The Prior Term Copy process is used to copy forward basic Schedule of Classes information from a previous like term to a new like term with a variety of selection options. Note that facilities and enrolments do not carry forward.
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the run control on SCHDPROCs account is “Prior_Term_Copy”, and Annette and Charlene’s account is “fall|winter|spring”
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In the Academic Institution field, accept the default of UWATR.
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Once Prior Term Copy has a run status of Success and a distribution of “Posted”, the Scheduling Office asks the SISP team to include the new term in the drop down list on the Schedule of Classes and the scheduling team to change the notes on the Schedule of Classes by creating a Jira “Records Support - Quest”, and this should be the contents of that request (Jira Ticket after Prior Term copy has run ) Here’s the procedure to change the note on the schedule of classes web site.
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Schedule of Classes – run for previous like term to find all sections that were cancelled (X in the Class Stat column). Use this to see if the current term needs to have sections renumbered because those cancelled sections will not carry forward. Also remove any of “Off Exchange” courses using the newly added term UW_RS_SCH_SCHEDULEOFCLASSES_SB
Consent Mismatch - Consents should match the catalog consent the schedule of classes consent should be changed. Run it for GRD and UG (leave SWREN as isleave SWREN as is, SEQ should have add and drop consent always on) UW_RS_SCH_CONSENT_CHECK_LW
Drop Consent Mismatch - Consents should match the catalog consent the schedule of classes consent should be changed. (except Engineering; SYDE, ECE, ME, GEOE, ENVE, ect, should have drop consent on in the catalog, SEQ should have drop consent on, even if it' doesn’t match the catalog) UW_RS_SCH_CONSENT_CHK_DROP_SB
Grading basis doesn’t match the catalog (Exception is PD - leave that as is) UW_RS_SCH_GRD_BASIS_NE_SB
Unit weights don’t match the catalog, change scheduling units to match catalog units UW_RS_SCH_UNTS_NE_CAT_UNTS_SB
Components not in catalog but have been scheduled UW_RS_SCH_COMP_CHCK_SB
Primary component not graded component UW_RS_SCH_CMPNT_MISMATCH_LW
Fixing mismatched class components UW_RS_SCH_MISSING_COMPONENT_JV
Run after above query to re-add any that were accidentally removed UW_RS_SCH_COMP_NOT_ASS_CLS_JV and UW_RS_SCH_ASSOC_COMP_MISMATCH
Fixing Auto Enrol with no secondary component UW_RS_SCH_AUTO_NO_AUTO_ENRL_NP
Fixing reserve capacity sequence orders UW_RS_RESERVE_CAP_ORDER_NP
Check Combined section totals to ensure they match (create new column and add formula (=EXACT(F3,G3)) UW_RS_SCTN_CMBN_TOTALS_SB
Removing the TST component from online courses – it forces the departments requesting the addition to get approval from CEL (except STAT 230 and 231) - UW_RS_SCH_TRM_W_TST_COMP_S
Once the query cleanup has been done and the new term is appearing on the schedule of classes, inform the Scheduling Representatives to access this preliminary information for the new term and provide a deadline by which they must send information to the Scheduling Office. The email to be sent out to the scheduling reps:
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Did you know that “STEP” stands for Scheduling, Timetabling and Examination Project? Now you do! |
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From: UW Regstep <uwaterloo.step@uwaterloo.ca> Sent: Monday, February 27, 2023 8:37 AM To: All scheduling reps Cc: Charlene Schumm <cschumm@uwaterloo.ca>; Jennifer Coghlin <jennifer.coghlin@uwaterloo.ca>; Jennifer Crane <jcrane@uwaterloo.ca>; Elysia Gallinaro <egallinaro@uwaterloo.ca>; Annette Ertel <a3ertel@uwaterloo.ca>; Tanya Pompilio <tpompilio@uwaterloo.ca>; Libby Askin <elaskin@uwaterloo.ca>; Madi Polanic <mpolanic@uwaterloo.ca>; Danielle Jeanneault <danielle.jeanneault@uwaterloo.ca>; Meghan Miceli Subject: Prior Term Copy: Fall 2024
Dear Graduate and Undergraduate Scheduling Reps, We ran Fall 2024 Prior Term Copy last week which means you now have access to the Fall 2024 (1249) term on the Schedule of Classes. The following information needs to be reported to the Scheduling Office (regstep@uwaterloo.ca) by March 22, 2024:
Please digitally copy your Fall 2024 course information from the Schedule of Classes. Indicate any necessary changes digitally using red font. Strike out any courses that will not be offered and edit any section limits/reserve caps, campus/locations or topic titles that need editing. Course/section additions should be added to the bottom of your submission. If you have courses or course sections that do not belong to you on your submission, please leave these sections as is without any markings. If you manage any heldwith courses, please contact the Scheduling Representative who schedules the course(s) held with yours to coordinate joint information. Please do not include meet patterns, Selected Teaching Windows, forced times, constraints, rooms or instructor information at this time. You will enter this information, along with your course combinations, into the DCU beginning April 1, 2024. Please remember that due to the limited number of time slots available, instructors who wish to use a 1x3 hour pattern during the day may not choose the 9:00 a.m. to 4:30 p.m. teaching window. As you collect your Fall 2024 scheduling information, you also need to collect constraints (course, room and instructor). Chair-approved Level 1 & 2 instructor constraints must be submitted to the Scheduling Office on the Instructor Constraint Chair Approval Form (you will enter level 3 constraints into the DCU). We have attached the Instructor Constraint Chair Approval form and the Department Meeting Request form. Instructor Constraint Guidelines for your Chair’s reference can be found here:https://uwaterloo.ca/registrar-resources/scheduling-and-examinations/instructor-constraint-guidelines For an overview of the scheduling cycles as well as access to detailed information on each step throughout the scheduling cycle (note that you will be asked to login to the Registrar faculty and staff resource site), please see:https://uwaterloo.ca/registrar-resources/scheduling-and-examinations/term-scheduling-cycle-tasks A review of some key deadlines/dates for the Fall 2024 term: March 4 - 22 – You will clearly markup Fall 2024 course section information on a Schedule of Classes digital copy and forward it to regstep@uwaterloo.ca April 1 - 16 – DCU will be open for you to input meet patterns, room requests, course combinations and constraint information. April 18 – You will forward the Instructor Constraint Chair Approval form forms and any applicable Department Meeting forms to regstep@uwaterloo.ca If you have any questions or concerns, please do not hesitate to contact anyone in the Scheduling Office. Happy scheduling! The Scheduling Office Team |