectins cnsidering: Sectins f curses that are nt already scheduled; Perids that are nt already scheduled; Grade level allwances (unless Override/Grade Level is selected); Gender allwances (unless Override/Gender is selected); Sectin seat capacity (unless Override/Capacity is selected); and Curse pre-requisites (unless Override/ Pre-requisites is selected). Click Next. The sectins list will appear. Place a check next t the curses t be added/reassigned t the student. Nte: In the Terms clumn, the current number f students enrll will display with the capacity fr the curse separated by a /. Click the link t access a rster fr the selected curse and term. Quick Reference Guide STI_ InfrmatinNOW Scheduling 40

41 Click Next. Select t Delete the curse frm the student schedule r Withdraw the student. If deleting, all histry pertaining t this student fr the curse will be deleted. Typically delete is nly selected during the start f the year r a term when a student has nt attended the curse. If withdrawing, enter the Withdraw Date and any applicable ntes. Click OK. If desired, select the grading scale fr this student fr this curse. Als assign an Inclusin Sectin and specify the Term(s) during which the student will attend the class. Click Insert. Withdraw T withdraw a student frm a curse, select the curse frm the student s schedule screen and click Withdraw. Enter the Withdraw Date and any applicable Ntes if desired. Click OK. Add T add a curse t a student schedule, click Add. Enter the search criteria and click Next. Nte: If Fit Only is checked, nly the curses that fit int existing pen spaces in the student s schedule will display when user selects Next. Als, if an Override is selected befre the user clicks Add, the Overrides will apply when the list f available curses displays Quick Reference Guide STI_ InfrmatinNOW Scheduling 41

42 Place a check next t the curse(s) t be added t the schedule and click Next. Make any necessary changes: Enrll Start f Term: Check if the student is t be enrlled in the curse as f the beginning f the selected term. Uncheck the bx and enter the Effect Date f Curse Enrllment if the student was t have enrlled in the curse after the start f the term. Grading Scale: Select a grading scale nly if the selected student is t use a grading scale when calculating grades than the rest f the students enrlled in the curse. Inclusin Sectin: If this is an inclusin sectin, click Find t lcate that sectin. Terms: Check the bxes that represent the terms that the selected student is t be enrlled fr the selected curse. Click Insert. View T view a specific curse fr the selected student, place a check next t the curse and click View. Users may als click the blue Sectin Number link t access the View screen. Withdraw Frm the View screen, a student may be withdrawn frm the selected curse. Click Withdraw, then enter the Withdraw Date and any applicable ntes. Delete T delete a student frm a curse, place a check next t the curse and click Delete. Nte: If Delete is selected, all histry pertaining t this student fr the curse will be deleted. Typically, Delete is nly selected during the start f the year r a term when a student has nt attended the curse. Quick Reference Guide STI_ InfrmatinNOW Scheduling 42

43 Other Sectins When viewing a student s schedule, t view ther sectins f a specific curse, place a check next t the curse and click Other Sectins. A list f sectins will display fr the same curse. The terms clumn als cntains a hyperlink f the current enrllment fr the curse/capacity. Click the link t view the rster fr the selected curse and term. T reassign a student t a new sectin, bullet the sectin t mve the student t and click Reassign. Select t Delete r Withdraw the student frm the previus sectin. If selecting t withdraw, enter the withdraw date and any apprpriate ntes. Click OK. Enter enrllment details fr the new sectin including terms and click Insert. Nte: Users may nt enrll the student in a class in a perid f the day if the student is already enrlled in a class that perid. Quick Reference Guide STI_ InfrmatinNOW Scheduling 43

44 Requests T view requests frm the student s schedule screen, click the Request link. Tasks Menu Print Screen: Select t send a cpy f the current screen t the printer. Cpy A Schedule: Click t cpy a schedule frm ne student t this student. Only available if the student currently has n schedule. Apply Mdel: Select t apply an existing scheduling mdel t this student. Help: Select t access nline help. Manage Transcript: Click t access the transcript screen fr the selected student. Reprts Student Schedule: Select t print a schedule fr the selected student. Quick Reference Guide STI_ InfrmatinNOW Scheduling 44