Copyright 2016 Edupoint Educational Systems, LLC South Val Vista Road, Ste 210 Mesa, AZ Phone (877) Fax (800)

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1 Synergy SIS Scheduling and Course Guide Edupoint Educational Systems, LLC 1955 South Val Vista Road, Ste 210 Mesa, AZ Phone (877) Fax (800) Volume 01, Edition 02, Revision 05 December 2016 Copyright 2016 Edupoint Educational Systems, LLC Document Number: SISSCHG

2 This edition applies to Synergy SIS software and all subsequent releases and modifications until indicated with new editions or revisions. The Edupoint Synergy Student Information System (SIS) software and any form of supporting documentation are proprietary and confidential. Unauthorized reproduction or distribution of the software and any form of supporting documentation is strictly prohibited and may result in severe civil and criminal penalties. Information in this document is provided in connection with Edupoint Educational Systems products. No license to any intellectual property rights is granted by this document. The screens, procedural steps, and sample reports in this manual may be slightly different from the actual software due to modifications in the software based on state requirements and/or school district customization. The data in this document may include the names of individuals, schools, school districts, companies, brands, and products. Any similarities to actual names and data are entirely coincidental. Synergy and Edupoint are registered trademarks of Edupoint Educational Systems, LLC. * Other names and brands may be claimed as the property of others. Copyright 2016, Edupoint Educational Systems, LLC. All rights reserved. Microsoft, Encarta, MSN, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Copyright 2016 Edupoint Educational Systems, LLC

3 TABLE OF CONTENTS CHAPTER ONE OVERVIEW Overview of Scheduling and Course Overview of Scheduling and Course Modules Implementation Considerations Core Courses Course Requirements Alternate Course Requests Scheduling Options Class and Student Grouping Mass Scheduling Checklist CHAPTER TWO COURSES AND ROOMS SETUP District Course Setup Modifying Lookup Tables Lookup Table Definitions Managing District Courses Adding a District Course Editing Course Data Course Descriptions Year Overrides Pre/Corequisites Schools Teaching Associated Courses Standards Opt In Options Course Fees Managing School Courses School Course Opt-In School Course Options Managing Course Groups Edupoint Proprietary and Confidential 3

4 Managing School Rooms CHAPTER THREE SCHEDULING SETUP School Setup Class Periods Term Definition Enabling College Credit Bell Schedule Definition School Scheduling Options Section Options Course Request and Walk-In Options House/Team/Exclusion Period Rotation Setup Adding Meeting Days District Setup Options Period Rotation Definition School Calendar Setup Assigning Periods to Sections Other Scheduling Options Restricting Section Modifications Assigning Staff Assigning Tracks Schedule Overlap Elementary Scheduling Configuring Homerooms and Associated Courses Configuring Linked Sections Course Wheels Creating Wheel Definitions Walk-In Scheduling Wheel Definitions Class Options Concurrent Classes Audit Classes Copyright 2016 Edupoint Educational Systems, LLC

5 Class Size Limit Section Lock Meeting Day Lock Teacher Aides CHAPTER FOUR HOUSES AND TEAMS Houses and Teams Overview Creating Houses and Teams Creating a House Creating a Team Assigning Houses and Teams Assigning Houses and Teams to Students Mass Assigning Houses and Teams Assigning Houses and Teams to Sections Defining Period Restrictions Setting Group Restrictions Setting Individual Restrictions in Schedule Request Setting Individual Restrictions in Walk In Schedule CHAPTER FIVE COURSE REQUESTS Course Requests Overview Mass Assign Course Requests Adding New Course Request Groups Selecting Filter Options Replacing Existing Course Requests Individually Assigning Course Requests Schedule Request Teacher Course Recommendation Schedule Control Walk-In Schedule Request Walk-In Schedule Quick Placement Walk-in Schedule Analysis ParentVUE and StudentVUE Course Requests Edupoint Proprietary and Confidential 5

6 District Course Request Settings School Course Request Settings Hide Lock Course Request Student Schedule and Request Analysis CHAPTER SIX MASS SCHEDULING Analyzing Course Requests Overview of Option Sets Creating an Option Set Editing Option Sets Analyzing and Modifying Option Sets Testing Schedules Enforcing Rules Balance and Sequence Options Excluding Students Clear All Results and Debug Quick Links Fill Open Periods Scheduling Tools Schedule Student Schedule Section Option Set Wheels Pre-Scheduling Students Finalizing Schedules Creating the Final Option Set Creating the Master Schedule Mass Assigning Sections Creating Mass Assignments Defining Mass Assignments Handling Walk-In Requests Quick Placement Tab Copyright 2016 Edupoint Educational Systems, LLC

7 CHAPTER SEVEN MANUAL SCHEDULING Creating Sections Adding and Updating Sections Section Menu Options Assigning Multiple Students to Sections Assign Students to Sections Replacing Section Assignments Class Assignment Individually Assigning Sections Student Classes Student Mass Assigning Tracks Updating Homerooms Tracking Deleted Classes Ending Terms CHAPTER EIGHT CLASSBOARD ClassBoard Overview Setup Launching ClassBoard ClassBoard Display Options Viewing Options Section Display Windows and Docking Panes ClassBoard Preferences Modifying Schedules in ClassBoard Managing Sections Class Builder Finalizing the Schedule Edupoint Proprietary and Confidential 7

8 CHAPTER NINE REPORTS Reports Overview Course Module Reports CRS201 Course Catalog CRS401 Course List CRS601 Course By School Mass Scheduling Module Reports OSM201 Student Schedule Analysis STU205 Student Course Request Profile OSM401 Schedule Section List by Teacher OSM402 Schedule Section List by Room OSM403 Schedule Section List by Course OSM404 Class Analysis by Period and Course OSM405 Schedule Section List OSM406 Schedule Open Periods OSM407 Course Request Conflict Listing OSM408 Class Analysis by Course and Section OSM409 Student Course and Request Verification Listing OSM411 Class List OSM414 Schedule by Department OSM415 Schedule by Room OSM417 Department Section List OSM418 Room Section List OSM419 Class Analysis by Grade and Period OSM470 Pre Schedule Edit List OSM416 Sections Needed by Request OSM601 Course Request Totals OSM602 Student Request Exception OSM603 Open Periods by Grade and Period OSM604 Seat Totals By Department OSM605 Period Load Stats Report OSM606 Teacher Open Period Report OSM607 Room Open Period Report OSM801 Course Request Conflict Matrix Schedule Module Reports STU810 Grade Book Extract STU202 Student Schedule MST401 Section List by Course MST402 Section List by Teacher Copyright 2016 Edupoint Educational Systems, LLC

9 MST403 Section List by Course and Term MST406 Open Periods MST408 Class Analysis by Course and Section MST412 Class Load Analysis MST413 Student Schedule Analysis MST414 Master Schedule by Department MST415 Master Schedule by Room MST416 Department Section List MST417 Room Section List MST418 Class Load Analysis by Department MST419 Master Schedule Matrix MST801 Program of Recitation Report STU408 Class List STU414 Student Schedule Preprinted Cards STU415 Student Schedule List STU419 Section Seating Chart STU420 Lunch Count Totals STU423 Student Classes Audit CHAPTER TEN SECURITY Course Module Security Course Group District Course Prerequisite Course Group School Course School Course Opt-In Mass Scheduling Module Security Course Request Analysis Mass Assign Course Requests Mass Assign House and Team Mass Assign Sections Option Set Wheel Sched Section Schedule Control Schedule Option Set Schedule Request Schedule Student School Scheduling Options Update Schedule Walk In Schedule Wheel Definition Edupoint Proprietary and Confidential 9

10 Schedule Module Security Assign Students to Sections Bell Schedule Definition Class Assignment Security End Term Mass Assign Track Period Rotation Definition Section Student Classes Student Classes Deleted Copyright 2016 Edupoint Educational Systems, LLC

11 ABOUT THIS MANUAL Edupoint Educational Systems develops software with multiple release dates for the software and related documentation. The documentation is being released in multiple volumes to meet this commitment. The table below lists the release date, software version, documentation volume number, and the content included in each volume of documentation to date. Software and Document History Date Revision Content July New edition with revised formatting. Updated to September Updated to 10.0 December No changes were required for release April Updated to version July Updated to version December Updated to version Restricting Scheduling Modifications in Other Scheduling Options Sort Options in STU202 report MST418 and MST419 reports Edupoint Proprietary and Confidential 11

12 CONVENTIONS USED IN THIS MANUAL Bold Text Bold Text - Indicates a button or menu or other text on the screen to click, or text to type. Tip Suggests advanced techniques or alternative ways of approaching the subject. Note Provides additional information or expands on the topic at hand. Reference Refers to another source of information, such as another manual or website Caution Warns of potential problems. Take special care when reading these sections. BEFORE YOU BEGIN Before installing any of the Edupoint family of software products, please be sure to review the system requirements and make sure the district s computer hardware and software meet the minimum requirements. If there are any questions about the system requirements, please contact an Edupoint representative at (877) Caution: The Edupoint family of software does not support the use of pop-up blockers. Please disable any pop-up blockers (also known as pop-up ad blockers) on the system before logging into any Edupoint product. At any point, if there are any technical difficulties, please contact the Edupoint technical support team at support@edupoint.com or by phone at option Copyright 2016 Edupoint Educational Systems, LLC

13 NAVIGATION The Navigation Tree (also called PAD Tree) lists all screens or reports to which the user has access. It is located on the left side of the Content Area. Synergy SIS may be navigated directly from the Navigation Tree. The statement Navigate to User Preferences > User Profile means: Edupoint Proprietary and Confidential 13

14 Chapter One Chapter One OVERVIEW This chapter covers the following topics: Overview of Scheduling and Course Overview of Scheduling and Course Modules Implementation Considerations Scheduling Checklist 14 Copyright 2016 Edupoint Educational Systems, LLC

15 Chapter One Scheduling and Course Guide OVERVIEW OF SCHEDULING AND COURSE Synergy SIS uses two main processes to create class schedules: Master Schedule Builder and Scheduler. Master Schedule Builder allows students to be scheduled by groups, and is primarily used by large secondary schools. Scheduler is primarily used by smaller schools or elementary schools, as these school types frequently offer only one or two sections for a given course. There are several differences between the Scheduler and Master Schedule Builder processes. When using the Scheduler, Synergy SIS places students into sections after the user creates them. In Master Schedule Builder, the system builds the sections and also schedules students into them. This manual covers all aspects of the Scheduler process, including all modules involved within Scheduling and Course creation: Course, Mass Scheduling, and Schedule. This guide also covers the ClassBoard scheduling tool in Chapter Eight. Chapter Nine reviews the reports for Scheduling and Course, and Chapter Ten describes security setup for the three modules. Edupoint Proprietary and Confidential 15

16 Chapter One Reference: For more information about the Master Schedule Builder process, please see the Synergy SIS Master Schedule Builder Guide. OVERVIEW OF SCHEDULING AND COURSE MODULES The Course module contains setup for all courses in use within a district and school, and is primarily used by administrators. The Mass Scheduling module uses Option Sets to assign students to courses, and displays any schedule requests that students or parents make. The Scheduling module allows individual scheduling, as well as district course and school information. Certain screens within Synergy SIS are available in multiple areas, and administrators typically control access to Scheduling and Course locations. You may have access to either Course screens or Schedule screens depending on their roles. Chapter Two contains information about the screens within the Course module, except for the CTE Programs screen. Reference: For more information on the Course > CTE Programs screen, please see the Synergy SIS Course History Administrator Guide. IMPLEMENTATION CONSIDERATIONS All standards and rules that apply to a student s schedule should be taken in to account prior to starting the Scheduler process. Before scheduling, review the list of common considerations below. Core Courses Grade Levels Certain grades have required core courses, such as English, Math, and Social Studies. Specific Student Groups Students that take part in various activities, such as Marching Band and ROTC, must attend a group-specific class at a certain time. Course Requirements Prerequisites Students must pass certain courses before they are eligible to attend others. For example, a student must take Spanish 1 before they are able to register for Spanish 2. Corequisites Certain courses require another course to be taken consecutively. For example, Biology requires a Lab course to be taken in the same semester. 16 Copyright 2016 Edupoint Educational Systems, LLC

17 Chapter One Scheduling and Course Guide Alternate Course Requests Alternate course requests are backup course preferences that are used if the student is unable to be scheduled for their primary request. Chapter Five discusses course requests in greater detail. Request Types Administrators can enable various options to handle alternate requests. For example, a one-to-one alternate allows a student to select an alternate core course in the same department if the first is unavailable. Global alternates allow students to select multiple electives and rank them by choice. Duplicate Courses The Scheduler process allows multiple options for duplicate course requests, including scheduling/rejecting all requests or accepting only one. Term/Teacher Preference Administrators can allow students to select their course preferences when making requests. Scheduling Options Teacher Aides Administrators can create a generic teacher aide course for students that sign up to become an aide. Chapter Three illustrates this process. Maximum Seats Schools schedule students based on the maximum number of seats defined for a section or the maximum seats defined for a room. Many schools choose the section option, as this allows flexibility to adjust class sizes for teacher considerations and room constraints. Pre-scheduling Pre-scheduling students limits options when using Mass Scheduling screens, but can be appropriate for specific groups of students, such as those repeating a course for credit. Term Override Enabling Term Override for a year-long course allows a student to take only one semester of the course, which can be used in special circumstances. Term Separation Students must take certain courses to complete their grade, but they cannot be taken at the same time. For instance, State Government and Free Economics are required for 12 th grade students, but students must take these courses in separate terms. Hours or Periods Certain schools allow students to be scheduled for a separate day length than the majority of students, such as students attending for a half-day. Meeting Days Certain schools use a varied schedule that includes rotation periods or rotation days to define when courses meet. Class and Student Grouping Teams Schools create teams to keep sections assigned to the same teacher or period. Houses Schools create houses to organize students into the same sections. For more information on houses and teams, please see Chapter Four. Wheels Schools use course wheels to group sets of courses together so that all courses are scheduled during the same year. Chapter Three describe course wheels in more detail. Edupoint Proprietary and Confidential 17

18 Chapter One MASS SCHEDULING CHECKLIST Before beginning the Scheduler process, make sure to review the following information: 1. Gather information on the course catalog, pre/co-requisite courses, and a list of changes for the new school year. 2. Update changes to room numbers or room capacity on the System > Setup > School Room screen. 3. Update any necessary teacher information on the Staff > Staff page. 4. Complete the New Year Rollover process. Reference: For more information on the New Year Rollover process, please see the Synergy SIS New Year Rollover Guide. Once preparation has been completed, the scheduling process can begin. The checklist below identifies the suggested order of tasks to complete the Scheduler process using the Mass Scheduling module. Once the schedule has been finalized, all scheduling for new students and any schedule updates should be completed on the Mass Scheduling > Walk In Schedule screen. This screen is also located in Schedule > Walk In Schedule. 18 Copyright 2016 Edupoint Educational Systems, LLC

19 Chapter One Scheduling and Course Guide Task Scheduling Options Setup Completed Define the terms and periods for the new school year in the Mass Scheduling > Setup > School Setup screen Update courses in the Course > District Course screen Opt-in to any new courses and opt-out of courses that will not be used though the Course > School Course screen Identify any changes to staff, classes offered, and House and Team assignments Make any necessary changes to the Mass Scheduling > Setup > School Scheduling Options screen Enter Student Course Requests Setup ParentVUE/StudentVUE if allowing students to make online course requests (optional) Mass assign Period Restrictions through Mass Scheduling >Mass Assign House and Team (optional) Mass assign course requests to students using Mass Scheduling > Mass Assign Course Requests (optional) Enter and maintain student course requests in the Mass Scheduling >Schedule Request screen Have students complete online course requests in ParentVUE and StudentVUE (optional) Review Reports Review reports to verify data and determine scheduling. Chapter Nine lists reports in further detail. Create Initial Master Schedule Copy last year s master schedule for reference Create a new Option Set, or copy an existing one, and name it (Ex: 15/16 Test ) Create sections within the created Option Set Review Reports Review reports to verify initial section offering with student course requests Modify course requests and sections as needed after analyzing reports Pre-schedule students as needed Edupoint Proprietary and Confidential 19

20 Chapter One Create Additional Test Schedules Copy the initial Option Set to a new Option Set (Ex: 15/16 Test Copy ) Check out a copy of the new Option Set Select scheduling rules and options for this Option Set Run the schedule Analyze Scheduling Results Review the results of the scheduling in the Option Set Screen any conflicts lists in the Schedule Student screen of the Option Set Review Reports Analyze reports for review of scheduling results Run Final Test Schedules Copy the tested Option Set to a new Option Set for updating and re-scheduling (Ex: 15/16 Working ) Modify Schedule Requests as necessary Finalize Schedule Copy the final option set with student results to a new option set (Ex: 15/16 Final Master Schedule Run the Update Schedule process. This will copy the Master Schedule from Mass Scheduling to Schedule Hide the Mass Scheduling module. Print student schedules using the Schedule > Reports > Individual > STU202 report 20 Copyright 2016 Edupoint Educational Systems, LLC

21 Chapter Two Scheduling and Course Guide Chapter Two COURSES AND ROOMS SETUP This chapter covers the following topics: District Course Setup Managing District Courses Managing School Courses Managing Course Groups Managing School Rooms Edupoint Proprietary and Confidential 21

22 Chapter Two DISTRICT COURSE SETUP The District Course screen has several drop-down lists where you select pre-populated values. These values are stored within lookup tables, and can be modified at System > Setup > Lookup Table Definition. Certain tables are product-owned and locked by Synergy so they cannot be edited. Other tables can be modified to match the needs of a school district. Before creating courses within District Course, enter the necessary information into these areas. Modifying Lookup Tables 1. Navigate to System > Setup > Lookup Table Definition. 2. Locate the table to modify. 3. Click Add. A new row appears in the Lookup Values grid. 4. Enter the following values: Figure Academic Type Lookup Table ListOrder The order that values display in the dropdown list. If this field is blank, values will be sorted by Code and Description. Code A five-character value used to link tables in the Synergy database. This value may be the same code used by the state, or a code designed by the district. Description The name that appears in the list. Other SIS If converting data from another student records system, this field is the value from the previous system. (Optional) State Code The state required code, as used for state reporting. (Optional) Alt Code 3 An alternative code used for specific reports. Synergy SIS guides will specify if this value is required. (Optional) Alt Code SIF/Ed-Fi Code Codes used if schools participate in specific programs or use specific features. Synergy SIS guides will specify if this value is required. (Optional) Status Start and end dates used to activate or deactivate a code for a specific year. Deactivated codes remain in lookup tables, but are unavailable for use on new records. 5. Click Save. 22 Copyright 2016 Edupoint Educational Systems, LLC

23 Chapter Two Scheduling and Course Guide Tip: To delete a code, check the X option next to the code, and click Save. Lookup Table Definitions Synergy SIS Related Scheduling and Course Field K12.CourseInfo Academic Type Course > District Course > Course tab > Course Info section > Academic Type field Alt ID Type Course > District Course > Course tab > Alternate Codes > Alt Type field Apportionment Category Course > District Course > Course tab > Other Provider Information > Apportionment Category field College Subject Area Course > District Course > Course tab > Course Subject Areas > College Area 1-5 Course Discipline Course > District Course > Course tab > Verified Credit 1-2 > Course Discipline field Course Duration Course > District Course > Course tab > Course Info section > Course Duration field Course Level (checkboxes)(state Specific) Course > District Course > Description tab > State Course Classification Course Type Course > District Course > Course tab > Other Provider Information > Course Type field Cp Skills Test Course > District Course > Course tab > Carl Perkins > Skills Assessment field Department Course > District Course > Course tab > Course Info section > Department field Duplicate Request Course > District Course > Course tab > Scheduling Options section > Duplicate Course field Funding Source Course > District Course > Course tab > Other Provider Information > Funding Source field Instructional Level Course > District Course > Course tab > Other Information > Instructional Level field NCLB Core Course > District Course > Course tab > Other Information > NCLB Core field Proficiency Core Course > District Course > Course tab > Other Provider Information > Proficiency Core field Provider Description Course > District Course > Course tab > Other Provider Information > Provider Description field Sced Course Code Course > District Course > Description tab > National Course Classification > Course Code field Sced Course Level Course > District Course > Description tab > National Course Classification > Course Level field Sced Subject Area Course > District Course > Description tab > National Course Classification > Subject Area field Schedule Priority Course > District Course > Course tab > Scheduling Options section > Schedule Priority field Standard Addressed (State Specific) Course > District Course > Description tab > State Course Classification State Cat Course > District Course > Course tab > Other Information > Edupoint Proprietary and Confidential 23

24 Chapter Two Subject Area Subject Area (State Specific) Technical Provider University Subject Area Voc Ed Type K12.CourseHistoryInfo Course History Type K12.ScheduleInfo Term Codes Category Code Course > District Course > Course tab > Course Subject Areas > Subject Area 1-5 Course > District Course > Description tab > State Course Classification Course > District Course > Course tab > Other Information > Technical Provider field Course > District Course > Course tab > Course Subject Areas > University Area 1-5 Course > District Course > Course tab > Other Provider Information > Voc Ed Type field Course > District Course > Course tab > Course info > Course History Type field Mass Scheduling > Setup > School Setup > Basic Info tab > Term Definition detail view > Term Code Reference: For more information about configuring Verified Credit for Graduation Requirements, please see the Synergy SIS Course History Administrator Guide. 24 Copyright 2016 Edupoint Educational Systems, LLC

25 Chapter Two Scheduling and Course Guide Figure District Course, Course tab Edupoint Proprietary and Confidential 25

26 Chapter Two Figure District Course, Course tab cont. Figure District Course, Description tab 26 Copyright 2016 Edupoint Educational Systems, LLC

27 Chapter Two Scheduling and Course Guide Figure District Course, Description tab cont. Edupoint Proprietary and Confidential 27

28 Chapter Two MANAGING DISTRICT COURSES The District Course screen lists all courses taught within the district. These records are not school-year specific. The Section screen captures individual classes held each year for each course. Schools can create courses once lookup table information has been added. Adding a District Course 1. Navigate to Course > District Course or Schedule > District Course, depending on which module is active. 2. Click Add. A new District Course window opens. Mandatory fields are green. Figure District Course, Add screen 3. Enter a Course ID. This code is alphanumeric and limited to 20 characters. 4. Enter the Course Title and a Course Short Title, if necessary. 5. Check if the course is Mandatory, which will assign the course automatically to all schools in the district. If a course is not mandatory, schools must opt-in to the course. Note: The Inactive box is used to remove a course from being listed, as courses cannot be deleted after appearing in the Student Course History screen. 6. Check Always Show in Course History Add if the course should display even if marked inactive. 7. Select the Course Duration, Department, and Academic Type. 28 Copyright 2016 Edupoint Educational Systems, LLC

29 Chapter Two Scheduling and Course Guide 8. Select if the course is College Prep and enter the Credit, Max Credit, Course History Type, and Quality Points if applicable. Check additional boxes in the Course Info section if they apply to the course. 9. In the Scheduling Options section, select how the course handles a Duplicate Request. Caution: The Duplicate Course Request setting in the Mass Scheduling > School Scheduling Options screen overrides this selection. 10. Enter the Schedule Priority used for mass scheduling. Core (High) courses are scheduled before Elective (Low) courses. 11. Select the School Name for the primary school that teaches the course, if needed, and enter the Optimum Size, Maximum Size, and Year Start/Year End information. 12. Enter information for the ParentVUE Options to control access to course requests. Reference: For more information about ParentVUE and StudentVUE course requests, please see the Synergy SIS ParentVUE and StudentVUE Administrator Guide. Figure District Course, Add screen cont. 13. Enter Course Restrictions, if necessary. Edupoint Proprietary and Confidential 29

30 Chapter Two 14. Enter the Course Subject Areas that the course fulfills for graduation requirements from the dropdown lists, including College Areas and University Areas for admissions, if applicable. 15. In the Other Information section, enter the Old SIS Course ID if converting data from a previous system. 16. Select the Category Code assigned by the state, the Instructional Level, and the NCLB Core type. 17. Check the boxes for any exclusions, such as Exclude From State Reporting. 18. Identify if the course is a Technical Course and select the Technical Provider, if applicable. 19. Check if the course is Alternate Learning, Cooperative Learning, or Special Education. 20. In the Other Provider Information section, enter information if the course is taught by a provider other than a district staff member. Figure District Course, Add screen cont. 21. Enter the Voc Ed Type, Funding Source (if Qualifies for Alternate State Funding is checked), the Apportionment Category, Course Type, and Proficiency Core. 22. Enter the Carl Perkins / CTE Programs information if the course meets the requirements of the Perkins Act federal grant program. 23. Enter Verified Credit information by choosing the Course Discipline from the dropdown list. To associate the course with a Test Group, click the grey arrow to find and select a group. 24. Enter Alternate Codes for the course by clicking Add to add a new row to the grid. Alternate Codes specify if a course should be excluded or included in graduation requirement calculations. 25. Click Save. Caution: If this filter is activated, every course included in graduation requirement calculations must be assigned an Alternate Code, including previoulsy existing courses. Reference: For more information on subject areas, school graduation requirements, and configuring Verified Credit, please see the Synergy SIS Course History Administrator Guide. 30 Copyright 2016 Edupoint Educational Systems, LLC

31 Chapter Two Scheduling and Course Guide Editing Course Data Schools can edit most course information directly on the District Course screen by clicking on any white field, making updates, and clicking Save. To edit the data in the top row of the District Course screen, follow the steps below. 1. Click the Menu option and click Edit Course Data. Figure District Course, Edit Course Data 2. Make any necessary changes to the top row of data. 3. Click Save. Course Descriptions Figure District Course, Course data Schools use course descriptions to display information for course catalog reports. This tab also records the course s alignment to national and state standards. While the national and state course classification was originally designed for Minnesota reporting, any state can utilize this information. 1. Click on the Description tab. Edupoint Proprietary and Confidential 31

32 Chapter Two Figure District Course, Description tab 2. Enter information for the Short Description and Description. 3. Under the National Course Classification section, select the Subject Area, Course Level, and Course Code from the dropdowns. 4. Enter the Sequence number of the course and Available Credit. Figure District Course, Description tab cont. 5. Under the State Course Classification section, enter the Subject Area, Course Record Type, and Course Content Area. 6. Select any applicable Course Levels. 32 Copyright 2016 Edupoint Educational Systems, LLC

33 Chapter Two Scheduling and Course Guide 7. Enter the Standard Addressed and check Grad Requirement Indicator if the course is required for graduation. 8. Check End of Course Indicator if this is the last course in a series. 9. Check IB Indicator if the course meets International Baccalaureate qualifications. 10. Check AP Indicator if the course is for Advanced Placement 11. Select the AP Code, IB Code, and CIP Code if necessary. 12. Check AICE Indicator if the course qualifies as an American Institute for Creative Education course. 13. Check IGCSE if the course qualifies as an International General Certificate of Secondary Education course. Figure District Course, Description tab cont. 14. Enter any College information if the course is a college-level course, including College Course Title and College Course Credits. 15. Enter any necessary information for the Civil Rights Data Collection section. 16. If the course is associated with a CTE Program, click Chooser to find and select the program. 17. Click Save. Reference: For more information about the national course classification system, please see the document School Codes for Exchange of Data: A Course Classification System, published by the National Center for Education Statistics. Edupoint Proprietary and Confidential 33

34 Chapter Two Year Overrides In order to comply with graduation and state requirements, schools can create year-specific requirements for each course. 1. Click on the Year Override tab. Figure District Course, Year Override tab 2. Under Course Subject Areas, click Add to enter year-specific requirements for schools. A new row appears. a. Enter the four-digit Year under Start and End. b. Select the Subject Area from the dropdown lists. 3. Under Alternate Codes, click Add. A new row appears. a. Enter the four-digit Year under Start and End. b. Select the Alt Type from the list, and enter the Alt Code. 4. Under Qualifies for Alt State Funding, click Add. A new row appears. a. Enter the four-digit Year under Year Start and Year End. b. Select the Funding Source from the dropdown list. 5. Under Technical Course, click Add. A new row appears. 6. Enter the four-digit Year under Year Start and Year End. 7. Click Save. 34 Copyright 2016 Edupoint Educational Systems, LLC

35 Chapter Two Scheduling and Course Guide Pre/Corequisites Schools can add prerequisite and corequisite course information on the District Course screen. Schools can also add prerequisite course groups if a course requires more than one prerequisite class. 1. Click the Pre/Corequisite tab. Figure District Course, Pre/Corequisite tab 2. Click Add under any of the sections to select courses/groups one at a time, or click Chooser to select multiple courses/groups. Figure Add Pre/Corequisite, Add screen Edupoint Proprietary and Confidential 35

36 Chapter Two Figure Add Pre/Corequisite, Chooser screen 3. Under Prerequisite, selecting one of the courses and clicking Show Detail will bring up the Valid Marks checklist. Students who receive any of the grades chosen in the prerequisite course will be considered eligible for the current course. Figure District Course, Prerequisite Valid Marks detail 4. Click Save once all courses have been added. 36 Copyright 2016 Edupoint Educational Systems, LLC

37 Chapter Two Scheduling and Course Guide Creating Prerequisite Groups 1. Navigate to Course > Prerequisite Course Groups. 2. Click the Add button. The Prerequisite Course Group screen opens. Figure Prerequisite Course Group, Add screen 3. Enter the Group Name. 4. Select the Logic Type. When creating the course group, only And/Or are available. This logic type applies to all courses within the Prerequisite Course Group. 5. Click Save. The Prerequisite Course Group screen closes. 6. Click Add to add a specific course to the group, or Chooser to add multiple courses. Figure Prerequisite Course Group 7. Click Show Detail to open the Valid Marks section for a course. 8. Choose which marks are considered passing marks. 9. Click Save once finished. The Prerequisite Group will now be available from the District Course screen. Note: Prerequisites added to the District Course screen function with OR logic. In the example below, a student is eligible for enrollment in Algebra I by passing Pre-Algebra or fulfilling the Core group requirement. Edupoint Proprietary and Confidential 37

38 Chapter Two Figure District Course, Pre/Corequisite tab Schools Teaching The Schools Teaching tab of the District Course screen is informational only, and displays schools that offer the course. Figure District Course, Schools Teaching tab 38 Copyright 2016 Edupoint Educational Systems, LLC

39 Chapter Two Scheduling and Course Guide Associated Courses The Associated Course tab allows schools to associate other courses together. If the Mass Scheduling > School Setup > School Scheduling Options field is set to Homeroom and Associated Course Enrollments, an elementary school can associate all homeroom courses with a homeroom teacher. Chapter Three contains further information on the School Setup screen. 1. Click on the Associated Courses tab. Figure District Course, Associated Courses tab 2. Click Chooser. A new window opens. 3. Enter all or part of the Course ID or Course Title and click Find. 4. Double-click a course name, or hold the Shift key to select multiple courses and click Add Selected Rows. 5. Click Select. Figure Associated Courses chooser Edupoint Proprietary and Confidential 39

40 Chapter Two 6. Click Save. Standards The Standards tab of the District Course screen enables schools to align standards to courses. You can select standards by Standards Type, Grade, and Subject. Standards can be weighted within the course and flagged to be included in report cards. 1. Click on the Standards tab. Figure District Course, Standards tab 2. Click Chooser. A new window opens. 3. Enter search criteria to display a list of standards. 4. Double-click a standard, or hold the Shift key to select multiple standards and click Add Selected Rows. 5. Click Select. 6. Check Include in Report Card and enter a Weight value, if required. 7. Click Save. Opt In Options The Opt In Options tab enables you to select the type of schools allowed to opt in to the course. You can also include or exclude individual schools. 1. Select the Opt In Options tab. 40 Copyright 2016 Edupoint Educational Systems, LLC

41 Chapter Two Scheduling and Course Guide Figure District Course, Opt In Options tab 2. Check all School Types Allowed to Opt In for this Course. 3. To select individual schools, click Chooser under Opt In Types. 4. Enter search information for a school. Figure District Course, Opt In Types Chooser 5. Double-click a school, or hold the Shift key to select multiple schools and click Add Selected Rows. 6. Click Select. 7. Use the dropdown to select the option in the Include/Exclude column. Edupoint Proprietary and Confidential 41

42 Chapter Two Figure District Course, Opt In Options Exclude/Include 8. Click Save. Course Fees The Course Fees tab of the District Course screen enables you to associate fees with a course. Figure District Course, Course Fees tab Reference: For more information on Course Fees, please see the Synergy SIS Fees Administrator and User Guide. 42 Copyright 2016 Edupoint Educational Systems, LLC

43 Chapter Two Scheduling and Course Guide MANAGING SCHOOL COURSES School Course Opt-In Once district courses have been added, each school must opt-in to a course to offer it. Schools automatically offer any course marked mandatory by the district. 1. Change the focus to the school to modify. Figure Synergy School Focus 2. Navigate to Course > School Course Opt-In or Schedule > School Course Opt-In, depending on which module is active. Figure School Course Opt-In 3. Search for course information using the Subject Area, Course ID, Course Short Title, Course Title, and Short Description. 4. Check the option under Opt In to enable the course for the school. 5. Click Save. At the end of the year, you can remove courses from the list if no students have been scheduled into them. This process removes the Opt In option for the course for the school and school yeah in focus. Edupoint Proprietary and Confidential 43

44 Chapter Two Figure School Course Opt-In, Remove Unused Opt-In Courses 1. Click Remove Unused Opt-In Courses. 2. A confirmation box opens to confirm that courses will be removed. Figure School Course Opt-In Removal Confirmation 3. Click Yes. The Job Status screen opens to show the job s process. Figure Job Status screen 44 Copyright 2016 Edupoint Educational Systems, LLC

45 Chapter Two Scheduling and Course Guide School Course Options Course > School Course The School Course screen lists all courses opted-in to at the school for the specified school year. This screen contains the following information: Figure School Course screen Course ID, Course Title, Course Short Title, Course Duration, and Credit. Optimum Size The optimum number of students for the course. Maximum Size The maximum number of students for the course. Current Section List All current sections of the course are listed in this grid. Clicking Show Detail displays section information. Chapter Seven describes sections in further detail. Linked Courses Clicking Add allows you to add courses that link to the current course. The Description tab displays course information entered in the District Course screen, and is read-only. Edupoint Proprietary and Confidential 45

46 Chapter Two Figure School Course, Description tab The Course Fees tab enables you to assign school specific fees to a course. Figure School Course, School Course Fees tab Reference: For more information on Course Fees, please see the Synergy SIS Fees Administrator and User Guide. 46 Copyright 2016 Edupoint Educational Systems, LLC

47 Chapter Two Scheduling and Course Guide MANAGING COURSE GROUPS Course Groups are used in the OSM801 Course Request Conflict Matrix report. 1. Navigate to Course > Course Group. 2. Click Add. A new window opens. Figure Course Group, New screen Figure Course Group, Add screen 3. Enter the Name of the new group, and click Save. The window closes. 4. Click Chooser to find and add courses to the group. Figure Course Group, Chooser screen Edupoint Proprietary and Confidential 47

48 Chapter Two 5. Double-click a course, or hold the Shift key to select multiple courses and click Add Selected Rows. 6. Click Select. 7. Click Save. Figure Course Group screen Tip: To delete a course, check the X option next to the code, and click Save. 48 Copyright 2016 Edupoint Educational Systems, LLC

49 Chapter Two Scheduling and Course Guide MANAGING SCHOOL ROOMS Schools assign course sections to rooms, to determine schedule availability and class size. These values must be configured before a schedule can be created. 1. Navigate to System > Setup > School Room. Figure School Room screen 2. Click Add. A new line is added. 3. Enter the Room Name. 4. Enter the Class Size, which is the total number of students that could attend a class. 5. Enter the starting year of the school year in focus as the four-digit School Year. 6. Select the Department and Room Type, if applicable. Note: Schools also use Department and Room Type information for ClassBoard and Master Schedule Builder. 7. To delete a row, check the option under the X column. 8. Click Save. Edupoint Proprietary and Confidential 49

50 Chapter Three Chapter Three SCHEDULING SETUP This chapter covers the following topics: School Setup School Scheduling Options Period Rotation Setup Other Scheduling Options Elementary Scheduling Course Wheels Class Options 50 Copyright 2016 Edupoint Educational Systems, LLC

51 Chapter Three Scheduling and Course Guide SCHOOL SETUP Class Periods Schools must define the number of class periods in a day before scheduling can be completed. 1. Navigate to Mass Scheduling > Setup > School Setup. Figure School Setup, Period Definition 2. Under the Period Definition section, enter the Start Period and End Period numbers. 3. Enter the Homeroom Period if students are assigned a homeroom. 4. Select the Homeroom Meeting Day if the homeroom is only assigned once a day. Note: For more information on assigning meeting days, please see Period Rotation. 5. Click Save. Edupoint Proprietary and Confidential 51

52 Chapter Three Term Definition Terms generally define when classes start and end for the school year. A single term may have multiple grade reporting periods that signify a milestone in the class, such as a midterm grade. Schools define courses by which term they are held, and each school must define terms for every school year. 1. Navigate to Mass Scheduling > Setup > School Setup. Figure School Setup, Term Definition 2. Click Add to add a new row to the Term Definition grid. 3. Enter the Term Number, Term Name, and Term End Date. The Term Begin Date is automatically calculated based on the school calendar. 4. Click Show Detail to add term codes to each term. Figure Term Definition detail view 5. Click Add to add a new row to the Term Codes grid. 6. Enter the Term Code Number, which should match the Term Number selected, and select the Term Code from the dropdown. 52 Copyright 2016 Edupoint Educational Systems, LLC

53 Chapter Three Scheduling and Course Guide 7. Click Save. Note: Schools can customize Term Codes using the Lookup Table Definition screen and the Term Codes table. Please see Chapter Two for more information on modifying lookup tables. Enabling College Credit The College Credit column allows staff to mark students that receive post-secondary credit in reports. Enable the setting in School Setup by following the steps below. 1. On the School Setup screen, scroll to the Other Info section. 2. Select Enable College Credit. 3. Click Save. Figure School Setup, Enable College Credit option The College Credit column appears on the Schedule > Section screen, and the Student > Student > Classes tab. Set the value to E-Eligible to mark students eligible for credit, or R- Receiving to mark students receiving credit. Edupoint Proprietary and Confidential 53

54 Chapter Three Figure Section screen, Students grid Figure Student screen, Classes tab 54 Copyright 2016 Edupoint Educational Systems, LLC

55 Chapter Three Scheduling and Course Guide Bell Schedule Definition After the number of periods has been defined in the School Setup screen, schools must configure a start and stop time for each period in the Bell Schedule Definition screen. Schools can configure multiple bell schedules, but schools can assign only one default schedule. Once a school defines the bell schedule, you must assign each date in the school calendar with a schedule. Only one bell schedule can be assigned to a calendar date. 1. Navigate to Schedule > Setup > Bell Schedule Definition. 2. Click Add. A new window opens. Figure New Bell Schedule Definition Figure Bell Schedule Definition, Add screen 3. Enter a Code and Name for the schedule. 4. Click Save. The window closes. Edupoint Proprietary and Confidential 55

56 Chapter Three 5. The bell schedule displays with a line for each period that has been defined. You can enter times for each period manually, or fill times automatically using the Bell Creation Assistant. a. Click the Arrow in the Bell Creation Assistant section to open the section. Figure Bell Schedule Creation Assistant b. Enter the Start time of first period, Total minutes per period, and Passing time in-between periods. c. Click Create Bell Schedule. You can edit fields after schedule creation. 6. Set the following options, if needed: a. Minute Override Overrides the bell period amount from the Total column. b. Override Reason Memo field to notate the reason for a Minute Override. c. Non-Instructional Removes the bell period amount from minute calculations on reports and state extracts that use the Bell Schedule. 7. Click Save. Tip: To delete a period, click the X option next to the row, and click Save. Reference: For more information on defining school calendars and assigning bell schedules, please see the Synergy SIS Attendance Administrator Guide. 56 Copyright 2016 Edupoint Educational Systems, LLC

57 Chapter Three Scheduling and Course Guide SCHOOL SCHEDULING OPTIONS Mass Scheduling > Setup > School Scheduling Options The School Scheduling Options screen defines options for class sections, student course requests, and the Walk-In Schedule process. This screen also contains scheduling options for houses and teams. Section Options Figure School Scheduling Options, Section Options tab The Section Options tab contains options for Class Size Limits and the character limit for a Section ID, displayed as the Section ID Width field. Note: For more information on modifying class size limit, please see Class Size Limit. The Auto Sequence field handles section ID creation during the Mass Scheduling process, and offers the following options: Manual You must add section IDs manually after the Mass Scheduling process runs. Period and Counter Section IDs begin with the period number, followed by a sequential number based on section creation order. Edupoint Proprietary and Confidential 57

58 Chapter Three Course and Period Section IDs start with the Course ID, followed by the section period number. You should choose this option only if the school never offers two sections of a course in the same period. Counter The system creates section IDs with a sequential number based on creation order. Course and Period and Counter Section IDs contain the Course ID, period number, and sequential creation number. Course and Counter Section IDs match the same number as the one generated by Master Schedule Builder. Course and Manual The system generates a Course ID, the user manually creates a section ID, and the system attaches the two. The Options tab also contains checkboxes that handle other scheduling information. Track Class Deletions for Add/Drop Report When you delete sections from a student s schedule, they remain in the Student Classes Deleted screen and any applicable reports. Enable Section ID Validation Warnings Creates a warning message when a manually entered Section ID does not meet character width requirements. Do Not Fill Section ID Gaps This option prevents the system from creating IDs for any sections missing them. Only Create Grade Records For Homeroom Section Elementary schools use this option to have all grades issued by the homeroom teacher, while still tracking participation in other courses. The Include In Grading Options section determines when a class will be available for marks to be entered. The Meeting Days grid displays Reference: For more information about grading, please see the Synergy SIS Grading Administrator Guide. Note: For more information on creating Meeting Days, please see Period Rotation Setup. 58 Copyright 2016 Edupoint Educational Systems, LLC

59 Chapter Three Scheduling and Course Guide Course Request and Walk-In Options The Course Request and Walk-In Options tab applies to student requests entered within the Mass Scheduling > Schedule Request and the Course Request page in ParentVUE and StudentVUE. These options apply to the Walk-In Schedule screen only, and do not change options during the Mass Scheduling process. Figure School Scheduling Options, Course Request and Walk-In Options tab The Course Request/Walk-in Scheduling Options section of the screen contains variables that can be enabled or disabled during course requests. You must enable both the option and the corresponding rule on this screen. Show Teacher Preference Allows students to select a preferred teacher for the course. If enabled, the Use Teacher Preferences dropdown (under Enforce the following rules) should also have Try or Must Have selected. Show Alternate Course Allows students to select alternate courses if the primary request cannot be scheduled. If enabled, the Allow Alternate Course option (under Enforce the following rules) should be checked. Show House Allows students to be assigned to sections of one House. If enabled, the House Option dropdown (under Enforce the following rules) should be set to one of the following: Edupoint Proprietary and Confidential 59

60 Chapter Three o o o Automatic House Enforcement Does not require House assignment in the Schedule Request screen. If you manually assign a student to a House, the scheduler processes the student in sections with that House. If you do not manually assign a student to a House, the scheduler attempts different House assignments until a positive 100% schedule exists. If a section does not have a House assignment, the scheduler may place students in that section. Match Sections with Houses Requires manual House assignment in the Schedule Request screen. Strict enforcement only schedules students in sections with the matching house assignment. If unassigned students exist after matching all students with House assignments, then the scheduler automatically assigns these students to Houses. No House Enforcement Ignores house assignment for students and sections during the walk-in scheduling process. Show Team Allows students to be assigned to a team. You can schedule students into more than one Team, called Cross Teaming. If enabled, the Team Option dropdown (under Enforce the following rules) should be set to one of the following: o o o Automatic Team Enforcement Does not require manual Team assignment in the Schedule Request screen. If you manually assign a student to a Team, the scheduler attempts different assignments until a positive 100% schedule exists for a section defined Team. If you do not manually assign a student to a Team, the scheduler assigns students into the first Team available for their schedule. If a section does not have a Team assignment, the scheduler may place students in that section. Match Sections with Teams Requires manual Team assignment in the Schedule Request screen. The scheduler processes students based on Team assignment. If a section does not have a Team assignment, the scheduler may place students in that section. No Team Enforcement Ignores team assignment for students and sections during the walk-in process. Show Term Preference Allows students to select their preferred term for a course. If enabled, the Check Term Preference dropdown (under Enforce the following rules) should also have Try or Must Have selected. Using Wheels Check this option if using course wheels during the scheduling process. Show Qualified Alternate Funding Allows schools to specify which students in a section qualify for alternate funding. This adds an additional participation column to the Student > Classes tab, the Section screen, and the Student Classes screen. Walk-In Cut Off The last date on which walk-in schedules may be created. This is for information purposes only, and will not disable the screen. Show Term Override/Override Term Codes Allows student course requests to override the default term. You must add term codes used during the override process into the Override Term Codes grid. o o Enter the View Order as a number to indicate which order the codes display in, and select the term code from the Override Term column. You must also enable the Check Term Override box (under Enforce the following rules). The Enforce the following rules section also allows the following to be configured: 60 Copyright 2016 Edupoint Educational Systems, LLC

61 Chapter Three Scheduling and Course Guide Check Corequisites Enforces corequisite requirements defined in the District Course screen. Prerequisite Option Defines prerequisites listed in the District Course screen. o No Enforcement Disregards all prerequisites during scheduling. o Full Enforcement (Checks CHS) The system uses student course history to o verify that students complete prerequisites. Schedule Requests in Prereq Order The system schedules any prerequisite courses required for the student in the first term of the schedule. Schools use this option when creating schedules for a year, or if student grades have not yet been posted. Use Room Seat Limit Limits the number of students assigned to a section based on room capacity instead of the seat limit assigned to the section itself. Schools rarely use this option as section class size allows more flexibility in scheduling. Check Student Restrictions/Check Teacher Restrictions Verifies if scheduling conflicts with any restrictions in place for a student, as used with the Student Schedule & Request Analysis screen. Note: For more information on this screen, please see Student Schedule and Request Analysis. Duplicate Course Request Allows instruction on handling duplicate requests. The options are Reject all duplicates, Schedule all of the duplicates, or Schedule one of the duplicates. Caution: The Duplicate Course Request setting will override any duplicate course setting on the individual District Course screens. Max time to spend per student The maximum amount of time the scheduling process attempts different options per student. Caution: Schools should only change this setting if a schedule conflict indicates that a student wasn t scheduled due to a timeout, and should only be increased in.025 increments. The Balance Options section contains two dropdown menus, Course Request Sequence and Balance Option. Course Request Sequence Sets the order that requests are processed. o By Course Request Priority and By Difficulty Schedules courses first by Schedule Priority (Core or Elective) defined in the District Course screen, and then difficulty in scheduling the section. Edupoint Proprietary and Confidential 61

62 Chapter Three o By Difficulty Schedules courses in the order of difficulty. This is determined by the number of available course sections and the number of available periods. Balance Option Attempts to schedule students while keeping a demographic balance. Available options are Balance Property, Ethnicity, Gender, Gender and Balance Property, Gender and Ethnicity, and Total Students. o Balance Property is a district-defined set of values, such as ELL or SPED. Students are assigned a corresponding Balance Code in the Mass Scheduling > Schedule Request screen. o The lookup table K12.MassScheduleInfo.UserBalance contains the options used for this property. The Mass Scheduling Options section controls how pre-schedules should be handled when course requests have already been scheduled. When a student is added to a Section and a Course Request exists but is already being used, perform the following action allows for three options; Prompt with error (default), Use existing Course Request, or Create New Course Request. 62 Copyright 2016 Edupoint Educational Systems, LLC

63 Chapter Three Scheduling and Course Guide House/Team/Exclusion The House/Team/Exclusion tab is where schools create houses and teams. House Codes and Team Codes grids contain the code and description for each value. Chapter Four contains more information on creating houses and teams. Team Exclusion Codes allow for only one course within a group of courses to be taken in a term. For example, a school may allow students to take only one Art course per term, so schools assign the same Term Exclusion Code to all Art classes. To create a Term Exclusion Code: Figure School Scheduling Options, House/Team/Exclusion tab 1. Select the House/Team/Exclusion tab. 2. Click Add within the Team Exclusion Codes grid. A new line appears. Figure Term Exclusion Codes Edupoint Proprietary and Confidential 63

64 Chapter Three 3. Enter a Code and a Description. 4. Click Save. Tip: To delete a code, click the X option next to the row, and click Save. To assign a Term Exclusion Code to a section: 1. Navigate to Mass Scheduling > Schedule Control. 2. Select an Option Set by clicking the icon. 3. Click Open Schedule Section. Figure Sched Section, Term Exclusion field 4. In the Restrictions section, select the group code from the Term Exclusion list. 5. Click Save. 64 Copyright 2016 Edupoint Educational Systems, LLC

65 Chapter Three Scheduling and Course Guide PERIOD ROTATION SETUP Adding Meeting Days Some schools offer classes on different days or different periods, and Synergy SIS offers a way to rotate periods to fit scheduling needs. Schools enable this option in the School Scheduling Options page by creating Meeting Days. 1. Navigate to Mass Scheduling > Setup >School Scheduling Options. Figure School Scheduling Options, Meeting Days 2. Click Add in the Meeting Days section. A new row appears. 3. Enter a Code and Description for each day. 4. Enter the Order number the Meeting Days displays in. 5. Click Save. District Setup Options The District Setup screen must be accessed to ensure that rotation periods stay in the grid if changes are made on the Period Rotation Definition screen. 1. Navigate to System > Setup > District Setup. 2. Click the System tab. 3. Scroll down to the Other Options section. Edupoint Proprietary and Confidential 65

66 Chapter Three Figure District Setup 4. Check the option for Do not clear rotation periods when increasing number of days in the cycle and Do not clear rotation periods when decreasing number of days in the cycle. 5. Click Save. 66 Copyright 2016 Edupoint Educational Systems, LLC

67 Chapter Three Scheduling and Course Guide Period Rotation Definition The Period Rotation Definition screen configures the periods for all meeting days. 1. Navigate to Schedule > Setup > Period Rotation Definition. Figure Period Rotation Definition 2. Enter the Number of Days in Cycle. For example, if school periods change every other day, there are two days in the cycle. If periods change every day except for the fifth day, there are four days in the cycle. 3. Click Save. The Rotation Definition fills in with a Day Code automatically. 4. Assign Meeting Days to each day by choosing them from the Schedule Code dropdown list. 5. Click Save. 6. Click on the Rotation Periods tab. 7. Click Set Rotating Default to set up a random rotating schedule, or Set Non-Rotating Default to set each day as the same. Edupoint Proprietary and Confidential 67

68 Chapter Three Figure Period Rotation Definition, Rotation Periods 8. Schools can edit each day manually to adjust rotation. 9. Click Save once all changes have been made. 68 Copyright 2016 Edupoint Educational Systems, LLC

69 Chapter Three Scheduling and Course Guide School Calendar Setup Once the Period Rotation Definition screen has been updated, you assign rotation days to specific calendar dates in the School Calendar. 1. Navigate to Attendance > Setup > School Calendar. Figure School Calendar 2. To automatically assign rotation, choose Fill Rotating Days Skipping Over Holidays or Fill Rotating Days Holidays Count as Rotation Day in the Rotation Default section. 3. To set up a different rotation for part of the year, click Customize the Rotation default by date and type. The SetDefaultRotationCalendar screen appears. Edupoint Proprietary and Confidential 69

70 Chapter Three Figure SetDefaultRotationCalendar screen a. Select the Start Date and Rotation Code to begin the rotation. b. Select No Fill to clear rotation or Fill Rotating Days Skipping Over Holidays. c. Click OK. 4. After setting up the rotation schedule, days can be manually edited by clicking in the Rot column and selecting the Day Code. Figure School Calendar, Rot column 5. Click Save once all changes have been made. 70 Copyright 2016 Edupoint Educational Systems, LLC

71 Chapter Three Scheduling and Course Guide Assigning Periods to Sections 1. Navigate to Schedule > Section. 2. Using the find options, locate the Section to modify and click the Meeting Days tab. Figure Section, Meeting Days tab 3. Select the Period Begin and End for each Meeting Day in the Cycle Codes grid. 4. Click Save. Note: Periods must be assigned for each section in the rotation. Edupoint Proprietary and Confidential 71

72 Chapter Three OTHER SCHEDULING OPTIONS Restricting Section Modifications You can restrict a user s ability to delete student section enrollments beyond a specific number of days after the start of the current school term. By default, You can also customize the message that displays when users attempt to delete a section enrollment after the deadline. 1. Navigate to System > Setup > District Setup. 2. Select the System tab. 3. In the Disable Add, Drop, and Transfer section, complete the following: Figure District Setup screen, System tab Disable ability to add, drop, and transfer students Prohibits any modification to student schedules for the current term and overrides other settings. Disable Add, Drop and Transfer grid Enter the Begin and End time period for each Day of the Week to lock modification. Disable the ability to delete student section enrollment on or after day _ of the current term Allows up to three digits. If left blank or contains 0, the option remains disabled. Consider Holidays in the days of enrollment count Includes school holidays in the day count. Message shown when the ability to delete student section enrollment is disabled Enter the message that appears when users attempt to delete a section. You must enter a message if using the days count option. 4. Click Save. 72 Copyright 2016 Edupoint Educational Systems, LLC

73 Chapter Three Scheduling and Course Guide Assigning Staff Schools assign each section of a course to a staff member. Before assigning staff to sections, schools must add all staff members to their respective schools. It is also recommended to assign departments to staff for ease of grouping and reporting in ClassBoard, and for use with the Master Schedule Builder process. Reference: For more information on adding and updating staff assignments, please see the Synergy SIS System Administrator Guide. Schools can enable historical tracking of staff assignment to a course by following the steps below. 1. Navigate to System > Setup > District Setup. 2. Click on the System tab. 3. Scroll down to the Other Options section. Figure District Setup, System tab 4. Check Enable historical tracking of staff in sections. 5. Click Save. Edupoint Proprietary and Confidential 73

74 Chapter Three Assigning Tracks Multi-track schools are schools that allow different school calendars for specific students. Each track represents a separate school calendar. Schools commonly use this reconcile limited space within school facilities. Reference: For more information on creating and configuring tracks, please see the Synergy SIS Attendance Administrator Guide. Once tracks have been set up, each class section must be assigned to a specific track. This is done through the Section screen or assigned automatically during the Mass Scheduling module. Chapter Six contains more information on this process. Figure Section screen, Track option Schools assign each student to a specific track through the enrollment process, and can only assign one track per enrollment. Administrators enter student enrollments through the Student > Student screen. Schools can also mass assign students through the Mass Assign Track screen, which is described in Chapter Six. Figure Student screen, Track option 74 Copyright 2016 Edupoint Educational Systems, LLC

75 Chapter Three Scheduling and Course Guide Reference: For more information on the student enrollment process, please see the Synergy SIS Student Information Administrator Guide and Synergy SIS Student Information User Guide. Schedule Overlap Schools can enable the option to have sections overlap the same period for students that require this setup. To set up schedule overlap validation at the district level: 1. Navigate to System > Setup > District Setup. 2. Click on the System tab. Figure District Setup, System tab 3. Scroll down to the Other Options section. 4. Under Validate Student Classes, select one of the following: Edupoint Proprietary and Confidential 75

76 Chapter Three Do Not Validate Student Classes to ignore schedule overlap. Show Error and Do Not Allow Data to be Saved if Student Classes Overlap. Show Warning and Allow Data to be Saved if Student Classes Overlap. 5. Click Save. Note: After enabling district-level validation, each school in the district that does not follow the same validation must use their own settings. To set up schedule validation at the school level: 1. Navigate to Mass Scheduling > Setup > School Setup. 2. Scroll down to the Other Info section. Figure School Setup 3. Under Validate Student Classes, select one of the following: Do Not Validate Student Classes to ignore schedule overlap. Show Error and Do Not Allow Data to be Saved if Student Classes Overlap. Show Warning and Allow Data to be Saved if Student Classes Overlap. 76 Copyright 2016 Edupoint Educational Systems, LLC

77 Chapter Three Scheduling and Course Guide 4. Under Scheduling Options, select one of the following: Traditional Schedule Tracking (Default) Schools associate one section for each course/period that a teacher instructs. School staff enrolls students in sections manually or through mass scheduling. Homeroom and Associated Course Enrollments Schools associate courses that a homeroom teacher instructs together. Schools create sections for the homeroom and any classes not assigned to a homeroom teacher. Staff members enroll students in schedules manually or through mass scheduling. Generated extracts show enrollment records for both sections and homeroom courses. Linked Sections Schools associate one section for each course/period that a teacher instructs, and the Linked Teacher field is populated with the homeroom teacher name. Staff members enroll students in homeroom sections, and automatically enrolled into all linked sections. Note: When using Linked Sections, the Exclude From Link Section Process option appears on the Schedule > Section screen. If checked, homeroom enrollment will not automatically include the selected section. 5. Click Save. Edupoint Proprietary and Confidential 77

78 Chapter Three ELEMENTARY SCHEDULING Elementary scheduling requires additional setup based on the option selected within the School Setup screen for assigning and tracking homerooms and linked courses. Configuring Homerooms and Associated Courses 1. Navigate to Course > District Course. 2. Find the homeroom course and click the Associated Courses tab. Figure District Course, Associated Courses tab 3. Use the Chooser to add courses taught by the homeroom teacher. Generated extracts display this teacher as the instructor for these courses. 4. Click Save. Schools must create sections for the homeroom class itself, as well as other courses not taught by the homeroom teacher, such as Physical Education. Note: For more information on creating sections, please see Section Assignment in Chapter Seven. 78 Copyright 2016 Edupoint Educational Systems, LLC

79 Chapter Three Scheduling and Course Guide Configuring Linked Sections 1. Navigate to Schedule > Section. 2. Find the course that requires modification. Figure Section, Linked Staff Name field 3. Enter the name of the homeroom teacher in the Linked Staff Name field by clicking the grey arrow. If the teacher of the section is already the homeroom teacher, leave this blank. 4. Click Save. Once saved, linked sections create records for each student with the same enrollment date as the homeroom record. Figure Student Classes, linked classes Edupoint Proprietary and Confidential 79

80 Chapter Three COURSE WHEELS Course Wheels define sets of courses that are scheduled during the same year. For example, if Algebra II is a required course for sophomores, the wheel includes both the first and second semester courses. Schools also configure wheels to schedule multiple electives for all students of a certain grade. Schools use wheel definitions for both the Mass Scheduling and Scheduler processes. Creating Wheel Definitions 1. Navigate to Scheduling > Setup > Wheel Definition or Mass Scheduling > Setup > Wheel Definition. 2. Click Add. A new window opens. Figure Wheel Definition Figure New Wheel Definition 3. Enter an abbreviation for the Wheel ID and a description for the Name. 4. Click Save. The window closes. 5. To add courses to the wheel, click Chooser. 80 Copyright 2016 Edupoint Educational Systems, LLC

81 Chapter Three Scheduling and Course Guide Figure Wheel Definition, Chooser 6. Enter all or part of the Course ID and Course Title and click Find. Figure Chooser screen 7. Double-click a course, or hold the Shift key to select multiple courses and click Add Selected Rows. 8. Click Select. Edupoint Proprietary and Confidential 81

82 Chapter Three Figure Wheel Definition 9. Click Save. Tip: To delete a course, check the X option next to the code, and click Save. To edit the Wheel ID and Name, click Menu > Edit Course Wheel Data. Walk-In Scheduling Wheel Definitions This process associates sections with the courses defined in a wheel, and is used in the Scheduler process. 1. Navigate to Schedule > Setup > Walk-In Scheduling Wheel Definitions. Figure Walk-In Wheel Scheduling Wheel Def 2. Find the wheel that requires modification and click Add. A new row appears. 82 Copyright 2016 Edupoint Educational Systems, LLC

83 Chapter Three Scheduling and Course Guide 3. Enter the Option Name. You can define multiple sets of sections as options for each wheel. 4. Click Save. 5. To add sections, click Show Detail. The courses associated in the wheel display. Figure Walk-in Scheduling Wheel Def, detail view 6. Click the grey arrow in the Section ID column. The Find: Section screen opens. 7. Enter search criteria and click Find. The search criteria include Section ID, Term Code, Room Number, and Grade Range. Figure Find: Section 8. Highlight the section and click Select to add it to the grid. Repeat as necessary. 9. Click Save. Edupoint Proprietary and Confidential 83

84 Chapter Three CLASS OPTIONS Concurrent Classes You set up the option to view all classes for concurrently enrolled students within the District Setup screen. The STU202 Student Schedule report also prints this information. 1. Navigate to System > Setup > District Setup. 2. Select the Concurrent Options tab. 3. Select Show Concurrent Attendance. 4. Select Show Concurrent Classes. 5. Click Save. Figure District Setup > Concurrent Options 84 Copyright 2016 Edupoint Educational Systems, LLC

85 Chapter Three Scheduling and Course Guide The Classes tab on the Student > Student screen displays a second class grid for the schedule at the concurrent school. This schedule is read-only, but the schedule for the focus school can be updated depending on user security rights. Figure Student, concurrent schedule The Schedule > Student Classes screen also displays a second class grid for concurrent school schedules. This schedule is also read-only, but the schedule for the focus school can be updated depending on user security rights. Edupoint Proprietary and Confidential 85

86 Chapter Three Figure Student Classes, Current Classes tab concurrent schedule Figure Student Classes, Class Enrollment History tab concurrent schedule 86 Copyright 2016 Edupoint Educational Systems, LLC

87 Chapter Three Scheduling and Course Guide Audit Classes Schools can allow students to take a class without receiving course credit or having a grade count towards their GPA. When enabled, a checkbox indicates if a student is auditing a class appears on the Student Classes, Student, Student Course History, and Section screens. The class displays as audited in all reports and transcripts. 1. Navigate to System > Setup > District Setup. 2. Click on the System tab. 3. Scroll down to the Audit Class Options section. Figure District Setup, System tab 4. Check the Allow student classes to be flagged as audited option. 5. Enter the Audit Symbol used on reports to distinguish audited classes. Symbols are up to four characters long. 6. Select the Show Audit Symbol After location to determine where the code displays; after the Course ID or Course Title. 7. Click Save. Class Size Limit Schools configure the maximum number of seats in a class through the Mass Scheduling module or the Schedule > Section screen. Schools can extend these limits when necessary, such as when a counselor adds a student to a class before withdrawing other students that will be dropping the class. At the district level, the District Setup screen controls class size limits. 1. Navigate to System > Setup > District Setup. 2. Click the System tab. 3. Scroll down to the Other Options section. Edupoint Proprietary and Confidential 87

88 Chapter Three 4. Check Allow Negative Seat Totals. 5. Click Save. Figure District Setup, System tab At the school level, the School Scheduling Options screen controls class size limits. 1. Navigate to Mass Scheduling > School Scheduling Options. Figure School Scheduling Options 2. Under Class Size Limit, choose one of the following: 88 Copyright 2016 Edupoint Educational Systems, LLC

89 Chapter Three Scheduling and Course Guide Add Student, No Message No warning displays when adding students to a full class. Add Student, with Message A warning displays when adding students to a full class. Don t Add Student Students cannot be added to a full class. Require Password You must enter a password to proceed with adding a student. Enter the password in the Class Size Limit Password field. 3. Click Save. Schools can also limit overrides to certain you or user groups. 1. Navigate to System > User > User or User Groups. 2. Click the Security Settings tab. Figure User, Scheduling section 3. For the option Allow Override of Max Students in Class, select one of the following. Add Student, No Message No warning displays when adding students to a full class. Add Student, with Message A warning displays when adding students to a full class. Don t Add Student Students cannot be added to a full class. Require Password You must enter a password to proceed with adding a student. 4. Click Save. Edupoint Proprietary and Confidential 89

90 Chapter Three Note: For more information on overriding class size limits within the Mass Scheduling module, please see Testing Schedules. Section Lock The system locks sections by default once a term has started. This feature can be disabled in the District Setup screen. Caution: Edupoint does not recommend disabling section locking. Disabling this feature may damage section data, and produce duplications and errors when running the Update Grades and Update Course History processes. 1. Navigate to System > Setup > District Setup. 2. Click the System tab. 3. Scroll down to the Other Options section. Figure District Setup, System tab 4. Under the Section Locking Options list, select one of the following: 90 Copyright 2016 Edupoint Educational Systems, LLC

91 Chapter Three Scheduling and Course Guide Lock Section Default option, the system does not allow changes. Do Not Lock Section, Do Not Display Warning Message The system does not lock sections, and no warning displays when changes are made. Do Not Lock Section, Display Warning Message The system does not lock sections, and a warning is displayed before changes are saved. 5. Click Save. Meeting Day Lock Schools can override a section s meeting days when updating the beginning and ending periods for a section. 1. Navigate to System > Setup > District Setup. 2. Click the System tab. 3. Scroll down to the Other Options section. Figure District Setup, System tab 4. Under the Section Periods Options list, select one of the following: Edupoint Proprietary and Confidential 91

92 Chapter Three Override Periods in Meeting Days Tab and Do Not Display Warning Message Allows you to update period information without a warning being displayed. Override Periods in Meeting Days Tab and Display Warning Message Allows you to update period information, and a warning displays. Do Not Override Periods in Meeting Days Tab Does not allow period modification. 5. Click Save. Teacher Aides If schools allow students to be teacher aides, creating a generic Teacher Aide district course prevents duplicate sections from being created for each course with a teacher aide. This course also records the student s participation in the student s grading record and course history. 1. Navigate to Course > District Course. 2. Create a new course using the instructions outlined in Chapter Two. 3. Ensure that the Teacher Aide option is checked within the course. Figure District Course, Teacher Aide 4. Once the course has been created, navigate to Course > School Course Opt-In or Schedule > School Course Opt-In. 5. Add the course to the school in focus using the opt-in instructions, located in Chapter Two. 6. Once opted-in, navigate to Mass Scheduling > Setup > School Setup. 7. Scroll down to the Generic Teacher Aide Course section. 92 Copyright 2016 Edupoint Educational Systems, LLC

93 Chapter Three Scheduling and Course Guide Figure School Setup, Generic Teacher Aide Course 8. Click the grey arrow next to the Course ID and select the course. 9. Select the Credit Given option from the list. Fixed Credit Value A fixed credit amount. Enter the amount into the Credit field. From Section Credit The same amount of credit assigned to the section that the student participates as a teacher s aide in. Percent of Section Credit A percentage of the section credit. Enter the amount into the Percent field. 10. Assign the student to the course as normal, using either the Mass Scheduling or Scheduler process, and check the Teacher Aide option next to their name to remove them from the seat totals. Edupoint Proprietary and Confidential 93

94 Chapter Three Figure Section, Teacher Aide 11. Add the number of teacher aides for the course into the Max field in the Teacher Aide Seats section. 12. The Course ID and Course Name display as the generic teacher aide course within the Student Classes, Student Grades, and Student Course History screens. Note : This is only for teacher aides in a specific course. Schools must create separate courses for other types of aides, such as office aides, that are not associated with a course. 94 Copyright 2016 Edupoint Educational Systems, LLC

95 Chapter Four Scheduling and Course Guide Chapter Four HOUSES AND TEAMS This chapter covers the following topics: Houses and Teams Overview Creating Houses and Teams Assigning Houses and Teams Defining Period Restrictions Edupoint Proprietary and Confidential 95

96 Chapter Four HOUSES AND TEAMS OVERVIEW Schools use Houses and Teams to assign groups of students to the same sections or to keep sections assigned to the same teacher or period. Houses group students together so that they can be scheduled into the same sections. Common groups for students include ROTC members, sports team members, and students with AP academic schedules. Teams assign sections to the same teacher, room, or period throughout the academic year. Schools assign both students and sections to houses and teams, but can only assign one section and one student to one house or one team. Houses and teams remain consistent through the school year and must retain the same number of sections and seats assigned. You mass assign students through the Mass Scheduling > Mass Assign House and Team screen. The Schedule Request and Walk In Schedule screens within the same module also assign individual students to houses or teams. After assigning a student, staff may assign course requests to students in bulk using these groups. All sections assigned to a house must be assigned to members of the same house. The School Scheduling Option screen and individual option sets contain rules for processing house and team assignments. Note: For more information on rules for houses and teams, please see School Scheduling Options. The system assigns students to a team based on availability, and will schedule any unassigned students into the first team available for their schedule. If an assignment is rejected, one of the following has occurred: 1. Full The seat count max total is not even for all sections within a team, or you have scheduled all available spaces within a section. 2. Team Sections are not evenly distributed, you have not defined teams correctly, or you have not defined teams evenly by teacher, room, or period. The system allows students scheduled in one section for a team only if other sections are unavailable for the course within the team, or if you did not create sections evenly for all courses within the team. 96 Copyright 2016 Edupoint Educational Systems, LLC

97 Chapter Four Scheduling and Course Guide CREATING HOUSES AND TEAMS Schools define Houses and Teams within the School Scheduling Options screen. Creating a House 1. Navigate to Mass Scheduling > Setup > School Scheduling Options. 2. Click on the House/Team/Exclusion tab. Figure School Scheduling Options, House/Team/Exclusion tab 3. Click Add on the House Codes grid. A new row appears. 4. Enter a Code for the house, and the full name in the Description column. 5. Click Save. Tip: To delete a row from a grid, click the X option next to the row, and click Save. Edupoint Proprietary and Confidential 97

98 Chapter Four Creating a Team 1. Click Add on the Team Codes grid. A new row appears. 2. Enter a Code for the Team, and the full name in the Description column. 3. Select the Option for the team from the dropdown list: Keep Same Period, Keep Same Period and Teacher, Keep Same Room, and Keep Same Teacher. 4. Click Save. 98 Copyright 2016 Edupoint Educational Systems, LLC

99 Chapter Four Scheduling and Course Guide ASSIGNING HOUSES AND TEAMS Assigning Houses and Teams to Students The Schedule Request and Walk In Schedule screens create House and Team assignment for students. To use the Schedule Request screen: 1. Navigate to Mass Scheduling > Schedule Request. 2. Find the student to modify, and click the Options tab. Figure Schedule Request, Options tab 3. Select the House from the Schedule House list. 4. Select the Team from the Schedule Team list. 5. To remove house or team assignment during the student s scheduling process, check the options Exempt House or House Team. 6. Click Save. To use the Walk In Schedule screen: 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. 2. Find the student to modify, and click the Request tab. Edupoint Proprietary and Confidential 99

100 Chapter Four Figure Walk In Schedule 3. Select the House from the Schedule House list. 4. Select the Team from the Schedule Team list. 5. To remove house or team assignment during the student s scheduling process, check the options Student Exempt From House Restriction or Student Exempt From Team Restriction. 6. Click Save. 100 Copyright 2016 Edupoint Educational Systems, LLC

101 Chapter Four Scheduling and Course Guide Mass Assigning Houses and Teams Note: Period Restrictions prevent the mass assignment process from scheduling students during certain periods. For more information, please see Defining Period Restrictions. 1. Navigate to Mass Scheduling > Mass Assign House And Team or Schedule > Mass Assign House And Team. Figure Mass Assign House And Team 2. Select the House or Team to assign from the dropdown list. Schools must process each House and Team separately. 3. To only update unassigned students, check the Modify Only If Blank option next to the House or Team selection. 4. Use the Grade Filter section to assign Houses or Teams by grade. Schools can Exclude or Include selected grades, or select Not Used if assigning students without grade filters. 5. Select the Gender option if filtering students by gender. 6. To select specific students for processing, click Chooser. A new window opens. Edupoint Proprietary and Confidential 101

102 Chapter Four Figure Student Chooser a. Enter the Name, Perm ID, Grade or Gender criteria, and click Find. b. Double-click a student, or hold the Shift key to select multiple students and click Add Selected Rows. c. Perform any additional searches until all students are added. Click Select. 7. For further options, click the Additional Filters tab. Figure Mass Assign House And Team, Additional Filters tab a. Click Add to include a new Condition. b. Select the Property used to filter assignments. c. Select the Not and Operator option as required. d. Enter the Value to be compared for the filter. 8. After entering all assignment criteria, click Assign. 102 Copyright 2016 Edupoint Educational Systems, LLC

103 Chapter Four Scheduling and Course Guide Assigning Houses and Teams to Sections Before assigning Houses and Teams to sections, schools must run the Option Set for the schedule. Note: For more information, please see Testing Schedules. 1. Navigate to Mass Scheduling > Schedule Control. 2. Select the Option Set by clicking the icon. Figure Schedule Control, Option Set icons Note: If another user checks out the option set, sections can only be edited if the creator enabled the Allow unchecked users to edit sections option within the option set. 3. Click Open Schedule Section. Edupoint Proprietary and Confidential 103

104 Chapter Four Figure Option Set, Quick Links 4. Find the section that requires assignment. 5. Select the House and/or Team from the dropdown lists. 104 Copyright 2016 Edupoint Educational Systems, LLC

105 Chapter Four Scheduling and Course Guide Figure Sched Section, House and Team 6. Click Save. Edupoint Proprietary and Confidential 105

106 Chapter Four DEFINING PERIOD RESTRICTIONS Schools can restrict scheduling for certain students during certain periods. For example, students participating in a work-study program require a free afternoon schedule. Schools apply period restrictions to groups or individual students. Setting Group Restrictions 1. Navigate to Mass Scheduling > Mass Assign House And Team or Schedule > Mass Assign House and Team. 2. Select the House or Team from the dropdown list. Schools must process each House and Team separately. 3. Select the Low Period, which is the earliest period students can attend. 4. Select the High Period, which is the latest period students can attend. 5. To update only students with no existing period restrictions, select the Modify Only If Blank option next to each period. 6. Enter any additional filter criteria. 7. Click Assign. Note: For further information on filters for Mass Assign House And Team, please see Assigning Houses and Teams. 106 Copyright 2016 Edupoint Educational Systems, LLC

107 Chapter Four Scheduling and Course Guide Setting Individual Restrictions in Schedule Request 1. Navigate to Mass Scheduling > Schedule Request. 2. Find the student to modify, and click the Options tab. Figure Schedule Request, Options tab 3. Select the Low Period, which is the earliest period the student can attend. 4. Select the High Period, which is the latest period the student can attend. 5. Click Save. Edupoint Proprietary and Confidential 107

108 Chapter Four Setting Individual Restrictions in Walk In Schedule 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. 2. Find the student to modify, and click the Request tab. Figure Walk In Schedule, Request tab 3. Select the Low Period, which is the earliest period the student can attend. 4. Select the High Period, which is the latest period the student can attend. 5. Click Save. 108 Copyright 2016 Edupoint Educational Systems, LLC

109 Chapter Five Scheduling and Course Guide Chapter Five COURSE REQUESTS This chapter covers the following topics: Course Requests Overview Mass Assign Course Requests Individually Assigning Course Requests ParentVUE and StudentVUE Course Requests Student Schedule and Request Analysis Edupoint Proprietary and Confidential 109

110 Chapter Five COURSE REQUESTS OVERVIEW You add course requests into Synergy SIS in one of three ways. The Mass Assign Course Requests screen assigns requests in bulk based on student demographic data. The Schedule Request screen allows you to assign individual requests to students. Students and Parents also make course requests through ParentVUE and StudentVUE. Schools use mass assignment when they require a majority of students to take a set of core courses. It also assigns a set of courses to a group of students based on grade, gender, house or team. The mass assignment process removes any discontinued or changed course offerings as well. Individual course requests allow students to choose between required or elective courses, and editing course changes is easier on an individual student basis. If schools use the ParentVUE and StudentVUE software, students and parents can enter elective choices themselves, which increases data accuracy and reduces staff workload. 110 Copyright 2016 Edupoint Educational Systems, LLC

111 Chapter Five Scheduling and Course Guide MASS ASSIGN COURSE REQUESTS Adding New Course Request Groups 1. Navigate to Mass Scheduling > Mass Assign Course Requests. 2. Click Add. A new window opens. Figure Mass Assign Course Requests Figure Add Course Request Group 3. Enter the Name for the group of courses. 4. Check the option Include in Quick Assign Groups to allow the course request group to also appear on the Schedule Request, Schedule Student, and Walk In Schedule screens. 5. Check Allow Duplicate Course Requests, if required. Log notes describe any duplicates assigned. Note: The system bases duplicate course requests on the courses currently assigned to the student. You can still assign duplicate requests to students if the course in question is not an existing request. 6. Click Save. The window closes. 7. To add courses, click Chooser. The selection window opens. Edupoint Proprietary and Confidential 111

112 Chapter Five Figure Course Chooser 8. Search for courses using the Course ID or Course Title. 9. Double-click a course, or hold the Shift key to select multiple courses, and click Add Selected Rows. 10. Perform any additional searches and add all courses. Click Select. Figure Mass Assign Course Requests, courses added 11. Select a Preferred Term to schedule the course for, if required. 12. Select the Lock StudentVUE option to have the course display as Locked in StudentVUE on the Schedule Request screen, and lock the course from removal within StudentVUE or ParentVUE. 13. Select Pre-Req Not Required to disable prerequisite enforcement when scheduling. 14. Click Save. Tip: To delete a course from a grid, click the X option next to the row, and click Save. Delete all courses before deleting the group. 112 Copyright 2016 Edupoint Educational Systems, LLC

113 Chapter Five Scheduling and Course Guide Selecting Filter Options The filter options provide criteria for assigning courses to students. All selected filters are cumulative, so assigned students must match all criteria entered. Criteria that include Exclude or Include must have one of the options selected, or Not Used to avoid using the filter. Aside from Gender, the following variables are available: Grade, House, Team, ELL Status, Gate Status, Student Group, and Special Ed Student Services. Note: Other screens that use the Quick Assign Groups function do not use these filters. 1. To assign specific students to the group, click the Selected Students tab. Figure Mass Assign Course Requests, Selected Students tab 2. Search for students using Names and demographic information. 3. Double-click a student, or hold the Shift key to select multiple students, and click Add Selected Rows. 4. Perform any additional searches and add all students. Click Select. 5. Click Add in the Student Condition Filter grid to add a new row. 6. Select a Property Name, Operator, and Value. 7. Click Save. After selecting all filters and options, click Replace Courses to run the course assignment. Edupoint Proprietary and Confidential 113

114 Chapter Five Note: The system applies any main filters associated with the Mass Assign tab before applying the Student Condition filter. The Other Info tab contains a Description field to provide additional information to users. Replacing Existing Course Requests The Mass Assign Course Requests screen also replaces assigned courses for others, in the event that the school ceases to offer a certain course. 1. Create a new course request group. Figure Mass Assign Course Requests, replacing existing requests 2. Click Chooser in the Courses To Add grid to select the new course. 3. Click Chooser in the Courses To Find and Replace grid to select the course to remove. 4. Click Replace Courses. 114 Copyright 2016 Edupoint Educational Systems, LLC

115 Chapter Five Scheduling and Course Guide INDIVIDUALLY ASSIGNING COURSE REQUESTS Three screens assign course requests to students: Schedule Request, Student Schedule, and Walk In Schedule. Options available for course assignment depend on configuration settings inside the School Scheduling Options screen. Note: For more information on configuration settings, please see School Scheduling Options. You cannot pre-schedule students using the Schedule Request screen. Pre-scheduled students have sections manually assigned to a course request, which is exempt from the Mass Scheduling process. Schedule Request 1. Navigate to Mass Scheduling > Schedule Request. Figure Schedule Request 2. If using a Quick Assign Group, select the group from the Add By Group dropdown. 3. To manually add courses, click Chooser. A new window opens. a. Search for courses by Course ID and Course Title. b. Double-click a course, or hold the Shift key to select multiple courses, and click Add Selected Rows. c. Perform any additional searches and add all courses. Click Select. 4. Select the Preferred Term if allowing students to choose. 5. Select the Term Override to allow a student to attend a class in a different term than the one indicated in the master schedule. 6. Select the Repeat Tag to identify the reason for the repeated course, if applicable. Edupoint Proprietary and Confidential 115

116 Chapter Five 7. Select the Teacher by clicking the grey arrow and using the Find Staff screen, if allowing students to choose the preference. 8. Select the Alternate Course preferred by clicking the grey arrow and using the Find Course screen. 9. Select Pre-Req Not Required to disable prerequisite enforcement. 10. Select Corequisite Not Required to disable corequisite enforcement. 11. Select Lock to prevent removal within ParentVUE or StudentVUE. 12. The Locked in StudentVUE column displays a checkmark when locked course requests are mass assigned to students using Mass Assign Course Requests. If an administrator locks the request, they also use the Locked checkbox. 13. Use Chooser in the Alternates for Electives section to add Alternate courses. Figure Schedule Request, Alternates for Electives 14. Enter the Preferred Priority to control the order for scheduling courses. 15. Click the Restrictions tab to enter any Student or Teacher Restrictions. 16. Click the Options tab to select additional criteria. Figure Schedule Request, Options tab a. Select the Low Period/High Period for any period restrictions. b. Select the Balance Code. 17. The ParentVUE Information section controls the status of requests submitted through ParentVUE and StudentVUE. 116 Copyright 2016 Edupoint Educational Systems, LLC

117 Chapter Five Scheduling and Course Guide Note: For more information on period restrictions, please see Defining Period Restrictions. For more information on balance codes, please see School Scheduling Options. Reference: For more information about managing requests within ParentVUE and StudentVUE, please see the Synergy SIS ParentVUE and StudentVUE Administrator Guide. 18. Click Save. Teacher Course Recommendation Teachers can add course requests for students using the Teacher Course Recommendation tab. Figure Schedule Request, Teacher Course Recommendation 1. Click Add. A new row appears. 2. Select the icon under Course ID to search for the desired course. 3. Enter the Date of Recommend. 4. Select the icon under Staff Name to search for the desired staff member. 5. Click Save. Edupoint Proprietary and Confidential 117

118 Chapter Five Schedule Control 1. Navigate to Mass Scheduling > Schedule Control. Figure Schedule Control, Option Set 2. Select the Option Set by clicking the icon. 3. Click Open Student Schedule. Figure Schedule Option Set, Quick Links 4. The Requests tab creates course requests in the same manner as described above for the Schedule Request screen. However, you can also assign courses a pre-scheduled section once the option set has been run. 118 Copyright 2016 Edupoint Educational Systems, LLC

119 Chapter Five Scheduling and Course Guide Figure Schedule Student screen 5. Click Save. Edupoint Proprietary and Confidential 119

120 Chapter Five Walk-In Schedule Request 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. Figure Walk In Schedule, Request tab 2. The Requests tab creates course requests in the same manner as described above for the Schedule Request screen. However, you can also assign courses a pre-scheduled section once the option set has been run. 3. Click Save. Walk-In Schedule Quick Placement The Quick Placement tab offers a simplified method of placing course requests. 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. Figure Walk In Schedule, Quick Placement 120 Copyright 2016 Edupoint Educational Systems, LLC

121 Chapter Five Scheduling and Course Guide 2. Enter the Section ID or Course ID into the Quick Add field. 3. Click Add. The class appears at the bottom of the grid in either dark green or dark red, depending on seats available. Figure Walk In Schedule, Quick Placement grid 4. Select a class by clicking the checkbox. 5. Enter the Enter Date and select the Term To Schedule. 6. Click Save. Note: For more information on the Quick Placement screen, please see Handling Walk-In Requests. Walk-in Schedule Analysis The Analysis tab lists schedule results and shows information on why a course was not scheduled. Each course displays the period the section is scheduled for, along with a code: A indicates an available section, F indicates a full section, and a Number indicates the period scheduled for the student. Edupoint Proprietary and Confidential 121

122 Chapter Five Figure Walk In Schedule, Analysis tab The Schedule tab displays all scheduled or unscheduled course requests as a simplified view, which you can filter by term. Figure Walk In Schedule, Schedule tab 122 Copyright 2016 Edupoint Educational Systems, LLC

123 Chapter Five Scheduling and Course Guide PARENTVUE AND STUDENTVUE COURSE REQUESTS Parents and students enter course requests on the Course Request page of the ParentVUE and StudentVUE software. Figure ParentVUE/StudentVUE Course Request Schools can limit requests to a certain course type or limit the amount of course requests you can make. Schools can also restrict course requests to a certain date range. This section details security settings for ParentVUE and StudentVUE course requests. Reference: For more information on the course request function, please see the Synergy SIS ParentVUE & StudentVUE Administrator Guide. Edupoint Proprietary and Confidential 123

124 Chapter Five District Course Request Settings 1. Navigate to System > ParentVUE > ParentVUE and StudentVUE Configuration. Figure ParentVUE and StudentVUE Configuration 2. Under the Parent Active Modules and Student Active Modules, select the Course Request option to activate this screen. 3. Select the Course Request Edit Option as Editable or Read-Only. 4. Click Save. School Course Request Settings 1. Navigate to System > ParentVUE > ParentVUE and StudentVUE School Configuration. Figure ParentVUE and StudentVUE School Configuration 2. Under Disabled Parent Modules and Disabled Student Modules, ensure the Course Request option is not checked. 3. Click Save. 124 Copyright 2016 Edupoint Educational Systems, LLC

125 Chapter Five Scheduling and Course Guide Hide Lock Course Request If schools allow students to return to the course request process after adding classes, enable this setting. 1. Navigate to System > ParentVUE > ParentVUE and StudentVUE School Configuration. 2. Click the Course Requests tab. Figure ParentVUE and StudentVUE Configuration 3. Under the Additional Options section, select Hide Lock Course Request Button. 4. Click Save. Edupoint Proprietary and Confidential 125

126 Chapter Five STUDENT SCHEDULE AND REQUEST ANALYSIS The Student Schedule & Request Analysis screen enables you to find any unassigned students or students missing specific course requests. You can create student and course filters to identify which students or groups lack the proper courses. 1. Navigate to Schedule > Student Schedule & Request Analysis. 2. Click Add. A new window opens. Figure Student Schedule & Request Analysis, Step 1 Figure Student Schedule & Request Analysis, new analysis 3. Enter a Filter Name and Filter Type for the analysis. 4. Click Save. The window closes. 5. On the Step 1: Student Filter tab, select the appropriate student filters. 6. Click Save. 7. On the Step 2: Course Filter tab, select the appropriate course filters. 126 Copyright 2016 Edupoint Educational Systems, LLC

127 Chapter Five Scheduling and Course Guide Figure Student Schedule & Request Analysis, Step 2 8. Click Save. 9. On the Step 3: Results tab, click Search. Figure Student Schedule & Request Analysis, Step Students who meet selected criteria display in the Results tab. Clicking the Request icon opens the Schedule Request screen. Clicking the Walkin Sched icon opens the Walk In Schedule screen. Edupoint Proprietary and Confidential 127

128 Chapter Six Chapter Six MASS SCHEDULING This chapter covers the following topics: Analyzing Course Requests Overview of Option Sets Analyzing and Modifying Option Sets Scheduling Tools Finalizing Schedules Mass Assigning Sections Handling Walk-In Requests 128 Copyright 2016 Edupoint Educational Systems, LLC

129 Chapter Six Scheduling and Course Guide ANALYZING COURSE REQUESTS After entering all student course requests, schools test various schedules in Schedule Control to see which options accommodate the majority of students. Before testing schedules, schools review course request totals to see if they should modify any course offerings. For example, schools can cancel classes with low enrollment or add additional classes to accommodate courses with high interest. 1. Navigate to Mass Scheduling > Course Request Analysis. Figure Course Request Analysis 2. You view courses by Department, Course ID, Course Title, or by the PXP Locked and PXP Verified fields. To view courses with a low request total, enter a number in the Less Than Requests field. 3. After entering criteria, click Filter. The list of courses displays. Figure Course Request Analysis results Edupoint Proprietary and Confidential 129

130 Chapter Six 4. Each course lists the number of request by grade level and gender, and the number of times students request the class as an alternate. 5. To modify requests, click the Course Name to screen the students that requested the course. The School Course Detail screen appears. Figure School Course Detail 6. Students are highlighted by clicking the Line number for their row. 7. To remove a student, click the X option, then click Save. 8. To transfer a student s request to another course: a. Click the grey arrow next to Destination Course. b. Select a substitute course with the Find Course screen. c. Click Transfer to switch the student. 9. To view overlap between course requests, click the grey arrows next to each Course under Additional Course Request Filter Options, then click Filter. 10. Click the Alternate Course Request tab to view students who requested the course as an alternate. You can also delete or transfer these students. 130 Copyright 2016 Edupoint Educational Systems, LLC

131 Chapter Six Scheduling and Course Guide Figure School Course Detail 11. Click Save. Note: To review additional course request data to analyze course offerings, please see the OSM409, OSM601, and OSM602 reports found in Mass Scheduling Module Reports. Edupoint Proprietary and Confidential 131

132 Chapter Six OVERVIEW OF OPTION SETS Option sets are test schedules used to determine schedule balance between student requests and courses offered. You can create a blank option set or create a copy of a previous year s schedule. Each option set displays in the Schedule Control screen alphabetically by Option Set Name, along with testing results for each option set. This manual only discusses Scheduler type option sets. Reference: For more information about the Master Schedule Builder schedule type, please see the Synergy SIS Master Schedule Builder Guide. Figure Schedule Control Checked Out To The user currently editing the option set. Current Stats Lists the latest statistics of Percentage scheduled, Total Students, and Scheduled students. These statistics update after making changes to individual schedule information, such as confirming prescheduled students. Latest Run Lists the results from the latest test run of the option set. This includes the Date/Time of the run, Total/Scheduled/Rejected students, the Percentage scheduled, and the Run Time of the test process. 132 Copyright 2016 Edupoint Educational Systems, LLC

133 Chapter Six Scheduling and Course Guide Creating an Option Set 1. Navigate to Mass Scheduling > Schedule Control. 2. Click Create/Copy Option Set. The Add New Option Set window opens. Figure Add New Option Set 3. Enter a Name and Description for the option set. 4. Under Schedule Type, select Scheduler. 5. Select a Copy Option. a. Copy last year s schedule Copies a previous year s master schedule. Enter the Year from the list and select whether to Include Sections without Teachers and/or Rooms. b. Copy existing Option Set Copies any option set in Schedule Control. Select the Year and Scheduling Option Set, whether to Include Sections without Teachers and/or Rooms, and whether to Copy Student Results. c. Blank Used primarily by schools new to Synergy SIS or schools that make drastic changes to scheduling options. d. Copy current master schedule Used primarily to readjust schedules midyear. Choose the Select Term to Schedule and Preschedule Current Student Classes options from the list. Caution: Using the Copy current master schedule option will affect existing course requests. The system will remove all existing course requests and replace these with course requests based on student's current schedules. Edupoint Proprietary and Confidential 133

134 Chapter Six 6. Click Add when finished. The Job Status window appears, and will notify the user once the option set is created. Figure Option Set Job Status 134 Copyright 2016 Edupoint Educational Systems, LLC

135 Chapter Six Scheduling and Course Guide Editing Option Sets Figure Schedule Control, Option Set icons 1. Click the Option Set Icon. The Schedule Option Set screen opens. 2. To make changes to an option set, click Check Out. Figure Schedule Option Set, Check Out 3. While checked out, other you cannot edit the option set. 4. You can edit any white field. The next section discusses variables on the Schedule Option Set screen in further detail. 5. Click Save. 6. Click Check In to unlock the option set. Edupoint Proprietary and Confidential 135

136 Chapter Six ANALYZING AND MODIFYING OPTION SETS The Schedule Option Set screen contains variables and rules to apply to the option set data, which you review by running test schedules with student request and course data. The Last Schedule Run and Current Stats fields display schedule results, and are read-only. Testing Schedules Figure Schedule Option Set, top section Figure Schedule Option Set, Basic Information section The Basic Information section contains the scheduling test run option. You can modify the Run Name and Run Description of the option set. If using a copy of the current master schedule, choose the option for the Term to Reschedule field from the list. Click Schedule Now to run the option set with the selected variables and data. This does not make changes to student schedule views in the Scheduling module, and you can only view test schedules within the option set screen. 136 Copyright 2016 Edupoint Educational Systems, LLC

137 Chapter Six Scheduling and Course Guide Enforcing Rules The Enforce the following rules section contains various options for the scheduling process, as described below. Figure Schedule Option Set, Enforce the following rules Use Teacher Preferences Uses the student s selected teacher preference. Values are Must Have and Try. Check Corequisites Applies the corequisite requirements from the District Course screen. Prerequisite Option Defines how prerequisite requirements from the District Course screen apply. o Full Enforcement (Checks CHS) Student course history is checked to verify prerequisite course completion. o o No Enforcement Ignores requirements. Schedule Requests in Prereq Order Schedules prerequisite courses into the first term of the schedule, and the requested course into the second term. Allow Alternate Course Allows scheduling of the student s chosen alternates. Allow Global Alternate Courses Allows scheduling of alternate courses for electives. Use Room Seat Limit Limits student assignment of the section to the capacity listed on the School Room screen. Edupoint Proprietary and Confidential 137

138 Chapter Six Check Term Override Allows course requests to override the default term scheduled for the section. Check Term Preference Uses the student s selected term preference. Values are Must Have and Try. Check Student Restrictions Applies student restrictions listed on the Schedule Request > Restrictions tab. Check Teacher Restrictions Applies teacher restrictions listed on the Schedule Request > Restrictions tab. House Option Defines the house scheduling option for students. You can schedule students into sections of only one House. o Automatic House Enforcement Does not require House assignment in the Schedule Request screen. Does not require House assignment in the Schedule Request screen. If you manually assign a student to a House, the scheduler processes the student in sections with that House. If you do not manually assign a student to a House, the scheduler attempts different House assignments until a positive 100% schedule exists. If a section does not have a house assignment, the scheduler may place students in that section. o Match Sections with Houses Requires manual House assignment in the Schedule Request screen. Strict enforcement only schedules students in sections with the matching house assignment. If unassigned students exist after matching all students with House assignments, then the scheduler automatically assigns these students to Houses. o No House Enforcement Ignores house assignment for students and sections during the scheduler process. Team Option Defines the team scheduling option for courses. You can schedule students into more than one Team, called Cross Teaming. o Automatic Team Enforcement Does not require manual Team assignment in the Schedule Request screen. If you manually assign a student to a Team, the scheduler attempts different assignments until a positive 100% schedule exists for a section defined Team. If you do not manually assign a student to a Team, the scheduler assigns students into the first Team available for their schedule. If a section does not have a Team assignment, the scheduler may place students in that section. o Match Sections with Teams Requires manual Team assignment in the Schedule Request screen. The scheduler processes students based on Team assignment. If a section does not have a Team assignment, the scheduler may o place students in that section. No Team Enforcement Ignores team assignment for students and sections during the scheduler process. Duplicate Course Request Defines the handling of duplicate requests. The options are Reject all duplicates, Schedule all of the duplicates, or Schedule one of the duplicates. Exceed max class size Schools can enable Core, Elective, and Other class types to exceeded sizes by a percentage amount. Special Run Option When running test schedules, schools can perform two additional options: o Ignore max class size Used to determine if there are any unrelated or more serious scheduling conflicts present. Edupoint recommends this option for the first few test runs of an option set. 138 Copyright 2016 Edupoint Educational Systems, LLC

139 Chapter Six Scheduling and Course Guide o Perform schedule optimization Used to remove previously scheduled students from a section so that a seat opens for a student with a scheduling conflict. While this option can fix many scheduling issues, the process is time consuming. Note: This process will not attempt to resolve an incompatible schedule issue. Max time to spend per student The maximum amount of time the system will attempt to process a student s schedule options. You should only adjust this value if the reason for a failure in scheduling is due to Max Time Exceeded, and should only be adjusted in.025 increments, to a max of.5. Balance and Sequence Options The Balance and Sequence Options section controls student diversity and processing priority for students and grades. Figure Schedule Option Set, Balance and Sequence Options Grade Order Allows student priority by grade: High Grade to Low Grade, Low Grade to High Grade, or Not Used. Sequence By Variables which assign scheduling order: Alpha A to Z, Alpha Z to A, Difficulty and Random. Difficulty is assessed by the number of available sections to the number of periods offered for the course. Course Request Sequence Sets the order that schedules are processed. o By Course Request Priority and By Difficulty Schedules courses first by Schedule Priority (Core or Elective) defined in the District Course screen, and o then difficulty in scheduling the section. By Difficulty Schedules courses in the order of difficulty. This is determined by the number of available course sections and the number of available periods. Balance Option Attempts to schedule students while keeping a demographic balance. Available options are Balance Property, Ethnicity, Gender, Gender and Balance Property, Gender and Ethnicity, and Total Students. o o Balance Property is a district-defined set of values, such as ELL or SPED. Students are assigned a corresponding Balance Code in the Mass Scheduling > Schedule Request screen. The lookup table K12.MassScheduleInfo.UserBalance contains the options used for this property. Edupoint Proprietary and Confidential 139

140 Chapter Six Tip: For the best scheduling results, Edupoint recommends that schools select By Difficulty for the Course Request Sequence option. Excluding Students You can exclude groups of students from the scheduling process through the Exclude the following students section. This allows schools to save processing time by only running schedules for students that require them. Figure Schedule Option Set, Exclude the following students section You can exclude students by Grade Level, House, and Team. To retain schedules for skipped students, check Lock Schedule for Skipped Students. If left unchecked, the system will remove schedules from excluded students. To save processing time, check Do Not Process Fully Scheduled Students. Clear All Results and Debug The Clear All Results section contains the option to Clear all schedule results from previous runs. This will not clear any pre-scheduled students. Figure Schedule Option Set, Clear all results/debug sections 140 Copyright 2016 Edupoint Educational Systems, LLC

141 Chapter Six Scheduling and Course Guide The Debug section contains the Verbose Messages option, which provides more detailed error messages for schedule processing logs. This is used by the Edupoint Development team only. Quick Links The Quick Links section offers links to various screens that assist with the scheduling process. Figure Schedule Option Set, Quick Links section Open Student Schedule This screen provides the same functionality as the Schedule Request screen. Open Schedule Section This screen provides the same functionality as the Section screen. Open School Options This link opens the School Scheduling Options screen. Open Option Set Wheel This screen offers the same course wheels created in the Wheel Definition screen, but allows You to assign specific sections to courses in a wheel. Open ClassBoard This link opens ClassBoard. Chapter Eight describes ClassBoard in further detail. Allow unchecked out users to edit sections Other users can edit the option set while it is checked out to another user. Edupoint Proprietary and Confidential 141

142 Chapter Six Fill Open Periods The Fill Open Periods tab allows the system to schedule the same course for all students during a selected period. Schools use this function to schedule study halls or homeroom courses. Figure Schedule Option Set, Fill Open Periods tab 1. Click the Fill Open Periods tab. 2. Select the Term. 3. Select the Course by clicking the grey arrow and using the Find Course screen. 4. Select the Period Range. 5. Click Save. 6. Click Fill Open Periods. Caution: This process cannot be reversed. 142 Copyright 2016 Edupoint Educational Systems, LLC

143 Chapter Six Scheduling and Course Guide SCHEDULING TOOLS Schedule Student You can modify student course requests from within the option set through the Student Schedule screen. The Pre-schedule process, described later in this chapter, also uses this screen. Note: For more information on the student course requests, please see Individually Assigning Course Requests. Figure Schedule Student, Requests tab You can schedule individual students by clicking the Schedule button displayed on each tab of the screen. The system processes the schedule according to the options saved for the open Option Set. To identify schedules with issues, click the Conflicts buttons to scroll between student schedules that have conflicts. The Analysis tab lists schedule results and shows information on why a course was not scheduled. Each course displays the period the section is scheduled for, along with a code: A indicates an available section, F indicates a full section, and a Number indicates the period scheduled for the student. Edupoint Proprietary and Confidential 143

144 Chapter Six Figure Schedule Student, Analysis tab The Schedule tab displays all scheduled or unscheduled course requests as a simplified view, which you can filter by term. Figure Schedule Student, Schedule tab 144 Copyright 2016 Edupoint Educational Systems, LLC

145 Chapter Six Scheduling and Course Guide Schedule Section Prior to running the Option Set, schools must add sections for each course through the Schedule Section screen. Each Option Set uses a different list of sections. Tip: Edupoint recommends for schools to add sections to only the first Option Set created each year, and to copy this set for any additional schedules to reduce data entry. 1. Open the Option Set, and click Open Schedule Section. The Sched Section screen appears. Figure Sched Section screen 2. Click Add. A new window opens. Mandatory fields are green. Edupoint Proprietary and Confidential 145

146 Chapter Six Figure New Sched Section, Current Students tab 3. If the Section ID automatically generates, leave this field blank. Otherwise, enter a unique Section ID. The Scheduler process does not use the MSB Section ID. 4. Select the Course ID by clicking the grey arrow and selecting the course with the Find Course screen. The Course Title populates automatically. 5. Select the Staff Name by clicking the grey arrow and selecting the staff member with the Find Staff screen. 6. Select the Room Name by clicking the grey arrow and selecting the room with the Find School Room screen. 7. Select the Track, if applicable. 8. In the Section Info area, select the Period Begin/Period End from the dropdown lists. 9. Select the Term Code from the dropdown list. 10. Check Modified Curriculum, if applicable. 11. Select the Attendance Option: Include in Attendance, Include in Attendance No Scan Sheet, or Exclude from Attendance. 12. Select the Grading Option: Include in Grading, Include in Grading No Scan Sheet, or Exclude from Grading. 13. Enter the Instructional Minutes Override to override the value entered in the Bell Schedule screen for this period. Schools may use this for a period that splits time with Lunch. 14. Select the Instructional Method. 15. Check the box for Using Elementary Minutes, if applicable. Schools can enter the number of minutes submitted to the state for the section for each day of the week. The grid appears after adding the section. 146 Copyright 2016 Edupoint Educational Systems, LLC

147 Chapter Six Scheduling and Course Guide Figure Sched Section, Elementary Minutes 16. Select the College Credit. 17. Select Cooperative Learning, if applicable, and enter the Cooperative Learning Minutes. 18. Enter the Course Quality Points Override, if applicable. 19. Select the Serving District and Serving School from the dropdown lists, if applicable. 20. In the Staff Contributions area, select the Responsibility and enter the Amount, if applicable. 21. In the Student Seat Totals section, enter the Max number of students for the class. 22. In the Teacher Aide Totals section, enter the Max number of aides. Figure New Sched Section, cont. 23. Enter any Restrictions for the course, including Grade Range, Gender, House, and Team. 24. Check No Term Override to lock this section to its assigned term. 25. Check Exclude From Mass Scheduling if needed. 26. The Meeting Days tab is used for schools with rotating schedules only. Note: For more information on creating Meeting Days, please see Period Rotation Setup. 27. Click Save. The window closes. The Students grid is part of the Pre-scheduling process, and described later in this chapter. Edupoint Proprietary and Confidential 147

148 Chapter Six Option Set Wheels The Option Set Wheel screen defines sections assigned to courses in each wheel definition. Note: For more information on wheel definitions, please see Course Wheels. 1. Open the Option Set, and click Open Option Set Wheel. The Option Set Wheel screen opens. Figure Option Set Wheel 2. Search for the definition to modify and click Add. A new row appears. 3. Enter an Option Name used to define the courses. Figure Option Set Wheel, options entered 4. Click Save. 5. Click Show Detail to display courses for a selected option. 148 Copyright 2016 Edupoint Educational Systems, LLC

149 Chapter Six Scheduling and Course Guide Figure Option Set Wheel, option detail 6. Click the grey arrow in the Section ID column. The Find: Sched Section screen opens. Figure Find: SchedSection screen 7. Search for the section using one of the criteria listed, including Section ID, Period Range, and Grade Range. 8. Choose the section, and click Select. The window closes, and the Section ID column displays the section ID number. 9. Click Save. Tip: To delete an option, check the X next to the row, and click Save. Edupoint Proprietary and Confidential 149

150 Chapter Six Pre-Scheduling Students Pre-scheduling reserves seats for students in specific sections. The Scheduler process will not reassign students which are pre-scheduled, and you must update pre-scheduled students manually. You pre-schedule students with the Schedule Student or Sched Section screens inside an Option Set, or in the Walk In Schedule screen. Option Set > Open Student Schedule 1. Find the student to pre-schedule. Figure Schedule Student, preschedule option 2. Click the green + in the Prescheduled Section column for a course. The Schedule Section screen opens. Figure Schedule Section 150 Copyright 2016 Edupoint Educational Systems, LLC

151 Chapter Six Scheduling and Course Guide 3. Choose a section and click Select Section. The window closes. 4. Click Save. Option Set > Open Schedule Section 1. Find the section to pre-schedule. Figure Sched Section, preschedule option 2. In the Students grid, click Chooser. A new window opens. 3. Search for students using Name, Perm ID, Gender, and Grade. 4. Double-click a student, or hold the Shift key to select multiple students, and click Add Selected Rows. 5. Click Select. The window closes. 6. Check the Pre-Schedule option next to the student s name. 7. Click Save. Edupoint Proprietary and Confidential 151

152 Chapter Six Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule 1. Find the student to pre-schedule. 2. Click the Request tab. Figure Walk In Schedule, preschedule option 3. Click the green +. The Schedule Section screen opens. Figure Schedule Section 152 Copyright 2016 Edupoint Educational Systems, LLC

153 Chapter Six Scheduling and Course Guide 4. Choose a section and click Select Section. The window closes. 5. Click Save. FINALIZING SCHEDULES Once schools have determined the best schedule through the Schedule Control screens, the school must run the chosen Option Set for the final time to copy sections and student schedules to the Schedule module. This is the final step in master schedule creation for the new school year. Once the Scheduler process runs, all other changes to a student s schedule should use the Schedule module, detailed in Chapter Seven. Creating the Final Option Set 1. Navigate to Mass Scheduling > Schedule Control. 2. Click Create/Copy Option Set. The Add New Option Set screen opens. Figure Add New Option Set, final schedule 3. Enter the Name and Description to indicate that it is the master schedule. 4. Select Copy existing Option Set from the Copy Option list, and select the Year and Scheduling Option Set. 5. Check the options to Copy Student Results and Add all missing Staff, Course, and Rooms. 6. Click Add. The screen closes. Tip: To prevent unauthorized changes to the master schedule, Edupoint recommends that administrators modify Synergy SIS security to remove the Mass Scheduling module from appearing in the Navigation (PAD Tree) for most users. Edupoint Proprietary and Confidential 153

154 Chapter Six Reference: For more information on modifying PAD security, please see the Synergy SIS Security Administrator Guide. Creating the Master Schedule 1. Navigate to Mass Scheduling > Update Schedule. Figure Update Schedule 2. Select the Option Set to use for the master schedule from the list. 3. Click Initiate Update Schedule Process. Caution: The Update Schedule process deletes all existing sections and student schedules prior to creating the master schedule, and then assigns students to new sections. After the Update Schedule process is complete, all other changes to a student s schedule should use the Schedule module, detailed in Chapter Seven. 154 Copyright 2016 Edupoint Educational Systems, LLC

155 Chapter Six Scheduling and Course Guide MASS ASSIGNING SECTIONS The Mass Assigning Sections screen allows schools to make global changes to schedules within an Option Set, to replace sections, and to pre-schedule multiple students at once. This process does not change the section assignments in the final student schedule. Creating Mass Assignments 1. Navigate to Mass Scheduling > Mass Assign Sections. 2. Click Add. A new window opens. Figure New Mass Assign Section 3. Enter a Name. 4. Choose the Option Set to apply changes to from the list. 5. Click Save. Each definition processes sections in one of three ways: Add The process adds sections to all students that match the Option Set, grades, or other criteria specified. Replace The process removes the specific section listed under Find and Replace, and replaces it with the section listed under Sections to Add for students that match assignment criteria. Keep The process keeps the specified section listed under Find and Replace assigned to students, and also assigns the section listed under Sections to Add. Edupoint Proprietary and Confidential 155

156 Chapter Six Defining Mass Assignments Figure Mass Assign Sections 1. For Sections to Add and Sections to Find and Replace, click Add to add a single section, or Chooser to add multiple sections. If only adding sections, leave the Sections to Find and Replace grid empty. 2. When adding a single section, the Find: Sched Section screen opens. Figure Find: SchedSection a. Enter the criteria used for the search. b. Click the section to add, and click Select. The window closes. 3. When adding multiple sections, the Chooser screen opens. 156 Copyright 2016 Edupoint Educational Systems, LLC

157 Chapter Six Scheduling and Course Guide Figure Chooser a. Enter all or part of the Section ID to find sections. b. Double-click a section name, or hold the Shift key to select multiple sections and click Add Selected Rows. c. Click Select. The window closes. 4. Select the Action in Sections to Find and Replace to indicate whether to Remove or Keep the section. 5. Under Course Requests, select Only replace sections if a student has matching requests, if desired. 6. To pre-schedule the section, select Preschedule students into the section(s) under Prescheduled. 7. Select a Gender to filter requests to this type. 8. Select a Grade to filter request to this type. 9. To assign the section to specific students, click the Student Selection tab. Select students using the Add button or Chooser button. Figure Mass Assign Sections, Student Selection tab 10. Click Save. 11. Click Assign Students to process the definition. Edupoint Proprietary and Confidential 157

158 Chapter Six HANDLING WALK-IN REQUESTS After finalizing the master schedule and creating sections, staff create additional student schedules through the Walk In Schedule screen. New students which enroll after the start of the year require these scheduling procedures. You can add classes to a student s schedule through the Quick Placement and Request tabs. The Quick Add field also allows you assign class groups to students. Note: For more information on the Quick Add option, please see Individually Assigning Course Requests. The Quick Placement tab is discussed in the next section. 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. 2. Click the Request tab. Figure Walk In Schedule, Request tab 3. To change the display of the Course Request grid, select the Term Start and Term End and click Filter. 4. Select the Term To Schedule option from the list: All Terms, Current Term Forward, or Current Term Only. 158 Copyright 2016 Edupoint Educational Systems, LLC

159 Chapter Six Scheduling and Course Guide 5. Set the Drop Date and Enter Date used for all sections. 6. To lock or unlock courses from being modified through ParentVUE and StudentVUE, click Lock all courses or Un-Lock all courses. Check the Locked column option to lock courses individually. 7. Click Chooser to open the search window and add a new course to the Course Request grid. 8. Select the Preferred Term which the student chose, or select the Term Override to allow them to take the course in a non-standard term. 9. Click the grey arrow inside the Preferred Staff column to select a specific teacher. 10. Click the grey arrow inside the Alternate Course columns to select a course to be used for an alternate. 11. To ignore prerequisite requirements, check the Pre-Req Not Required option. Note: For more information on the Scheduling Options section, please see the Assigning Houses and Teams. 12. Once all requests and options are identified, click Schedule. Figure Walk In Schedule, Schedule button After completing a student s schedule, you remove unassigned course requests from displaying by clicking Delete Non Scheduled Course Requests. Figure Walk In Schedule, Delete non-scheduled course requests The Analysis tab lists schedule results and shows information on why a course was not scheduled. Each course displays the period the section is scheduled for, along with a code: A indicates an available section, F indicates a full section, and a Number indicates the period scheduled for the student. Edupoint Proprietary and Confidential 159

160 Chapter Six Figure Walk In Schedule, Analysis tab The Schedule tab displays all scheduled or unscheduled course requests as a simplified view, which you can filter by term. Figure Walk In Schedule, Schedule tab 160 Copyright 2016 Edupoint Educational Systems, LLC

161 Chapter Six Scheduling and Course Guide Quick Placement Tab The Quick Placement tab offers a simplified version of the walk-in scheduling process. Aside from the Print Schedule and Schedule options that appear on all Walk In Schedule tabs, this tab also offers a visual representation of a student s schedule. Note: For more information on the Quick Add option, please see Individually Assigning Course Requests. Figure Walk In Schedule, Quick Placement legend The Legend displays information on the colors shown for each class displayed for a student. Clicking on the grey arrow next to Display Preferences allows you to customize the information displayed in the graph. You can change the Show Info option to display information directly on the graph or on mouse over. The None option overrides any additional viewing options selected. Figure Walk In Schedule, Quick Request display preferences Edupoint Proprietary and Confidential 161

162 Chapter Six When Show Schedule Summary by Term is selected, you can search available sections for the period and term by using the grey area of the grid. Search options display by Meeting Day and Period. 1. Navigate to Mass Scheduling > Walk In Schedule or Schedule > Walk In Schedule. 2. Click the magnifying glass in the Meeting Day and Period row. The Section Availability screen opens. Figure Walk In Schedule, Quick Placement grid 3. You can narrow results by choosing Show only classes with open seats or Show only classes for requested courses. Selecting both options displays only open classes that correspond with a student s course requests. Figure Section Availability screen 4. Click Add next to the section to add. The screen closes. 5. Click the checkbox for the class inside the grid to enroll the student. 162 Copyright 2016 Edupoint Educational Systems, LLC

163 Chapter Six Scheduling and Course Guide Figure Walk In Schedule, Quick Request enrollment 6. Click Save. You can click Print Schedule or navigate to Menu > Reports > to receive a printout that reflects changes. By default, this report only prints the current term. Note: To modify report settings, please see Individually Assigning Sections. Edupoint Proprietary and Confidential 163

164 Chapter Seven Chapter Seven MANUAL SCHEDULING This chapter covers the following topics: Creating Sections Assigning Multiple Students to Sections Individually Assigning Sections Mass Assigning Tracks Updating Homerooms Tracking Deleted Classes Ending Terms 164 Copyright 2016 Edupoint Educational Systems, LLC

165 Chapter Seven Scheduling and Course Guide CREATING SECTIONS Adding and Updating Sections Screens within the Schedule module modify student schedules after the Scheduler or Mass Scheduler processes completes. For smaller districts, staff use the module to schedule students manually. You must create sections before the scheduling process begins. 1. Navigate to Schedule > Section. 2. Click Add. A new window opens. Mandatory fields are green. Figure Add New Section Note: For more information on the Meeting Days tab, please see Period Rotation Setup. 3. If the Section ID automatically generates, leave this field blank. Otherwise, enter a unique Section ID. The Scheduler process does not use the MSB Section ID. 4. Select the Course ID by clicking the grey arrow and selecting the course with the Find Course screen. The Course Title populates automatically. Edupoint Proprietary and Confidential 165

166 Chapter Seven 5. Select the Staff Name by clicking the grey arrow and selecting the staff member with the Find Staff screen. 6. Select the Room Name by clicking the grey arrow and selecting the room with the Find School Room screen. 7. Select the Track, if applicable. 8. In the Section Info area, select the Begin Period/End Period from the dropdown lists. 9. Select the Term Code from the dropdown list. 10. Check Modified Curriculum, if applicable. 11. Select the Attendance Option: Include in Attendance, Include in Attendance No Scan Sheet, or Exclude from Attendance. 12. Select the Grading Option: Include in Grading, Include in Grading No Scan Sheet, or Exclude from Grading. 13. Select the Attendance Type and Supplemental Funding Category. Reference: For more information about Attendance Types, please see the Synergy SIS Attendance Administrator Guide 14. Enter any additional information required within Section Info. 15. Enter Student Seat and Teacher Aide Seat information. 16. Select the Grade Book Specialist Group. Reference: For more information about Grade Book, please see the Synergy SIS Grade Book Administrator Guide. 17. Enter State Reporting information, if required. 18. Enter any Restrictions for the course. Figure Add New Section, cont. Note: For more information on restrictions, please see Defining Period Restrictions. 166 Copyright 2016 Edupoint Educational Systems, LLC

167 Chapter Seven Scheduling and Course Guide 19. Enter any Staff Contributions. 20. Select TeacherVUE Security options. Reference: For more information about TeacherVUE Security, please see the Synergy SIS TeacherVUE Administrator Guide. 21. Click Save. The window closes. After creating sections, the Section screen lists currently enrolled students in the Students section at the bottom of the page. You can also add students to a section by clicking Chooser and selecting students. Figure Chooser You can assign students as Teacher Aides or allow the option to Audit Class by checking these options in the student s row. The remaining two options are Term Override and Qualifies for Alt Funding. To withdraw a student, enter a Leave Date and click Save. The Student Enrollment tab displays a list of students withdrawn from the section, with students withdrawn from the school showing in parentheses. You can remove students by checking the X option in the student s row and clicking Save. To re-enroll a student, update the Leave Date and click save. Figure Section, Student Enrollment History tab Edupoint Proprietary and Confidential 167

168 Chapter Seven If the school uses a rotation schedule, you can set the meeting days for the class on the Meeting Days tab. Figure Section, Meeting Days tab The Additional Staff tab contains other settings for the section, as well as displaying additional staff for the class. The Teaching Options section provides language and Team Teaching options, and the TeacherVUE Security section contains grading security information. Reference: For more information on TeacherVUE security, please see the Synergy SIS TeacherVUE Administrator Guide. Figure Section, Additional Staff tab To add additional staff, click Chooser and select the staff member using the search functions. Once added to the list, you can update staff information by editing any of the fields directly. Sample Class Roles are displayed below. 168 Copyright 2016 Edupoint Educational Systems, LLC

169 Chapter Seven Scheduling and Course Guide Figure Sample Class Roles The Staff History screen is a read-only display of all staff and additional staff associated with the section. Figure Section, Staff History tab Tip: Before deleting a section, all students in the Current Students and Student Enrollment History tab must be deleted, as well as all staff under the Additional Staff tab. After this is complete, click Delete. Edupoint Proprietary and Confidential 169

170 Chapter Seven Section Menu Options Figure 7-9 Section Menu The Section screen contains a menu with various options used for scheduling students or managing information. The Edit Section Data option allows staff to edit the Section ID inside the top row of information, but you cannot modify additional data in the row. Figure Section ID field The Reports section contains the STU408 Class Student report. For more information on this report, see Chapter Nine. After updating data in the Student Seat Totals or Teacher Aide Seats, you must synchronize these new values. Synchronize Section Totals updates the seat totals for the focus section, and Synchronize All Section Totals updates all sections for the school in focus. Figure Section, Seat Totals 170 Copyright 2016 Edupoint Educational Systems, LLC

171 Chapter Seven Scheduling and Course Guide After updating information on the Meeting Days tab, you must run the Synchronize Section Meeting Day Periods function from the Menu. This opens a new window and allows the user to select Update all sections or Update sections without meeting days. Click Synchronize to update system information. Figure Synchronize Section Meeting Day Periods The Duplicate Section option allows you to create sections with similar options with only small changes to detail. After updating staff information, you must run the Synchronize Staff History option from the menu. A new window opens, where staff can also select the option Synchronize all sections across the entire district. Click Synchronize to update system information. Figure Synchronize Staff History The Synchronize Gradebook Class option updates all class information within Gradebook, if the school uses this software, otherwise the option is unavailable. The View Audit Detail for Section option displays all changes made to the section, including the date changed, the New/Old Values, and the User Name of the individual which made the audit. Figure Audit Trail History Edupoint Proprietary and Confidential 171

172 Chapter Seven ASSIGNING MULTIPLE STUDENTS TO SECTIONS The Schedule module contains two screens that assign sections to multiple students at a time: Assign Students to Sections and Class Assignment. Assign Students to Sections 1. Navigate to Schedule > Assign Students to Sections. Figure Assign Students to Sections 2. Click the grey arrow next to the Section ID field. The Find: Section screen displays. Figure Find: Section 3. Search for the appropriate section using the search criteria available. 4. Select the section and click Select. The window closes. 5. Enter the Start Date for the section. 6. Select Don t Allow Overlapping Sections to prevent schedule conflicts. 172 Copyright 2016 Edupoint Educational Systems, LLC

173 Chapter Seven Scheduling and Course Guide Figure Assign Students to Sections, selected section 7. Click Chooser to select students for the section. a. Enter the Name, Perm ID, Grade or Gender criteria, and click Find. b. Double-click a student, or hold the Shift key to select multiple students and click Add Selected Rows. c. Perform any additional searches until all students are added. Click Select. 8. Click Process. A confirmation message appears once the process completes. Replacing Section Assignments You can replace section assignments with new options, or add new sections to a schedule through the By Section tab. You can also assign students to sections with matching IDs or assign students to specific sections. 1. From the Assign Students to Sections screen, click on the By Section tab. Figure Assign Students to Sections, By Section tab Edupoint Proprietary and Confidential 173

174 Chapter Seven 2. Select the Student Action: Copy, Move Student With Class Enrollment, or Move Student Without Class Enrollment. 3. Enter the Date to withdraw students and the Date to enroll students. 4. Select the Use Section Pattern Match option to move or copy student class enrollment from one section pattern to another. a. Enter the From Section Pattern and To Section Pattern values. Use? to use a random character in an ID. b. For example, entering 1???? in the From field and 2???? in the To field moves all students in sections starting with 1 to sections starting with 2. Figure Assign Students to Section, Section Pattern Match 5. To move students using specific section IDs, leave Use Section Pattern Match unchecked. 6. Enter the Section From and Section To values, along with the Number of Students to Move. 7. Click Process to make the new assignments. 174 Copyright 2016 Edupoint Educational Systems, LLC

175 Chapter Seven Scheduling and Course Guide Class Assignment You can also assign classes or sections in bulk using the Class Assignment screen. 1. Navigate to Schedule > Class Assignment. Figure Class Assignment 2. Enter the Grade, Name, or Gender in the Required Fields and Student Filters section. 3. Check the box Unassigned Only to keep assigned students in their existing sections. 4. Select Filter Students. 5. Check the box next to the specific students to assign. 6. Enter the Grade, Name, or Enter Date in the Teacher Filters section. 7. Select Filter Sections. 8. Sections appear in the grid with the Room number, the students assigned to the section displayed by Grade, and the Total amount of students assigned. Edupoint Proprietary and Confidential 175

176 Chapter Seven Figure Class Assignment, filters applied 9. Click Add to move checked students into that section. 176 Copyright 2016 Edupoint Educational Systems, LLC

177 Chapter Seven Scheduling and Course Guide INDIVIDUALLY ASSIGNING SECTIONS Schools assign classes to individual students using the Student Classes screen and the Student > Classes tab. Student Classes 1. Navigate to Schedule > Student Classes. 2. Enter the search criteria to display a student s schedule. Figure Student Classes screen 3. Click Add to add a single class, or Chooser to add multiple classes. 4. Once a class has been added, the following options are available: a. Select a Repeat Tag if repeating a course. b. Select Teacher Aide if this is the student s role. c. Select Audit Class, if required. d. Select the Term Override, if required. e. Select Qualifies For Alt Funding and Modified Curriculum, if required. 5. Click Save. To drop a class or change the grid s display, click the maximize button on the Drop Class, Filter, and Override Options section. Figure Drop Class, Filter, and Override Options Edupoint Proprietary and Confidential 177

178 Chapter Seven 1. To drop a class, enter the Leave Date. 2. Click the Line column next to any classes to drop, or hold down CTRL to select multiple classes. 3. Click Drop Selected Classes. Dropped classes remain in the Class Enrollment History tab for record keeping purposes. Figure Student Classes, Class Enrollment History tab You can view FTE information for sections by clicking the Schedule Based FTE tab. Figure Student Classes 178 Copyright 2016 Edupoint Educational Systems, LLC

179 Chapter Seven Scheduling and Course Guide Reference: For more information on Schedule Based FTE, please see the Synergy SIS Attendance Administrator Guide. You can print the STU 202 Student Schedule report from the Menu > Reports option. For more information on reports, please see Chapter Nine. Note: The STU 202 report only prints the current term when selected through the Menu option. To change this setting: 1. Navigate to System > User > User Password and Preferences. 2. Select the Report Preferences tab. 3. Check Full Schedule When Printed From Menu under the Student Schedule section. 4. Click Save. Figure User Password and Preferences, Report Preferences tab Edupoint Proprietary and Confidential 179

180 Chapter Seven Student 1. Navigate to Student > Student. 2. Locate the student to modify, and click on the Classes tab. Figure Student, Classes tab 3. Click Add to add a single class, or Chooser to add multiple classes. 4. Once a class has been added, the following options are available: a. Select a College Credit option, if required. b. Select Teacher Aide if this is the student s role. c. Select Audit Class, if required. d. Select the Term Override, if required. e. Select Qualifies For Alt Funding and Modified Curriculum, if required. 5. To drop a class from the schedule, enter a Leave Date. To remove it from displaying in the list, check the X option next to the row. 6. Click Save. 180 Copyright 2016 Edupoint Educational Systems, LLC

181 Chapter Seven Scheduling and Course Guide MASS ASSIGNING TRACKS Schools can assign or update tracks with bulk requests. The Period listed on this screen defaults to the homeroom period. 1. Navigate to Schedule > Mass Assign Track. Figure Mass Assign Track 2. Select the Period and Term Code in each student s schedule where tracks are assigned. 3. Click Update Track. Edupoint Proprietary and Confidential 181

182 Chapter Seven UPDATING HOMEROOMS Staff can assign homerooms to students through the School Setup screen. You can also update homeroom data periodically, such as at the beginning of a term. 1. Navigate to System > Setup > School Setup. Figure School Setup, Period Definition 2. Make any necessary changes to homeroom information. 3. Navigate to Menu > Processes. 4. Select Update Homeroom Data. 5. To remove all homeroom data, select Clear Homeroom Data. Figure School Setup, Menu Once the process completes, a message appears which lists the number of students displayed. 182 Copyright 2016 Edupoint Educational Systems, LLC

183 Chapter Seven Scheduling and Course Guide TRACKING DELETED CLASSES Schools can track classes deleted from student schedules and compare the data to the Add/Drop Report. You can enable this function on the System > Setup > School Scheduling Options screen. Figure School Scheduling Options Classes display on the Schedule > Student Classes Deleted screen. Each class lists the Period, Deleted Date, Leave Date, Term Code, and other identifying information. To remove a class from the screen, click the X option next to the row, and click Save. Figure Student Classes Deleted Edupoint Proprietary and Confidential 183

184 Chapter Seven Note: Classes only display on this screen if you enter a Leave Date for the class prior to deleting it from a student s schedule. ENDING TERMS Schools must enter a leave date for each class in a student s schedule to indicate the end of enrollment. You can automatically enter a leave date for all scheduled classes through the End Term screen. 1. Navigate to Schedule > End Term. Figure End Term 2. Select the Term to Process from the list. 3. Click Process End Term. Students remain enrolled in classes until the end date, determined by term definition settings. 184 Copyright 2016 Edupoint Educational Systems, LLC

185 Chapter Eight Scheduling and Course Guide Chapter Eight CLASSBOARD This chapter covers the following topics: ClassBoard Overview ClassBoard Display Options Modifying Schedules in ClassBoard Edupoint Proprietary and Confidential 185

186 Chapter Eight CLASSBOARD OVERVIEW ClassBoard graphically displays schedule information, and allows you to easily modify class information as part of the Scheduler process. Once created, you can run Option Sets from within ClassBoard to simulate schedule updates. However, you are not able to individually modify student schedules from this application. Setup Figure ClassBoard ClassBoard utilizes the Microsoft Silverlight viewer. You must have Silverlight installed on their system before running ClassBoard. To install Silverlight, please visit the Microsoft website: Additionally, administrators must define the SSL setting for each site using ClassBoard with the DBTools utility. Edupoint includes this tool in the SynergySIS installation, and administrators can access the shortcut to the utility through the All Programs menu. 1. Launch DBTools. 2. Navigate to Databases > Add New Web.Config/Database Access. 3. Add the new configurations for all websites running ClassBoard/ 4. Navigate to Databases >Edit Web.Config/Database Access. 186 Copyright 2016 Edupoint Educational Systems, LLC

187 Chapter Eight Scheduling and Course Guide Figure 8-2 DBTools DatabaseConfig 5. Select one of the following: SSL Only, Both Non-SSL and SSL, or Non-SSL Only. 6. Click OK, then click OK again to confirm the changes to the web.config file. Reference: For more information about using DBTools, please see the Synergy SIS System Administrator Guide. Launching ClassBoard 1. Navigate to Mass Scheduling > Schedule Control. 2. Next to the Option Set to analyze, click the Option Set icon. The Schedule Option Set screen opens. 3. Click the Check Out button. Note: ClassBoard displays in read-only mode if another user checks out the option set. Edupoint Proprietary and Confidential 187

188 Chapter Eight Figure Schedule Option Set 4. Click Open ClassBoard under the Quick Links section. The ClassBoard window opens. Caution: ClassBoard copies the entire schedule from the Option Set to the local hard drive of the user s computer. Changes made to the Option Set do not display in Synergy until you save changes within ClassBoard. Once saved, ClassBoard also overrides any changes made to the Option Set on other screens, such as Student Schedule or Schedule Section, if the user has both screens open. 188 Copyright 2016 Edupoint Educational Systems, LLC

189 Chapter Eight Scheduling and Course Guide CLASSBOARD DISPLAY OPTIONS Inside ClassBoard, the School Name and Option Set Name display at the top of the page, with the name of the User editing the option set. The top-left corner of the screen displays the number of students scheduled over the number of course requests and the Percentage of students scheduled. Figure ClassBoard, main screen On the top row of the grid, the total number of spaces in a class displays along with the total number of students scheduled. For example, the image above shows one out of 118 seats available during Period 3 in the American History department occupied. Note: Edupoint recommends that schools assign all courses and staff to their respective departments before using ClassBoard, as this is the method used to sort data. Edupoint Proprietary and Confidential 189

190 Chapter Eight Viewing Options You display ClassBoard sections in a number of different ways. ClassBoard sorts courses by departments on the left side of the grid, and term and period at the top of the grid. To select a different view, click the View dropdown at the top of the screen. Figure ClassBoard, View Options You can change the view by also clicking on the View menu option and selecting View Selector. Figure ClassBoard, View menu 190 Copyright 2016 Edupoint Educational Systems, LLC

191 Chapter Eight Scheduling and Course Guide Note: When sorting sections by either Teacher or Room, a row/column displays all sections without a teacher or room assigned. You can click the scroll bars to move the grid, and a pop-up box displays a smaller version of the grid for a visual focus. The view shifts to the highlighted row after releasing the mouse button. Figure ClassBoard, scroll bars You can maximize or minimize rows and columns by clicking the + or icons, respectively, listed near their titles. Section Display Each section displays as a colored bar in the grid. The bar displays the last name of the teacher and the number of scheduled students to the number of maximum seats. The Rules define the color coding for each section. Over max seat count Full Available seats Empty Edupoint Proprietary and Confidential 191

192 Chapter Eight You toggle rules on or off using the Select Rules dropdown at the top, or by navigating to View > Rules. Windows and Docking Panes Figure ClassBoard, Rules options You have the option of displaying four docking panes on the ClassBoard screens to display additional section information. To enable or disable these windows, navigate to View > Windows, and select the windows to modify. Figure ClassBoard, Windows options 192 Copyright 2016 Edupoint Educational Systems, LLC

193 Chapter Eight Scheduling and Course Guide The Section Details window displays details of the section selected in the main grid. Click Go To to bring the section into view on the main grid, and click Edit to make changes. Figure 8-10 ClassBoard, Section Details The Section Rules window lists the color rules for the sections, and allows you to turn rules on or off. Figure ClassBoard, Section Rules Edupoint Proprietary and Confidential 193

194 Chapter Eight The Section Statistics window lists the total number of requests for the selected section with the total number of students scheduled. Figure ClassBoard, Section Statistics The Section Students window lists all students scheduled into the section. You can mark students as a Teacher Aide or as Pre-Scheduled. Figure ClassBoard, Section Students You change the window display options by clicking the icon in the top-right corner of the window. Floating windows appear as a small box over the main screen, which you can move and resize. Dockable windows display on the right side of the screen, and you can move and organize windows as needed. Tabbed Document windows appear as tabs in the main section grid. Auto hide display as a small box on the right side of the screen, and windows appear on mouseover. 194 Copyright 2016 Edupoint Educational Systems, LLC

195 Chapter Eight Scheduling and Course Guide The Pin icon changes a window from Dockable to Auto hide. Selecting Hide closes the window completely. ClassBoard Preferences Figure ClassBoard, Window options The View > Preferences menu offers a variety of display options for the section grid and other ClassBoard functionality. Figure ClassBoard Preferences Edupoint Proprietary and Confidential 195

196 Chapter Eight The Section preferences change various display options for the sections in the grid. The Docking Panes preferences allow you to enable or disable different windows. The Functionality preferences allow the following: Disable drag n drop Prevents you from dragging sections to new locations on the display grid. Jump to When enabled, clicking the scroll bar will jump the view to that location, instead of scrolling in that direction. Confirm Changes Asks you to confirm all changes made to sections. Real time scroll Dragging the scrollbars also moves the grid itself, rather than only the visual preview. The Maximum/Minimum visible classes can also be set. 0 indicates no maximum or minimum. The Section Rules and Colors allow you to modify how sections are color coded: by Enrollment, House, or Team. This section also allows you to customize the colors for each rule. 196 Copyright 2016 Edupoint Educational Systems, LLC

197 Chapter Eight Scheduling and Course Guide MODIFYING SCHEDULES IN CLASSBOARD Managing Sections ClassBoard displays the same section details as the Sched Section screen, accessed through Schedule Option Set within Synergy. View details by double-clicking on a section, or enabling the Section Details window and clicking on the section. Figure ClassBoard Section Details Click the Meeting Days tab to view rotation days, and the Students tab to view all students scheduled. Click Edit to edit the information for the section, then Save to save changes. Change meeting days by clicking the list and selecting periods for each day. Figure ClassBoard Section Details, Meeting Days Edupoint Proprietary and Confidential 197

198 Chapter Eight Clicking the Drop button next to a student removes them from the class. Figure ClassBoard Section Details, Students To easily make changes to the schedule, drag and drop sections on the grid to a new location. You can also move sections to new terms. Moved sections display a blue outline on the grid. Figure ClassBuilder, Moving sections You add new sections by right-clicking on an empty space and selecting Add Class. Rightclicking on an existing section allows you to Add Class, Delete Class, View Section Details, or Open Class Builder. The Edit option on the top menu also allows you to Add or Delete classes. Caution: You must assign Section IDs manually to new classes within ClassBoard. 198 Copyright 2016 Edupoint Educational Systems, LLC

199 Chapter Eight Scheduling and Course Guide Class Builder Class Builder allows you to modify student course requests and manually assign students to sections. Figure ClassBoard, Class Builder layout 1. Right-click on the grid and select Class Builder. If a section is selected, it will open to this section by default. 2. The Enrolled Students box displays on the left, and shows all students enrolled at the school. Figure Class Builder, Enrolled Students a. The Reqs column indicates the number of course requests for that student. b. Click the Funnel icon next to any column to select filtering options. 3. The Course Request box displays all requests for the selected department and course. You change the course through the drop-down menu at the top. Edupoint Proprietary and Confidential 199

200 Chapter Eight Figure Class Builer, Course Request a. Students with course requests display in the grid. b. The Sched column indicates if a student is scheduled for the course. 4. To remove a student course request, click on a student in the Course Request window, then click the arrow towards the Enrolled Students window. Figure Enrolled Students to/from Course Request 5. To add a course request, click on a student in Enrolled Students and then click the arrow pointing to Course Request. 6. To manually edit a section, select the section from the dropdown in the Section Roster window on the right. 200 Copyright 2016 Edupoint Educational Systems, LLC

201 Chapter Eight Scheduling and Course Guide Figure Class Builder, Section Roster a. Students enrolled in the class display in the grid. b. The PreSched column indicates if a student is pre-scheduled for the section. 7. Use the arrows to add and remove students from the Course Request window to the Section Roster window. Figure Course Request to/from Section Roster Tip: Closing the Class Builder window will automatically save changes. Edupoint Proprietary and Confidential 201

202 Chapter Eight Finalizing the Schedule Before running the changes made in Class Builder, verify school scheduling options. This is done through the View > Schedule Options link. This is the same information as on the Schedule Option Set page within Synergy. Figure ClassBoard, Schedule Options Caution: Saving these changes will also import the changes to the option set within Synergy. To reverse all changes within ClassBoard, navigate to File > Undo. 202 Copyright 2016 Edupoint Educational Systems, LLC

203 Chapter Eight Scheduling and Course Guide Re-run the schedule to view the impact of any modifications made. To do this, go to File > Reschedule or click the Reschedule button. Figure 8-27 ClassBoard, Reschedule A pop-up box appears to confirm the reschedule process, which may take some time. Figure Reschedule confirmation window To finalize all changes made within ClassBoard, click the Save button or select File > Save. Figure ClassBoard, Save While the save is processed, a Job Queue Status window displays. Figure ClassBoard Job Queue Status Edupoint Proprietary and Confidential 203

204 Chapter Nine Chapter Nine REPORTS This chapter covers the following topics: Reports Overview Course Module Reports Mass Scheduling Module Reports Schedule Module Reports 204 Copyright 2016 Edupoint Educational Systems, LLC

205 Chapter Nine Scheduling and Course Guide REPORTS OVERVIEW Four types of reports are available for the Courses, Mass Scheduling, and Schedule modules. Individual 200-level reports print information for a single student per page and can be printed for multiple students at once. List 400-level reports show details for multiple students on one page. Summary 600-level reports provide numerical totals for each category specified. Extracts 800-level reports export information from Synergy SIS into a text file, to then import data into another program. While a report is running, the Job Status page shows the Job ID, Description, and Status during processing. Any processing errors will show in the Status field. When the report completes, the Job Status window closes and a PDF file of the report opens. Figure Job Status screen Reports use the current focus to pull data unless specified otherwise in report options. Report information can be run at the district, organization, or school level. The focus is also used with the Sort/Output option to determine if inactive students are included in reports. Edupoint Proprietary and Confidential 205

206 Chapter Nine Figure Select Focus screen Reference: This chapter only covers customizations specific to each of the reports used for Scheduling and Course. To view information on additional report options, please see Synergy SIS Queries and Reports Guide. 206 Copyright 2016 Edupoint Educational Systems, LLC

207 Chapter Nine Scheduling and Course Guide COURSE MODULE REPORTS CRS201 Course Catalog Course > Reports > Individual The Course Catalog lists all of the courses offered with their description, ID, credit, and grade level. Figure CRS201 Course Catalog options You can filter reports by Course ID, Course Title, or Department. You can customize reports with options to Only Show Inactive Courses or include a Page Break per Department. You can enable reports to only show courses a school has opted in to by checking Include Courses in Focus only. You can enable reports to exclude data by checking Hide Grades, Hide College Prep, and Hide Credit. Edupoint Proprietary and Confidential 207

208 Chapter Nine Figure CRS201 Course Catalog report 208 Copyright 2016 Edupoint Educational Systems, LLC

209 Chapter Nine Scheduling and Course Guide CRS401 Course List Course > Reports > List The Course List shows all courses with their ID, Title, and Department. It also shows if a course is College Prep, its Credits, Academic Type, and whether the course is Core or Elective. Figure CRS401 Course List options You can filter reports by Course ID, Course Title, or Department. You can enable reports to Only Show Inactive Courses or Include Courses in Focus only. Figure CRS401 Course List report Edupoint Proprietary and Confidential 209

210 Chapter Nine CRS601 Course By School Course > Reports > Summary The Course By School is a simplified list of courses sorted by the schools offering each course. Courses are listed with only their ID and title. Figure CRS601 Course By School options You can customize reports to show Include Courses in Focus only. You can enable reports to print with a Page Break per School. 210 Copyright 2016 Edupoint Educational Systems, LLC

211 Chapter Nine Scheduling and Course Guide MASS SCHEDULING MODULE REPORTS OSM201 Student Schedule Analysis Mass Scheduling > Reports > Individual The Student Schedule Analysis lists all scheduled and requested classes for students in the selected option set. The report also shows any schedule conflicts and any alternate periods available for classes. Figure OSM201 Student Schedule Analysis options Under the Periods column, A indicates the class is available for that period, and F indicates the class is full. Numbers indicate the period the system assigns to the class for the future schedule. You can filter reports by Option Set and the type of Students to Print: All Students, Conflict Free Only, or Schedule Conflicts Only. You can also display reports to show One Student Per Page, Include House, and Include Teacher s Name. You can select Terms to Include to include results for any course under that term. For example, a year-long class displays under both Fall and Spring. If no terms are selected, the report includes all terms. Edupoint Proprietary and Confidential 211

212 Chapter Nine Figure OSM201 Student Schedule Analysis report 212 Copyright 2016 Edupoint Educational Systems, LLC

213 Chapter Nine Scheduling and Course Guide STU205 Student Course Request Profile Mass Scheduling > Reports > Individual The Student Course Request Profile lists all course requests and any alternate course requests for a student. The report also lists the house and team the student is assigned to. Figure STU205 Student Course Request Profile options You can filter students by Perm ID, Gender, Name, or Grade range. You can filter reports with various options, including Hide Alternate Courses, Show Prerequisite Violations, and Show Course Credit. The Show Extended Student Data option shows additional student enrollment information that corresponds to the selected year. You can also send reports to the selected Parent/Guardian Options that corresponds with the student s records. Edupoint Proprietary and Confidential 213

214 Chapter Nine Figure STU205 Student Course Request Profile report 214 Copyright 2016 Edupoint Educational Systems, LLC

215 Chapter Nine Scheduling and Course Guide OSM401 Schedule Section List by Teacher Mass Scheduling > Reports > List The Schedule Section List by Teacher lists all sections that are created for each teacher within the selected option set. It summarizes the maximum number of students in each section, the total number of students scheduled for each section, and number of spaces open. Figure OSM401 Schedule Section List by Teacher options You can select the Option Set to analyze from the drop-down list. The report automatically sorts by teacher, term, period and section. The sort order can be changed in the Sort/Output tab. Figure OSM401 Schedule Section List by Teacher report Edupoint Proprietary and Confidential 215

216 Chapter Nine OSM402 Schedule Section List by Room Mass Scheduling > Reports > List The Schedule Section List by Room lists all sections scheduled for each room. Each section shows the staff assigned, the total number of students scheduled, and the number of students by gender. Figure OSM402 Schedule Section List by Room options You can select the Option Set to analyze using the drop-down list. Figure OSM402 Schedule Section List by Room report 216 Copyright 2016 Edupoint Educational Systems, LLC

217 Chapter Nine Scheduling and Course Guide OSM403 Schedule Section List by Course Mass Schedule > Reports > List The Schedule Section List by Course lists all sections scheduled by the selected option set for each course. The report also shows the staff assigned, room, the maximum number of students, and the total number of students scheduled for each course and section. Figure OSM403 Schedule Section List by Course options You can select the Option Set to analyze using the drop-down list. Figure OSM403 Schedule Section List by Course report Edupoint Proprietary and Confidential 217

218 Chapter Nine OSM404 Class Analysis by Period and Course Mass Scheduling > Reports > List The Class Analysis by Period and Course lists the results of the option set for each course. The report shows the total number of seats available, the number of students that requested the course, the number of scheduled students, and the number of open seats. It also lists the average course requests per section for each course, and displays the average by gender and grade level. Figure OSM404 Class Analysis by Period and Course options You can select the Option Set to analyze using the drop-down list. Figure OSM404 Class Analysis by Period and Course report 218 Copyright 2016 Edupoint Educational Systems, LLC

219 Chapter Nine Scheduling and Course Guide OSM405 Schedule Section List Mass Schedule > Reports > List The Schedule Section List shows all sections created by the selected option set. The report lists the scheduled period and term, the staff assigned, the room, the total number of available seats, and the total number of students scheduled. Figure OSM405 Schedule Section List options You can select the Option Set to analyze using the drop-down list. Figure OSM405 Schedule Section List report Edupoint Proprietary and Confidential 219

220 Chapter Nine OSM406 Schedule Open Periods Mass Schedule > Reports > List The Schedule Open Periods lists all students in alphabetical order by last name. It also displays any open periods by period number, and displays a + if a class is scheduled for the student for that period. Figure OSM406 Schedule Open Periods options You can select the Option Set to analyze using the drop-down list. You can filter the results by Grade and Term. You can also display a Period Range for results. Figure OSM406 Schedule Open Periods report 220 Copyright 2016 Edupoint Educational Systems, LLC

221 Chapter Nine Scheduling and Course Guide OSM407 Course Request Conflict Listing Mass Schedule > Reports > List The Course Request Conflict Listing lists each course and shows what courses are scheduled during the same period. It also shows the number of course requests for each course and any conflicting courses. Figure OSM407 Course Request Conflict Listing options You can select the Option Set to analyze using the drop-down list, and can enter an amount in Show courses with no more than/at least the following number of sections. You can display reports to Show Course Titles and Sort Courses Vertically. Figure OSM407 Course Request Conflict Listing report Edupoint Proprietary and Confidential 221

222 Chapter Nine OSM408 Class Analysis by Course and Section Mass Schedule > Reports > List The Class Analysis by Course and Section lists each course with all sections scheduled. For each section and course, the report lists the number of students scheduled, the total number of spaces available, the number of requests, and the average number of students scheduled in a section. Figure OSM408 Class Analysis By Course and Section options You can select the Option Set to analyze using the drop-down list. You can also choose to Show only courses that have more requests than availability and Show House. Figure OSM408 Class Analysis By Course and Section report 222 Copyright 2016 Edupoint Educational Systems, LLC

223 Chapter Nine Scheduling and Course Guide OSM409 Student Course and Request Verification Listing Mass Schedule > Reports > List The Student Course Request Verification Listing lists each student and shows the course requests submitted for each student. Figure OSM409 Student Course Request Verification Listing options You can filter reports by Grade and Course ID. Figure OSM409 Student Course Request Verification Listing report Edupoint Proprietary and Confidential 223

224 Chapter Nine OSM411 Class List Mass Schedule > Reports > List The Class List displays all students in a class. The list displays students in alphabetical order by last name, and shows the total number of students combined and by gender. Figure OSM411 Class List options You can filter reports by Option Set, Term Code, Class ID range, Grade range, and Teacher. You can customize the report to show certain demographic information, and the width of the columns can be customized as needed. 224 Copyright 2016 Edupoint Educational Systems, LLC

225 Chapter Nine Scheduling and Course Guide Figure OSM411 Class List report Edupoint Proprietary and Confidential 225

226 Chapter Nine OSM414 Schedule by Department Mass Schedule > Reports > List The Schedule by Department displays a graphical representation of schedules for a specific option set. The report is grouped by Department, and shows the Teacher, Room, and Period. Figure OSM414 Schedule by Department options You can filter reports by Option Set, Period range, and data As of Date. You can also filter reports by choosing which departments to display information for. Figure OSM414 Schedule by Department report 226 Copyright 2016 Edupoint Educational Systems, LLC

227 Chapter Nine Scheduling and Course Guide OSM415 Schedule by Room Mass Schedule > Reports > List The Schedule by Room is a graphical look at the schedule based on a specific option set. This report is grouped by room and displays the teacher assigned to each period. It also lists open classrooms and classrooms scheduled for a study hall. Figure OSM415 Schedule by Room options You can filter reports by Option Set, Period range, and data As of Date. You can filter data by Department and Course types to show as Study Hall. You can also enter the Size limit for small classroom to indicate which classrooms are considered small. Figure OSM415 Schedule by Room report Edupoint Proprietary and Confidential 227

228 Chapter Nine OSM417 Department Section List Mass Schedule > Reports > List The Department Section List displays all the sections in an option set by department. This report displays a variety of information, including Teacher, Term, Section, and Meeting Day. It also displays seat information for each section. Figure OSM417 Department Section List options You can filter reports by Option Set, Department, Room Name range, and Period Range. You can also filter reports by Staff and Subject Area. 228 Copyright 2016 Edupoint Educational Systems, LLC

229 Chapter Nine Scheduling and Course Guide Figure OSM417 Department Section List report Edupoint Proprietary and Confidential 229

230 Chapter Nine OSM418 Room Section List Mass Schedule > Reports > List The Room Section List displays all sections in an option set that are taught in a particular room. The report is grouped by Department, Term, Period, Section, Course ID, and Meeting Days. It also displays seat information for each section. Figure OSM416 Room Section List options You can filter reports by Option Set, Department, Room Name range, and Period Range. You can also filter reports by Staff and Subject Area. Figure OSM418 Room Section List report 230 Copyright 2016 Edupoint Educational Systems, LLC

231 Chapter Nine Scheduling and Course Guide OSM419 Class Analysis by Grade and Period Mass Schedule > Reports > List The Class Analysis by Grade and Period displays detailed information for sections and each period assigned. Some of the information displayed includes Track, Course ID, Meeting Days, Staff Name, and student count totals. Figure OSM419 Class Analysis By Grade and Period options You can select the Option Set to analyze using the drop-down list. Figure OSM419 Class Analysis By Grade and Period report Edupoint Proprietary and Confidential 231

232 Chapter Nine OSM470 Pre Schedule Edit List The Pre Schedule Edit List displays all students that have an error in their class assignments. Figure OSM470 Pre Schedule Edit List options You can select the Option Set to analyze using the drop-down list. You must enter a Minimum Number of Periods to list students that have requested at least that number of courses. Figure OSM470 Pre Schedule Edit List report 232 Copyright 2016 Edupoint Educational Systems, LLC

233 Chapter Nine Scheduling and Course Guide OSM416 Sections Needed by Request Mass Schedule > Reports > Summary The Sections Needed by Requests shows the number of sections needed based on the total number of course requests. It also shows the maximum and optimum number of students per section, based on information from District Course and School Course. Figure OSM416 Sections Needed by Requests options You can filter reports by Course ID range, Course Title, and Linked Course Display if the course is linked to another. You can choose to User Student Count Levels from District to only use class size numbers from District Course instead of Student Course. Figure OSM416 Sections Needed by Requests report Edupoint Proprietary and Confidential 233

234 Chapter Nine OSM601 Course Request Totals Mass Schedule > Reports > Summary The Course Requests Totals lists each course assigned to a department. The report displays the total number of student requests, with breakdowns by gender and grade level. Figure OSM601 Course Request Totals options You can filter reports by Grade, or select the option to check all grades. Figure OSM601 Course Request Totals report 234 Copyright 2016 Edupoint Educational Systems, LLC

235 Chapter Nine Scheduling and Course Guide OSM602 Student Request Exception Mass Schedule > Reports > Summary The Student Request Exception report lists any students with fewer course requests or credits than specified for the report. Figure OSM602 Student Request Exception options You can filter students by Grade range, Term Code, and Request Filter Type. You can filter reports by Students with less than/greater than the following requests and Students with less than/greater than the following credits. You can display the Total Course Requests Made and the Period Range. You can also choose to Display Feeder Schools to view the previous school the student attended. Edupoint Proprietary and Confidential 235

236 Chapter Nine Figure OSM602 Student Request Exception report 236 Copyright 2016 Edupoint Educational Systems, LLC

237 Chapter Nine Scheduling and Course Guide OSM603 Open Periods by Grade and Period Mass Schedule > Reports > Summary The Open Periods by Grade and Period lists the number of unscheduled students for a specific period based on an option set. The report also shows periods that are overscheduled. Figure OSM603 Open Periods by Grade and Period options You can filter reports by Option Set, Term Definition, and Period List. You can filter students by Grade List and can enable Show Gender Totals. Figure OSM603 Open Periods by Grade and Definition report Edupoint Proprietary and Confidential 237

238 Chapter Nine OSM604 Seat Totals By Department Mass Schedule > Reports > Summary The Seat Totals By Department displays the number of sections per department, the number of students assigned to these sections per period, and the total number of seats. This report also separates data per term and displays the seat totals for the school. Figure OSM604 Seat Totals By Department options You can filter reports by Option Set. You can filter sections by School Period, Term Selection, and Department. Figure OSM604 Seat Totals By Department reports 238 Copyright 2016 Edupoint Educational Systems, LLC

239 Chapter Nine Scheduling and Course Guide OSM605 Period Load Stats Report Mass Schedule > Reports > Summary The Period Load Stats Report shows each Meeting Day and the total number of students scheduled for each period for those days. It displays how full each day is as a percentage based on the number of students assigned for each section. Figure OSM605 Period Load Stats Report options You can filter reports by Option Set, Grade Options, Period Options, and Term Options. You can view data for up to five Meeting Days. Figure OSM605 Period Load Stats Report Edupoint Proprietary and Confidential 239

240 Chapter Nine OSM606 Teacher Open Period Report Mass Schedule > Reports > Summary The Teacher Open Period Report shows any teachers with an open period for every Meeting Day. Data is separated per term and teachers are listed alphabetically. Figure OSM606 Teacher Open Period Report options You can filter information by Option Set. You can also filter information by Teacher Types, Period Options, Meeting Day Options, and Terms. Figure OSM606 Teacher Open Period Report 240 Copyright 2016 Edupoint Educational Systems, LLC

241 Chapter Nine Scheduling and Course Guide OSM607 Room Open Period Report Mass Schedule > Reports > Summary The Room Open Period Report displays all open rooms during a specific period for the scheduled Meeting Day. Free rooms are listed by room number. Figure OSM607 Room Open Period Report options You can view data by Option Set. You can filter information by Room Types, Period Options, Meeting Day Options, and Term Options. Figure OSM607 Room Open Period Report Edupoint Proprietary and Confidential 241

242 Chapter Nine OSM801 Course Request Conflict Matrix Mass Schedule > Reports > Summary The Course Request Conflict Matrix lists each course in a grid by Course ID, and indicates any other courses that conflict during the specified time. Figure OSM801 Course Request Conflict Matrix options You can filter information by Number of Requests. You can select the Course Group to display, including Academic Type and Department. They can also elect to Show Only Requested Courses. You can also filter information by Course Subject Areas. 242 Copyright 2016 Edupoint Educational Systems, LLC

243 Chapter Nine Scheduling and Course Guide Figure OSM801 Course Request Conflict Matrix report Edupoint Proprietary and Confidential 243

244 Chapter Nine SCHEDULE MODULE REPORTS STU810 Grade Book Extract Schedule > Reports > Extracts The Grade Book Extract is a text file that is designed to be imported into a grade book program. It includes the student s Last Name, First Name, Perm ID, Gender, Grade, and . Figure STU810 Grade Book Extract You can filter students by Perm ID, Name, and Grade range. You can select the Extract Type: Easy Grade Pro Extract or Grade Quick. Figure STU810 Grade Book Extract report 244 Copyright 2016 Edupoint Educational Systems, LLC

245 Chapter Nine Scheduling and Course Guide STU202 Student Schedule Schedule > Reports > Individual OR Schedule > Walk In Schedule > Menu > Reports The Student Schedule shows all classes that have been scheduled for the student. The report displays the Period, Teacher, and Room information for each class. Figure STU202 Student Schedule options You can filter schedule information by Filter Date, Term Filter Start, and Term Filter End. You can filter student information by Perm ID, Name, and Grade range. You can also display information with various options, such as Period Range and Grouping Info. Edupoint Proprietary and Confidential 245

246 Chapter Nine Figure STU202 Student Schedule options cont. You can set the report Sort Options to one of the following: o Period, Term, Teacher Name o Period, Term, Meeting Days o Meeting Days, Period, Term When selecting this option, the report sorts by Meeting Day, then Period, and then Term. For example, the output shows A Day, Semester 1, Periods 1-8 followed by B Day, Semester 1, Periods 1-8. Meeting days display according to the order listed on the Attendance > Setup > Period Rotation Definition screen. You can change the way Teacher Info and Concurrent Courses display. You can show or hide various student and section information, such as House, Counselor, Homeroom Teacher, and Class Period. You can enable the option to Only show audited classes. Note: You can also modify the Student Schedule Sort Options on the System > User > User Password and Preferences screen > Report Preferences tab. 246 Copyright 2016 Edupoint Educational Systems, LLC

247 Chapter Nine Scheduling and Course Guide Figure STU202 Student Schedule report Edupoint Proprietary and Confidential 247

248 Chapter Nine MST401 Section List by Course Schedule > Reports > List The Section List by Course lists each section assigned to a course. The report includes the Teacher, Room, Period, Credits, and student totals. Figure MST401 Section List by Course options You can filter reports by Term and Student totals as of a specific date. You can also enable the option to Suppress Course Totals. Figure MST401 Section List by Course report 248 Copyright 2016 Edupoint Educational Systems, LLC

249 Chapter Nine Scheduling and Course Guide MST402 Section List by Teacher Schedule > Reports > List The Section List by Teacher displays all section information for the specified teacher, and includes Meeting Days, Course Title, Room, and student totals. Figure MST402 Section List by Teacher options You can filter reports by Teacher and by Section information. You can also filter reports by Student totals as of a specific date. Figure MST402 Section List by Teacher report Edupoint Proprietary and Confidential 249

250 Chapter Nine MST403 Section List by Course and Term Schedule > Reports > List The Section List by Course and Term lists each section for all courses. It also shows student totals and seat totals. Figure MST403 Section by Course and Term Figure MST403 Section List by Course and Term report 250 Copyright 2016 Edupoint Educational Systems, LLC

251 Chapter Nine Scheduling and Course Guide MST406 Open Periods Schedule > Reports > List The Open Periods list displays all students with an open period. A + indicates that the period has a class scheduled, and a number indicates that no classes have been scheduled for that period. Figure MST406 Open Periods options You can view sections by As of Date, Grade, and Term. You can filter reports by Period Range. Figure MST406 Open Periods report Edupoint Proprietary and Confidential 251

252 Chapter Nine MST408 Class Analysis by Course and Section Schedule > Reports > List The Class Analysis by Course and Section lists all sections scheduled for each course. For each section, the report lists the student totals by gender, the number of seats available, the number of requests, and the average number of scheduled students. Figure MST408 Class Analysis by Course and Section options You can select to Show only courses who have more requests than availability and Show only courses with sections. You can filter reports by Period range. Figure MST408 Class Analysis by Course and Section report 252 Copyright 2016 Edupoint Educational Systems, LLC

253 Chapter Nine Scheduling and Course Guide MST412 Class Load Analysis Schedule > Reports > List The Class Load Analysis displays all course information by section number for the specified term. It also shows a variety of information, such as Staff Name, Room, and student totals. Figure MST412 Class Load Analysis options You can view reports by Section ID and Period range. You can also display reports by Term Code. Figure MST412 Class Load Analysis report Edupoint Proprietary and Confidential 253

254 Chapter Nine MST413 Student Schedule Analysis Schedule > Reports > List The Student Schedule Analysis lists the schedule for each student. It includes the Meeting Days, Period, Room, and Teacher. Figure MST413 Student Schedule Analysis options You can filter reports by Term and Section ID. You can filter students by Grade and Gender, and elect to display One Student Per Page. You can also sort output by Term Code or Period. 254 Copyright 2016 Edupoint Educational Systems, LLC

255 Chapter Nine Scheduling and Course Guide Figure MST413 Student Schedule Analysis report Edupoint Proprietary and Confidential 255

256 Chapter Nine MST414 Master Schedule by Department Schedule > Reports > List The Master Schedule by Department is a graphical look at the master schedule. Information is grouped by department and shows the Teacher, Room, and Period. Figure MST414 Master Schedule by Department options You can customize information based on As of Date and Period Range. You can display data by choosing which Departments to list. Figure MST414 Master Schedule by Department report 256 Copyright 2016 Edupoint Educational Systems, LLC

257 Chapter Nine Scheduling and Course Guide MST415 Master Schedule by Room Schedule > Reports > List The Master Schedule by Room is a graphical look at a schedule. This report is grouped by room, and shows which teacher is in the room for each period. It also lists open classrooms or rooms used for study halls. Figure MST415 Master Schedule by Room options You can filter reports by As of Date and Period range. You can display results for each Department and enable a Size limit for small classroom. You can also show the Course types to show as Study Hall. Figure MST415 Master Schedule by Room report Edupoint Proprietary and Confidential 257

258 Chapter Nine MST416 Department Section List Schedule > Reports > List The Department Section List displays all sections and is grouped by Department, Teacher, Term, Period, and Section. It also displays room and seat information. Figure MST416 Department Section List options You can filter report by Department, Room Name, and Period range. You can also filter reports by Staff and Subject Area. Figure MST416 Department Section List 258 Copyright 2016 Edupoint Educational Systems, LLC

259 Chapter Nine Scheduling and Course Guide MST417 Room Section List Schedule > Reports > List The Room Section list displays all the sections that are taught in a particular room. This report is grouped by Department, Term, Period, Section, Course ID, and Meeting Days. It also displays seat information for each section. Figure MST417 Room Section List You can filter report by Department, Room Name, and Period range. You can also filter reports by Staff and Subject Area. Figure MST417 Room Section List report Edupoint Proprietary and Confidential 259

260 Chapter Nine MST418 Class Load Analysis by Department Schedule > Reports > List The Class Load Analysis by Department report allows you to select and sort class load information by department. Figure MST418 Class Load Analysis by Department options You can filter reports by Section ID, Period Range, and Term Code. You can select Departments to display in the report. The K12.CourseInfo > Department lookup table generates the list. If you select no options, the report output includes data for all departments. Figure MST418 Class Load Analysis by Department output 260 Copyright 2016 Edupoint Educational Systems, LLC

261 Chapter Nine Scheduling and Course Guide MST419 Master Schedule Matrix Schedule > Reports > List The Master Schedule Matrix report allows you to select and sort staff schedule load information. Figure MST419 Master Schedule Matrix options You can filter reports by As of Date, Period Range, and Term Code. You can select Departments to display in the report. The K12.CourseInfo > Department lookup table generates the list. If you select no options, the report output includes data for all departments. Figure MST419 Master Schedule Matrix options cont. Edupoint Proprietary and Confidential 261

262 Chapter Nine You can choose to display Staff Badge Numbers or House Codes on the report. You can have the results to Group by Department. You can choose to Hide Additional Staff from the output. If left blank, you can limit the number of additional staff displayed by entering a number in the Additional Staff to Display Limit text box. Use the Staff Responsibility options to limit the type of additional staff displayed. The K12.ScheduleInfo > Staff Responsibility lookup table generates the list of available options. Figure MST419 Master Schedule Matrix output 262 Copyright 2016 Edupoint Educational Systems, LLC

263 Chapter Nine Scheduling and Course Guide MST801 Program of Recitation Report Schedule > Reports > List The Program of Recitation Report prints the list of enrolled students in each section, with spaces to make notations for each student. This report can be used for many types of student tracking in each section. Figure MST801 Program of Recitation Report options You can filter reports by As of Date and Period range. You can choose to display Show Additional Staff, Show Department Total, and Hide Room Name and Widen Load. You can also display information by Term Code and Department. Edupoint Proprietary and Confidential 263

264 Chapter Nine Figure MST801 Program of Recitation Report 264 Copyright 2016 Edupoint Educational Systems, LLC

265 Chapter Nine Scheduling and Course Guide STU408 Class List Schedule > Reports > List OR Schedule > Section > Menu > Reports The Class List prints the list of enrolled students in each section on a separate page, with a space to make notations for each student. The report can be used for many types of student tracking. Figure STU408 Class List options You can filter report information by various metrics, including Term Code, Course ID, and Department. You can display particular fields for reports, including Perm ID, Grade, and Birth Date. Edupoint Proprietary and Confidential 265

266 Chapter Nine Figure STU408 Class List report 266 Copyright 2016 Edupoint Educational Systems, LLC

267 Chapter Nine Scheduling and Course Guide STU414 Student Schedule Preprinted Cards Schedule > Reports > List The Student Schedule Preprinted Cards are designed to be printed on perforated stock to create wallet-sized cards with each student s schedule. Figure STU414 Student Schedule Preprinted Cards options You can filter reports by Schedule Info and Student Info. You can choose to Display Teacher Name, Hide Room Number, and User Course Short Title. Reports can display Parent/Guardian Relations and Locker Info. You can also filter data to be sorted by Term/Period instead of Teacher Name. Edupoint Proprietary and Confidential 267

268 Chapter Nine Figure STU414 Student Schedule Preprinted Cards report 268 Copyright 2016 Edupoint Educational Systems, LLC

269 Chapter Nine Scheduling and Course Guide STU415 Student Schedule List Schedule > Reports > List The Student Schedule List prints each student s schedule with basic information about each section, including Period, Term, Section ID, Course ID, and Meeting Days. Figure STU415 Student Schedule List options You can display Schedule Info and Student Info, including Perm ID and Grade Range. You can show Grouping Info, Teacher Info, and Concurrent Courses. Edupoint Proprietary and Confidential 269

270 Chapter Nine Figure STU415 Student Schedule List report 270 Copyright 2016 Edupoint Educational Systems, LLC

271 Chapter Nine Scheduling and Course Guide STU419 Section Seating Chart Schedule > Reports > List The Section Seating Chart reports all students in a class and their location in the classroom, based on the seating chart created in TeacherVUE. Figure STU419 Section Seating Chart options You can filter reports by Section ID, Staff, and Term Code. You can customize abbreviations for absence codes used under student portraits by entering new abbreviations into the Absences Text Fields. Edupoint Proprietary and Confidential 271

272 Chapter Nine Figure STU419 Section Seating Chart report 272 Copyright 2016 Edupoint Educational Systems, LLC

273 Chapter Nine Scheduling and Course Guide STU420 Lunch Count Totals Schedule > Reports > List The Lunch Count Totals lists all homerooms at a school and the lunch counts for each section. Areas tallied for each section are set up within the System > Setup > School Setup > TeacherVUE tab. You run reports for a specific Run Date. Figure STU420 Lunch Count Totals Figure STU420 Lunch Count Totals report Edupoint Proprietary and Confidential 273

274 Chapter Nine STU423 Student Classes Audit Schedule > Reports > List The Student Classes Audit shows each class assigned to a student and any changes that have been made to the schedule for the date range. It also displays the user that made the change and the date the change was made. Figure STU423 Student Classes Audit You can set a Date Range to filter audit information. You can filter information by Student Name, Perm ID, Grade, and whether to Exclude Deletes or Exclude Inserts. Figure STU423 Student Classes Audit report 274 Copyright 2016 Edupoint Educational Systems, LLC

275 Chapter Ten Scheduling and Course Guide Chapter Ten SECURITY This chapter covers the following topics: Course Module Security Mass Scheduling Module Security Schedule Module Security Edupoint Proprietary and Confidential 275

276 Chapter Ten Security for each of the screens discussed in this guide is defined within the Pad Security screen (System > Security > PAD Security) and the Security Definition screen (System > Security > Security Definition). This chapter outlines the security location for each of the Scheduling and Course screens within Security Definition. Note: While report security options are available under the Security Definition screen, it is recommended to only use the PAD tree security to control access to reports. Reference For more details regarding security definitions, please see the Synergy SIS Security Administrator Guide Copyright 2016 Edupoint Educational Systems, LLC

277 Chapter Ten Scheduling and Course Guide COURSE MODULE SECURITY Course Group The node K12.CourseInfo.SchoolYearCourseGroup controls the Name of the group and the Description tab. Figure Course Group The node K12.CourseInfo.CourseGroupCourses controls the Group Courses section. Figure Course Group, Group Courses section The following security node does not provide a visible change in security: K12.CourseInfo.CourseGroupUI Edupoint Proprietary and Confidential 277

278 Chapter Ten District Course The node K12.CourseInfo.Course controls the District Course > Course tab, except where noted below, and the District Course > Description tab. Figure District Course Figure District Course, Description tab The node K12.CourseInfo.CourseAltCode controls the District Course > Course tab > Alternate Code section and District Course > Year Override tab > Alternate Code section. 278 Copyright 2016 Edupoint Educational Systems, LLC

279 Chapter Ten Scheduling and Course Guide Figure District Course, Alternate Codes section The node K12.CourseInfo.CourseSchoolType controls the District Course > Opt In Options tab > School Types section. Figure District Course, Opt In Options tab The node K12.CourseInfo.CourseOverride controls the District Course > Year Override tab > Course Subject Areas section. The node K12.CourseInfo.CourseAltFunding controls the District Course > Year Override tab > Qualifies for Alt State Funding section. The node K12.CourseInfo.CourseTechnicalCourse controls the District Course > Year Override tab >Technical Course section. Edupoint Proprietary and Confidential 279

280 Chapter Ten Figure District Course, Year Override tab The node K12.CourseInfo.CourseCoReq controls the District Course > Pre/Corequisite tab > Corequisites section. The node K12.CourseInfo.CoursePreReq controls the District Course > Pre/Corequisite tab > Prerequisite section. The node K12.CourseInfo.CoursePreReqMark controls the District Course > Pre/Corequisite tab > Valid Marks section for each prerequisite in the detailed screen. Figure District Course, Pre/Corequisite tab 280 Copyright 2016 Edupoint Educational Systems, LLC

281 Chapter Ten Scheduling and Course Guide The following security nodes do not provide a visible change in security: Prerequisite Course Group K12.CourseInfo.CourseDistrictUI K12.CourseInfo.CourseSchool The node K12.CourseInfo.PreReqGroupCourse controls most of the screen, except where noted below. Figure Prerequisite Course Group The node K12.CourseInfo.PreReqGroupCourseMark controls the valid marks accessed with the Show Detail button. Figure Prerequisite Course Group, detail view Edupoint Proprietary and Confidential 281

282 Chapter Ten School Course The node K12.CourseInfo.SchoolCourse controls the School Course screen, except where noted. The node K12.CourseInfo.SchoolCourseLinkedCourse controls the School Course > Linked Courses section. Figure School Course The following security nodes do not provide a visible change in security: School Course Opt-In K12.CourseInfo.SchoolCourseUI The node K12.CourseInfo.Setup.CourseOptInGrid controls the School Course Opt-In screen. Figure School Course Opt-In The following security nodes do not provide a visible change in security: K12.CourseInfo.SchoolCourse K12.CourseInfo.Setup.CourseOptInDelete K12.CourseInfo.Setup.DistrictCourseFind 282 Copyright 2016 Edupoint Educational Systems, LLC

283 Chapter Ten Scheduling and Course Guide MASS SCHEDULING MODULE SECURITY Course Request Analysis The node K12.ScheduleInfo.MassScheduleInfo.CourseReqAnalysisGrid controls the Course Request Analysis screen. Figure Course Request Analysis The following security node does not provide a visible change in security. K12.ScheduleInfo.MassScheduleInfo.CourseReqAnalysis Mass Assign Course Requests Three nodes control security for the Mass Scheduling > Mass Assign Course Requests > Mass Assign tab: The node K12.ScheduleInfo.MassScheduleInfo.SchedMassAssign controls adding and deleting course request definitions, changing the name of the group, and the Other Info tab. Figure Mass Assign Course Requests Edupoint Proprietary and Confidential 283

284 Chapter Ten Figure Mass Assign Course Requests, Other Info tab The node K12.ScheduleInfo.MassScheduleInfo.SchedMassAssignToGrid controls the Courses To Add grid. The node K12.ScheduleInfo.MassScheduleInfo.SchedMassAssignFromGrid controls the Courses To Find and Replace grid. The node K12.ScheduleInfo.MassScheduleInfo.SchedMassAssignStuGrid controls the Mass Assign Course Requests > Selected Students tab. Figure Mass Assign Course Requests, Selected Students tab The following security node does not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo.SchedMassAssignUI 284 Copyright 2016 Edupoint Educational Systems, LLC

285 Chapter Ten Scheduling and Course Guide Mass Assign House and Team The Mass Assign House and Team > Options tab is not controlled by a security node. Figure Mass Assign House and Team The node K12.ScheduleInfo.MassAssignStudentConditionGrid controls the Mass Assign House and Team > Additional Filters tab. Figure Mass Assign House and Team, Additional Filters tab The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassAssignHouseTeamUI K12.ScheduleInfo.HouseTeamStuGrid Edupoint Proprietary and Confidential 285

286 Chapter Ten Mass Assign Sections Four nodes control security on the Mass Assign Sections > Mass Assign tab: The node K12.ScheduleInfo.MassScheduleInfo.SchedMassSectionUpdate controls the Add and Delete functions, the Options section, and the Gender filter. The node K12.ScheduleInfo.MassScheduleInfo.SchedMassSectionUpdateGrades controls the Grades filter. The node K12.ScheduleInfo.MassScheduleInfo.SchedMassSectionUpdateToGrid controls the Sections To Add grid. The node K12.ScheduleInfo.MassScheduleInfo.SchedMassSectionUpdateFindGrid controls the Sections To Find and Replace grid. Figure Mass Assign Sections The node K12.ScheduleIno.MassScheduleIno.SchedMassSectionUpdateStu controls the Mass Assign Sections > Student Selection tab. The following security node does not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo.SchedMassSectionUpdateUI 286 Copyright 2016 Edupoint Educational Systems, LLC

287 Chapter Ten Scheduling and Course Guide Option Set Wheel You can find the Option Set Wheel by going to Mass Scheduling > Schedule Control > Schedule Option Set > Open Option Set Wheel. The node K12.ScheduleInfo.MassScheduleInfo.OptionSchedWheelGrid controls the Option Set Wheel screen, except where noted. Figure Option Set Wheel The node K12.ScheduleInfo.MassScheduleInfo.OptionSchedWheelDetailGrid controls the detailed view of an option. Figure Option Set Wheel detailed view The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo. OptionSchedWheelUI K12.ScheduleInfo.MassScheduleInfo. CourseWheelCombo K12.ScheduleInfo.MassScheduleInfo. OptionSchedWheel K12.ScheduleInfo.MassScheduleInfo. OptionSchedWheelSection Edupoint Proprietary and Confidential 287

288 Chapter Ten Sched Section You can find the Option Set Wheel by going to Mass Scheduling > Schedule Control > Schedule Option Set > Open Schedule Section. The node K12.ScheduleInfo.MassScheduleInfo.SchedSection controls the Sched Section > Current Students tab, except where noted. The node K12.ScheduleInfo.MassScheduleInfo.SectionStudentGrid controls the Students section. Figure Sched Section, Current Students tab The node K12.ScheduleInfo.MassScheduleInfo.SchedSectionMetGrid controls the Sched Section > Meeting Days tab. Figure Sched Section, Meeting Days tab 288 Copyright 2016 Edupoint Educational Systems, LLC

289 Chapter Ten Scheduling and Course Guide Schedule Control The node K12.ScheduleInfo.MassScheduleInfo.OptionSet controls the Schedule Control screen. Figure Schedule Control The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo. ScheduleControlUI K12.ScheduleInfo.MassScheduleInfo. SchedulingMatrix K12.ScheduleInfo.MassScheduleInfo. SchedulingMatrixGrid Edupoint Proprietary and Confidential 289

290 Chapter Ten Schedule Option Set You can find the Option Set by going to Mass Scheduling > Schedule Control > Schedule Option Set. The node K12.ScheduleInfo.MassScheduleInfo.OptionSet controls the Max Class Size options, and the Fill Open Periods tab. Figure Schedule Option Set, Fill Open Periods tab The node K12.ScheduleInfo.MassScheduleInfo.OptionSetUI controls the Quick Links section. The node K12.ScheduleInfo.MassScheduleInfo.OptionSetGradeList controls the Grade checkboxes in the Exclude the following students section. The node K12.ScheduleInfo.MassScheduleInfo.OptionSetHouseList controls the House checkboxes. The node K12.MassScheduleInfo.OptionSetTeamList controls the Team checkboxes. Figure Schedule Option Set, Quick Links 290 Copyright 2016 Edupoint Educational Systems, LLC

291 Chapter Ten Scheduling and Course Guide Figure Schedule Option Set The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo. AddOptionSetUI K12.ScheduleInfo.MassScheduleInfo. OptionSetSectionGrid K12.ScheduleInfo.MassScheduleInfo. OptionSetSection Edupoint Proprietary and Confidential 291

292 Chapter Ten Schedule Request The node K12.ScheduleInfo.MassScheduleInfo.StudentRequestGrid controls the Schedule Request > Requests tab > Student Requests grid. The node K12.ScheduleInfo.MassScheduleInfo.StudentScheduleRequestAlternate controls the Schedule Request > Requests tab > Alternatives for Electives grid. Figure Schedule Request screen The node K12.ScheduleInfo.MassScheduleInfo.StudentScheduleRestrictions controls the Schedule Request > Restrictions tab > Student Restrictions section. The node K12.ScheduleInfo.MassScheduleInfo.StudentScheduleTeacherRestrictions controls the Schedule Request > Restrictions tab > Teacher Restrictions section. 292 Copyright 2016 Edupoint Educational Systems, LLC

293 Chapter Ten Scheduling and Course Guide Figure Schedule Request, Restrictions tab The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo. CrsAltStuSchedRequest K12.ScheduleInfo.MassScheduleInfo. CrsStuSchedRequest K12.ScheduleInfo.MassScheduleInfo. ScheduleRequestUI K12.ScheduleInfo.MassScheduleInfo. StudentScheduleRequest K12.Scheduling.StudentSchedule Edupoint Proprietary and Confidential 293

294 Chapter Ten Schedule Student You can find the Schedule Student screen by going to Mass Scheduling > Schedule Control > Open Student Schedule. The node K12.ScheduleInfo.MassScheduleInfo.SectionStudentGrid controls the Schedule Student > Course Request grid. The node K12.ScheduleInfo.MassScheduleInfo.SchedStudentGrid also controls this grid. The node K12.ScheduleInfo.MassScheduleInfo.StudentScheduleRequestAlternate controls the Alternates for Electives grid. Figure Schedule Student The node K12.ScheduleInfo.MassScheduleInfo.SchedAnalysisGrid controls the Schedule Student > Analysis tab. 294 Copyright 2016 Edupoint Educational Systems, LLC

295 Chapter Ten Scheduling and Course Guide Figure Schedule Student, Analysis tab The node K12.ScheduleInfo.MassScheduleInfo.SchedSchedulesGrid controls the Schedule Student > Schedule tab. Edupoint Proprietary and Confidential 295

296 Chapter Ten Figure Schedule Student, Schedule tab The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo. SchedStudentUI K12.ScheduleInfo.MassScheduleInfo. StudentScheduleResult K12.ScheduleInfo.MassScheduleInfo. StudentOpenPeriod 296 Copyright 2016 Edupoint Educational Systems, LLC

297 Chapter Ten Scheduling and Course Guide School Scheduling Options The node K12.ScheduleInfo.SchoolYearMetDay controls the Mass Scheduling > Setup > School Scheduling Options > Section Options tab > Meeting Days grid. Figure School Scheduling Options The node K12.ScheduleInfo.Setup.SchoolYearOptSchedule controls the School Scheduling Options > Course Request and Walk-In Options tab, except where noted. The node K12.ScheduleInfo.Setup.SchoolOverrideTerm controls the School Scheduling Options > Course Request and Walk-In Options tab > Override Term Codes grid. Figure School Scheduling Options, Course Request and Walk-In Options tab Edupoint Proprietary and Confidential 297

298 Chapter Ten The node K12.ScheduleInfo.Exclusion, K12.ScheduleInfo.House, and K12.ScheduleInfo.Team control the Team Exclusion Codes, House Codes, and Team Codes grids, respectively. Figure School Scheduling Options - House/Team/Exclusion tab The following security node does not provide a visible change in security: K12.ScheduleInfo.Setup.ScheduleTallyLock 298 Copyright 2016 Edupoint Educational Systems, LLC

299 Chapter Ten Scheduling and Course Guide Update Schedule The Update Schedule screen is not controlled by any security node. Figure Update Schedule The following security node does not provide a visible change in security: K12.ScheduleInfo.MassScheduleInfo.UpdateScheduleUI Walk In Schedule Note: The security nodes in this section also control the Schedule > Walk In Schedule screen. The node K12.ScheduleInfo.MassScheduleInfo.SchedManualGrid controls the Walk In Schedule > Quick Placement tab. Figure Walk In Schedule, Quick Placement tab The node K12.ScheduleInfo.MassScheduleInfo.WalkInCourseRequestGrid controls the Mass Scheduling > Walk In Schedule > Request tab. Edupoint Proprietary and Confidential 299

300 Chapter Ten Figure Walk In Schedule, Request tab The node K12.ScheduleInfo.MassScheduleInfo.WalkInSchedAnalysisGrid controls the Walk In Schedule > Analysis tab. Figure Walk In Schedule, Analysis tab The node K12.ScheduleInfo.MassScheduleInfo.WalkInScheduleGrid controls the Walk In Schedule > Schedule tab. 300 Copyright 2016 Edupoint Educational Systems, LLC

301 Chapter Ten Scheduling and Course Guide Figure Walk In Schedule, Schedule tab The following security nodes do not provide a visible change in security on the views: K12.ScheduleInfo.MassScheduleInfo. WalkInScheduleUI K12.ScheduleInfo.MassScheduleInfo. WalkInResult K12.ScheduleInfo.MassScheduleInfo. WalkInSchedSectionSelection Edupoint Proprietary and Confidential 301

302 Chapter Ten Wheel Definition The node K12.CourseInfo.CourseWheel controls the Mass Scheduling > Setup > Wheel Definition > Courses and Description tabs, except where noted. The node K12.Courseinfo.CourseWheelCourse controls the Course Grid section. Figure Wheel Definition 302 Copyright 2016 Edupoint Educational Systems, LLC

303 Chapter Ten Scheduling and Course Guide SCHEDULE MODULE SECURITY Assign Students to Sections The node K12.ScheduleInfo.MassAssignSections controls the Schedule > Assign Students to Sections > By Student and By Section tabs, except where noted. The node K12.ScheduleInfo.MassAssignmentSectionGrid controls the Assign Students to Sections > By Student tab > Students grid. Figure Assign Students to Sections, By Student tab Figure Assign Students to Sections, By Section tab Edupoint Proprietary and Confidential 303

304 Chapter Ten The following security nodes do not provide a visible change in security: K12.ScheduleInfo.MassReplaceSection K12.ScheduleInfo. MassReplaceSectionFromGrid K12.ScheduleInfo. MassReplaceSectionToGrid K12.ScheduleInfo. MassReplaceSectionUI Bell Schedule Definition You can find the Bell Schedule Definition screen through Schedule > Setup. The node K12.ScheduleInfo.SchoolYearBellSched controls the Add and Delete functionality, as well as the Code and Bell Schedule Name fields. The node K12.ScheduleInfo.BellScheduleGrid controls the Bell Schedule Definition grid. Figure Bell Schedule Definition The following security nodes do not provide a visible change in security: K12.ScheduleInfo.BellScheduleUI K12.AttendanceInfo.Setup.SchoolYear BellSchedule K12.ScheduleInfo.SchoolYearBellSchedPer K12.AttendanceInfo.Setup.SchoolYearBell SchedulePer 304 Copyright 2016 Edupoint Educational Systems, LLC

305 Chapter Ten Scheduling and Course Guide Class Assignment Security The node K12.ScheduleInfo.MassAssignStuGrid controls the Schedule > Class Assignment > Students grid. The node K12.ScheduleInfo.MassAssignSectGrid controls the Schedule > Class Assignment > Classes grid. Figure Class Assignment The following security nodes do not provide a visible change in security on the views: K12.ScheduleInfo.MassAssign K12.ScheduleInfo.MassAssignUI Edupoint Proprietary and Confidential 305

306 Chapter Ten End Term The Schedule > End Term screen is not controlled by any security node. Figure End Term The following security node does not provide a visible change in security on the views: K12.ScheduleInfo.Setup.EndTerm Mass Assign Track The Schedule > Mass Assign Track screen is not controlled by any security node. Figure Mass Assign Track The following security node does not provide a visible change in security on the views: K12.ScheduleInfo.MassAssignTrack 306 Copyright 2016 Edupoint Educational Systems, LLC

307 Chapter Ten Scheduling and Course Guide Period Rotation Definition The node K12.ScheduleInfo.RotationDefinitionGrid controls the Schedule > Setup > Period Rotation Definition > Rotation Days tab. Figure Period Rotation Definition, Rotation Days tab The node K12.ScheduleInfo.RotationPeriodDefinitionGrid controls the Schedule > Setup > Period Rotation Definition > Rotation Periods tab. Figure Period Rotation Definition, Rotation Periods tab Edupoint Proprietary and Confidential 307

308 Chapter Ten The following security nodes do not provide a visible change in security on the views: K12.ScheduleInfo.RotationDefinitionUI K12.AttendanceInfo.Setup.SchoolYear RotationCyclePer K12.ScheduleInfo.SchoolYearRotCyclePer K12.AttendanceInfo.Setup.SchoolYear RotationCycle K12.ScheduleInfo.SchoolYearRotCycle 308 Copyright 2016 Edupoint Educational Systems, LLC

309 Chapter Ten Scheduling and Course Guide Section The node K12.ScheduleInfo.Section controls the Schedule > Section > Current Students tab, except where noted. This node also controls the Schedule > Section > Additional Staff > Teaching Options and TeacherVUE Security sections. Figure Section, Current Students tab Figure Section, Additional Staff tab The node K12.ScheduleInfo.ClassStudent controls the Schedule > Section > Current Students tab > Students grid. This node also controls the Schedule > Section > Student Enrollment History tab. Figure Section, Current Students tab, Students grid Edupoint Proprietary and Confidential 309

310 Chapter Ten Figure Section, Student Enrollment History tab The node K12.ScheduleInfo.SchYrSecMetGrid controls the Schedule > Section > Meeting Days tab. Figure Section, Meeting Days tab The node K12.ScheduleInfo.SchoolYearSectionStaff controls the Schedule > Section > Additional Staff tab > Additional Staff grid. 310 Copyright 2016 Edupoint Educational Systems, LLC

311 Chapter Ten Scheduling and Course Guide Figure Section, Additional Staff tab The node K12.ScheduleInfo.SchoolYearSectionStaffHistory controls the Schedule > Section > Staff History tab > Historical Staff grid. The node K12.ScheduleInfo.SchoolYearSectionStaff controls the Schedule > Section > Staff History tab > Historical Additional Staff grid. Figure Section, Staff History tab The node K12.ScheduleInfo.SynchronizeSectionMeetingDayPeriods controls the Schedule > Section > Menu > Synchronize Section Meeting Day Period Options screen. Edupoint Proprietary and Confidential 311

312 Chapter Ten Figure Synchronize Section Meeting Day Period Options The following security nodes do not provide a visible change in security on the views: K12.ScheduleInfo.SectionUI K12.ScheduleInfo.SchoolYearSectionMetDay K12.ScheduleInfo.MassScheduleInfo.SynchronizeSectionMeetingDayPeriodsUI Student Classes The node K12.ScheduleInfo.StudentClassGrid controls the Schedule > Student Classes screen. Figure Student Classes The following security nodes do not provide a visible change in security on the views: K12.ScheduleInfo.StudentClassUI K12.ScheduleInfo.StudentClass 312 Copyright 2016 Edupoint Educational Systems, LLC

313 Chapter Ten Scheduling and Course Guide Student Classes Deleted The node K12.ScheduleInfo.StudentClassDelete controls the Schedule > Student Classes Deleted screen. Figure Student Classes Deleted Edupoint Proprietary and Confidential 313