Overview
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Due to specific rules that Banner has with regards to creating and updating objects, certain rules must be abided in order for data to be accepted by Banner.
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This article will serve as a guide to ensure that your Coursedog changes are persisted without a hitch.
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For rules pertaining to sections, go here.
Meetings
As a Banner school, when performing Meeting creation and Meeting updates in Coursedog, the following requirements must be satisfied.
Credit Hours
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The sum of Section "Credit Hours" must not exceed the credit hours allowed for the course.
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Coursedog has built-in rules to prevent this situation from occurring and to alert schedulers if a mistake is made.
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You can enable the "Credit Range Conflict" rule to ensure schedulers are alerted to these conflicts.
Section Rules - Credit Range Conflict
If violated, the following error will be returned:
Section Conflicts - Credit Range Conflict
Credit Range Conflict (1)
This section's Credit Hours is out of range of its allowed values. It must be set between X & X.
Additional Information
Meeting Patterns & Rooms
Deletions
"Meetings" must not be deleted if instructors are assigned to them. If an instructor is assigned to a "Meeting" that is deleted Banner will return the following error: Cannot find record using primary or unique key for faculty assignment
Section - Instructor without Meeting Pattern
To prevent this from happening, simply remove the specific meeting time assignment that you would like to delete from the instructor.
Sections - Meeting Patterns & Rooms
Overlapping Meeting Patterns
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Meetings within a Section that have "Overlapping Meeting Patterns" should not be scheduled.
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Coursedog has built-in (“default”) rules to prevent this situation from occurring and to alert schedulers if a mistake is made.
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You can enable the "Overlapping Meeting Patterns" rule to ensure schedulers are alerted to these conflicts.
Section Rules - Overlapping Meeting Patterns
Section - Overlapping Meeting Patterns
Section Conflicts - Overlapping Meeting Patterns
Meeting Times
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Schedulers need to ensure that Meeting "End Times" are always greater than Meeting "Start Times."
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Schedulers also need to ensure that Meeting "End Times" are not the same as the "Start Times" of another meeting – there must be at least a 1 minute difference between them.
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Coursedog has default rules to prevent this situation from occurring and to alert schedulers if a mistake is made.
Room Assignments
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Schedulers need to ensure that the Room selected for a "Meeting" is the correct type, typically classrooms.
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You can set up your Room template to only show specific types for selection when editing Rooms.
Settings - Field Options - Rooms Template
Schedulers can then filter by these Room types when assigning Meetings to Rooms.
Meeting Patterns & Rooms - Assign Room
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If your institution does not utilize Coursedog’s Event Scheduling product, you can configure an Integration Data Filter to only import classrooms from your SIS.
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Rooms in Banner usually have one of three codes: C (class), O (office/other), or R (residence).
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Only syncing Rooms with a code of "C" will prevent errors caused by schedulers being able to select Rooms coded with an invalid type when Scheduling meetings.
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To configure an Integration Data Filter, navigate to: Integrations Hub > Field Settings > Rooms > Integration Filters.
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Configure a filter to “Keep Only” records where Type Equals C.
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This will keep Rooms with a code of "C" during integration, and drop all others.
Integration Data Filters - Rooms
Section - Meeting Room Assignment
Room Conflicts
You can't assign a room that is already assigned to a section at the time selected.
Coursedog has default rules to prevent this situation from occurring and to alert schedulers if a mistake is made.
Instructors
When Coursedog sends faculty assignment creation and update requests to Banner, the following Banner rules must be satisfied:
Instructors need Meetings
Schedulers must ensure that instructors are not added to Sections without also setting a Meeting. Using Rules you can notify Schedulers to potential issues with Sections before they become errors.
Sections - Warnings
Warnings appear next to these Sections automatically because of these Rules.
Edit Rule
Edit Rule
These Rules implement a group of Filters to ensure they are applied to the correct Meetings.
Edit Filter
Edit Filter
Edit Filter
Instructors for Specific Meetings
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You must assign instructors to specific "Meetings" in order to assign the instructor in Banner. To do this, select the Instructor and choose "Set Instructor Roles & Details." If there are multiple instructors within the section they will all appear in the list.
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To assign a particular instructor to a meeting, locate the "Instr. Meeting" field, click the drop down, and select the specific Meeting time you wish to assign to the instructor. If an instructor is not assigned to a meeting, the instructor will not be assigned in Banner. This can be enforced by configuring the "Instructor Advanced Settings" in the "Section Template" and setting "Instr. Meeting" to required.
Section - Instructor Details
Section - Instructor Meeting Selection
Instructor Role
Schedulers need to ensure that instructors have a role of "Primary" or "Non-Primary" when assigned to a Section.
Section - Instr. Role
This can be enforced by configuring the "Instructor Advanced Settings" in the "Section Template" and ensuring only these two values will be selectable in the drop-down menu for the "Instr. Role" field:
Instructor Status
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Schedulers are unable to assign instructors who are not "Active" within the selected Term to Sections. If you are expecting to be able to assign a particular instructor to a Section within the Term you are scheduling, you may want to verify that the instructor's status is set to "Active" for the Term.
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Coursedog has built-in, default rules to prevent this situation from occurring and to alert schedulers if a mistake is made.
One Primary Instructor
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Schedulers need to ensure that only one instructor has the "Instr. Role" of "Primary" selected.
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If multiple "Primary" instructors are selected for a Section Banner will return the following error when Coursedog attempts to merge the section: *ERROR* Primary instructor already defined for section.
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