Modify Class Information
- Elysia Gallinaro
Overview
This procedure provides you with the steps for modifying class information once a class has been set up using the Schedule New Class panel group. The Schedule of Classes panel group, the Class Association panel group and/or the Class Sections panel groups can all be used to modify previously scheduled classes in the system
You can update information using the Schedule of Classes panel group.
Use the Basic Class Data panel to view and update sections for the components of the course.
Use the Class Meeting Pattern/Instructor panel to view and update class meeting patterns, facilities, and instructors.
Use the Class Enrollment Control panel to view and update enrollment limits. You also use this panel to update linked sections for which you want the system to auto-enrol students. (Note that all limit changes must be made in both SA and Ad Astra)
Use the Class Reserve Capacity panel to view and define reserve capacities and specify requirement designations for class sections.
Use the Class Notes panel to update class notes for a scheduled class.
The Exam panel is NOT used for modifications.
The Schedule of Classes panel group must also be used to add additional sections of a course that has already been scheduled for a particular term.
Use the Class Associations panel to adjust units or modify components.
Use the Class Sections panel group displays Enrollment Control information in tabular format, already coded in the Schedule New Courses/Schedule of Classes panel groups. The values available for viewing and modification include Class Type, Class Status, Associated Classes, Auto Enrol Sections, Resection to Section, Consent, Schedule Print, Enrollment Capacity, Wait List Capacity, and Minimum Enrollment.
Also refer to procedures Closing a Class Section, Canceling a Class Section and Deleting a Component or Class Section, respectively, when required.
Business Process
The initial Schedule of Classes is copied from a prior term, so many of the classes will require some modification for the new term. While the modification process is centrally-managed by the Scheduling Office, information from the Scheduling Representatives is collected for input.
Enrollment Control information can be quickly viewed/modified from the Class Sections panel group to verify that correct coding was done in Schedule New Course/Schedule of Classes panel groups.
PeopleSoft Navigation
Curriculum Management → Schedule of Classes →
Maintain Schedule of Classes
Update Sections of a Class
Adjust Class Associations
On the Find an Existing Value—Schedule of Classes dialog box, in the Academic Institution field, accept the default of UWATR.
In the Term field, type the appropriate term code or select if from the drop-down list.
From the Subject Area look up list, select the desired subject area.
To view only class sections for a certain class, in the Catalog Nbr field, type the desired catalog number.
Click the Search button or press Enter.
A list of the scheduled classes for the selected term and subject area appears in the bottom of the dialog box.
From the list, select the desired class by clicking it once.
Make any necessary changes to the information on this panel, including adding a class section by inserting a row.
NOTES: If you do not need to make any additional changes, you can save the panel at this time (click the yellow Save button on the tool bar). If you are requested to change an existing topic title and students are enrolled already, ensure the Scheduling Rep has informed all students prior to the change.
Click the Meetings tab.
Make any necessary changes to the information on this panel.
NOTE: If you do not need to make any additional changes, you can save the panel at this time.
Click the Enrollment Control tab.
Make any changes the capacity, Class Status, or Consent (Department, Instructor, or No Special Consent Required) Look at this procedure to see how to add/edit a reserve.
NOTE: If you do not need to make any additional changes, you can save the panel at this time.
Click the Reserve Cap tab.
Make any necessary changes to the information on this panel.
NOTE: If you do not need to make any additional changes, you can save the panel at this time.
Click the Notes tab.
Make any necessary changes to the panel.
NOTE: If you do not need to make any additional changes, you can save the panel at this time.
Press the Save button
The system reviews, validates, and saves the updated class data.
To exit the Schedule of Classes panel group, on the toolbar click the Return to Search button, or, click on any of the navigation points to the left of Schedule of Classes, on the navigation map above the panel group
Update Sections of a Class
On the Find an Existing Value—Class Sections dialog box, in the Academic Institution field, accept the default of UWATR.
In the Term field, type the appropriate term code or select if from the look up list.
From the Subject Area look up list, select the desired subject area.
NOTE: You can search using Catalog Number, Academic Career, Campus, Description, Course ID, or Course Offering Number.
Click the Search button or press Enter.
A list of the scheduled classes for the selected term and subject area appears in the bottom of the dialog box.
From the list, select the desired class by clicking it once to select it.
Make any necessary changes to the information on this panel.
NOTE: To display a list of valid values for a field, use the look up feature for each field.
On the toolbar, click the Save button.
The system reviews, validates, and saves the data.
To update class enrollment limits, click the Class Enrollment Limits tab.
Make any necessary changes to the information on this panel.
On the toolbar, click the Save button.
The system reviews, validates, and saves the data.
To exit the Class Sections panel group, on the toolbar click the Return to Search button, or, click on any of the navigation steps to the left of Class Sections, on the navigation map above the panel
Adjust Class Associations
On the Find an Existing Value—Class Associations dialog box, in the Academic Institution field, accept the default of UWATR.
In the Term field, type the appropriate term code or select if from the look up list.
To view only classes for a particular subject area, from the Subject Area look up list, select the desired subject area.
To view only class sections for a certain class, in the Catalog Nbr field, type the desired catalog number.
NOTE: You can also search using the Academic Career, Session, Description, Course ID, or Course Offering Nbr fields.
Click the Search button or press Enter.
A list of the scheduled classes for the selected term and subject area appears in the bottom of the dialog box.
From the list, select the desired class by clicking it once to select it.
All data on the panel defaults from the Schedule of Classes panel group
Make any necessary changes to the information on this panel.
If changes have been made to this panel group and there are already students enrolled in this associated class, click the Class Roll Push Button to update the students’ records.
Click the Class Components tab.
Make any necessary changes to the information on this panel.
To add a course component to this associated class, click the plus button, by the Auto Create.
NOTE: If a component is added in this panel, it is imperative that it also be added to the Schedule of Classes for this associated class.
To delete a course component for this associated class, click on the row you want to delete and then on the minus button.
NOTE: Before a component can be deleted from the Class Component panel, it must be deleted from the Schedule Of Classes.
Click the Class Requisites tab.
This panel is not used by the Scheduling Office, if we get a request forward it to sarecord@uwaterloo.ca
On the toolbar, click the Save button.
The system reviews, validates, and saves the data.
To exit the Class Associations panel group, on the toolbar click the Return to Search button, or, click on any of the navigation steps to the left of Class Associations, on the navigation map above the panel group.