Registrar's Office: Scheduling 101 - Defining Scheduling Restrictions for Teachers

In the past few weeks, we've discussed a lot of important information about scheduling:

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• Scheduling Really Starts in Configuration
  
• How to Globally Edit Course Limits in Edit Master Schedule
  
• How to Simplify Scheduling by Defining Relationships Between Courses
  
• The Importance of Defining Course Resources
  

Now, let's take a look at how to prepare faculty/staff records for scheduling using the Restrictions 1, Restrictions 2, and Courses tabs.

Why is this worth your time? Because if you don't define scheduling restrictions, teachers might:

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• Be scheduled in the wrong classrooms
  
• Get assigned too many classes per day or per term
  
• Have scheduling conflicts
  
• Not get lunch breaks
  

Restrictions 1 Tab

On the Restrictions 1 tab, define restrictions that pertain to all academic years.

A.  Identify a room to be used for all of the teacher’s classes. For example, maybe homeroom teachers stay in their homerooms the entire day.

B.  Define the maximum number of classes per term, meetings per day, and consecutive meetings per day for the teacher.

C.  Select the schools where the faculty member teaches classes.

D.  Identify students not permitted in the teacher’s classes. For example, your school may not permit faculty members to teach their own children.

Restrictions 2 Tab

On the Restrictions 2 tab, define academic-year/session-specific restrictions regarding unavailable days/times.



Best Practices:

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• Define a teacher’s lunch time as a restriction.
  
• If the teacher works in multiple schools, follow this process to prevent scheduling conflicts:  (1) Assign the teacher to classes in one school, (2) enter the assigned times as restrictions for the other schools on the Restrictions 2 tab of the faculty/staff record, and (3) assign the teacher to classes in the next school.
  

Courses Tab

On the Courses tab on a faculty/staff record, list the courses the teacher is qualified to teach. For each course, identify the scheduling priority, and define the target  and maximum numbers of classes per term.

This is required if you want to use the automated scheduler (Generate Master Schedule) to assign teachers to classes.

But, don’t skip this step if you schedule manually. This information can expedite your scheduling process and prevent staff members from over-scheduling teachers.



Note: The information you define on the Courses tab of a faculty/staff record automatically appears on the Resources tab of the relevant course records.

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Turn to Knowledgebase for More Information

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•  How to set faculty scheduling restrictions: BB370088
  
• How to copy faculty scheduling restrictions when you copy an existing academic year: BB222646
  
• How to copy faculty scheduling restrictions from one academic year to another: BB185858
  

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Need Training? We've Got You Covered

We're Offering Six 1-Hour Instructor-Led  Classes About Scheduling in July

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• Registrar's Office Scheduling Tasks I: Core Curricula and Global Requests
  Tuesday, July 23 10 am - 11 am EST
  
• Registrar's Office Scheduling Tasks II: Create Classes
  Wednesday, July 24: 10 am - 11 am EST
  
• Registrar's Office Scheduling Tasks III: Manually Schedule Classes
  Thursday,  July 25: 10 am - 11 am EST
  
• Registrar's Office Scheduling Tasks IV: Automatically Schedule Classes
  Thursday, July 25: 1 pm to 2 pm EST
  
• Registrar's Office Scheduling Tasks V: Manually Schedule Students
  Friday, July 26: 10 am - 11 am EST
  
• Registrar's Office Scheduling Tasks VI: Automatically Schedule Students
  Friday, July 26: 1 pm - 2 pm EST