Before you begin scheduling, set business rules in Configuration to increase your efficiency. Also review How to set Scheduling options to increase scheduling efficiency (BB275528). 

On the Configuration page, click Business Rules. From the list on the left, select Scheduling.

Note: A business rule is a system-wide preference; the rules you set here affect all users logged into Scheduling.


  • In the Include the following statuses when scheduling box, unmark the checkbox for any status other than that assigned to current students. Note: Generate Student Schedules uses course requests to enroll students in classes. To prevent inaccurate enrollment statistics, set the business rule so you can record course requests and schedule only current students.
  • In the Consecutive meetings means less than [ ] minutes between field, define the maximum amount of time between consecutive meetings. For example, if teachers can have up to three classes in a row and should have no more than a five-minute break between the classes, enter "5". The program uses this definition in the master schedule to determine whether a teacher has too many consecutive meetings in a day based on the number of maximum consecutive meetings entered on the faculty record. The program also uses this definition to determine whether a student has free time.

  • In the Allow no more than [ ] {Periods or Classes} with non-homeroom teachers per day in a room field, specify the number of classes or periods with floating teachers to allow in the room per day. This prevents a regular teacher from having an incomplete schedule or getting bumped from the room in the schedule to accommodate a floating teacher. Note: If you are counting by periods, the session must be associated with a timetable with the Only allow class meetings to occur using periods checkbox marked. If you do not mark Only allow class meetings to occur using periods, Generate Master Schedule does not schedule teachers in rooms designated as another teacher's homeroom. On the Class screen, you receive a warning if you try to change to a teacher to a room not designated as her homeroom and vice versa.

  • In the When creating a new class for a course restricted by pattern field, select Always create meetings automatically or Ask to create meetings automatically.

  • In the When adding a room or teacher to a meeting field, select Always reflect changes to other meetings automatically, Ask to reflect changes to all meetings automatically, or Do not reflect changes to other meetings.

  • If you mark the Reflect class schedule changes and enrollment changes checkbox, you can select in subsequent terms or in all terms in the drop-down menu.

  • If you mark the Reflect class schedule changes checkbox, you can select in subsequent terms or in all terms from the drop-down list.

  • If you mark the Reflect student schedule changes checkbox, you can select in subsequent terms or in all terms from the drop-down list.

  • Mark the Generate request when enrolling in class without a request already present checkbox to create a course request if you enroll a student in a class that the student did not request.

  • If you mark the Allow students to take a maximum of [ ] classes per term checkbox, you can enter a number. The program checks for this limit during automatic and manual scheduling. Note: On the Advanced tab of Generate Student Schedules, in the Restrictions to Override grid, you can select restrictions to override in processing. One restriction you can select to override is "Student max classes per term