Schedule Option Set

Best practice is for the main person responsible for schedule to check out option set. This eliminates anyone else from processing schedule for option set. Other users may make changes to course requests and schedule sections within checked out option set..

• Click . User name is reflected in Currently Checked Out To.  Schedule Option Set may be edited. No one else can edit set except user listed.

• Click when finished.

• Edit Run Name and Run Description if desired.

• Click to spell check.

• Click for more space.

• Click to run the option set and see what student schedules would be created by this option set. It does not make any changes to the student schedule screens found in the Scheduling module. The test schedule can only be screened from within the Option Set.

• Click if finished editing tab.

• Use any Quick Link to open that screen. Open ClassBoard link will not function unless option set is checked out to user listed.

Use Teacher Preferences

Referencing:

• School Scheduling Options – Show Teacher Preference

• Schedule Request – Teacher

• Sched Section – Staff Name

When this option is selected all teacher preferences will be enforced.  

This is a strict enforcement of teacher preference, meaning if the preferred teacher does not teach a section for the requested course with the teacher preference the course request will not be scheduled.

Check Co requisites

Referencing:

• District Course – Pre/Co requisite tab, Co requisites grid

When this option is selected all students must meet the co requisites for each course requested.

Prerequisite Option

Referencing:

• District Course – Pre/Co requisite tab , Prerequisite grid

• Schedule Request – Pre-Req Not Required

When this option is selected all students must meet the prerequisites for each course requested unless the option Pre Req Not Required is selected within Schedule Request.

Options available for this rule are:

• Full Enforcement (checks CHS) – The scheduler will check course history to determine if the student has met the prerequisites for the course request.  Full Enforcement includes scheduling requests in pre req order.

• No Enforcement – Prerequisites will not be considered during the scheduling run.

• Schedule Requests in Pre Req Order – Refers to current course requests only and will schedule the requests in order of prerequisites.

Allow Alternate Course

Referencing:

• School Scheduling Options  - Show Alternate Course

• Schedule Request – Alternate Course

• When this option is selected it is referring to scheduling alternate courses within the Alternate Course column of Schedule Request (one on one alternate).  

Allow Global Alternate Courses

Referencing:

• District Course – Schedule Priority

• Schedule Request – Alternates for Electives

When this option is selected courses within the Alternates for Electives grid of Schedule Request will be scheduled in preferred priority order for Elective (Low) type courses only.  

Use Room Seat Limit

Referencing:

• School Room – Class Size column

When this option is selected the scheduler will assign students to all sections but limit the students to the Class Size within School Room instead of the Sched Section Student Seat Totals Max.

Check Term Override

Referencing:

• School Scheduling Options – Show Term Override (Override Term Codes must be completed)

• Sched Section – Term Code

• Schedule Request – Term Override

When this option is selected the scheduler will refer to the Term Override within Schedule Request and will schedule the student just for that term.  Example:  if the course is a YR term course but the student has a term override of S2, the student will only be scheduled for S2 of that year long course.  Grades, GPA and Course History all refer to the Term Override for credit.  

Check Term Preference

Referencing:

• School Scheduling Options – Show Term Preference

• Sched Section – Term Code

• Schedule Request – Preferred Term

When this option is selected all term preferences entered for students will be used.  This allows the student to request a given course at a given time of year.  This option is strictly enforced when selected.

Check Student Restrictions

Referencing:

• Sched Sction – Students grid

• Schedule Request – Student Restrictions grid on the Restrictions tab.

When this option is selected all students listed within Student Restrictions grid will not be scheduled in the same sched section with the student.  

Check Teacher  Restrictions

Referencing:

• Sched Section – Staff Name

• Schedule Request – Teacher Restrictions grid on the Restrictions tab.

When this option is selected all students with teachers listed in the Teacher Restrictions grid will not be scheduled in sched sections with those teachers as the Staff.  

House Option

Referencing:

• Sched Section – House

• School Scheduling Options – Show House

• Schedule Request – Schedule House

When this option is selected all students will be scheduled according to house assignment.  

Options available for this rule are:

• No House Enforcement – Houses are not used during the scheduling process.  All house assignments will be ignored.

• Match Sections with Houses – Use this option when students are manually assigned to a house within Schedule Request.  Strict enforcement is used to only schedule students in sections with the matching house assignment.  Houses will not be assigned to students in the scheduling run.  

• Automatic House Enforcement – Students may or may not be assigned to a house in Schedule Request.  If a student is manually assigned to a house the scheduler will schedule the student in sections with that houses.  If a house is not manually assigned to the student, the scheduler will try different house assignments until a positive 100% schedule is reached for the student to a section defined house.  If a section does not have a house assignment then the student can be placed in that section.

Team Option

Referencing:

• School Scheduling Options  - Show Team

• Sched Section - Team

• Schedule Request – Schedule Team  

Options available for this rule are:

• Match Sections with Teams – Students who are manually assigned to a team will be scheduled in that team.  Students who are not assigned to a team will be scheduled into the first team available for their schedule

• Automatic Team Enforcement – Students may or may not be assigned a team.  If students are manually assigned to a team the scheduler will try different assignments until a positive 100% schedule is reached for the student to a section defined team.  

• No Team Enforcement - Teams are not used during the scheduling process.  All team assignments will be ignored.

Duplicate Course Request

Referencing:

• District Course – Duplicate Request

• Schedule Request – Course Requests

When students have multiple requests for the same course ID, the District Course option for Duplicate Request is referenced to determine how to handle the duplicate requests.  If nothing is indicated in District Course, the scheduler will refer to the option for Duplicate Course Request. When this option is selected all students will be scheduled according to house assignment.  

Options available for this rule are:

• Reject all duplicates – All duplicate course requests will be rejected and not scheduled.

• Schedule all of the duplicates - All course requests will be scheduled.

• Schedule one of the duplicates – Only one of the duplicate requests will be scheduled.  The duplicated requests will be rejected.

Exceed Max Class Size for Classes by ___%

There are three separate lines for each group of courses, Core (High), Elective (Low) and Other (Blank-Medium).

Referencing:

• District Course – Schedule Priority

• Sched Section – Max class size

There are times when the max student seat totals needs to be increased for all sched sections of a particular course priority.  Reasons for this could be an increase in student enrollment or even a staff reduction.  This allows for the max student seat totals to be increased without having to update each sched section individually.  

• Input numeric value for percentage of increase.

Special Run Option

Referencing:

• Schedule Control – Schedule processor

• Sched Section – Max class size

The scheduler processor has two additional options for special runs,

• Ignore Max Class Size – This option is typically used to test the validity of a master schedule.  If the seat max is turned off the user can see if there are any inherent conflicts with the master schedule.  This option is suggested for the first few runs of the master schedule.

• Perform Schedule Optimization – The scheduler, at the end of the scheduling pass will attempt to shift earlier scheduled students out of a given section so that a seat can be opened to solve a schedule conflict for a rejected student.  This feature is very powerful and it can be time consuming.  The scheduler will not attempt to try to resolve a reject that is not possible to resolve.  

Max time to spend per student (in seconds)

Referencing:

• Schedule Control – Schedule processor

The scheduler processor has two additional options for special runs,

• Ignore Max Class Size – This option is typically used to test the validity of a master schedule.  If the seat max is turned off the user can see if there are any inherent conflicts with the master schedule.  This option is suggested for the first few runs of the master schedule.

• Perform Schedule Optimization – The scheduler, at the end of the scheduling pass will attempt to shift earlier scheduled students out of a given section so that a seat can be opened to solve a schedule conflict for a rejected student.  This feature is very powerful and it can be time consuming.  The scheduler will not attempt to try to resolve a reject that is not possible to resolve.

• Click if finished editing tab.

Referencing:

• Schedule Control – Schedule Processor

Balance and sequence options for loading of students and course requests.  Balance and sequence options of sched sections within the option set.

Grade Order

Referencing:

• Student – Grade

Sequence of students by grade level to be loaded and processed.

• Click Grade Order and select

• • High Grade to Low Grade - highest grade level of students processed will be loaded and processed first.

  • Low grade to High Grade– lowest grade level of students processed will be loaded and processed first.

  • Not Used – grade level is not considered during the loading and processing.

Sequence By

• Sequence of students to be loaded and processed

Referencing:  

• Student – Name

• Schedule Request – Course Requests

Sequence of students to be loaded and processed

• Click Sequence By and select

• • Alpha A to Z - Loading of students by last name.

  • Alpha Z to A – Loading of students by last name.

  • Difficulty – Students with most course requests, singletons, etc.

  • Random – Students will be loaded and processed randomly.  

Course Request Sequence

Referencing:

• District Course – Schedule Priority

• Schedule Request – Course Requests

• Sched Sections – number of sections by course

Sequence of how course requests will be loaded and scheduled.

• Click Course Request Sequence and select

1. • By Course Schedule Priority and Difficulty – Looks at District Course Schedule Priority.  Will schedule course requests of high priority first.

   • By Difficulty – Looks at the difficulty of the courses to be scheduled; singletons first.

Balance Option

Referencing:

• Student – Gender, Ethnicity

• Schedule Request – Balance Code

Balancing of students within sched sections.

• Click Balance Option and select

• • Balance Property – Referencing Balance Code within Schedule Request.  Students with Balance Codes will be evenly scheduled amongst the sections.

  • Ethnicity – Referencing Student Ethnicity.  Students will be evenly scheduled by ethnic code.

  • Gender – Referencing Student Gender.  Students will be evenly scheduled by gender.

  • Gender and Balance Property – Students will be evenly scheduled by gender and balance code.

  • Gender and Ethnicity – Students will be evenly scheduled in sched sections by gender and ethnicity.

  • Total Students – Students will be evenly scheduled in sched sections.  Only the total number students scheduled in sched section will be considered. 

• Click if finished editing tab.

Reschedule All Students in Modified Sections

Referencing:

• ClassBoard – sections

Selecting this option will automatically reschedule all students who have the course requested, for a section that was moved.

When this option is not selected, it reschedules only the students who have the course requested but do not have that request fulfilled.

The results are better when this option is selected.  

Groups of students may be selected to not be processed during the scheduling run/

Select from the options which group of students to not be processed.

Do Not Process the Following:

• Grade Levels – students in selected grade levels will not be scheduled.

• Houses – students in selected houses will not be scheduled.

• Teams – students in selected teams will not be scheduled.

Lock Schedule for Skipped Students

Referencing:

• Schedule Control – Exclude the following students.  Students in selected grade, house and/or team.

The students who are not scheduled because they are included in the grade, house and/or team selected to not process are considered as skipped.  

• Check option to lock schedule for skipped students.  This will keep the schedule and not clear their class assignments.

• If students are selected as do not process, and this option is not selected, the student class assignments will be cleared.

Do Not Process Fully Scheduled Students

Referencing:

• Schedule Request – Scheduling results.

When this option is selected, students who have all their course requests scheduled will not be processed or rescheduled.

• Click if finished editing tab.

This option will clear all current student scheduled results in the option set.

Prescheduled sections will remain as scheduled.

• Click if finished editing tab.