Tool Search: Academic Planning

Academic Planning allows schools to create an academic plan that encompasses a student's entire high school career, from 8th grade students moving into 9th grade all the way through their senior year.

Think of Academic Planning as a Process that requires the use of several tools in Campus and several roles in a school.

Best Practices and Things to Know

It is not required to use Academic Planning functionality, but if you do, there are certain things to consider.

The articles linked in the Tools column below contain a Best Practices section for these considerations.
Academic Planning considers all enrollment types.
Only one credit group is allowed per academic program.
The Credit Summary report can only be generated from the student's Credit Summary tab, but you can see this information on the student's Transcript, by building an Ad hoc Filter, or generating other Grading and Standards Reports.
Course Catalogs used in different schools (for example, the middle school and high school) should have different course numbers.
The Course Plan tool is used by counselors to populate the student's academic plan. Students can see this academic plan on their Academic Planner in the Portal. In turn, counselors can see the changes the student may have made on the Academic Planner by viewing the Course Plan tool.
If a student is scheduled (has a roster entry) into a course, grades for that course need to be posted to the transcript using the Transcript Post tool, instead of being manually entered.

Suggested Academic Planning Tool Rights

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The following tool rights are suggested tool rights for each type of user (role) when incorporating Academic Planning into your school's process. As always, additional tool rights may be given to allow a specific user or user group the ability to successfully perform the tasks of his/her job.

For more information on tool rights, see the Tool Rights article.

Description of Tool Rights

Tool Rights determine the level of access users have to tools throughout Campus. This article refers to tool rights in abbreviated form (i.e., R, W, A, D or any combination of the four). In general, user rights are cumulative; therefore, a user who has A rights always has RW rights, unless otherwise noted. Sub-rights appear as italicized.

Right	Description
R (Read)	The R right indicates the information on the corresponding tool may be viewed by the user. When applicable, the user is also allowed to print information. The user will NOT have access to the Save, Add or Delete icons in the action bar.
W (Write)	The W right indicates the user may view and modify the information on the corresponding tool. The Save icon in the action bar will be functional. This right allows the user to modify only existing data in the area since adding new data is controlled by the A right. This right includes the ability to change or remove data from a specific field. A user always has R rights if they have W rights.
A (Add)	The A right indicates the user may view, modify and add to the information on the corresponding tool. The New and Add icons in the action bar will be functional. This right allows the user to add new data/records. A user will generally have RW rights if they have A rights. Details and exceptions are noted in this article.
D (Delete)	ASSIGN THIS RIGHT WITH CAUTION. The D right indicates the information on the corresponding tool may be deleted. The Delete icon in the action bar will be functional. This right provides the ability to completely remove an existing record, including all data contained within the record. The ability to change/remove data from a field is controlled through the W right. A user will generally have RWA rights if they have D rights. Details and exceptions are noted in this article.

RWAD Rights assigned at the module or folder level give those rights to all features within the module. For example, giving RW rights to the System Administration Calendar folder assigns RW rights to all tools within that folder, including any subrights.

Campus Administrators

Module	Area	Assigned Tool Rights
Grading and Standards	Credit Groups	RWAD
	Course Master	RWAD
	Course Catalog	RWAD
Scheduling	Course	RWD
	Grading Tasks	RWAD
	Course Rules	RWAD
Student Information	Student Transcripts	RWAD
System Administration	Calendar Wizard	R
System Administration	Portal Display Options	RW
Ad hoc Reporting	All Tools	RWAD, where applicable
Programs	Graduation Programs	RWAD
	Academic Programs	RWAD
	Flags/Academic Program Assignment Tool	R
	Course Plan Admin	R
	Reports	R

Counselors

Module	Area	Tool Rights
Student Information Academic Planning	Academic Program	RWAD
	Grad Progress	R
	Course Plan	RW
Student Information General	Credit Summary	R
Programs	Graduation Programs	RWAD
	Academic Programs	RWAD
	Flags/Academic Program Assignment Tool	R
	Course Plan Admin	R
	Reports	R
Ad hoc Reporting	All Tools	RWAD, where applicable
Scheduling Reports	Course Projections	R

Teachers

Module	Area	Tool Rights
Campus Instruction	Student Course Recommendations	RW

Students and Parents

Students and parents need an account to access the Portal.

Academic Planning Workflow

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Before beginning this process, gather the necessary documents for:

State Graduation Requirements
District Graduation Requirements
Course Requirements
Course Prerequisites
School Course Catalog
Student Handbook

Also, verify and/or assign tool rights for appropriate staff.

Task		Campus Location
Curriculum Director
1.	Set up Credit Groups and Credit Types.	Grading and Standards > Credit Groups
2.	Create Course Masters and Course Catalogs.	Grading and Standards > Course Masters Grading and Standards > Course Catalogs
3.	Set Credit Overflow Override on the Course Grading Task or on the Course Master Grading Tasks.	Scheduling > Courses > Grading Task Grading and Standards > Course Masters > Grading Task
5.	Review the Transcript Report Preferences.	System Administration > Preferences > Reports > Transcript
6.	Set Course Planning Rules.	Scheduling > Courses > Course Rules > Planning Rules
7.	Set Course Editor checkboxes related to Academic Planning.	Scheduling > Courses > Course
8.	Roll calendars forward.	System Administration > Calendar > Calendar Wizard > Create New Calendars by Rolling Forward
9.	Create an ad hoc report to see Course Rule information.	Ad hoc Reporting > Filter Designer
10.	Create Graduation Programs: Create Graduation Programs Assign Credit Requirements Enter Course Requirements Establish Test Requirements Enter Compound Requirements Set GPA Requirements Create Course Plan Templates	Program Admin > Programs > Graduation Programs
10.	Create Academic Programs: Create Academic Programs Enter Course Requirements Establish Test Requirements Enter Compound Requirements Create Course Plan Templates	Program Admin > Programs > Academic Programs
Counselor
11.	Assign academic programs to students, either manually or in batch. When the program has been assigned: Verify the assignment on the Program tab. View the student's Progress tab. View the student's Course Plan.	Student Information > Academic Planning > Programs Program Admin > Batch Assignment Tool
Campus Administrator
12.	Mark the Academic Planner to display in the Portal/Campus Student.	System Administration > Portal > Preferences > Display Options
Student and Parent/Guardian
13.	Review progress towards graduation in the Portal	Portal > Academic Progress
14.	(Student) Create or update the academic plan in the Portal (Parent) Review and approve the child's academic plan in the Portal	Portal > Academic Planner
15.	Print the Academic Plan Progress report.	Portal > Academic Planner
Counselor
16.	View the student's approved course plan. Work with the student to establish a course plan for the next years of enrollment. If a student cannot be scheduled into a desired course, courses marked as alternate can be added to the course plan. For students who transfer to another school in the district and have already planned courses, their course plan can be modified to fit the courses at the new school. For students new to the school after the start of the school year, courses can be planned for the current year.	Student Information > Academic Planning > Course Plan
17.	Calculate the student's on-track status.	Program Admin > Course Plan Admin
18.	Generate the following reports to assist in the management of student academic plans: Academic Plan Status Report Academic Plan Progress Batch Course Plan Batch	Program Admin > Reports > Academic Plan Status Report Program Admin > Reports > Academic Plan Progress Batch Program Admin > Reports > Course Plan Batch
Teacher
19.	Enter Student Course Recommendations.	Campus Instruction > Student Course Recommendations
Counselor
20.	Prepare for scheduling students into courses for the next school year by: Review graduation and academic programs, and modify as needed. Review the Checklist for Scheduling Lock course plans Create Course Requests Generate the Course Projections Report	Program Admin > Programs Program Admin > Course Plan Admin Scheduling > Reports > Course Projections
21.	Post diplomas for graduating students.	Program Admin > Course Plan Admin
22.	Reset course plans for future changes by: Clearing the Approved by parent/legal guardian checkbox Unlocking course plans	Program Admin > Course Plan Admin

Use Basic Academic Planning Functionality

Using all available Academic Planning tools requires time to set up the information in Campus and it is understood some districts might not want to tackle that process right away. The procedures below provide information on using the basic functionality of academic planning.

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Create and Assign a Basic Academic Plan

If your school has not set up academic programs and you need to use Credit Summary with the option of Completed/Required, follow these steps. See the Create Graduation Programs or the Create Academic Programs for complete instructions.

Step 1. Create New Program

Navigate to the Programs tool.
Select the New Program icon. A Program Detail editor will appear to the right.
Enter the Name of the Graduation or Academic Program.
Select the Credit Group assigned to High School for graduation
Click the Save icon.

Step 2. Enter Credit Requirements

After saving the new program, expand it and choose Credit Requirements.

In grade 12, enter minimum amount of credits required to receive a diploma.
Enter a Sequence value. Only credit types with an assigned credit requirement will display in alphabetical order on Grad Progress unless a sequence is entered.
Click the Save icon.

Step 3. Assign students to the new program

Navigate to the Batch Assignment Tool.
Select the Program (ex., HS Graduation) to add to the student's information.
Enter a Start Date.
Select the grade to assign the program.
Click the Update Flag/Academic Program button.

Step 4. Calculate Student Status

Navigate to the Course Plan Admin tool.
Select Calculate on-track status mode.
Click the Submit to Batch button.

View Student Graduation Progress when assigned a Basic Academic Plan

A student must be assigned an Academic Program to see remaining credits toward graduation.

Navigate to Student Information and search for and select the desired student.
Expand the Academic Planning option and select the Progress tab.

Report Student Graduation Progress when assigned a Basic Academic Plan

Navigate to the Academic Plan Status Report.
Select the Student Filters:
1. Select the Academic Program assigned to students
2. Select the grade level (optional).
3. Select a Status (All students, On-track only, Off-track only).
Click the Generate Report button.

Tool Search: Course Requests

The Teacher Course Requests tool allows a teacher to recommend a course for any student in their course section, eliminating the paper process of a student gaining approval for moving to the next course available or to an advanced placement course. Course requests are applied to the next calendar and are entered into the current calendar. To enter course requests for the next year, calendar and enrollments must be rolled forward.

Course Requests

Course Requests are similar to Student Course Recommendations. The difference is that recommendations are used in academic planning whereas course requests are used in scheduling.

Course Requests record a teacher's permission for a student to take another course at the same school, courses which appear in the student's Walk-In Scheduler and are created based on Scheduling Rules. In comparison, recommendations suggest courses for future school years in the student's Course Plan.

Using this tool requires additional setup not done by teachers.

Course Requests tool rights grant full access to the tool.

Enter Requests

The student list populates based on the roster of the Section selected in the Campus toolbar. Dropped students display in red text if the Account Setting is set to include them.

Available requests appear in the dropdown list for each student who has an enrollment in the future calendar.

Select a course from the dropdown list. Options include courses in the next calendar that match the course Name, Number, and School.
Click Save when finished.

Requested courses display in the Request List on the student's Walk-In Scheduler and in the student Portal in Registration.

Additional Information

Requests entered for the student by an administrator (counselor, principal, etc.) will not be editable by the teacher.
"Elective Request" displays next to courses requested by the student. Teachers can modify these requests.

Setup

This section provides information about setting up course requests. This process is not done by teachers and is provided here as background information to understand the full Course Requests process. For complete information on this process, see the Teacher Course Requests and Course Recommendations.

Before teachers can record requests for students, the course must be set up to allow them. Mark Allow teacher requests/recommendations on the Course tab to enable.

Before/After Course Rules must also be established in the current year's calendar to use Course requests.

The Course Requests tool in Campus Instruction allows teachers to determine the next course each student should take during the next school year. This video demonstrates how to enter course requests for students in a course section.

Previous Versions

Course Requests (Instruction) - Video [.2211 - .2303]

Tool Search: Schedule

The Walk-In Scheduler allows modification of a student's schedule, whether a student needs to drop and add a course, or a new student enrolls in the school at any time during the year. Changes made to the student's schedule occur in real time, which means when a student is added to a course section, the teacher of that course section can see the student was added to the course roster, and can record attendance for that student and begin tracking assignments for that students.

The Walk-In Scheduler is accessed from the Student's Schedule. Click the Walk-In Scheduler button in the action bar at the bottom of the page. Walk-In Scheduler is not available on monitors smaller than 1024 x 768 or on devices due to the amount of information visible in the Walk-In Scheduler.

Walk-In Scheduler

Read - View and access the Student Schedule.
Write - Add Course Sections using the Walk-In Scheduler.
Add - N/A
Delete - Remove course sections from the student's schedule.

See the Tool Rights section below for more details on what actions can be performed with each right.

The Walk-In Scheduler is available for students whose enrollment is marked as No Show. For this situation, the Schedule Term View and the Walk-In Scheduler display identical course information, with text indicating the end date of the section is not within the start and end dates. Dropped course requests display in the Request Panel for reference, and can be printed using the Student Request report. See the No Show Enrollments section on the Enrollment editor for more information.

The Walk-In Scheduler may be locked when the Trial associated with the selected calendar is being worked on by another user in the Scheduling Board. A message displays at the top of the screen indicating this. See the Scheduling Board and the Scheduling Board Trials articles for more information.

Navigation of Walk-In Scheduler

When first accessing the Walk-In Scheduler, verification is done to ensure scheduling is happening in the active year. When the active year is NOT selected, a warning message displays (first image below). Change the selected year in the Context Editor (second image below), and continue managing the student's schedule.

School years are marked as Active in the School Year Setup tool.

Screenshot of the Context Selector with a not active school year.

Selected school year is NOT the active school year

Screenshot of the Context Selector showing an active school year.

Change the selected school year in the Context Editor

Review the following information for a summary on features of the Walk-In Scheduler.

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Feature	Image
Select which terms, courses, period schedules, and day schedules display in the schedule grid by using the Filter option.
Determine what displays in the schedule grid by turning on or off certain Settings.
Use the Full Screen icon to display just the Walk-In Scheduler in the entire browser window. This removes all tabs, all indexes, all headers, and just displays the Course grid and the Requests and Search panels. Click the icon again or click the ESC key to return to a non-full screen view.
Opt out of seeing the action modals that display when performing an action by marking the Don't Show Again checkbox. This applies to any active session (open browser tab), and only works for simple cases (one action per modal).
Access Schedule Reports by choosing the Print button from the bottom of the page. Available reports display in the side panel. The Current View prints the current Walk-In Scheduler display. The All Terms view prints the courses on the student's schedule for all terms. The All Terms Course View prints all of the student's courses on one page. The Student Requests prints a list of the courses the student requested. Reports print in PDF Format. Additional reports may be available at your school and/or district.
When selecting a course from the Requests or Search Panels, the course grid is considered active and cells where that selected course is scheduled are color-coded. When the grid is active, the Load, Lock All, Documents, Notes and Print buttons in the Action bar do not display.
Access other Scheduling tools from the Action bar. View the student's Schedule by choosing the Calendar or Term buttons. Send scheduling related messages by choosing the Messenger button. Refer to the Scheduling Messenger article for more information.
Search for courses to add to the student's Schedule using the Search panel. Search by several different course related options, like Course Name or Number, Period, Term, etc. Up to five search values can be chosen. After searching for a course, click the plus sign next to the course name to display sections of the course and assigned teachers.
View a list of already requested courses, add more course requests, and see courses the student has dropped on the Requests panel.
Load Course Requests using the Load button in the Action bar. Courses can also be ended en masse, completely unloaded (unless a course is locked), and restored (when a schedule has been ended on one date and the student returns at a later date).
Lock courses or unlock courses as needed using the Lock All button. Locking keeps the courses on the schedule when a schedule is unloaded on the Walk-In Scheduler or in the Scheduling Board. Unlocking a course allows that course to be removed and another course added in its place. The Lock All/Unlock All option in the Action bar locks or unlocks ALL courses on the schedule. To lock or unlock an individual course, click the padlock for that course in the grid.
The courses in the grid display the course number and section, the course name and the teacher name. See a quick glance at a course section on the student's schedule by hovering over the section - where the course is scheduled to meet (room number), assigned scheduling team (when assigned), total students in the section who have an IEP, and the total seat count (how many students are scheduled plus how many students can be scheduled). When there is a student constraint, that information also displays in the hover. This just shows that there is a constraint, not any student specific information. The second digit of the Seat Count number is determined by the value entered in the Max Students field on the Course Information editor and/or the Section editor. A course section is only considered full (displays in red) when the Max Student value has been met. Enrollments marked as No Show are not included in the seat count total. When a course and course section do not have the Max Students field populated, the hover does not include the seat count prior to the section being added to the schedule. However, the section information of the search results shows the seat count (before the teacher's name). Once the section is added to the schedule, the hover includes the seat count. Seat count is also included when seeing where a section could be placed. It displays in parentheses after the name of the course.
When adding courses, review the information on the modal to ensure the correct course is added, the correct start date is entered, etc. Modals display when any change is done to the student's schedule - when current courses are updated, when courses are dropped, when ending rosters, when restoring rosters, for instance.

Keyboard Shortcuts

The following shortcuts can be used when accessing the Walk-In Scheduler:

Arrow through the time slots. Use all four directional arrow keys to highlight time slot cells and scroll through the courses.
Press enter to open courses. Highlight a course using the tab key and press the Enter key to open the Course Side bar.
Tab through the courses and non-timed activities. Use the Tab key to move through the courses and click Enter to open the Course Side panel (shows the course name, teacher, period name and time).
Arrow through the days. Use the arrow keys to navigate through the schedule.
Escape to close side panels and modals. Click the ESC key to close open side panels.
Choose the noted letters to perform the following tasks:
- R to toggle the Request Panel.
- S to toggle the Search Panel.
- F to expand the view to Full Screen.
- ALT-C to Cancel Selection (when in Request Selection mode).

Certain browser settings (like spell check) may interfere with the use of keyboard shortcuts.

Filter Options and Settings

The Filter and Settings allows users to choose what displays in the schedule grid and how it displays. At the beginning of a school year, it might be useful to see all terms and period schedules, but as the year progresses and Term 1 is over, this term can be removed, so only the current and future terms display. Or, a user doesn't want to the see course numbers and section numbers in the schedule grid, just the name of the course. All of these can be set per user and changed as often as needed.

Screenshot of the Filter and Settings options in the Walk-In Scheduler. Filter Options and Settings

Both the Filter options and the Settings panel remember selections made, meaning once a selection is made (filter) and saved (settings), the options remain even when navigating away or logging out of Campus, and is remembered the next time the user logs in.

When first accessing the Filter, the schedule grid displays all terms and period schedules, both active and dropped courses, and any special days marked on the Calendar Days tool, like Responsive Scheduling Days.

Some filter options may affect the searching and placing of courses on the grid. Messages display when these options may need to be changed or to remind the user that not all items may be shown in the grid due to filter selections.

When changes are made, a Reset button displays, Click this to return all filter options to the original display.

Screenshot of the Reset option to return to the original settings. Filter Reset

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Option	Image
Show only active courses by clicking the Dropped Courses option.This removes any courses from the grid that the student has dropped (ended school enrollment prior to the end of the term OR ended their enrollment in the section after the term started). The first image to the right shows the Dropped Courses option selected (highlighted), and the dropped Advisory course in Term 4. The second image shows the Dropped Courses option not selected, and the dropped Advisory course no longer displays. This option displays only when the selected student has a dropped course on their schedule.
Hide any Exception/Special Days (final schedules, responsive scheduling) from the grid. In this calendar, all exception/special days are scheduled in the Period Schedule 2. In the first image, exception days display. Notice that this student does not have any courses scheduled for those days. In the second image, the exception days do not display. This also removes Period Schedule 2 from the grid. This option displays only when the calendar includes special days.
Only show specific terms. Click the X next to the Term name to not have courses scheduled in that term display in the grid. Since Term 1 has passed and no more schedule changes can be made for that term, Q1 can be removed. The first image shows the complete school year with all four terms displaying. The second image shows the schedule grid with the first term removed.
Show only courses in the main Period Schedule. Removing period schedules from view is helpful when there are many responsive or special days (see the previous information on this option) or when there are several rotating schedules for a school in a middle or elementary school, for example. In this example, the calendar has four terms and four period schedules. The first image shows all of these options selected. Notice that Term 4 doesn't display without scrolling and there is no way to determine which periods are connected to which period schedule. The second image shows all but one period schedule selected. This makes viewing the courses for that period schedule manageable, and all terms display without scrolling. This option displays only when multiple Period Schedules are available in the selected calendar.

Settings

There are five different settings that can be turned on or off when working with course requests and searching for courses. Each option also includes a short description of that setting that displays when clicking the info icon. Note that some of the settings may increase the overall height of the grid, which could limit the amount of data that displays. This image shows the default settings.

Settings - Default Selections

Changes automatically save (i.e., there's no need to click a save icon).

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Option	Setting On	Setting Off
Display Course and Section Numbers in Active Grid With the setting on, the course number and section for the currently placed course displays. With the setting off, the course number and section for the currently placed course does not display, and only the name of the course displays.	The Advisory course includes the course number and section number.	The Advisory course only includes the course name, not the number or section.
Display Full Sections With the setting on, sections that have reached the entered max seat count display in search results and in the schedule grid. Full sections display in red. With the setting off, sections that have reached max seat count do not display in search results or in the schedule grid.	Study Hall section 1 has reached capacity and displays in red in the active grid and in the search results.	Since Study Hall section 1 has reached capacity, it no longer displays in the search results and cannot be selected for placement.
Drop/Add Default: Keep With the setting on, the Update modal highlights the option to keep the course in the schedule when courses overlap or meet in the same period. With the setting off, Update modal highlights the option to drop the course in the schedule when courses overlap or meet in the same period.	When adding a course to the schedule in the same period as another course, Keep is highlighted when confirming the placement.	When adding a course to the schedule in the same periods as another course, Drop is highlighted when confirming the placement.
Section List Default in Search: Open With the setting on, searched courses return expanded, showing available course sections. With the setting off, searched courses return collapsed.	Study Hall sections expand automatically.	Select the plus sign to display the course sections.
Filter Requests By Team With the setting on, searching for requests restricts the results to those courses taught by the team assigned to the student or assigned to no other team. With the setting off, there is no restriction on the request search.	This student is assigned to Team A. Only sections of Study Hall also assigned to Team A are returned in the results.	For the same student, an additional Study Hall option is available in the results.
Include Blended Learning Group Counts With the setting on, hovering over a course in the student's schedule includes a count of how many Blended Learning students are in that section. With the setting off, hovering over a course in the student's schedule does not show a count of Blended Learning students in that section.

Manage Course Requests

Course requests are managed using the Requests Panel, which opens on the right hand side of the student's Schedule.

Screenshot of the Request Panel that displays when adding course requests to the schedule. Walk-In Scheduler Requests Panel

Here, users can see which requested courses have been scheduled, and how many total scheduling units (periods times terms) the student has filled. Use the Add Requests button to add more course requests. Use the Search panel to find and place additional courses for the student.

Requests Panel and Add Requests Panel Details

The Requests Panel stores the courses the student has requested. Courses into which the student is already scheduled display in the Scheduled section in a gray table. Courses into which the student has not been scheduled display in an Unscheduled section.

Requests Panel

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Screenshot showing the Requests panel with the Add Requests panel. Requests Panel, Add Requests Panel

Item	Description
Scheduling Units	The total number of Scheduling Units (potential credits) the student has scheduled displays at the top right. The bottom number indicates how many total units can be scheduled for a complete course schedule; the top number indicates how many units the student currently has requested, including the total already scheduled. The total number of scheduling units is the number of instructional course periods (set on the Course Information tool in the Terms field) multiplied by the number of terms in the calendar. The top number (numerator) is the sum of all course requests for all terms, schedules and periods (Terms * Schedules * Periods) The bottom number (denominator) is the number of terms times the schedules times the periods in the selected calendar (Terms * Schedules * Periods) The color of the circle changes depending on the number of units requested, as does the total completion of the circle. A complete schedule (100%, top number is the same as bottom number) is green. A schedule that is between 67% and 99% completed is yellow. A schedule that is between 34% and 66% completed is orange. A schedule that is between 0% and 33% completed is red. Decimals are rounded to the nearest whole number. A value of 33.8% rounds to 34 and displays orange; a value of 32.4% rounds to 32 and displays red. When a student has no requests, the completion circle does not display. Dropped course units are not included in the total scheduling units. When requests are added or removed, the Scheduling Units value changes accordingly. For skinnied courses, the calculation is as follows: When a request has not be scheduled, the unique associated units with that request is counted. When a request has been scheduled and the course does not have a Scheduling Rule of Skinny, the unique associated units with that request is counted. When a request has been scheduled and the course is assigned a Scheduling Rule of Skinny, but there is no other section in the same cell, the unique associated units with that request is counted. When the request has been scheduled with another section in the same cell but not all of the courses are assigned a Scheduling Rule of Skinny, all unique associated units are counted. When the request has been scheduled with another section in the same cell and all of the courses are assigned a Scheduling Rule of Skinny, all associated units are counted as one, using the highest unit count when applicable.
Effective Date	The entered date determines when the student begins attending the course section. Entered dates must be within the term dates of when the course meets and are entered in mmddyyyy format.
Team	Teams are created in Scheduling Groups and can be used as a cohort function (often at Middle or Elementary schools), so all students assigned to that team are together in all courses. Teams are assigned to course sections, and when using the Scheduling Board to create schedules for the next year are included in the logic of loading section rosters. This only displays when Scheduling Groups are created for that school. A student can only be on one team at a time. When a section of a course has been designated for a particular team, only students on that team may be loaded into that section. However, a student can be manually added to that section, overriding the team feature when needed.
Add Requests	Opens the Add Requests panel where courses can be requested for placement. From the main Add Requests panel, enter either a course name or course number in the Requests Search field. Or, click the down arrow on the Add Requests button to use the Quick Add option, which allows entry of a course number, or the Add Planned Courses option, which adds courses from the student's Course Plan.
Course Types	Requested courses are organized into the following groups: Inactive - courses that are currently not offered in the selected calendar (the Active checkbox is not marked). These display in red background. There is a pop-up display that is visible when the information icon is selected, describing why these sections are displaying like this. No Sections - courses that do not have any course sections created, which means the course cannot be placed on the student's schedule. These display in a yellow background. There is a pop-up display that is visible when the information icon is selected, describing why these sections are displaying like this. No Placed Sections - courses that do not have any course sections, or have sections but there is no Section Placement marked for those sections, or the section is scheduled into a different schedule structure. These sections cannot be placed on the student's schedule because there is no indication of where it should be placed. Unscheduled - courses that were added as requests, but have not yet been added to the student's schedule. These display in a white background. Scheduled - courses into which the student is currently scheduled and attending on a regular basis. These display in a gray background. Dropped - courses into which the student was scheduled at one time during the school year, but the student is no longer scheduled into them. These display in a gray background. Each group can be collapsed or expanded by clicking the plus/minus sign to the left of the header. For Unscheduled, Inactive or No Sections types, click the red X to remove the course from the list of requested courses.
Course Name	The name of the course is listed in bold text, as it was entered into Campus (either in the Course Master or in Courses). The Course Number displays below the course name.
Units	Indicates the number of scheduling units that course meets. It correlates to the number of terms for which the course meets, and is used in the Scheduling Units calculation.
Type	Each request is assigned a request type - Required, Elected or Alternate. These are used in the Scheduling Board logic when placing courses sections for students. The assigned types can be changed as desired. Course requests made by or for a student are assigned a request type of Required, Elected or Alternate. These are request types only, separate from and not related to the types of courses being selected. R - Required: Required course requests are entered by school personnel, not by the student. Requests entered via the Request and Rosters display as required requests. Students cannot drop or modify a required request without staff intervention. The Student must have a request for this course. E - Elected: Elected course requests may be entered by school personnel or students. Students can choose a course they wish to take in the next school year, remove requests for courses marked as E, and change course requests from E to A. The Student would like to request this course. A - Alternate: Alternate course requests may be entered by school personnel or students. Alternate requests display in the order that they were entered. Alternate requests are not automatically loaded by the Walk-In-Scheduler or Scheduling Board. Instead, students are manually placed into an alternate course when other course requests could not be met. The Student would like to request this course as a second option when another course request cannot be fulfilled.
Number	Provides a count of the number of requests.

Add Requests Detail

This view displays when selecting the Add Requests button.

Screenshot of the Add Requests panel. Add Requests Panel

Item	Description
Request Search	Allows the searching courses for which to add a request. A course name or a course number can be entered, either in its entirety or part of the name/number. The search field returns results based on the entered values. When part of a course number is entered, or part of the course name, the list of matching courses changes. For a course number of 123456, when the entered value is 234, any courses that 234 value are returned. A value must be entered.
Course Name	The name of the course is listed in bold text, as it was entered into Campus (either in the Course Master or in Courses). The Course Number displays below the course name.
Units	Indicates the number of scheduling units that course meets. It correlates to the number of terms for which the course meets, and is used in the Scheduling Units calculation.
Add	Indicates the course can be added to the list of requested courses. Blue plus sign - the course can be added Green check mark - the course already exists on the student's schedule. These courses display in gray background. Red X - the course can be removed from the Request Panel. Red down arrow - the course has been dropped. These courses display in gray background.
Done	Closes the Add Requests Panel.

Add Requests

From the Requests panel, click the Add Requests button. An Add Requests panel displays with a list of active courses in the selected calendar. Courses that are not marked active are not included.
Search for courses by typing in a course number or a course name.
When the desired course is found, click anywhere within the course area to add the course to the schedule (or click the blue plus sign). A green message displays indicating it's been added to the list of requested courses. The added course also displays in a list of Unscheduled courses, meaning the course has not yet been added to the student's schedule.
Repeat steps 1-3 as needed.
When finished adding course requests, click the Done button in the Add Requests panel. The Add Requests panel closes.

Course requests are first sorted by the Course Number, then by the type of request (1. Required, 2. Elected, 3. Alternate). Alternate courses are listed in Request ID order (the first course marked as an alternate is listed first in the list of all alternate courses).

Quick Add Requests

This option allows for entry of memorized course numbers to the Requests panel. This is a useful option when a new student enrolls in the district, for example. A counselor can quickly add courses that the student must take, then use the other request options for filling in the schedule.

Keyboard shortcuts are not available when using Quick Add.

From the Requests panel, click the down arrow next to the Add Requests button and select the Quick Add option. A Quick Add panel displays within the Add Requests panel.
Enter a Course Number in the search field. Matching courses display with the name and the number of units.
Hit the Enter key to add the course to the Unscheduled Course Requests list.
Repeat steps 1-3 as needed.
When finished quickly adding course requests, click the Done button in the Add Requests panel to close the panel.

Screenshot of the Quick Add option on the Add Requests panel. Quick Add Requests

Add Planned Courses

This option only displays when the student has a Graduation Program assigned and courses added to their Course Plan, and no other courses listed in the Requests panel. Courses planned for the 11th grade year are added when the student is enrolled in 11th grade (e.g., current year planning).

From the Requests panel, click the down arrow next to the Add Requests button and select the Add Planned Courses option. All courses for that planned year are added to the Request panel.
Modify the requests by changing the course type as needed.

It may be helpful to generate the Course Plan Report prior to adding the courses.

Screenshot of the Add Planned Courses option Add Planned Courses

Remove Non-Scheduled Course Requests

It is possible that some requested courses could not be placed on the student's schedule after requests were loaded. This could be due to the requested courses being full, or the courses didn't fit into available periods for the student. These requests become Unscheduled requests, and can be left alone. Or, to keep the Request panel clean (perhaps after the next year's schedule process is complete), these requests can be removed.

Remove a Single Non-Scheduled Course Request

Click the red X next to the course request that is to be removed. A confirmation that the course request was removed displays.

Screenshot of removing one Unscheduled Course Request Remove a Single Unscheduled Course Request

Remove All Non-Scheduled Course Requests

Click the red X in the Unscheduled Course Types. A pop-up displays indicating this is the desired action - that all courses from the list of Unscheduled Requests should be removed. Click OK to continue. A confirmation that the course requests were removed displays.

Screenshot of removing all unscheduled course requests. Remove All Unscheduled Course Requests

Change Request Types

For each course request, it is assigned a Type of R (required), E (elective) or A (alternate). Requests marked as R or E are given a higher priority in placement on a student's schedule, and tend to indicate the student would like to take those courses more than course requests marked as alternate. Note that these request types do not indicate a certain course is required for graduation. Those courses are set in Graduation Programs and are given even higher priority in the scheduling process.

Any request type can be changed to another request type by choosing the arrow next to the type and selecting a different option. A green checkmark indicates that is the currently selected type. The change is automatically saved and the list of course requests is updated.

Screenshot of the Type of course requests - Alternate, Required, Elected. Request Type Selection

The number associated with the course request may change. Since required and elective requests are given priority when loading the schedule, a request marked as Required that is in position 1 may change to position 2 when the type is changed to Elective, and it might change to position 5 when the type is changed to Alternate.

Assign a Student to a Team

Teams need to be created in Scheduling Groups in order to assign a team and for this option to display.

Select the desired Team from the dropdown list. A green checkmark indicates that team is selected. The update is automatically saved. As noted above, a student can only be assigned to one team at any given time, and the student is only scheduled into course sections where that team is assigned.

Screenshot of assigning a student to a team. Change Team Selection

When a student is already scheduled into a course section for one team, and their team changes, those courses need to be manually changed (dropped, rescheduled) to keep the student with the appropriate team.

Add Requested Courses Using Manual Mode

Course requests can be added to the student's schedule without loading the requests. This is called the Manual Mode, and allows counselors or other staff to schedule an individual course.

When hovering over the placed section, information displays in the hover text of the placed section that includes the room where the section meets, how many students in that section have active IEPs, and the number of students assigned to which Blended Learning Groups (there may be more than one Blended Learning Group in any given section). See the Blended Learning Groups article for more information.

Manual Mode Section Placement

Add an Unscheduled Course

Select a course from the list of Unscheduled Courses Request by clicking on it. The course is placed on the schedule in cells highlighted in green. This action also closes the Requests panel. Hovering over a placed section turns it from green to blue, and the pop-up with room, IEP and blended group information displays.
To place the unscheduled course into a period, click into one of the highlighted periods. A pop-up message displays confirming the addition of the course.
Enter the Effective Date in mmddyyyy format, or click the calendar icon to choose a date, or click the Today button to add the current date as the effective date. This is the date the student BEGINS attending the course and is actively scheduled (on the roster) into that course section. The date can also be added to the Request Panel and applied to all added course requests. Entered dates must be within the term dates of when the course meets.
Click the Save button on the pop-up message. The course is added into the chosen period and term, and the course request moves to be within the list of Scheduled courses.

Manually adding a course section

When adding requested courses, the course grid removes extraneous course information in an effort to display the entire schedule without needing to scroll. Depending on the calendar layout (amount of periods, terms, etc.), this may not happen. Currently scheduled courses only list the course name. For periods where there is no course currently scheduled, the words "No Course" display (instead of "No Scheduled Course"). After canceling the selection, or after adding a requested course, the full details of the course return. This also happens when placing a searched for course.

Messages in red text display when:

Placing a section on the schedule grid when the student's enrollment dates are not within the section start and end dates.
Updating the section roster (modifying the student's placement in the section) and the entered start date is past the section end date.
Ending a student's placement in the section (dropping a course) and the entered dater is not within the section start and end dates.

Search Panel

Use the Search Panel to find specific courses to add to a student's schedule by entering search criteria, or do a full course search by not entering any search criteria (this option is not recommended).

Screenshot of the Search panel. Walk-In Scheduler Search Panel

Search for courses by entering one or more of the following options:

Course Name (or part of the course name)
Course Number
Teacher's last name
Term in which the course meets
Period in which the course meets
Schedule
Team Name
Department

These options are NOT case sensitive; entering a value of 'bac' returns the same values as entering 'BAC'.

Selected search parameters are retained for the user. The selected options chosen when working with one student's schedule remain when moving to another student.

When you have altered the Filter bar to hide some terms or periods you don't want to see, and attempt to search for a course, a warning message displays asking when you want to continue with your settings or reset them. For example, in the image below, Term 1 is not marked for display.

Screenshot of the Term display for the schedule grid. Filter Bar Options - Term One Does Not Display

When searching for a course and choosing an option, the cells where that course is scheduled highlight in the background, along with a Hidden Section Warning, which states that not all sections for the selected course display because of the modified filter. Click the Continue button to not make any changes to your schedule display, or click Reset, which causes the hidden Term to display again.

Reset does a full reset on the filter bar, and terms and period schedules and types of courses must be selected again.

Screenshot of the Hidden Section Warning. Hidden Section Warning

Click Add Option to add additional search criteria. This adds an additional Search criteria field. In the example below, the search criteria is currently looking for Course names that begin with "eng" and are scheduled into Term 4. A third option could be added to narrow the results to courses that begin with "eng", scheduled into Term 4, and meet during Period 2.

Screenshot of the Add Option selection to the search panel. Add Search Criteria

Click the dropdown arrow next to the search field to change the search option, and select specific values (Terms, Periods, Schedule Names, Department Names). Searching by Course Number, Course Name or Teacher Name requires entry of a value.

Screenshot of changing the term selection for different search results. Search Value Selection

Click the plus sign next to the Course name to view information about that course's available sections. The following information is included (refer to the highlighted section in the image following the table for reference):

Information Included	Image
Section Number	1
Total number of students already scheduled into that section (this displays in seats taken/max students when the Max Student seat count is populated on the course; when the max students field is not populated, only the number of seats taken displays)	31/35
Assigned Primary Teacher	Staff, Ryan
The term in which that section first meets	Q1
The period schedule to which that section is assigned	1
Ther period in which the section is assigned.	1
The Team (i.e., Scheduling Group) assigned to the section	A
Total number of students who have IEPs scheduled into that section	0

Courses added to the student's schedule from the Search list are added as a Request and are visible on the Requests panel.

Screenshot of a searched course added to the schedule grid. Search Course Added to Schedule Displays on Requests Panel

When a course is searched for and added to student's schedule, a warning message displays when that course already exists on the student's transcript. The message displays when the course number exists on the transcript and the Repeatable checkbox is NOT marked on the course.

Screenshot of a searched course added to the schedule that the student has successfully taken and has been added to their transcript. Course Already in Student Transcript

Use Wildcard Searching in any of the Search fields.

Search for a Course

Enter the Effective Date of the student's enrollment in the course (when the student BEGINS attending the course). Enter this in mmddyyyy format, choose the calendar icon to select a date, or click the Today button to begin the course on the current date. Entered dates must be within the term dates of when the course meets. The entered date remains after adding a course.
Select the Search Option from the dropdown list (Term, Course Name, Course Number, etc.) and enter the desired search criteria into the field or select the desired criteria from the dropdown list. To remove a Search Option, click the red X to the right of that option. To add more options, click Add Option .
Click the Search button for matching results to display.

Add a Searched Course to the Schedule

Select the desired course from the search results by clicking the name of it. Doing this highlights its location on the student's schedule, and closes the Search Panel. Reopen the panel by clicking the Search option. When this is done, notice that the selected course now has a checkmark next to it.
Or, click the plus sign to the right of the course name to display the course sections and select a specific section.
When the course meets during a period where a course already exists, the row for that new course displays in green. In the Schedule Update modal that displays:
- When the course should be skinnied with the currently scheduled course, move the Drop/Keep option to Keep and enter an Effective Date to indicate when the student begins attending the course. Entered dates must be within the term dates of when the course meets.
- When the course should not be skinnied with the currently scheduled course (current course is dropped), move the Drop/Keep option to Drop and enter the Effective Date to indicate when the student begins attending the course. Entered dates must be within the term dates of when the course meets.
When the course is being added to an empty period (that cell currently reads No Scheduled Course), select the course and notice that the cell now has the course section highlighted in green.
- Click the cell where the course was added and modify the Effective Date (defaults to the current date) to add the student to the section roster on the section modal.
Upon saving the effective date and any other information in the modal, the course is added to the schedule.

Screenshot of the Schedule Update modal showing the added course on the schedule. Search for and Add Course to Schedule

Depending on the options selected in the Schedule Update, the following may occur:

When the course was skinnied with another course, the newly added course is added to that period with the entered Effective Date displaying as the Start Date.
When the course was not skinnied with another course, meaning the existing course enrollment ends, the new course is added with the entered Effective Date as the Start Date and the existing course is dropped with an End Date of the previous day.
When the course is added into a future term, the Effective Date is blank. When the course is added to the current term, the Effective Date defaults to the current date.

Add a Searched Course to the Schedule in an Empty Period

Select the desired course from the search results by clicking the name of it. Doing this highlights its location on the student's schedule, and closes the Search Panel. Reopen the panel by clicking the Search option. When this is done, notice that the selected course now has a checkmark next to it.
Click the Select button. In the Schedule Update modal, review that the correct course is being added to the schedule, and enter an Effective Date. Entered dates must be within the term dates of when the course meets and are entered in mmddyyyy format.
Click the Save button to schedule the course.

Add a Course to the Schedule in an Empty Period that is at Capacity

When creating courses and course sections, a maximum number of students can be indicated. This value is used in the Scheduling Board to properly balance course sections and indicate when a new course section is necessary. Counselors can overload those filled course sections on the Walk-In Scheduler. While this process should be kept at a minimum, it may be necessary at times.

Overloading a course requires the tool right of Overload Sections.

Select the desired course from the search results by clicking the name of it. Doing this highlights its location on the student's schedule in red (indicating it is a full course), and closes the Search Panel. Reopen the panel by clicking the Search option and notice that the selected course now has a checkmark next to it.
Select the course in the Schedule Grid. In the Schedule Update modal, review the message that indicates the section is full. To continue with adding the course to the schedule, enter an Effective Date. Entered dates must be within the term dates of when the course meets and are entered in mmddyyyy format.
Click the Overload button to schedule the course.

Screenshot of adding a full course section to the schedule. Add a Full Course Section to a Schedule

Add a Course to the Schedule in an Empty Period when the Student has a Constraint

Scheduling Constraints can be added between students to limit interactions as needed. There are two kinds - Strict Constraint, where the student DOES NOT get placed into the same course, and a more fluid Constraint, where the student SHOULD NOT be placed in the same course. There is logic in the Scheduling Board to build course sections and pay attention to these constraints; in the Walk-In Scheduler, these constraints can be overridden.

Select the desired course from the search results by clicking the name of it. Doing this highlights its location on the student's schedule in red (indicating the student has a constraint), and closes the Search Panel. Reopen the panel by clicking the Search option. When this is done, notice that the selected course now has a checkmark next to it.
Select the course in the Schedule grid. In the Schedule Update modal, review the message that indicates the section has a scheduling constraint. To continue with adding the course to the schedule, enter an Effective Date. Entered dates must be within the term dates of when the course meets and are entered in mmddyyyy format.
Click the Override button to schedule the course.

When a course is both full and has a scheduling constraint, the warning message and action are combined.

Screenshot of the Schedule Update modal for a full section and a student constraint. Full Section with Student Constraint

After the course is added to the student's schedule, hovering over that section displays that there are constraints between the selected students and other students, even when the selected student's start date in that section has a future date.

Screenshot of the Student Constraint hover on the schedule grid. Student Constraint Indication with a Future Start Date

Modify a Student Schedule

When the Enable Scheduling Validations System Preference is set to Yes, any action/change to the student's schedule that results in a gap in the schedule displays a warning message.

Load Requests

This process loads courses included in the Requests panel.

Choose the Load button from the action bar. A Load Rosters modal displays.
Enter a Start Date for the courses. This can be left blank when the student is assumed to be started on the first day of the term (when the course section begins).
Review the information in the confirmation message, specifically the indication that unlocked courses (rosters) in the schedule are deleted from the selected terms, and with that, any recorded attendance, grades and course section information is also deleted.
Click the Load button in the confirmation message to continue.

The student's requested courses are added to the schedule. Sections cannot be overloaded this way.

Load Student Course Requests

Loading courses uses a complicated algorithm that follows these steps to assign a course placement for students:

When the student is assigned to an Academic Plan where a requested course is included on a Course Requirement that is marked as Priority, those courses load first.
Remaining courses are sorted by Schedule Load Priority set on the Course/Course Master editor and loaded in order.
Courses in a given priority with only one available section (singletons) are loaded before other courses of the same priority.
Remaining courses are loaded in a manner that attempts to balance section rosters equally on the same criteria as the Scheduling Board (see the Section Balancing Configuration information on the Loading Tools article for this logic).

When a student is assigned to a Scheduling Team, the student can only be loaded into sections that match their assigned team or have a null team assignment. The Load functionality does not load a student into a section that is assigned to a different team.

Unload Requests

Click the arrow next to Load button and select Unload. An Unload Rosters confirmation message displays.
Review the information in the confirmation message, specifically the indication that unlocked courses (rosters) in the schedule are deleted from the selected terms, and with that, any grades and course section information is also deleted.
Click the Unload button in the confirmation message to continue.

When completed, the student's schedule displays No Scheduled Course for the terms where scheduled courses were unloaded.

Courses in all selected terms (all terms in the calendar are automatically selected) are unloaded (deleted). Remove the checkboxes from the confirmation message to unload courses for specific terms.

Unload Scheduled Courses

End Entire Schedule

This option is used to end the student's schedule as of the entered date when the student is choosing other courses to attend, or needs to rework their schedule for a specific need. This process assumes the student has attendance in the current courses for at least one instance (a day, a course meeting, etc.).

Click the arrow next to the Load button and select End. An End Rosters modal displays.
Enter the End Date for the day prior to when the student is no longer attending the course. This date defaults to the current day. Click the Calendar icon to choose a different day or enter a different date in mmddyyyy format. When the student is enrolling in new courses on September 7, the entered End Date would be 09/05/20XX; the student's enrollment in existing courses is through September 6, which is the Drop date.
Click the End button in the confirmation message to continue. Entered dates must be within the term dates of when the course meets.

The student's schedule is ended the day prior to the entered date. New courses can be added for the current term and future terms beginning with the day AFTER the Drop Date.

End a Student's ENTIRE Schedule

Restore Entire Schedule

Use this option when the action of ending a student's schedule was done incorrectly, when a recently dropped course needs to be restored, or when a student left the school for a short period of time then returned during the same school year.

Click the arrow next to the Load button and select Restore. A Restore Rosters modal displays.
Enter the Start Date for the day the schedule should be restored. Entered dates must be within the term dates of when the course meets and are entered in mmddyyyy format.
Click the Restore button in the confirmation message to continue.

The student's schedule is restored as of the entered date, with the new enrollment date becoming the start date of the Courses. Only the most recently ended course sections are restored.

Cross-Site Enrollment Courses

This process only restores courses held at the Home School. If the student was previously enrolled in a Cross-Site Course at a Serving School, the student needs to be manually re-added to that course, and a new Cross-Site Enrollment record will be created for them at the Serving School.

See the Walk-In Scheduler Information for Cross-Site Enrollment for more information.

Screenshot of the Restore Rosters process

Restore a Student's Schedule

Modify Section Rosters in a Schedule

Changes can be made to existing courses on the student's schedule that affect the Course Section Roster list, and modify the list of students the teacher may see in their class roster. The Roster Update panel displays when existing courses are selected.

Roster Update Panel

This panel varies by state, as information in these fields may be used for state reporting purposes. See your specific state reporting product content for information on those fields.

Item	Description
Course Name Course Number Section Number	Indicates the selected course. The course name displays in bold, followed by the course number and then section number.
Start Date	Indicates the date the student began enrollment in the course. When blank, it is assumed the student began enrollment in the course on the first day of the term. Entered dates need to be within the selected term dates. Warnings display on the Roster Update panel when dates fall outside of the term for the selected section, outside of the student's enrollment or outside of the calendar dates.
End Date	Indicates the date the student ended enrollment in the course. When blank, it is assumed the student is (1) currently enrolled in the course section, and (2) was still enrolled in the section at the end of the term. Entered dates need to be within the selected term dates. Warnings display on the Roster Update panel when dates fall outside of the term for the selected section, outside of the student's enrollment or outside of the calendar dates.
Lock	When marked, the course section remains on the schedule, even when the Unload option is used to remove all scheduled sections. This option does not display when the course section was dropped prior to the current date. This applies when unloading a course from the Walk-In Scheduler or from the Scheduling Board.
No Credit	When marked, indicates the student received no course credit for the selected course. This is visible on the student's Transcript. When using the Transcript Post tool, the Credits Earned and Credits Attempted values for this course post as zero (0). That zero can be modified by editing the Transcript record manually.
Repeated	Indicates the student has taken the course previously. This is a label that is noted on the student's transcript.
Modified By	Lists the last staff person who made changes to the selected course section, along with the date and time. When a section is deleted from a student's schedule or when an end date is added to a course section on the student's schedule and attendance data is deleted, a record of this action is recorded in the Audit Attendance table.

When you are changing the dates for a course that is scheduled in the fourth term, entered dates can only be within the dates of that term.

Add a Start Date to a Scheduled Course

When a student begins enrollment AFTER the start of the term, enter the date the student began attending the course. The start date may be different because the student's enrollment started after the start of the term, or the student switched course sections after the start of the term, or it's a temporary class that doesn't follow the standard term dates.

Select the appropriate course from the student's schedule. The Roster Update panel opens.
Enter the Start Date in mmddyy format, or use the calendar icon to select a date, or click the Today button to enter the current date. To remove the date, click the Clear button.
Click the Save button when finished. The entered start date displays with the course.

Changing start dates may affect assignments that have been entered or historical attendance data.

Add an End Date to a Scheduled Course

When a student ends enrollment in a course (dropping a course, rather than ending enrollment in the school), enter the date the student stopped attending the course.

Select the appropriate course from the student's schedule. The Roster Update panel opens.
Enter the End Date in mmddyy format, or use the calendar icon to select a date, or click the Today button to enter the current date. To remove the date, click the Clear button.
Click the Save button when finished. The entered end date displays with the course as the Drop date.

When the student drops the course on the last day of the term, the Drop Date displays on the course section, and that course that is scheduled in future terms is removed.

Delete a Student Completely from a Roster

Only delete a course completely when the student has NEVER attended any instance of the course.

Select the appropriate course from the student's schedule. The Roster Update panel opens.
Click the Delete button when finished. A warning message displays indicating that ALL attendance and grading information is removed.
Click the OK button to continue. The course is removed.

Lock a Student's Course Selection

Select the appropriate course from the student's schedule. The Roster Update panel opens.
Mark the Lock checkbox.
Click the Save button. Notice on the Schedule that the course now displays a locked padlock.

When the student's schedule is unloaded, this locked course remains in the scheduled period.

To remove the lock, select the course from the schedule, and remove the selection from the Lock checkbox.

Screenshot of the Lock Course option when the schedule is unloaded. Lock a Course Section

Documents

Upload previous student schedule reports from other schools, or other schedule-related information, for a particular student. This uses the Digital Repository futures. There is no limit to the amount of documents uploaded here, but be aware your district may have set a maximum file size value.

Only documents uploaded from the Schedule tool and Walk-In Scheduler tool display here. Other type of uploaded documents do not display. To see other types of uploaded documents, view them on the Person Documents tool.

Mark the Consent statement (files cannot be saved when this is not marked), and click the Select File button to locate and upload documents. File names must be unique. Click the Save button when finished. A successful upload displays a Done checkmark next to the Select Files button. Close the side panel by clicking the Cancel button.

Screenshot of the Documents Upload side panel. Schedule Document Upload

Uploaded files can be sorted by Newest (most recently uploaded) or Oldest. To remove an uploaded document, click the red X next to the file name.

Screenshot of deleting an uploaded document. Delete Uploaded Documents

For more information on document upload, see the Manage Document Attachments article.

Notes

This feature was added in the Campus.2335 Release Pack (August 2023).

The Notes editor provides a place to track specific information about the student's requests, about certain courses they'd like to take, or about a student's desire to graduate mid-year. While information can be recorded on the student's Academic Plan or in the Contact Log, adding it to the Walk-In Scheduler as the student is working with the Counselor in real time allows a record to be kept of the conversation on the same tool in which course changes are being made.

Walk-In Scheduler Notes

Click the Notes button in the Action bar, then enter the information in the text field in the Notes side panel.

The entered Notes is specific to the selected student.
There is a character limit of 5000. A counter below the text box keeps track of the total characters.
The text box resizes vertically when the entered information extends beyond the capacity of the current field size. A horizontal scroll bar displays when the text extends outside of the box dimensions.
The Filter Designer includes Walk-In Scheduler Notes fields for Student Data Type reports. See the Ad hoc section below for more information.
Notes remain in this side panel until manually removed by a user.

The Last Modified By and Date/Timestamp information lets other staff members who have tool rights to Walk-In Scheduler see who edited the field last.

Last Modified By and Date/Timestamp on Entered Notes

When a note exists for the student, a blue dot displays next to the Notes button. This displays any time there is one or more characters entered into the field.

Indicator that at least one note exists for a student.

Additional Walk-In Scheduler Information

Tool Rights

Full access to the Schedule tool in Student Information requires R rights to the following items:

Student Information > General > Schedule
Student Information > General > Schedule > View Attendance
Student Information > General > Schedule > Grade Book
Student Information > General > Scheduling Messenger
Student Information > General > Schedule > Schedule Messenger > User Group Formats
Student Information > General > Schedule > Additional Enrollment Schedules

R and W rights to the Schedule are necessary to access Walk-In Scheduler. At least R rights are required to activate these subrights:

Student Information > General > Schedule > Can Override Strict Student Constraints
Student Information >General > Schedule > Can Overload Sections

D rights to the Schedule allow users to remove (delete) students from a Course Section.

W rights to Student Attendance are necessary (in addition to D rights assigned to schedule) to delete the course when the student has attendance records associated to the section.

Note that Calendar Modify Rights take precedence over tool rights. When a user is assigned the recommended tool rights, but not modify rights to the calendar, updates to the schedule are not made.

Ad hoc Information

Student Schedule information is available in the Query Wizard in Student > Learner > Schedule. Using these fields returns information on courses/course sections in which the student is currently scheduled. Fields for Section Student Detail, Roster Verification, Course/Section and Walk-In Scheduler Notes are also available.

Course requests are available in Ad hoc Query Wizard in the Student > Learner Planning > Course Requests folder. Walk-In Scheduler Notes are also available here.

Screenshot of Student Course Request ad hoc fields. Student Course Request Ad hoc Fields

Course requests and request summary information is available in the Course Section data type in the Course > Course Information > Request Detail and Request Summary folders (second image).

Screenshot of Request Detail and Request Summary ad hoc fields. Course Request Detail, Request Summary Ad hoc Fields

Previous Versions

Walk-In Scheduler [.2335 - .2343]
Walk-In Scheduler [.2231 - .2331]

This video explains different ways that the Walk-in Scheduler can be used to complete or change a student's schedule, both before and after school has started.

Tool Search: Schedule

The Scheduling Messenger allows users to send messages to a student's current Teacher(s)/Staff. Sections that were modified today by the current user display by default in the Recipient Selection list, making it easier to notify teachers about roster changes. A default message is provided, but the user may create and save their own templates. Recipient filtering options allow users to decide which of the student's teachers receive the message. Teachers/Staff receive one message for each course/section.

Screenshot of the Scheduling Messenger. Scheduling Messenger Example

Field Descriptions

Field

Description

User/Group

This dropdown list allows you to save message templates to your user account or a user group to which you belong.

You must have tool rights to User Group Formats for this tool in order to share group templates.

Template

This dropdown list displays a list of available templates. To create a new template, select <new> from this list.

Filter Criteria

Recipients

The Recipients dropdown list determines which teachers/staff display for a course section in the Recipient Selection List.

Teachers and staff are assigned to course sections on the Sections tab in Campus.

All Teachers. Displays the primary and secondary teachers for each course section listed in the student's schedule for the selected item. This is the default selection.
Primary Teachers. Displays only the teachers selected in the Primary Teacher dropdown list for the section.
Secondary Teachers. Displays only the teachers selected in the Teachers dropdown list for the section.
Section Staff. Displays school staff selected in the Section Staff dropdown list for the section.

Note that the staff person's Demographics Contact Preferences also need the General checkbox marked.

Term

The Term dropdown list determines which course sections display in the Recipient Selection list. The current term of the primary term schedule is the default selection. If there are multiple term schedules, the terms display ordered by sequence number with the primary term schedule first.

Course Status

The Course Status dropdown list filters potential recipients to teachers/staff associated with active or inactive courses as of today's date. Courses are considered active on the date they are dropped.

Active Courses. Displays teachers/staff for active courses only. This is the default selection.
Inactive Courses. Displays teachers/staff for inactive courses only.

An Active Course is defined as a course that is not yet dropped, which has one of three impacts, depending on the context of the course:

If the course met in a previous term, "active" means the roster placement for the student either has a blank (null) end date or the end date is the last date of the term.
If the course meets in the current term, "active" means the roster placement for the student either has a blank (null) end date or the end date is greater than or equal to the current date.
If the course meets in a future term, "active" has no real meaning, as all future courses are considered active regardless of the start or end date.

Sections

The Sections dropdown list filters the sections from which recipients may be selected.

Modified Today. All course sections for the student that were modified by the current user today.
All Sections. All sections in the selected term.

Recipient Selection

A list of potential recipients. The potential recipients are sorted by course section. When a teacher/staff member is selected, their name displays in gray. Click Select All to quickly add all teacher/staff members to the Message Recipients list.

Message Recipients

The intended recipients of the message. Click Remove All to quickly remove all teacher/staff members from the Message Recipients list.

Delivery Devices

Inbox

The Inbox option is automatically selected. This option places a note in the recipient's inbox that a new message is available. Infinite Campus strongly recommends leaving this option marked to ensure delivery to a Portal Account when no other delivery devices are marked for messages.

Email

The Email option sends an email to the staff's email address on record (entered in Census > People > Demographics).

Sender's Email

This field displays the email address that is automatically included in the message body for message recipients to reference.

If the "Use Sender's Email from Census as Sender's Email Address" checkbox is...	Then this field displays the email address entered in....
selected on the Email Settings tab	Census > People > Demographics > Email
NOT selected on the Email Settings tab	System Administration > Messenger > Messenger Preferences > Email Settings > Default Sender Email Address

This field can be changed if the Allow Custom Sender's Email Address checkbox is marked on the Email Settings tab.

Existing templates may display a different address if the the Allow Custom Sender's Email Address checkbox is marked and a user modified the Sender’s Email field.

Message Details

Message Subject

This field determines the text that displays in the Subject field of the email message. The default subject is Schedule Change but can be changed to something else.

Message Body

A generic template is provided for sending messages; however, you can create a new message with specific information in the Message Body using the WYSIWYG editor.

Do NOT copy attribute fields from another Messenger tool in Campus. The attribute fields are not the same.

For more information about using the options available with the editor, see the WYSIWYG Editors article.

Message Body supports the use of Chinese characters for email messages only.

Browse and Upload an Email Attachment

This option allows you to add an attachment to the email. See the article the Digital Repository Preferences for information about supported file types and sizes.

You must click the Upload button after browsing for the attachment. When an attachment is properly uploaded, the Attach File message displays on the screen.

Screenshot of the upload attachment option.

This option is controlled by an email preference set by the District Administrator and may not display in all districts.

Delivery Date

The date the message should begin delivery. The default selection is the current date.

Send Inbox/Emails at

The time inbox and/or email messages begin delivery.

The time saves with the templates. If you want messages to always go out immediately after Send is selected, the template should be saved with this field blank.

Test Message

Test messages can be sent in advance to preview your message. Clicking this button allows you to send a test message.

Preview/Send

Clicking this button allows you to preview the message for each recipient before the message is sent.

Create a New Message

Select New from the Template dropdown list. The WYSIWYG editor displays with an editable version of the sample message.
Type the layout for the letter.
Select the predefined Campus Field Properties or click the Insert/Edit Campus Field button to select the Campus fields that display in the message. The Campus Field Properties dialog displays.
Select the fields to include then click the Cancel button.
Click the Save button. The Save Template As dialog displays.
Enter a name and click OK. Campus saves the template. The template may be used to send messages.

Send a Message

Select the message template from the Template dropdown list.
Filter the potential recipients by making selections in the Recipients, Term, Course Status, and Sections dropdown lists.
In the Recipient Selection box, select the teacher/staff members to whom the message must be sent. When a teacher/staff member is selected, their name displays in gray. Click Select All to quickly add all teacher/staff members to the Message Recipients. Click Remove All to quickly remove all teacher/staff members from the Message Recipients.
Select whether the message should be delivered to the recipients Email address.
Select the date the message should begin delivery.
Enter the time the message should begin delivery.
Click the Preview/Send button to preview the message for each recipient before the message is sent. The Preview Message screen displays.
Click the Review Recipients button. The Review Recipients screen displays. To cancel a message, clear the checkbox next to the recipient's name or email address.
Click the icon in the Preview column. The Message Recipient Preview window displays.
Click Close to return to the Review Recipients screen.
Click Save Recipients or Cancel to return to the Message Preview screen.
Click Send Message. Campus sends the message on the day and time specified.

Troubleshooting

Problem	Solution
An expected course is not appearing in the Recipient Selection.	Verify the course section has a Primary Teacher assigned on the Sections tab in Campus. Only courses with a Primary Teacher appear in the All Teachers, Primary Teachers, and Secondary Teachers results.

Problem

Solution

An expected course is not appearing in the Recipient Selection.

Verify the course section has a Primary Teacher assigned on the Sections tab in Campus. Only courses with a Primary Teacher appear in the All Teachers, Primary Teachers, and Secondary Teachers results.

Tool Search: Student Constraints

The Student Constraints tool allows users to limit a student's interaction in classes with another student, or with multiple students. Constraints are used when loading course requests in the Scheduling Board, and can be either a strict constraint (student WILL NOT be placed) or a not strict constraint (student SHOULD NOT be placed).

Student Constraints can be rolled forward into future calendars using the Student Constraints Roll Forward tool.

Student Constraints

Read - View entered student constraints.
Write - Modify existing student constraints.
Add - Add new student constraints.
Delete - Remove student constraints.

For more information about Tool Rights and how they function, see the Tool Rights article.

Constraints display in the following areas:

Student constraints DO NOT display when adding students using the Roster Setup tool.

Constraints can be added for any reason deemed necessary by the staff (Principal, Counselor, Teacher) or by a Parent/Guardian's request. Mostly, constraints fall into these two scenarios:

Not Strict Constraint. Abigail and Anna are twins. Their parents have requested that whenever possible, Abigail and Anna are not in the same course sections at the same time. This would be a "not strict" constraint. For example, when both Abigail and Anna need to take Spanish II in third period because Abigail has Soccer the other time it is offered, and Anna needs to stay with the same teacher she had for Spanish I, they may be in the same section.
Strict Constraint. Ryan and David have frequent behavioral issues when they are in the same class as James. It can be distracting for other students, and prohibits them from learning, and causes more tension than needed for all of the other students and the teacher. The logic creates a constraint all combinations of all three students, and prohibits their placement in the same course sections. Strict constraints can be overwritten in the Scheduling Board, when necessary.

Note that the more frequent use of constraints may limit the successful placement of students in their requested courses.

Search for Student Constraints

This tool makes a one to many connection. When there are several constraints created, it is best to search for a specific student in the Student 1 column, Student 2 column, or both.

Enter part of a student's last name, student's first name, or a student's number in the Student 1 or Student 2 column. When letters or numbers are entered, the list of existing constraints filters to return only those instances that match the entered letters or numbers.

Screenshot of search results when adding a new constraints Student Constraints Search

There is no ability to edit a constraint. When a change does need to be made (the wrong student was selected, the wrong type of constraint was chosen, etc.), click the Delete button. Then, enter a new constraint.

Add Student Constraints Between Two Students

Click New to enter a new record.
Begin typing a student's name in the dropdown list. When located, click the student's name.
Begin typing the second student's name. When located, click the student's name.
Mark the Strict checkbox when the constraint requires the students to not be placed in the same section when possible.
Click the Save button when finished. The constraint displays in the list above.

Add Student Constraints For More Than Two Students

Click New to enter a new record.
Begin typing a student's name in the dropdown list. When located, click the student's name.
Begin typing the second student's name. When located, click the student's name.
Begin type the third student's name. When located, click the student's name.
Continue this process until all students needing the constraint have been selected.
Mark the Strict checkbox when none of the students cannot be placed in the same section.
Click the Save button when finished. The constraints display, one entry for each student between each instance of the other students. For example, Anna, Beth, Carrie and Delia cannot be in the same class. The list of constraints would look like this:
- Anna will not be placed with Beth.
- Anna will not be placed with Carrie.
- Anna will not be placed with Delia.
- Beth will not be placed with Carrie.
- Beth will not be placed with Delia.
- Carrie will not be placed with Delia.

Screenshot of Student Constraints when more than two students are included. Student Constraints with more than Two Students

Adding a considerable amount of students in one constraint record is not recommended. It is recommended that constraints be added one at a time in order to manage the records more effectively.

This video explains how to set parameters to prevent students who shouldn't be in the same classroom from being scheduled together.

Tool Search: Schedule

The Student Schedule allows users to view and print the student's scheduled courses in multiple formats. The student's schedule can be used to find where the student is during the day, to determine which courses the student should be taking in future years and to print the student's schedule.

Student Schedule

Read - View the schedule.
Write - Modify existing scheduled courses using the Walk-In Scheduler.
Add - Add new courses to the schedule using the Walk-In Scheduler.
Delete - Remove courses using the Walk-In Scheduler.

See the Tool Rights section below for more details on what actions can be performed with each right.

Submit feedback for the Schedule using the Feedback button in the bottom right hand corner. This takes you to the Campus Community Schedule forum topic where you can add your concerns or suggestions for potential future development related to the Student Schedule.

Student Schedule Feedback

The Schedule does not load if Calendar Days have not been reset for the selected calendar.

Navigation of Student Schedule

Review the following information for a summary on features of the schedule and how to manage the Student Schedule. This new Student Schedule allows access using keyboard shortcuts when in the Calendar View. See the Keyboard Shortcuts section for navigation tips.

Note that when a user chooses to the view the student's Schedule in a certain way, by choosing one of the options of the Calendar View or by choosing the Term View, and then navigates away to a different tab within Campus, the next time the user accesses the student's Schedule, the same view option that was previously chosen displays again.

A calendar must be selected in the Campus toolbar to display schedule information.

Click here to expand...

Feature	Image
General Navigation
Use the Full Screen icon to display just the schedule in the entire browser window. This removes all tabs, all indexes, all headers, and just displays the schedule. This can be done in either the Calendar View or Term View. Click the icon again or click the ESC key to return to a non-full screen view.
Access Schedule Reports by choosing the Print button from the bottom of the page. Available reports display in the side panel. A report can also be printed for courses scheduled into periods without times by selecting the Current View or the Periods without Times print options (if there are periods without times) while in the Calendar View. Any scheduled Responsive courses are included in the reports. Any courses that are dropped in the future are included in the reports.
Use the Walk-In Scheduler to modify the student's Schedule. The Walk-In Scheduler button can be selected from either the Term View or Calendar View; modifications to the student's schedule (course requests, drop/add courses, etc.) can only be made in the Walk-In Scheduler.
Use the Scheduling Messenger to send messages to the student's current teachers by choosing the Messenger button.
View any Responsive Course Sections from either the Calendar view or the Term view. Past responsive course sections display as other dropped courses would display.
To see more information about a course (assignment scores, attendance data, etc.), select that course from the grid. A side panel opens that includes the course information, section information, any recorded attendance for that day, assigned scheduling teams and access to view posted grades. This can be done from the Calendar view in the Day or Week displays, and in the Term view (the Term View does NOT display attendance information).
If a student does not have a scheduled course during a particular period, the period displays as such.
Calendar View Navigation
When displaying the schedule in the Calendar view, the student's schedule can be displayed for the Day, for the Week, or in an Agenda layout. See the Calendar View section for more information on each of these options. Automatic scrolling to the current time of day occurs when viewing the schedule. If a counselor is looking for a specific student at 10:15, opening the schedule tab lets the counselor see which class that student is in and where.
See courses that are not assigned a time to the far right (or below the schedule, depending on your screen size). These could be advisory periods or homeroom classes, or after-school sporting events or after-school club meetings.
When in the Calendar view, the selected date always displays the current date. Use the left or right arrow keys to navigate to future dates or past dates. If viewing a future or past date, click the Today icon to return to the current date. To choose a day in a different month, click the current date and navigate through the pop-up calendar.
Term View Navigation
Choose the Term View button to display the Schedule organized by the term (Quarters, Trimesters, etc.). For schools that use multiple period schedules, the schedules are labeled within each term. For schools that use more than one term structure, the switcher in the top right displays options to navigate to the correct term structure. Periods where the student is not scheduled into a course section are gray and the field displays No Scheduled Course. Periods where the scheduled course section does not meet (school holiday or other non-instruction day) are gray and the field displays No Scheduled Course. Diagonal gray bars indicate the calendar does not contain courses in those periods for those days.
Determine what displays in the schedule grid by turning on or off certain Settings.
Select which Terms and Period Schedules to display by expanding the Filter dropdown and removing the Terms from the Term list and removing the selection of the period schedules from the Period Schedule list. The green checkmark to the left indicates the term or period schedule is selected and displays in the schedule; thos without a checkmark do not display. All terms and all period schedules are automatically selected. The Filter only displays when there is more than one term and/or one period schedule.
In the Term view, see dropped courses in the date in which they were dropped. The currently active course displays at the top of the period. This requires Dropped Courses to be selected in the Filter. In this example, for Term S2, Period 3, the student dropped the Homeschool course on March 26 (last course listed), enrolled in Photography starting March 27 and dropped on April 2, then added Modern Literature on April 3. The student must have dropped courses in order for this option to display. The Calendar view only displays actively enrolled courses. An Active Course is defined as a course that is not yet dropped, which has one of three impacts, depending on the context of the course: If the course met in a previous term, "active" means the roster placement for the student either has a blank (null) end date or the end date is the last date of the term. If the course meets in the current term, "active" means the roster placement for the student either has a blank (null) end date or the end date is greater than or equal to the current date. If the course meets in a future term, "active" has no real meaning, as all future courses are considered active regardless of the start or end date.

Where do I

This table compares where you would complete tasks in the original Student Schedule tool versus where that same task is done in the new Student Schedule tool, whether accessed via the Counseling toolset (Student Information > Counseling > General > Schedule) or the Student Information toolset (Student Information > General > Schedule).

Click here to expand...

I want to...	Original Student Schedule	New Student Schedule
Change the Schedule Format	Choose the Dropdown list on the left hand side of the tab to show the schedule in a Table format grouped by course or day, or a List format grouped by course or day.	Choose the Calendar button from the lower right corner; then select the Day, Week, or Agenda buttons from the upper left corner. Or, choose the Term button from the lower right corner.
See only the courses into which the student is currently enrolled	Click the Display Active Courses Only icon.	In the Term view, use the Filter options to turn off the Dropped Courses setting (only displays when a student has a dropped course). Dropped courses display in the order in which they were dropped. An Active Course is defined as a course that is not yet dropped, which has one of three impacts, depending on the context of the course: If the course met in a previous term, "active" means the roster placement for the student either has a blank (null) end date or the end date is the last date of the term. If the course meets in the current term, "active" means the roster placement for the student either has a blank (null) end date or the end date is greater than or equal to the current date. If the course meets in a future term, "active" has no real meaning, as all future courses are considered active regardless of the start or end date.
Print the student's schedule	Click the Print icon or select a Schedule report from the Choose a report option dropdown.	Click the Print button to see the available reports from the side panel.
See the period times.	Scroll to the bottom of the page to see the Period Info table.	Use the Calendar Day view to see the current period highlighted in blue. The schedule automatically moves to the current time, indicated by a red line.
Access the Walk-In Scheduler	Click the Walk-In Scheduler icon at the top of the screen.	Click the Walk-In Scheduler icon at the bottom of the screen.
Send a schedule related message to a student's teacher.	Click the Scheduling Messenger icon at the top of the screen.	Click the Messenger icon at the bottom of the screen.
View the student's current course grades	Click the Grade Book icon in the course grid.	Click the course name. In the Side Panel, click the Grades button.

Calendar View

Staff can view the student's schedule by the current Day (standard view), the current Week, or by an Agenda view.

The Day view displays the student's courses for the selected day.
The Week view displays the student's courses for the selected week.
The Agenda view displays the student's courses in a planner view, with the date, time and courses.

Lunch assignment (when selected on the Course editor) and any scheduled Responsive Scheduling courses (when using Responsive Scheduling tools) display.

Screenshot of the week view, showing the lunch assignment, a repsonsive scheduling section, and the term and schedule display.

Calendar View

When a student is assigned to a Blended Learning Group that meets on the day that is being viewed (Blended Learning Groups are assigned to Calendar Days), a label of Virtual displays in the Day, Week and Agenda views.

Screenshot of the Blended Learning Group

Virtual Learning Group Display

Screenshot of the Blended Learning Group display in Week view.

Week - Blended Learning Group Display

Blended Learning Group Display in Agenda View

Blended Learning Groups are optional. See the Blended Learning Groups article for more information.

Keyboard Shortcuts

The following shortcuts can be used when accessing the Student Schedule in the Calendar View:

Arrow through the time slots. Use all four directional arrow keys to highlight time slot cells and scroll through the courses.
Press enter to open courses. Highlight a course using the tab key and press the Enter key to open the Course Side bar.
Tab through the courses and non-timed activities. Use the Tab key to move through the courses and click Enter to open the Course Side panel (shows the course name, teacher, period name and time).
Arrow to next and previous. Use the arrow keys in the Day and Week view to navigate to the next or previous day/week.
Escape to close side panels. Click the ESC key to close open side panels.
Switch between calendar views. Use 1, 2, 3 numbers across the top (not the number pad) to move between the Day, Week, and Agenda views.
Switch between term views. Use 1, 2 numbers across the top (not the number pad) to move between the Term views.

Certain browser settings (like spell check) may interfere with the use of keyboard shortcuts.

Day View

The Day view lists the student's courses for the selected day. The name of the Period, assigned Room Number, Course Name and Assigned Teacher and any recorded attendance for that period display. The current period is highlighted in a blue outline to easily determine where the student is. A red line indicates the current time.

Click the course block to see the course information in the side panel.
Click the Grades button in the side panel to view the student's Grades tab.

Calendar Day View

If a student is scheduled into multiple sections of the same course, both of those sections display.

Week View

The Week view lists the student's courses for the selected week. Similar to the Day view, the name of the Period, Course Name and Assigned Teacher and any recorded attendance for that period displays. The side panel shows the same information as he Day view.

The Week view is helpful if student courses change on a daily basis.

Week View

Certain calendar formats, particularly at elementary schools, do not display well in the Week view, because of the amount of schedules, periods and classes. Consider using the Day or Agenda views instead.

Agenda View

The Agenda view lists the student's courses in a planner type of view, with the date, time and course. The current time and course is not highlighted in this view, but recorded attendance does display for course in which it was recorded.

Agenda View

The Term View displays the student's courses for selected Term and each selected Period Schedule. Choose the Filter to select which terms and periods display.

When first accessing this view, all terms and all period schedules are selected. For a school using more unique formats for student schedules, like middle schools who are experimenting with the best learning for students, this view could get rather large.

Lunch assignment (when selected on the Course editor) and any scheduled Responsive Scheduling courses (when using Responsive Scheduling tools) display.

Responsive courses can be viewed for Future courses or Past courses.

Term View

Filter Options and Settings

The Filter and Settings allows users to choose what displays in the schedule grid and how it displays. At the beginning of a school year, it might be useful to see all terms and period schedules, but as the year progresses and Term 1 is over, this term can be removed, so only the current and future terms display. Or, a user doesn't want to the see course numbers and section numbers in the schedule grid, just the name of the course. All of these can be set per user and changed as often as needed.

Filter Options and Settings

Both the Filter options and the Settings panel remember selections made, meaning once a selection is made (filter) and saved (settings), the options remain even when navigating away or logging out of Campus, and is remembered the next the user logs in.

When first accessing the Filter, the schedule grid displays all terms and period schedules, both active and dropped courses, and any special days marked on the Calendar Days tab, like Responsive Scheduling Days.

Some filter options may affect the searching and placing of courses on the grid. Messages display when these options may need to be changed or to remind the user that not all items may be shown in the grid due to filter selections.

Remove the selected terms by clicking which Term or Period Schedule to not show in the Schedule. Terms and Period Schedules without a checkmark DO NOT display in the schedule. In the example below, terms Q1, Q2, and Q3 are selected to display. Q4 is not selected and courses scheduled into that term do not display.

Term and Period Schedule Selection

If changes are made, a Reset button displays. Click this to return all filter options to the original display.

Filter Reset

Click here to expand...

Option	Image
Show only active courses by clicking the Dropped Courses option.This removed any courses from the grid that the student has dropped (ended enrollment in the section). The first image to the right shows the Dropped Courses option selected (highlighted), and the dropped Advisory course in Term 4. The second image shows the Dropped Courses option not selected, and the dropped Advisory course no longer displays.
Hide any Exception/Special Days (final schedules, responsive scheduling) from the grid. In this calendar, all exception/special days are scheduled in the Period Schedule 2. In the first image, exception days display. Notice that this student does not have any courses scheduled for those days. In the second image, the exception days do not display. This also removes Period Schedule 2 from the grid.
Only show specific terms. Click the X next to the Term name to not have courses scheduled in that term display in the grid. Since Term 1 has passed and no more schedule changes can be made for that term, Q1 can be removed. The first image shows the complete school year with all four terms displaying. The second image shows the schedule grid with the first term removed.
Show only courses in the main Period Schedule. Removing period schedules from view is helpful when there are many responsive or special days (see the previous information on this option) or when there are several rotating schedules for a school in a middle or elementary school, for example. In this example, the calendar has four terms and four period schedules. The first image shows all of these options selected. Notice that Term 4 doesn't display without scrolling and there is no way to determine which periods are connected to which period schedule. The second image shows all but one period schedule selected. This makes viewing the courses for that period schedule manageable, and all terms display without scrolling.

Settings

There is one setting that can be turned on or off when viewing the student schedule in Term view. A short description of that setting displays when clicking the info icon in the Settings side panel. Note that turning this setting on may increase the overall height of the grid, which could limit the amount of data that displays. This image shows the default settings.

Term View Settings - Default Selections

Changes automatically save (i.e., there's no need to click a save icon).

Click here to expand...

Option

Setting On

Setting Off

Display Course and Section Numbers in Active Grid

With the setting on, the course number and section for the currently placed course displays.

With the setting off, the course number and section for the currently placed course does not display, and only the name of the course displays.

The Advisory course includes the course number and section number.

Screenshot of the course and section numbers displaying.

The Advisory course only includes the course name, not the number or section.

Screenshot of the course number displayed only.

Documents

Upload previous student schedule reports from other schools, or other schedule-related information, for a particular student. This uses the Digital Repository features. There is no limit to the amount of documents uploaded here, but be aware your district may have set a maximum file size value.

Only documents uploaded from the Schedule tool and Walk-In Scheduler tool display here. Other type of uploaded documents do not display. To see other types of uploaded documents, view them on the Person Documents tab.

Mark the Consent statement (files cannot be saved if this is not marked), and click the Select File button to locate and upload documents. File names must be unique. Click the Save button when finished. A successful upload displays a Done checkmark next to the Select Files button. Close the side panel by clicking the Cancel button.

Schedule Document Upload

Uploaded files can be sorted by Newest (most recently uploaded) or Oldest. To remove an uploaded document, click the red X next to the file name.

Screenshot of deleted uploaded documents

Delete Uploaded Documents

For more information on document upload, see the Manage Document Attachments article.

Print

Print the student's schedule in any selected view by choosing the Print button at the bottom of the page.

The Current View prints the student's schedule in the selected view (Day, Week, Agenda, Term).
The All Terms view prints the courses on the student's schedule for all terms.
The All Terms Course View prints all of the student's courses on one page.
The Student Requests prints a list of the courses the student requested.

Reports print in PDF Format and include identifying information about the student (name, grade level and student number), which terms are included in the print, and the total unique number of courses into which the student is scheduled. Unique courses are defined by the course number; a student scheduled in two different sections of the same course (e.g., Study Hall with a Course Number of 123 but two different sections 123-1 and 123-2) counts as one course.

If a user has removed certain terms by modifying the Filter bar selections (for example, printing the schedule report for only Term 4), only those options selected in the Filter bar are included in the print.

Screenshot of the default schedule reports.

Print View of Default Schedule Report

A report can also be printed for Periods without Times Only and Periods with Time Only. If there are no periods without times in the Schedule, the Periods without Time Only print option does not display. These periods can be left without assigned times, or if there should be times assigned to these periods, modify the Period Schedule to add the correct period times.

Other reports that display here for printing are created using the Preferences Reports tool in System Administration. See the Schedule Report Preferences article for more information.

There could be several schedule reports listed, including those for other schools if the student has multiple enrollments. These display if the user has rights to the other calendars.

There are certain schedule setups that may not print correctly:

In Week view, up to three skinny courses print for one day.
In Day view, up to six skinny courses print for one day.

Print Schedule Reports

Additional Schedule Information

Tool Rights

Access to the Student Schedule needs to be assigned either through the Counseling toolset OR the Student Information toolset. While the Schedule functions the same way from either location, tool rights to the Counseling location operate interdependently of tool rights assigned to the Student Information location.

Tool rights assigned in Counseling do not equal the same rights assigned in Student Information, and vice versa.

Access to Student Schedule through the Counseling toolset:

Full access to the Schedule tool in Counseling requires R rights to the following items:

Student Information > Counseling > General > Schedule
Student Information > Counseling > General > Schedule > View Attendance
Student Information > Counseling > General > Schedule > Grade Book
Student Information > Counseling > General > Scheduling Messenger
Student Information > Counseling > General > Schedule > Schedule Messenger > User Group Formats
Student Information > Counseling > General > Schedule > Additional Enrollment Schedules

In addition, R and W rights are required for overriding strict student constraints:

Student Information > Counseling > General > Schedule > Can Override Strict Student Constraints
Student Information > Counseling > General > Schedule > Can Overload Sections

R and W rights are necessary for access to the Walk-In Scheduler. D rights allow users to remove (delete) students from a Course Section.

Student Information > Counseling > General > Schedule

W rights to Student Attendance are necessary (in addition to D rights assigned to schedule) to delete the course when the student has attendance records associated to the section.

Student Information > General > Attendance

Access to Student Schedule tool through the Student Information toolset:

Full access to the Schedule tool in Student Information requires R rights to the following items:

Student Information > General > Schedule
Student Information > General > Schedule > View Attendance
Student Information > General > Schedule > Grade Book
Student Information > General > Scheduling Messenger
Student Information > General > Schedule > Schedule Messenger > User Group Formats
Student Information > General > Schedule > Additional Enrollment Schedules

In addition, R and W rights are required for overriding strict student constraints:

Student Information > General > Schedule > Can Override Strict Student Constraints
Student Information >General > Schedule > Can Overload Sections

R and W rights are necessary for access to the Walk-In Scheduler. D rights allow users to remove (delete) students from a Course Section.

Student Information > General > Schedule

W rights to Student Attendance are necessary (in addition to D rights assigned to schedule) to delete the course when the student has attendance records associated to the section.

Student Information > General > Attendance

Note that Calendar Modify Rights take precedence over tool rights. If a user is assigned the recommended tool rights, but not modify rights to the calendar, updates to the schedule are not made.

Schedule Information in Ad hoc Query Wizard

Student Schedule information is available in the Query Wizard for Student data types. When building Student data type filters, the fields are available in the Learner > Schedule folder.

Screenshot of the schedule ad hoc fields.

Student Schedule Ad hoc Fields

If you are creating filters that return schedule information, also include student identifiers (like last name and first name) and course identifiers (like course name).

For schools that have a more complex calendar setup, use the available filter views to report information. All of the fields available within a selected view should be chosen.

Screenshot of other scheduling fields available in ad hoc

Other Scheduling Fields in Ad hoc

This video demonstrates how to view and print student detail information.

Walk-In Scheduler: Complete or Change a Student's Schedule - Study Guide

Academic Planning and Course Requests

Academic Planning

Best Practices and Things to Know

Suggested Academic Planning Tool Rights

Description of Tool Rights

Campus Administrators

Counselors

Teachers

Students and Parents

Academic Planning Workflow

Use Basic Academic Planning Functionality

Create and Assign a Basic Academic Plan

Step 1. Create New Program

Step 2. Enter Credit Requirements

Step 3. Assign students to the new program

Step 4. Calculate Student Status

View Student Graduation Progress when assigned a Basic Academic Plan

Report Student Graduation Progress when assigned a Basic Academic Plan

Request Wizard

Teacher-Entered Requests

Enter Requests

Additional Information

Setup

Previous Versions

Complete Or Change Individual Student's Schedule

Walk-In Scheduler

Navigation of Walk-In Scheduler

Keyboard Shortcuts

Filter Options and Settings

Filter Options

Settings

Manage Course Requests

Requests Panel and Add Requests Panel Details

Requests Panel

Add Requests Detail

Add Requests

Quick Add Requests

Add Planned Courses

Remove Non-Scheduled Course Requests

Remove a Single Non-Scheduled Course Request

Remove All Non-Scheduled Course Requests

Change Request Types

Assign a Student to a Team

Add Requested Courses Using Manual Mode

Add an Unscheduled Course

Search Panel

Search for a Course

Add a Searched Course to the Schedule

Add a Searched Course to the Schedule in an Empty Period

Add a Course to the Schedule in an Empty Period that is at Capacity

Add a Course to the Schedule in an Empty Period when the Student has a Constraint

Modify a Student Schedule

Load Requests

Unload Requests

End Entire Schedule

Restore Entire Schedule

Modify Section Rosters in a Schedule

Roster Update Panel

Add a Start Date to a Scheduled Course

Add an End Date to a Scheduled Course

Delete a Student Completely from a Roster

Lock a Student's Course Selection

Documents

Notes

Additional Walk-In Scheduler Information

Tool Rights

Ad hoc Information

Previous Versions

Scheduling Messenger

Field Descriptions

Create a New Message

Send a Message

Troubleshooting

Student To Student Constraints

Search for Student Constraints

Add Student Constraints Between Two Students

Add Student Constraints For More Than Two Students

View And Print Student Schedule

Navigation of Student Schedule