NOTE: If no or few changes are being made to your new year in Scheduling, information can be copied without making major adjustments.
If you're copying your academic year from a previous year, refer to How to copy an academic year.
If you're copying your master schedule from a previous year, refer to
How to automatically create classes and copy a previous year's schedule.

Creating the foundation for scheduling using Cycles, Timetables, and Patterns

 
A cycle defines the days school meets and the order of the days, such as Monday - Friday or Red days and Blue days.  A timetable is associated with a cycle and defines the periods or the bell schedule for each of your cycle days.  A pattern is associated with a timetable and is a scheduling template that defines when the classes of a course can meet.  
Setting up the academic year
When you create an academic year in Configuration, you define the timeframes in which classes meet by setting up sessions and terms.  You also define what type of schedule they will follow by associating the session with a timetable.  You can create an academic year by adding a new one or by copying it from a previous year.

      When creating the academic year, also refer to: 
Prepping records for scheduling
Once the foundation has been set, you can start prepping student, faculty, room and course records for scheduling.  To save time, you can copy faculty, room and course restrictions from one academic year to the new year as long as the new academic year has the same timetable as the previous year.  If the timetable differs between years, restrictions cannot be copied.  See Preparing student, faculty, room and course records for scheduling for more detailed information about how to prep records for scheduling. 
 
Entering Course Requests
It is not mandatory to use course requests, but it can speed up your scheduling process and increase efficiency by using requests.  When creating classes, the program considers the number of course requests when determining the number of class sections to create.  Using course requests gives you the ability to enroll students in classes automatically and also helps when manually scheduling or editing schedules because you can see the list of courses each student requested.  
  • If you have a general set of courses that a group of students will take, you can save time by defining core curricula.
  • Course requests can be entered by course, by student or globally. You can enter alternate requests to indicate what course a student can take should they not be able to enroll in their first choice. 
  • You may want to consider adjusting request priority if using automated scheduling.  
Scheduling Classes
Once records have been set up, you are ready to start scheduling.  If your schedule won't be changing much this year, you can copy the schedule from a previous year to save time and edit as needed.  If the schedule will not be the same, then you'll first start with creating classes.  This can be done automatically or manually.
 
Once classes have been created, meetings, teachers and rooms can be scheduled manually or automatically using Generate Master Schedule.  If you use Generate Master Schedule and receive exceptions, refer to How to troubleshoot Generate Master Schedule exceptions for troubleshooting information. 
 
      When scheduling classes, you can also refer to: 
 
Scheduling Students
Once classes have been scheduled, it's time to start enrolling students.  You can enroll students manually or automatically using Generate Student Schedules. Please note that in order to use the automated scheduling process, students must have course requests entered, otherwise the system will not know which courses to enroll them in.
 
      For additional information about scheduling students, you can refer to: 
Using Reports during the Scheduling Process
There are several reports in Registrar's Office that will help you create your schedule.  For example, under Request Reports, you can use the Student Requests report to see a list of all unfulfilled requests which will help you determine why a student's schedule is incomplete.  Similarly, you can use the Course Waiting List report under Scheduling Reports to see a list of unfulfilled requests by course.  Once you've completed your schedule, the Schedule List and Schedules reports allow you to print and distribute schedules for teachers and students.  
 
For more information about reports, refer to the Reports Guide (PDF).  
For more information about scheduling, refer to the Scheduling Guide (PDF).