Astra Schedule Help (7.5)

  • Contents
  • Index
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  • Welcome!
  • Visit the Client Community
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  • Introduction
    • Product Overview
    • Accessing the Application
    • The User Interface
    • Getting Help
      • Using the HTML Help
    • Additional Resources
  • Portal
    • Portal Configuration
    • Customizing a Portal Page
    • Web Parts
      • Astra Schedule Functions
      • Event List
      • External Links
      • Holiday/Announcements
      • Dashboard Report
      • Report List
      • RSS Feed
      • Yahoo Weather
  • Calendars
    • The Calendar
      • Defining Calendars
      • Using the Calendar
      • Subscribe to a Calendar
      • URL Access and Embedding Calendars
        • Customization Options for Embedded Calendars
    • Scheduling Grids
      • Defining Grids
      • Using the Scheduling Grids
      • Grid User Settings
      • Custom Grid Filters
      • Quick Event Creation
      • Drag & Drop Event Editing
      • Print Grids
    • Search for Available Rooms
      • Available Rooms Tool Definitions
    • Configure Calendar Activity Colors
    • Calendars Prior to v.7.5.11
      • Activity Calendar
        • Defining Activity Calendars
        • Using the Activity Calendar
        • Subscribe to a Calendar
        • URL Access and Embedding Calendars
          • Customization Options for Embedded Calendars
      • Scheduling Calendar
        • Defining Scheduling Calendars
        • Using the Scheduling Calendar
        • Search for Available Rooms
        • Print Calendars and Grids
    • Holidays and Announcements
      • View Holidays and Announcements
      • Create a Holiday or Announcement
  • Academics
    • Terms
      • View Terms
      • Term Types
      • Create a Term
      • Roll Forward
    • Academic Record Setup
      • Departments
      • Subjects
      • Meeting Types
      • Courses
        • The Course List
        • The Course Record
        • Delivery Methods
        • Add a Course
      • Section and Section Meeting Custom Fields
        • Create Custom Fields
        • Custom Field Special Use Case: URL Tokens
      • Meeting Patterns
      • Meeting Pattern Groups
    • Academic Scheduling Preferences Overview
      • Preference Sets
        • Add a Preference Rule
        • Understanding the Preference Rule List
        • Testing Preferences
      • Time Preferences
    • Course Sections
      • The Section List Page
      • The Section Form
      • Edit Section Scheduling Preferences
      • Assign a Room to a Section Meeting
      • Assign a Resource to a Section Meeting
      • Cross-Listed Sections
        • Identify Cross-Listed Sections
        • Join an Existing Cross-List
        • Create a New Cross-List Group
      • Same Time Link
      • Edit Instructor Assignment
      • Edit Section Details
      • Working with Section Meeting Dates
      • Add New Section
    • The Sandbox
    • The Room Assignment Optimizer
      • Create a Room Optimizer Sandbox
      • Review Scheduled Sections
      • Review Scheduled Meeting Patterns
      • Review Bottleneck Rooms
      • Resolve Bottlenecks
      • Resolve Infeasibles
      • Publish the Schedule
    • Exams
      • Exam Setup
        • Exam Types
          • Update Exam Type Preferences
        • Course Exam Settings
        • Exam Meeting Types
        • Exam Scheduling Preferences
        • Exam Meeting Patterns
        • Exam Security Settings
      • Create Exam Sessions
      • Generate Exam Meetings
      • Map Exam Meeting Patterns
      • Apply Exam Times
      • Optimize Exams
      • Working with Exam Meetings
    • Academic Programs
      • Catalog Versions
      • Program Rules
        • Create a Program Rule
      • Program Versions
        • Associate Program Versions to Program Templates
        • Create a Program Version
      • Program Templates
        • Create a Program Template
        • Program Template Course Choice & Probability
        • Program Template Brackets
        • Program Template Students
        • Clone Program Template
    • Instructor Optimization
      • Instructor Types
      • Instructor Availability Templates
      • Create an Instructor Optimization Sandbox
      • View Instructor Optimization Results
      • Instructor Ad Hoc Scheduler
      • Publish an Instructor Optimization Sandbox
    • Sectioning
      • Student Load Templates
      • Create a Sectioning Sandbox Run (Split Phase)
        • The "Select Students" Utility
      • Pack Phase
      • Sectioning Results
      • AdHoc Student Schedule Adjustment (Move Student)
      • Reschedule Students
      • Prepare to Publish
      • Custom Sectioning Sandbox Update Rules
        • Term.js
        • SandboxSection.js
        • SectioningUpdateRules1.xml Example
        • Script.xsd
    • Timetabling
      • Student Availability Templates
      • Configure Time Preferences
      • Create a Timetable Sandbox Run
      • Timetable Results
        • Review Scheduled Sections
        • Resolve Bottlenecks
        • Resolve Infeasibles
        • Review Student Conflicts
        • Publish the Schedule
    • Simulated Students
    • Simulated Registration
      • Create a Simulated Registration Sandbox
      • View Simulated Registration Results
    • Student List Page
    • Academic Planner
      • Academic Plan Message Examples and Student Interaction
      • Student Planned Course Sandbox
      • Plan Message Templates
        • Plan Message Token Library
      • Plan Message Campaigns
  • Platinum Analytics
    • Overview
      • Analysis Types
      • Data Requirements
      • Implementation Considerations
    • Platinum Analytics Configuration
      • Configure System Settings
      • Import Data
      • Configure Quality Points
      • Configure Student Statuses
      • Configure Student Load Templates
      • Configure Student Availability Templates
      • Global Course and Section Filtering
      • Configure Meeting Pattern Groups for Analysis
      • Base Predictive Data Sandbox
        • Base Predictive Data Results
      • Configure Program Templates
      • Simulated Students
    • Create an Analysis Run
    • View Analysis Results
      • Analysis Results - Course Lists
      • Finding the Pearls - Impact and Reliability
      • Analysis Results - By Meeting Pattern Group
      • The Analysis Dashboard
      • Analysis Course Summary - Reviewing Individual Courses
      • Program Analysis Course Summary
      • Platinum Analytics Reports
    • Version 7.5.7 Platinum Analytics
      • Configure System Settings
      • Create an Analysis Run
        • Run Initial Imports - Phase I
        • Build an Analysis Run
        • Run Initial Imports - Phase II
        • Define Student Credit Loads
        • Enrollment Trends
        • Run Analysis
      • View Analysis Results
        • Analysis Run List
        • Analysis Course List - Analysis Results
        • Analysis Course Summary - Reviewing Individual Courses
        • Program Analysis Course Summary
        • Platinum Analytics Reports
    • Smart Schedule Sandbox
      • Review and Accept Recommendations
      • View Course-specific Demand Data
      • Add/Remove a Sandbox Section
      • Edit a Sandbox Section
  • Dashboards
    • Dashboard/Reporting Setup and Building Blocks
      • Capacity Analysis
      • Institution Settings
      • Snapshots
      • Snapshot Groups
      • Scheduling Policies
    • Dashboard Navigation
  • Events
    • Event Setup
      • Event Types
      • Event Meeting Types
      • Event and Event Meeting Custom Fields
        • Create Custom Fields
    • Event Messaging
    • Event Records
      • The Event List Page
      • The Event Form
    • Create an Event
      • From the Calendar
      • Using the Event Wizard
      • Using the Event Form
      • Add Meetings to an Event
      • Schedule Rooms for Meetings
      • Schedule Resources for Meetings
    • Multi-Edit Event Meetings
    • Clone an Event
    • Edit Event Status
    • Requesting Events
      • Event Request Process
      • Approver Groups
      • Event Request Templates
        • Create a New Event Request Template
        • Event Request Date Restrictions
      • Event Request Form Security Profile
      • Request an Event
      • Manage Event Requests
        • Approve an Event Request
        • Decline an Event Request
        • Request Additional Information for an Event Request
    • Create an Event Scheduler Group
    • Change the Event Owner
    • Attendee Management
    • Attachments
  • Rooms
    • Manage Room and Resource Requests
      • Approve a Request
      • Decline a Request
      • Request Additional Information for a Request
    • Campuses
    • Buildings
    • Room Setup
      • Room Types
      • Facility Layout Types
      • Room Features
      • Regions
      • Building and Room Custom Fields
        • Create Custom Fields
    • Room Records
      • View Rooms
      • Add Room
      • Room Configurations
      • Usage Control
      • Partitioned Rooms
      • Effective Dates
        • Room Numbers and Effective Dates
  • Resources
    • Resource Setup
      • Create Categories
      • Create Groups
    • Equipment
    • Collections
    • Services
  • Invoicing
    • Astra Schedule Invoicing Installation, Activation, and Setup
    • Integration Points
    • Astra Schedule Invoicing Setup
      • Export Initial Data
      • Invoicing Settings
      • User Setup
    • Define Price Levels
    • Configure Resource Pricing
    • Estimates and Invoices
    • Add a Graphic to the Invoice Report Header
  • People
    • Find People
    • Add a Person
    • Instructors
    • Customers
      • Find Customers
      • Create Customer Groups
      • Add a Customer
    • Merge Duplicate People Records
  • Workflow and Messaging
    • Workflow
      • The Default Workflow
        • Default Processes
          • Event Requesting
          • Event Scheduling
          • Room and Resource Requesting
          • Status and Usage Notifications
      • Notification List
    • Setup
      • Approval and Notification Groups
      • Email Settings
      • User Security
    • Message Details
  • Reporting
    • Manage Reports
      • Report Server Configuration
      • Email Settings
      • Report Groups
      • Upload Reports
      • Report Runs
      • Creating and Editing Reports
    • Find a Report
    • Run a Report
    • Subscribe to a Report
    • Advanced Report Descriptions
      • Bottlenecks by Room Type and Time of Day Report Key
      • Course Capacity Deviation for Selected Term
      • Course Enrollment Deviation for Selected Term
      • Course Enrollment Ratio Analysis for Selected Term
      • Course Summary (Addition_Reduction) Report Key
      • Low Enrollment Course Analysis for Selected Term
      • Low Enrollment Ratio Sections by Subject for Selected Term Report Key
      • Low Enrollment Sections by Subject for Selected Term Report Key
      • Percent of Rooms in Use by Day and Time for Selected Room Type
      • Prime Time Usage Ratio Report Key
      • Program Analysis Demand by Course
      • Scheduled Hours by Room and Time of Day Report Key
      • Scheduled Hours by Subject and Time of Day Report Key
      • Section Room Hour Usage by Building and Room for Selected Date Range
      • Space Utilization by Building and Room With Primetime Report Key
      • Space Utilization by Building and Room With Seat Fill Report Key
      • Space Utilization by RoomType and Size with Primetime Report Key
      • Space Utilization by RoomType and Size With Seat Fill Report Key
      • Space Utilization for Sections and Events by Building and Room With Primetime Report Key
      • Space Utilization for Sections and Events by Building and Room With Seat Fill Report Key
      • Space Utilization for Sections and Events by RoomType and Size with Primetime Report Key\
      • Space Utilization for Sections and Events by RoomType and Size With Seat Fill Report Key
      • Space Utilization for Sections and Events in Selected Region by RoomType and Size With Seat Fill Report Key
      • Space Utilization for Selected Region by RoomType and Size With Seat Fill Report Key
      • Student Count Summary
      • Student Load by Program - Student Summary
      • Student Load by Program - Student Detail
      • Student Load by Program - Summary
      • Subject Enrollment and Fill Ratio Report Key
    • Report View Documentation
  • User Security
    • Working with Roles
      • View Roles
      • Add Role
      • Edit Role
      • Delete Role
    • Working with Users
      • View Users
      • Add User
      • Edit User
      • Delete User
    • Permissions
    • LDAP/Active Directory Authentication
      • LDAP/Active Directory Setup
      • User-Specific LDAP/Active Directory Information
    • Single Sign-On
  • Import and Export
    • Import/Export Jobs
      • Add a Job
      • Schedule a Job
      • Run a Job
      • Job Statuses
      • Job Logs
      • Misc Jobs
        • DeleteAllPgmRules
        • DeleteAllPgmStudentCourses
        • DeleteAllPgmStudentRules
        • DeleteAllPgmTemplates
        • DeleteAllStudents
        • DeleteSandboxes
        • DeleteTerm
        • ExtendUsagePolicies
        • RunAnalysisScript
    • SIS Interface
      • Interface Overview
        • Initial Imports
        • Updates
        • Exports
        • Modes
        • Data Access
      • Interface Configuration
        • Edit Import Settings
      • Realtime Imports
    • Excel Export
    • Signage/HVAC Activity Export
    • Using Web Services
      • Web Service Definition Language (WSDL)
      • Sample XML
    • Excel Instructor Import Overview
    • Section Meeting Scheduling Preference Import
  • System Settings
    • System Settings Catalog
  • Application Logging
  • Glossary (Astra Schedule)
  • Glossary (Platinum Analytics and Dashboard)
  • Glossary (Sectioning and Timetabling - grouped)
  • Institution Info
  • SIS Addenda
    • Ellucian Banner SIS Interface Addendum
      • Implementation and Installation Notes
      • Database Access
      • Banner for Platinum Analytics
        • Database Access
      • Banner Import Timing Notes
      • Banner API Export
    • Ellucian Colleague SIS (UniData) Interface Addendum
      • Implementation and Installation Notes
        • Astra Schedule Tables
        • Platinum Analytics Tables
      • ARCHIVE - Using ODBC and VSG
        • ARCHIVE - Implementation and Installation Notes
          • ARCHIVE - Astra Schedule Views for Colleague (UniData)
          • ARCHIVE - Platinum Analytics Views for Colleague (UniData)
    • Ellucian Colleague SIS (MSSQL or Oracle) Interface Addendum
      • Implementation and Installation Notes
      • Database Access
      • Ellucian Colleague (MSSQL) for Platinum Analytics
    • Jenzabar CX SIS Interface Addendum
      • Implementation and Installation Notes
      • Database Access
      • Jenzabar CX for Platinum Analytics
    • Jenzabar EX SIS Interface Addendum
      • Implementation and Installation Notes
      • Database Access
      • Jenzabar EX for Platinum Analytics
    • PeopleSoft SIS Interface Addendum
      • Implementation and Installation Notes
      • Database Access
      • Using an Audit Table for Real-time Import
      • Importing Room Characteristic Preferences
      • PeopleSoft for Platinum Analytics
        • Database Access
        • PeopleSoft Batch Audit Import
      • A Note About Effective Dated Courses
    • CampusVue
      • Database Access
      • CampusVue Import Timing Notes
    • Text File SIS Interface
      • Text File Section Import Configuration
      • Text File Import Settings
    • DARS
    • Degree Works
      • Degree Works Batch Audit Import
  • Tips, Troubleshooting, & FAQ
    • Academics
    • Events
      • Event Template Tip
    • Rooms
    • Reports
      • Crystal Report Data Source
    • Email and Messaging
    • Invoicing
    • User Security
    • Import/Export
      • Common Import Warning Messages
      • Import File Upload Size Limit
    • Installation & Upgrade
      • Encrypting DB Connection Info
      • MSSQL Database Autogrowth Configuration
    • Application Configuration
    • System Configuration
    • Task Agent
    • Sectioning & Timetabling
  • Installation
    • Installation Overview and Preparation
    • Install Crystal Reports Runtime
    • Install the Oracle 11g Client
    • Install the Control Panel
    • Install Astra Schedule
      • A Note About Windows Server 2012
    • Uninstall Astra Schedule
    • Installation Troubleshooting
    • Post Installation Procedure for Astra Schedule Distributed Configuration
    • Recommended IIS Configuration for Event Creation
  • Upgrading, Updating, or Copying Application Instances and Databases
    • READ ME:  The New Control Panel - What's New in 7.5.10
    • Standard Upgrade
    • Create a Test Environment from Production
    • Copy Data from One Instance to Another
    • Upgrade a Site and Copy a Database
    • Associate a Task Agent with a Copied Instance (7.4.12+)
    • Associate a Task Agent with a Copied Instance (prior to 7.4.12)
    • Other Upgrade and Update Options
  • Backup and Restore
  • Ad Astra API
    • Example Library
      • Spoke Language
        • ATE20.xsd
        • AstraTypes.xsd
      • Running Import Jobs
      • Sandbox Query
      • Create an Analysis Run and Section Import
      • Institution Lookup
      • Backup & Restore Command Line Arguments
      • C# API call example
      • Java API call example
      • PHP API call example
    • Calendar API
      • Calendar API Data Elements and Associations
    • API FAQ
  • Branding, Theming, or Skinning
    • CSS Editing Option: Stylizer
  • Application Performance Timers
  • Performance Benchmarking Data
    • 7.5.5
    • 7.4.13
    • 7.3.11
  • Technical Specifications - Local
  • Product Support Life Cycle
  • Release Notes

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