booking rules slcm_ad_315
DESCRIPTION
Booking Rules SLCM_AD_315. Course Content. Unit 1 – Booking Rules Overview Unit 2 – Adding Rules Unit 3 – Deleting Rules Summary. Learning Objectives. By the end of this course, you will be able to: Understand Booking Rules Display Booking Rules Add Booking Rules to a Section - PowerPoint PPT PresentationTRANSCRIPT
Booking RulesBooking RulesSLCM_AD_315SLCM_AD_315
1SLCM_AD_315 Booking Rules
• Unit 1 – Booking Rules Overview
• Unit 2 – Adding Rules
• Unit 3 – Deleting Rules
• Summary
Course ContentCourse Content
2SLCM_AD_315 Booking Rules
Learning ObjectivesLearning Objectives
By the end of this course, you will be able to:
• Understand Booking Rules
• Display Booking Rules
• Add Booking Rules to a Section
• Add Booking Rules to a Course
• Remove Booking Rules from a Section
• Remove Booking Rules from a Course
3SLCM_AD_315 Booking Rules
Prerequisites and RolesPrerequisites and Roles
• Prerequisites
UK_100 IRIS Awareness & Navigation
SLCM_200 Student Lifecycle Management Overview
SLCM_AD_300 Event Planning
• Roles
Authorized users responsible for creating or modifying events and event packages
4SLCM_AD_315 Booking Rules
Booking Rules AccessBooking Rules Access
• Booking Rules may be accessed via Student Administration tab on the myUK portal
• In order to access booking rules, you need:
To successfully complete SLCM_AD_315 Booking Rules
To be designated as a person with the responsibility to view, create, and change event packages
To sign the Statement of Responsibility (SOR)
Instructions available at: http://www.uky.edu/IRIS/train/SOR_Information.html
If you have signed the SOR in UK_100, you do not need to sign it a second time
• If you do not have access, please work with your college contact to get this access assigned
The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html
5SLCM_AD_315 Booking Rules
Booking Rules myUK Registrar PathBooking Rules myUK Registrar Path
• Depending on the user’s role, access to the Booking Rules on myUK can be reached through one of these paths
• For Registrar role, the menu path is Student Administration Administrative Services Registrar Booking Rules
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Booking Rules myUK Administrator PathBooking Rules myUK Administrator Path
• For Administrator role, the menu path is Student Administration Administrative Services Administrators Booking Rules
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Unit 1Unit 1
OverviewOverview8SLCM_AD_315 Booking Rules
Unit 1 - OverviewUnit 1 - Overview
• Rule Types
• Displaying Rules
Linked to a Specific Section
Linked to a Course
9SLCM_AD_315 Booking Rules
Booking Rules OverviewBooking Rules Overview
• The restrictions on courses and sections that control registration access are known as Booking Rules
• Authorized personnel maintain Booking Rules via the myUK portal
• Restrictions may be maintained at the course level or the section level
10SLCM_AD_315 Booking Rules
Booking Rules RestrictionsBooking Rules Restrictions
• Course Level Restriction
If a restriction is maintained at the course level, all sections of the course will inherit the restriction
• Section Level Restriction
If a restriction is maintained at the section level, the restriction will apply only to the selected section of the course
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Rule TypesRule Types
• There are four types of Booking Rules that can be maintained via myUK
• Classification Restrictions
Can be used to restrict registration by including or excluding students, according to their progression classification
These restrictions can be maintained for a single progression classification or multiple classifications
• Major/Minor Restrictions
Can be used to restrict registration by including or excluding students, based upon their majors or minors
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Rule TypesRule Types
• College Restrictions
Can be used to restrict registration by including or excluding students, based upon their college
• Rule Containers/Special Rules
Can be used to add special restrictions such as Controlled Enrollment, Teacher Education Program, Engineering Program Paducah, etc.
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Rule Types OverviewRule Types Overview
• Course level and section level restrictions of the same rule type cannot be mixed
• Instead, such restriction situations must be maintained at the section level
• Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific
• They do not automatically become available to future terms
• Special Rules are valid for the life of the course (Module) or section (Event Package)
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Rule Types and SectionsRule Types and Sections
• All rules are linked to the system Object ID of the course or section
• If a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created)
• As a result, any rules attached to the previous Section 001 will not carry forward to the new one
• Rules must be added and maintained on the new section
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• If restrictions exist on a section of a course, the restrictions can be displayed by completing the following steps
• Select the correct year and term
• Enter the course prefix and number
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• Click on Search
• When the course is found, click on View Sections to see a list of the available sections
• Click on the desired section to view a list of rules assigned to that section
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• If there are rules maintained on the section, they will be displayed below the Course and Section
• The example above displays the rules linked to SOC 101 Section 003 (in the test system)
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• This section has seven rules:
It is subject to Controlled Enrollment
Limited to Sociology and Early Childhood Education majors
Limited to students in Arts & Sciences and Education
Limited to Freshmen and Sophomores
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• Note that the rule restricting the course to SOCI majors is maintained at the course level, rather than the section level
This is indicated by “All Section(s)” in the Sections column of the restriction
The Remove icon in the Remove column is missing
Rules maintained at the course level cannot be removed at the section level
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Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules
• If no rules are maintained on a course, a system message will be displayed
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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course
• Rules maintained at the course level are inherited by all sections of the course
• To display rules maintained at the course level by using the following steps
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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course
• Select the correct year and term
• Enter the course prefix and number
• Click on the Search button
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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course
• Click on the course link
• Any existing restrictions will display below the course
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Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course
• If no rules are maintained on a course, a system message will display
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Unit 1 SummaryUnit 1 Summary
• Four rule types: Classification, Major/Minor, College, and Rule
Containers/Special Rules
• Course level and section level restrictions of the same rule
type cannot be mixed
• Classification, Major/Minor, and College restrictions are term-
specific
They do not automatically become available to future terms
• Special Rules are valid for the life of the course or section
• All rules are linked to the system Object ID of the course or
section
• Rules must be added and maintained on the new sections
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Unit 2Unit 2
Adding RulesAdding Rules27SLCM_AD_315 Booking Rules
Unit 2 – Adding RulesUnit 2 – Adding Rules
• Linked to a Specific Section of a Course
Adding College Restrictions
Adding Classification Restrictions
Adding Major/Minor Restrictions
Adding Rule Containers/Special Rules
• Linked to a Course
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Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section
• Select the correct year and term
• Enter the course prefix and number
• Click on the Search button
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Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section
• When the course is found, click on View Sections
• Click on the desired section to view a list of rules assigned to that section
• Add Rules
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Adding College RestrictionsAdding College Restrictions
• Scroll down to the College Rules area
• Click on the desired college rule
• Click on Add
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Adding College RestrictionsAdding College Restrictions
• To add multiple colleges at one time, hold down the Ctrl key and click each college
• Click on Add
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Adding College RestrictionsAdding College Restrictions
• Once rules have been added successfully, they will appear in the list of active rules for the section at the top of the screen
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Adding College RestrictionsAdding College Restrictions
• To exclude students in a particular college, select the college
• Change the radio button from Include to Exclude
• Click on Add
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Adding Classification RestrictionsAdding Classification Restrictions
• Scroll down to the Classification Rules area
• Click on the desired Classification(s)
• Click on Add
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Adding Classification RestrictionsAdding Classification Restrictions
• To add multiple classifications at one time, hold down the Ctrl key and click on each classification
• Click on Add
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Adding Classification RestrictionsAdding Classification Restrictions
• To exclude students in a particular classification, select the classification
• Change the radio button from Include to Exclude
• Click on Add
37SLCM_AD_315 Booking Rules
Adding Major/Minor RestrictionsAdding Major/Minor Restrictions
• Scroll down to the Major Rules area
• Key the four-character major code for the restriction
• Click on Search
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Adding Major/Minor RestrictionsAdding Major/Minor Restrictions
• If a match is found, the major code will appear in a list below the Search field
• To add it to the course restriction, click on the Add icon
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Adding Major/Minor RestrictionsAdding Major/Minor Restrictions
• There may be multiple matches
• Selection of one results in the application of the rule to all
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Adding Major/Minor RestrictionsAdding Major/Minor Restrictions
• To exclude students in a particular major, select the major
• Change the radio button from Include to Exclude
• Click on the Add icon
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Adding Rule Containers/Special RulesAdding Rule Containers/Special Rules
• Scroll down to the RC Rules area
• Key some text associated with the rule to be added
For example, “Control” for Controlled Enrollment, “TEP” for Teachers Education Program, or “EPP” for Engineering Program Paducah
• Click on Search
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Adding Rule Containers/Special RulesAdding Rule Containers/Special Rules
• If unsure of text to use, simply enter an asterisk (*) for a wildcard search to pull up all Rule Containers
• If a match is found, the Rule Container will appear in a list below the search field
• To add it to the course restriction, click on Add icon
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Adding Rules Linked to a CourseAdding Rules Linked to a Course
• Rules maintained at the course level are inherited by all sections of the course
• To add rules maintained at the course level, follow the steps below
• Select the correct year and term
• Enter the course prefix and number
• Click on Search
44SLCM_AD_315 Booking Rules
Adding Rules Linked to a CourseAdding Rules Linked to a Course
• Click on the course link
• Add Rules by scrolling down in each area
• Follow the same procedure as outlined for adding restrictions linked to course sections
• Click on Add
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Unit 2 SummaryUnit 2 Summary
• Adding Rules Linked to a Specific Section of a Course
• Adding Rules Linked to a Course
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Unit 3Unit 3
Removing RulesRemoving Rules47SLCM_AD_315 Booking Rules
Unit 3 – Removing RulesUnit 3 – Removing Rules
• Linked to a Specific Section of a Course
• Linked to a Course
48SLCM_AD_315 Booking Rules
Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section• If restrictions exist on a section of a course, the restrictions can
be displayed and removed by completing the following steps
• Select the correct year and term
• Enter the course prefix and number
• Click on Search
49SLCM_AD_315 Booking Rules
Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section
• When the course is found, click on View Sections to see a list of the available sections
• Click on the desired section to view a list of rules assigned to that section
50SLCM_AD_315 Booking Rules
Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section
• To remove a rule, click on the Remove icon in the Remove column
51SLCM_AD_315 Booking Rules
Removing Rules Linked to a CourseRemoving Rules Linked to a Course• Rules maintained at the course level are inherited by all sections
of the course
• To display and remove rules maintained at the course level, follow the steps below
• Select the correct year and term
• Enter the course prefix and number
• Click on Search
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Removing Rules Linked to a CourseRemoving Rules Linked to a Course
• Click on the course link
• Existing course restrictions will display
• To remove a rule, click on the Remove icon in the Remove column
53SLCM_AD_315 Booking Rules
Unit 3 SummaryUnit 3 Summary
• Removing Rules Linked to a Specific Section of a Course
• Removing Rules Linked to a Course
54SLCM_AD_315 Booking Rules
RemindersReminders
• Course level and section level restrictions of the same rule type cannot be mixed
• Colleges must create restrictions for courses and/or sections for each term
• Access to Booking Rules is limited to a small group of college users
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Booking Rules ContactsBooking Rules Contacts
• Questions regarding Booking Rules should be directed to Bruce Manley and his staff at 257-3107
• Questions regarding logging on, authorizations, etc. should be directed to IRIS at 257-6023
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Booking Rules ContactsBooking Rules Contacts
• Contact the Customer Service Center (7-1300, option 1) or local IT expert if you:
Need an AD password
Go to the Enterprise Portal and it is
not responding
The IRIS session that you are running
is suddenly
terminated and you cannot regain
access
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Help WebsitesHelp Websites
• For Quick Reference Cards
Click on Attachment (upper right corner)
Click on QRC
• myHelp website:
http://myHelp.uky.edu/rwd/HTML/index.html
Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, Frequently Asked Questions, and other job aids
• IRIS website
http://www.uky.edu/IRIS/
Contains Information Directory, Forms, and other references
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SLCM CoursesSLCM Courses
• Classroom Lab Courses
SLCM_AD_300 Event Planning
SLCM_AD_340 Programs of Study & Majors
SLCM_CA_310 Student Account Balance Display
• SLCM Web Courses
SLCM_200 Student Lifecycle Management Overview
SLCM_AD_310 Student Records
SLCM_AD_315 Booking Rules
SLCM_AD_320 Booking
SLCM_WP_210 Grading
SLCM_WP_220 Overrides
SLCM_WP_230 SLCM Faculty Overview
SLCM_WP_310 Advising
59SLCM_AD_315 Booking Rules
Course SummaryCourse Summary
You are now able to:
• Understand Booking Rules
• Display Booking Rules
• Add Booking Rules to a Section
• Add Booking Rules to a Course
• Remove Booking Rules from a Section
• Remove Booking Rules from a Course
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Course Assessment InstructionsCourse Assessment Instructions• To begin the course assessment, click
Continue (bottom left corner of the screen)
• Click Here to continue when the system message appears
• Click Start Test to continue
• If you pass the assessment successfully, click End Test (located at the bottom right of your screen
• Click Close (lower right corner of the screen)
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Course Completion InstructionsCourse Completion Instructions• Click Logoff (lower right corner)
• When the WBT window closes, go back to your original browser window
Click on the browser window in your taskbar and wait for the screen to refresh
• Scroll down the page until you see the Confirm Participation section
• To complete the course, click Confirm Participation
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