Booking Rules CM_AD_315

CM_AD_315 Booking Rules v3 1

Booking RulesBooking RulesCM_AD_315CM_AD_315

• Unit 1 – Booking Rules Overview

• Unit 2 – Adding Rules

• Unit 3 – Deleting Rules

• Summary

Course ContentCourse Content

Learning ObjectivesLearning Objectives

By the end of this course, you will be able to:

• Understand Booking Rules

• Display Booking Rules

• Add Booking Rules to a Section

• Add Booking Rules to a Course

• Remove Booking Rules from a Section

• Remove Booking Rules from a Course

Prerequisites and RolesPrerequisites and Roles

•Prerequisites

UK_100 IRIS Awareness & Navigation

CM_200 Student Lifecycle Management Overview

CM_AD_300 Event Planning

•Roles

Authorized users responsible for creating or modifying events and event packages

Booking RulesBooking Rules

• Booking Rules may be accessed via Student Administration tab on the myUK portal

• In order to access booking rules, you need:

To complete the CM_AD_315 Booking Rules course and pass the assessment

To be designated as a person with the responsibility to view, create, and change event packages

To sign a Statement of Responsibility (SOR) form located at http://www.uky.edu/IRIS

• If you do not have access, please work with your college contact to get this access assigned

The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html

Access to Booking RulesAccess to Booking Rules

• Depending on the user’s role, access to the Booking Rules on myUK can be reached through one of these paths

• For Registrar role, the menu path is Student Administration Administrative Services Registrar Booking Rules

Access to Booking RulesAccess to Booking Rules

• For Administrator role, the menu path is Student Administration Administrative Services Administrators Booking Rules

Unit 1Unit 1

OverviewOverview

Unit 1 - OverviewUnit 1 - Overview

•Rule Types

•Displaying Rules

Linked to a Specific Section

Linked to a Course

Booking Rules OverviewBooking Rules Overview

• The restrictions on courses and sections that control registration access are known as Booking Rules

• Authorized personnel maintain Booking Rules via the myUK portal

• Restrictions may be maintained at the course level or the section level

Booking Rules OverviewBooking Rules Overview

• Course Level Restriction

If a restriction is maintained at the course level, all sections of the course will inherit the restriction

• Section Level Restriction

If a restriction is maintained at the section level, the restriction will apply only to the selected section of the course

Rule TypesRule Types

• There are four types of Booking Rules that can be maintained via myUK

• Classification Restrictions

Can be used to restrict registration by including or excluding students, according to their progression classification

These restrictions can be maintained for a single progression classification or multiple classifications

• Major/Minor Restrictions

Can be used to restrict registration by including or excluding students, based upon their majors or minors

• College Restrictions

Can be used to restrict registration by including or excluding students, based upon their college

• Rule Containers/Special Rules

Can be used to add special restrictions such as Controlled Enrollment, Teacher Education Program, Engineering Program Paducah, etc.

• Course level and section level restrictions of the same rule type cannot be mixed

• Instead, such restriction situations must be maintained at the section level

• Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific

• They do not automatically become available to future terms

• Special Rules are valid for the life of the course (Module) or section (Event Package)

• All rules are linked to the system Object ID of the course or section

• If a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created)

• As a result, any rules attached to the previous Section 001 will not carry forward to the new one

• Rules must be added and maintained on the new section

Displaying Specific Section Linked RulesDisplaying Specific Section Linked Rules

• If restrictions exist on a section of a course, the restrictions can be displayed by completing the following steps

• Select the correct year and term

• Enter the course prefix and number

•Click on Search

•When the course is found, click on View Sections to see a list of the available sections

•Click on the desired section to view a list of rules assigned to that section

• If there are rules maintained on the section, they will be displayed below the Course and Section

• The example above displays the rules linked to SOC 101 Section 003 (in the test system)

• This section has seven rules:

It is subject to Controlled Enrollment

Limited to Sociology and Early Childhood Education majors

Limited to students in Arts & Sciences and Education

Limited to Freshmen and Sophomores

• Note that the rule restricting the course to SOCI majors is maintained at the course level, rather than the section level

This is indicated by “All Section(s)” in the Sections column of the restriction

The Remove icon in the Remove column is missing

Rules maintained at the course level cannot be removed at the section level

• If no rules are maintained on a course, a system message will be displayed

Displaying Rules Linked to a CourseDisplaying Rules Linked to a Course

• Rules maintained at the course level are inherited by all sections of the course

• To display rules maintained at the course level by using the following steps

•Select the correct year and term

•Enter the course prefix and number

•Click on the Search button

•Click on the course link

•Any existing restrictions will display below the course

• If no rules are maintained on a course, a system message will display

Unit 2Unit 2

Adding RulesAdding Rules

Unit 2 – Adding RulesUnit 2 – Adding Rules

• Linked to a Specific Section of a Course

Adding College Restrictions

Adding Classification Restrictions

Adding Major/Minor Restrictions

Adding Rule Containers/Special Rules

• Linked to a Course

Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section

•Click on the Search button

Adding Rules Linked to a Specific SectionAdding Rules Linked to a Specific Section

•When the course is found, click on View Sections

•Add Rules

Adding College RestrictionsAdding College Restrictions

•Scroll down to the College Rules area

•Click on the desired college rule

•Click on Add

•To add multiple colleges at one time, hold down the Ctrl key and click each college

•Click on Add

•Once rules have been added successfully, they will appear in the list of active rules for the section at the top of the screen

•To exclude students in a particular college, select the college

•Change the radio button from Include to Exclude

•Click on Add

Adding Classification RestrictionsAdding Classification Restrictions

•Scroll down to the Classification Rules area

•Click on the desired Classification(s)

•Click on Add

•To add multiple classifications at one time, hold down the Ctrl key and click on each classification

•Click on Add

•To exclude students in a particular classification, select the classification

•Click on Add

Adding Major/Minor RestrictionsAdding Major/Minor Restrictions

•Scroll down to the Major Rules area

•Key the four-character major code for the restriction

•Click on Search

• If a match is found, the major code will appear in a list below the Search field

•To add it to the course restriction, click on the Add icon

•There may be multiple matches

•Selection of one results in the application of the rule to all

•To exclude students in a particular major, select the major

•Click on the Add icon

Adding Rule Containers/Special RulesAdding Rule Containers/Special Rules

•Scroll down to the RC Rules area

•Key some text associated with the rule to be added

For example, “Control” for Controlled Enrollment, “TEP” for Teachers Education Program, or “EPP” for Engineering Program Paducah

•Click on Search

• If unsure of text to use, simply enter an asterisk (*) for a wildcard search to pull up all Rule Containers

• If a match is found, the Rule Container will appear in a list below the search field

•To add it to the course restriction, click on Add icon

Adding Rules Linked to a CourseAdding Rules Linked to a Course

• Rules maintained at the course level are inherited by all sections of the course

• To add rules maintained at the course level, follow the steps below

• Select the correct year and term

• Enter the course prefix and number

• Click on Search

Adding Rules Linked to a CourseAdding Rules Linked to a Course

•Add Rules by scrolling down in each area

•Follow the same procedure as outlined for adding restrictions linked to course sections

•Click on Add

Unit 3Unit 3

Removing RulesRemoving Rules

Unit 3 – Removing RulesUnit 3 – Removing Rules

•Linked to a Specific Section of a Course

•Linked to a Course

Removing Rules Linked to a Specific SectionRemoving Rules Linked to a Specific Section

• If restrictions exist on a section of a course, the restrictions can be displayed and removed by completing the following steps

•Click on Search

•When the course is found, click on View Sections to see a list of the available sections

•To remove a rule, click on the Remove icon in the Remove column

Removing Rules Linked to a CourseRemoving Rules Linked to a Course

•Rules maintained at the course level are inherited by all sections of the course

•To display and remove rules maintained at the course level, follow the steps below

•Click on Search

Removing Rules Linked to a CourseRemoving Rules Linked to a Course

•Existing course restrictions will display

•To remove a rule, click on the Remove icon in the Remove column

RemindersReminders

• Course level and section level restrictions of the same rule type cannot be mixed

• Colleges must create restrictions for courses and/or sections for each term

• Access to Booking Rules is limited to a small group of college users

Booking Rules ContactsBooking Rules Contacts

• Questions regarding Booking Rules should be directed to Bruce Manley and his staff at 257-3107

• Questions regarding logging on, authorizations, etc. should be directed to IRIS at 257-6023

Booking Rules ContactsBooking Rules Contacts

• Contact the Customer Service Center (7-1300, option 1) or local IT expert if you:

Need an AD password

Go to the Enterprise Portal and it is

not responding

The IRIS session that you are running

is suddenly

terminated and you cannot regain

access

Booking Rules Help WebsitesBooking Rules Help Websites

• myHelp website:

http://myHelp.uky.edu/rwd/HTML/CM.html

Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, CM Frequently Asked Questions, CM Reference Manual, and other job aids

• IRIS website

http://www.uky.edu/IRIS/CM/

CM News, CM Reference Manual

Other CM CoursesOther CM Courses

• CM_AD_300 Event Planning

• CM_AD_340 Program of Study & Majors

Register at http://myhelp.uky.edu/training/

• IRIS CM Web Courses available at http://myhelp.uky.edu/rwd/HTML/CM.html

CM_AD_310 Student Records

CM_AD_320 Booking

CM_WP_210 Grading

CM_WP_220 Overrides

CM_WP_310 Advising

CM_BEX_300 Business Warehouse Campus Management BEx-Web Reporting

Course SummaryCourse Summary

You are now able to:

• Understand Booking Rules

• Display Booking Rules

• Add Booking Rules to a Section

• Add Booking Rules to a Course

• Remove Booking Rules from a Section

• Remove Booking Rules from a Course

Booking Rules CM_AD_315

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