Scheduling System> Master Schedule Builder

 

 

Using the Master Schedule Builder (MSB)

 

Define MSB Parameters

There are four (4) areas where parameters are be defined that affect the processing of the Master Schedule Builder, Course Details, Rank Courses, Teacher Constraints and Assign Teachers/Rooms.

 

 

I. Course Details.

Þ      Select <Scheduling System> <Course Catalog> <Course Details>.

 

iPASS High School

 

 

 

 

 

 

Course Details

Several fields in this section need to be defined correctly in order to schedule sections of this course using the MSB and/or to have the course properly ranked for use with the MSB.

 

Priority:

The Scheduling Priority determines when in the scheduling process this course will be placed or where it will be ranked.  It is a key factor in determining the Ranking value of the course for use with the MSB.  It is also a key factor when you run the Student Scheduler. 

 

One (1) is the highest value.  Courses with a Priority of one (1) will be scheduled or attempted before any other courses.

 

The Priority can be set to any value.  A range of 1-99 is recommended.  Five (5) is the default value.

 

Þ      Accept the default values of (5).

Þ      Select a higher or lower value to define the Scheduling Priority for this Course.

 

Has Meeting Time:

Þ      Select Yes if you want this course to be scheduled into one or more Period/Day meeting times.

Þ      Select No if you do to want to define a meeting time for this course.  You may still define a Teacher, Room and Terms and be able to grade students in courses that do not have meeting times.  Course with no meeting time will not be processed in the MSB.

 

Terms:

The number of Terms is a factor in determining the Ranking value of the Course for use with the MSB.

 

Þ      Define the number of Terms that this course will meet during the school year.

 

Master Schedule Builder Details

 

It is assumed that you have set the “Use MSB Fields” value to “Yes” in Step #3 – <Academic Year Settings>.

 

Use with MSB

Þ      Check the box to Use this course with the Master Schedule Builder.

Þ      Do not check the box if you plan to delete this course or manually schedule this course.

 

Meets same Period

This feature is used when the MSB is run without manual intervention.      This option has not yet been implemented.

Þ      Check the box if you want this course to meet in the same period everyday that it will be scheduled.

Þ      Do not check the box if the course can meet in different periods on different days.

 

Must meet in consecutive terms

This feature is used when the MSB is run without manual intervention.      This option has not yet been implemented.

Þ      Check the box if you want this course to meet in consecutive terms.

Þ      Do not check the box if the course does not have to meet in consecutive terms.

 

Number of Periods/Cycle:

The number of Periods per Cycle is a factor in determining the Ranking value of the Course for use with the MSB.

Þ      Enter the number of periods that the course will meeting during your rotation cycle.

 

 

MSB Rank:

The Rank is a calculated value.  The lower the Rank the higher the priority for the course to be scheduled.

 

The six-digit number is determined as follows:         ABCDEF

A = the priority of the Course

B = 9 minus the number of Terms

CD = the number of sections

EF = 99 minus the number of periods/cycle

 

 

Update Rank

Þ      Click on the link to re-calculate the MSB Rank for this course.  Be sure that you have submitted any changes before you re-rank the course.

 

Additional Meeting Times:

This field is referenced by the MSB to locate an extra period for a course that meets more than one period each day.  This feature is used when the MSB is run without manual intervention.  This option has not yet been implemented.

Select the default N/A to ignore this feature.

Þ      Select Either Period Before or After to have the MSB select extra periods either before or after the primary period.

Þ      Select Period Before to have the MSB select extra periods only before the primary period.

Þ      Select Period After to have the MSB select extra periods only after the primary period.

Þ      Select Anytime to have the MSB select extra periods at anytime in the matrix.

 

Course Sections

 

Add/Modify/Delete Sections in order to have the correct number of sections that you expect you will need at this time based on student course requests and staffing.  The number of Sections is a factor in determining the Ranking value of the Course for use with the MSB.

 

 

 

 

Run Master Scheduler Builder

 

Þ      Select <Scheduling System> <Master Schedule Builder>.

 

 

Select a Course

Þ      Select a Teacher from the filtering page.

Þ      Sorting Options:

MSB Rank                             Department/MSB Rank

Course ID                              Department/Course ID

Course Name        Department/Course Name

# of Sections         # of Requests

# of Terms                             Priority

 

 

 

 

 

 

Generally, you would select the period with the fewest number of conflicts.

 

Þ      Select a Section to be scheduled from the pull down list.

Þ      Select the meeting times for this section.

Þ      Click the period name to assign the section to meet everyday.

Þ      Click on the number of conflicts for Day 1 – Quarter 1 for the selected period to assign the section to meet everyday for the 1st Term only.

Þ      Click on the number of conflicts for Day 1 – Quarter 1 and Day 2 – Quarter 2 for the selected period to assign the section to meet everyday for the 1st Semester only.

Þ      Click the check-box to assign individual meeting times.  Uncheck any assignments you wish to cancel.

 

 

Reference Links

There are many links within the program that allow you to reference or modify data that is relevant to your decision making.

 

Course ID and Name

Þ      Click on the Course ID and Name at the top of the page to access <Course Details> to view or edit.

 

Requests

Þ      Click on this link to see a list of all the students requesting this course who have not yet been schedule.

Þ      Click on the ID# of the student to access their <Modify Schedule> page and hand-schedule them or make other modifications.

 

Conflict Matrix

Þ      Click on this link to get a new matrix showing the number of conflicts each period, each day.

Þ      Click on the number of conflicts to see a list of all of the courses already schedule which are in conflict, along with the rank of the course, the schedule of the course, the number of conflicts and the total number of requests for the course.

Note: This is a split-screen display and you may need to scroll to see additional data.

 

Teacher Schedule

Þ      Click on this link to see Teacher’s schedule.

Þ      Click on the Course ID to access the <Course Schedules> to view or edit.

 

Room Schedule

Þ      Click on this link to see Room schedule.

Þ      Click on the Course ID to access the <Course Schedules> to view or edit.

 

Assign Teacher/Room

This link will appear, if you have not yet assigned made a Teacher/Room assignment for this section.

Þ      Click on this link to assign a Teacher and Room.

 

Course-Section #

This link will appear for any sections that are already scheduled.

Þ      Click on the Course-section ID# to see a list of student scheduled into this sections.  The list will include the students’ ID, Name, Grade Level, Gender, Homeroom, Phone numbers and Counselor.

Þ      Click on the ID# of the student to access their <Modify Schedule> page and hand-schedule them or make other modifications.

 

 

 

Bucket Fill Section

The “bucket fill” process will fill the first section up to its Max Seats value, if possible, then Max fill the second section and so on.

Example:  Course has 3 sections, Max seats = 25/section, total requests =60.  With bucket fill, Section 1 gets 25, Section 2 get 25, Section 3 gets 10.  With balancing each section get 20 students, ideally.

Þ      Check this box if you wish to “bucket fill” each section.

Þ      Do not check this box if you wish the program to balance load the sections.

 

Without “bucket fill”, the program will attempt to balance the number of students in each section selecting students based on their priority (scheduling difficulty).

 

 

 

Color Codes

Some periods may appear with colors to indicate constraints.

Red = Teacher is unable to teach this period:

Yellow = Teacher has a conflict this period:

Orange = Room has a conflict this period:

 

Þ    Click   to schedule this section.

 

 

 

Helpful Hint!

1) It is possible that not all students will be scheduled when the last section of a course has been scheduled.  Check the list of Requests to determine if any students are still not scheduled.  You can click on the student ID to open their <Modify Schedule> page and hand schedule them or modify their requests.

2) If you are balancing sections, then it is possible that un-scheduled students may fit into a section that was not open to them earlier in the process.

3) When you have completed the process, all students are as fully scheduled as possible and you do not need to run the Student Scheduler program.

 

 

Not Using the Master Schedule Builder (MSB)

 

Build/Adjust Master Schedule manually

 

Reports are the key to building a Master Schedule, either from scratch or by adjusting an existing schedule.  The use of a Scheduling Board is recommended as a tool to help you visualize constraints, conflicts, teacher loads and other problems.

 

Reports

Þ      Select <Scheduling System> <Scheduling Report>.

 

The following reports, in alphabetical order by title, are specific to Master Schedule Building.

 

<Class Lists>

Used to list the student scheduled into each class for the Term(s) selected.

Filter By: Academic Year, From/To Course-Section, Term, Grade Level, Day, Period, Teacher, include Phone #, include SPED flag.

Sort By: Teacher (program-defined).

Output: Header: Teacher, Course, Room, Term, Schedule.  Body: Student ID, Name, YOG, Gender, Homeroom, Phone # (by option), SPED flag (by option),  Footer: # of Males, # of Females, Total # of students.

 

Helpful Hint!

When selecting From/To Course-Section for this report or others with this filter option, you may:

1) Leave the From/To Course ID fields blank to get Class Lists for ALL courses.

2) Enter a single From Course ID without a section and without a To Course Id to get lists for all sections of the Course.

3) Enter a single From Course-Section ID to get a single class list.

4) Enter a From Course ID, without section, and a To Course ID, without section, to get class lists for ALL Courses in that range, inclusive.

NOTE: Entering a From Course-Section ID and a To Course-Section ID will not get you every section of every course within the range.

 

 

<Conflict Matrix>

Used to: determine the number of conflicts (common requests) between one course and any other.

Filter By: one (1), two (2) or no courses.  Enter no Course Id and your report will include all courses with all conflicts.  Enter one (1) course and get a report of all of the other courses that have conflicts.  Enter two (2) courses and get a single line report of conflicts.

Sort By: Course ID or Course Name.

Output: Header: Course ID, Course Name, Number of Sections and # of Requests.  Body: Course ID, Course Name, # of Combined Requests. # of Sections and # of Requests.

 

<Course Request Tally>

Used to determine the number of sections of a Course that may be needed by showing how many students in each YOG are requesting the selected Courses.  Also to identify any data entry errors.

Filter By: Academic Year, Department, a single Course or a range of Courses, YOG or Include courses with no Requests.

Sort By: Course or Department.

Output: Course ID, Course Name, Department, # of Sections, Maximum number of seat (total in all sections) and # of students requesting each Course by YOG.

 

<Drop Add Report>

Used to determine the students who have been dropped from or added to Courses.  This report includes changes to requests and scheduled courses.  It does not yet include changes based on term modifications of individual students.

Filter By: Academic Year, From/To Date, Student ID#(s), From/To Course, Teacher, Homeroom, Grade Level.

Sort By: Teacher Name, Date of Change or Course.

Output: Teacher, Date Student ID, Student Name, Course ID, Grade Level and if the change was an Add or Delete.

 

<Master Schedule>

Used to list all courses in the Master Schedule.

Filter By: Academic Year, Term, From/To Course.

Sort By: Course ID, Teacher, Room, Course Type, Period or Department.

Output: Course ID, Course Name, Credits, Max Seats, Filled Count, Terms, Teacher, Room and Schedule.

 

<Names of Free Students>

Used to: determine the names of students who are not scheduled into courses for selected Terms and/or Periods.

Filter By: Academic Year, Student ID(s), Homeroom, Grade Level, Term, Period, Counselor or Include Incoming students.

Sort By: Period, Grade Level, Name or Homeroom.

Output: Student ID, Name, Homeroom, Grade Level, Term, Period and Days.

 

<Number of Free Students>

Used to: determine number of students who are not scheduled into courses for selected Terms.

Filter By: Academic Year, Grade Level, Term.

Sort By: Grade Level/Term (program-defined).

Output: Course ID, Course Name, Number of Sections and # of Requests.

 

<Room Availability>

Used to: determine which Rooms do not have courses scheduled into them for selected terms.

Filter By: Academic Year, Room and Term.

Sort By: Room Code or Room Description.

Output: Room Code, Room Description, Used as Homeroom, Capacity, Term and Days Free.

 

<Room Schedules>

Used to: determine the schedule for the use of the Room.

Filter By: Academic Year, Schedule Type (Period, Summary, Rotation), Room, Term (ignored if Summary Type is selected) or Department.

Sort By: Room.

Output: Room schedule.

 

<Student Availability>

Used to: determine the names of students who are not scheduled into courses for selected Terms and/or Periods.

Filter By: Academic Year, Student ID(s), Homeroom, Grade Level or Term.

Sort By: Grade Level, Name or Homeroom.

Output: Student ID, Name, Homeroom, Grade Level, Term, Period and Days.

 

<Students Requesting a Course>

Used to: determine which students have requested which Courses.

Filter By: Academic Year, Department or From/To Course ID.

Sort By: Course ID/Student Name, Course ID/ Student Grade Level/Name, Department/Course ID/Student Name or Department/Course ID/Student Grade Level/Student Name.

Output: Header: Course ID, Course Name and Department.  Body: Student ID, Name, Homeroom, YOG, Gender and Grade Level.  Footer: Total Males, Total Females and Total Students.

 

<Student Schedules>

Used to: determine the schedule of the student.

Filter By: Academic Year, Schedule Type (Summary, Period, Rotation, Mod, Period & Summary or Rotation & Summary), Student ID, Student Last Name, Homeroom, Grade Level or Term(ignored if Summary Type is selected).

Sort By: Grade Level, Homeroom or Name.

Output: Student Schedule.

 

<Teacher Availability>

Used to: determine the names of teachers who are not scheduled into courses for selected Terms.

Filter By: Academic Year, Teacher, Homeroom, Department or Term.

Sort By: Teacher Name or Homeroom.

Output: Teacher ID, Name, Homeroom, Term and Days/Periods.

 

<Teacher Schedules>

Used to: determine the schedule for the Teacher.

Filter By: Academic Year, Schedule Type (Period, Summary, Rotation or Mod), Teacher, Homeroom, Grade Level or Term (ignored if Summary Type is selected).

Sort By: Department or Teacher.

Output: Teacher schedule.

 

<Unscheduled Requests>

Used to: determine students who have requested Courses that have not yet been scheduled.

Filter By: Academic Year, Student ID, Student Last Name, From/To Course, Homeroom or Grade Level.

Sort By: Grade Level, Homeroom or Name.

Output: Student ID, Name, Homeroom, Gender, Grade Level, Course ID and Name.

 

 

Define the Master Schedule

 

Þ      Select <Scheduling System> <Course Catalog> <Course Schedule> or from <Course Details>.

Þ      Select the Course-Section you wish to Schedule.

 

iPASS High School

 

 

Select Term(s):

Þ      Highlight the Terms that you want this Section to meet.

 

Select Teacher(s):

Þ      Select the Teacher or Teachers who will be teaching this section from the pull-down list.

 

Room:

Þ      Select the Room where this Section will be taught from the pull-down list.

 

Grade:

This value will link to a Grade Level specific rotation.

Þ      Select the Grade Level that will be assigned to the section.

 

Delete Course Schedule:

Þ      Check the box to delete the Schedule for this Section.

 

 

Helpful Hint!

If you checked Yes for “Use Detailed Schedule” (See Step #8) on the Course Details page, then the options described above will need to be defined for each Period/Day that the course meets.

 

Assign Meeting Times:

Þ      Check the boxes for the Periods/Days that you wish this Section to meet.