Release 7.5.7 includes a new feature that represents a first step into defining and monitoring scheduling policies.  This initial feature set only includes the first wave of settings around scheduling policy.  At this time, scheduling policy settings are only intended to be used as reporting and/or dashboard input, against which academic data can be analyzed.  Additionally, these settings can be useful to start the conversation around determining, defining, tracking, and enforcing academic scheduling policy on your campus.

Policy Definition Overview

One or more individual scheduling policies may be created as desired to outline the various rules for your institution.  There are a number of different policy types available, with each type representing a kind of rule that you would like to monitor.

 

Each scheduling policy record consists of the following elements:

 

•Info

oGeneral descriptive information, including a Name, Description, and the Campus(es) to which it applies.

 

•Policy

oA Min and/or Max percentage value.
 

oIf applicable, a policy element to which to apply the percentage during evaluation (e.g. a Meeting Pattern policy value may apply only to "Standard" meeting patterns).
 

oA Group By, or Evaluate By, selection that determines how you would like to view the policy.
 
Options may include Campus, Course Group, Department, or Subject.  The purpose of this is to specify how granular the evaluation will be when determining how to report on and enforce the rule.
 
For example, consider that a Department could include courses from many different Subjects.  If a rule is evaluated by Subject, then certain subjects may be in compliance with the policy and others not.  If the same rule is evaluated by Department, then the department as a whole may not be in compliance.
 

•Applies To

oA filter setting that defines to what scope of data the policy applies, or what is impacted by the policy.

Policy Types

When creating a new scheduling policy, a specific policy type must be chosen.  The policy type determines the settings that are possible.

 

Policy type choices include:

 

•Seat Fill

 

Seat fill policies define rules regarding room seat fill requirements based on room and time.  This rule represents the minimum or maximum percentage of a room’s seats that must be occupied based on the selected enrollment value before the room is allowed to be scheduled.

 

Policy Settings:

 

•Min and/or Max %

•Enrollment Type - Actual Enrollment, Enrollment Cap, or Projected Enrollment

•Group/Evaluate By - Campus, Course group, Department, or Subject

 

Applies To:

 

•Room Group(s)

•Course Group(s)

•Meeting Pattern Group(s)

•Meeting Type(s)
 

•Meeting Pattern

 

A meeting pattern policy defines rules for the percentage of offerings allowed to be standard, on-grid, or non-standard.

 

Policy Settings:

 

•Min and/or Max %

•Pattern Type - On-grid, NonStandard, or Standard

•Group/Evaluate By - Campus, Course Group, Department, or Subject

 

Applies To:

 

•Room Group(s)

•Course Group(s)

•Meeting Pattern Group(s)

•Meeting Type(s)

 

•Allocation

 

An allocation policy defines the percentage of a course group’s offerings that can be held in a specific room group and/or during a specific time.

 

Policy Settings:

 

•Min and/or Max %

•Group/Evaluate By - Campus, Course Group, Department, or Subject

 

Applies To:

 

•Room Group(s)

•Course Group(s)

•Meeting Pattern Group(s)

•Meeting Type(s)

 

•Enrollment Ratio

 

An Enrollment Ratio policy defines the min or max enrollment ratio for a group of courses.

 

Policy Settings:

 

•Min and/or Max %

•Pattern Type - Balanced Course Ratio, Enrollment Ratio, or Overloaded Course Ratio

•Group/Evaluate By - Campus, Course Group, Department, or Subject

 

Applies To:

 

•Meeting Type(s)

•Course Group(s)

 

•Enrollment Cap

 

An Enrollment Cap policy defines the percentage enrollment cap variance allowed among various sections of a course.

 

Policy Settings:

 

•Min and/or Max %

•Group/Evaluate By -  Campus, Course Group, Department, or Subject

 

Applies To:

 

•Course Group(s)

•Subject(s)

•Meeting Type(s)

•Department(s)

 

•Course Change

 

A Course Change policy defines the percentage of changes allowed, by type, after a certain date (e.g. after registration begins).

 

Policy Settings:

 

•Min and/or Max %

•Change Type - Cancellation, Offering, Room/Instructor, or Time

•Group/Evaluate By - Campus, Course Group, Department, or Subject

 

Applies To:

 

•Room Group(s)

•Course Group(s)

•Meeting Type(s)

•Department(s)

•Subject(s)

 

•Course Candidate

 

A Course Candidate policy defines the percentage of addition, reduction, or elimination candidates allowed within a group of courses.

 

Policy Settings:

 

•Min and/or Max %

•Candidate Type -  Addition, Elimination, or Reduction

•Group/Evaluate By - Campus, Course Group, Department, or Subject

 

Applies To:

 

•Meeting Type(s)

•Course Group(s)

 

•KPI Change

 

A KPI Change policy defines min percentage improvement, or max decline/decay, permitted between two schedules.

 

Policy Settings:

 

•Min and/or Max %

•Change Type - Decline, or Improvement

•Group/Evaluate By -  Campus, Course Group, Department, or Subject

 

Applies To:

 

•Room Group(s)

•Course Group(s)

•Meeting Type(s)

•Department(s)

•Subject(s)

Create a Scheduling Policy

To add a Scheduling Policy, perform the following:

 

1.Click the Scheduling Policies option on the Analytics tab.

 

2.Click .

 

3.Select the type of policy you would like to create from the list.
 

 

4.Enter a name for the policy that will help you identify it later on the list page.
 

5.Optionally enter a description for the policy.
 

6.If applicable, select one or more campuses to which the policy applies.
 

7.Enter the minimum and/or maximum percentage value that will be used to evaluate the policy.
 

8.If applicable to the policy type, select a policy element from the drop down list.
 

9.Select a Group By attribute from the drop down list.
 

10.In the Applies To section, select one or more filter elements to define the scope of the policy.
 

11.Click Save to add your policy to the list.