The Scheduling Master Schedule Board is an Aeries™ feature that has been created to assist the user with setting up and updating the Scheduling Master Schedule.
The scheduling process usually involves a white board with the periods, teachers and different colored labels with the names of the classes to be scheduled. The labels are then moved around to try and create a successful Master Schedule for the upcoming semester or school year.
The purpose of this Aeries feature is to eliminate manually moving the colored labels around on a white board and then entering the changes into the Aeries database. This form displays an overall view of the Scheduling Master Schedule. The user can add, change, delete and move classes instantly within the Scheduling Master Schedule, and then schedule all students to see the results.
Note: The information displayed on this form depends upon the size of the monitor. This form has been created to use a 17-inch monitor. If the monitor is less than 17 inches the scroll bar will need to be utilized to display information outside these parameters. The monitor resolution setting should be a minimum of 1024 x 768.
Scheduling Master Schedule Board
The Scheduling Master Schedule Board can be accessed under Scheduling Process | Scheduling Dashboard on the navigation menu. Next, click the Build Scheduling Master Schedule category and select SMS Board. Also, you can simply search for "SMS Board" in the Filter Pages box on the navigation menu.
The following form will display with the current Scheduling Master Schedule. The teacher number and name will display on the left side of the board with cells containing the class information. The course title, semester code and number of students are displayed in each cell. Multiple classes for the same teacher and period will display on separate lines. Click on any period and the class information will display at the top.
The top right of the form displays the different options available. There are 4 tabs – Display, Scheduling Options, Color Codes, and Scheduling Statistics.
The Scheduling Master Schedule will open displaying the Semester selected. In the above example the Year term is selected. Below are the Display options available.
- Semester: Select the term to display: Year, Fall, or Spring. If Trimesters are set up select 1st, 2nd, or 3rd.
- Group by Department: Selecting this checkbox will sort the classes by Department and display the department name in the teacher name column. The department codes are assigned on the Course Data form.
- Show Course Number: Selecting this checkbox will display the Course Number in the class cell.
- Show Department Colors: Selecting this checkbox will display the classes with the colors assigned to the departments on the Color Codes tab.
- Show Singletons in Red: Selecting this checkbox will display all Singleton classes for a course in red.
- Skip Inactive Sections: Selecting this checkbox will not display sections tagged as inactive.
- Skip Teacher Aides: Selecting this checkbox will not display sections of courses that are tagged as Teacher Aide on the Course Data form.
- Sort by Teacher Name: Select to sort by Teacher Name or if unchecked will sort teachers by number.
- Period Range to Show: User can limit the Period Range to display on the board.
In the following example, Semester will be changed to Fall, courses will be Grouped by Department, and Department Colors will display. Click Save and Reload to save the changes.
Below are the Scheduling Options available. These options are also available on the Schedule All Students function under the Scheduling Process node.
- Schedule Alternates: If an alternate class was entered into a student’s course request and a student has a rejected course, the program will attempt to schedule the student into the alternate class.
- Ignore Class Maximums: All students requesting a class will be scheduled into the class regardless of the maximum number of students set for the section.
- Include Inactive Students: Inactive students will be included when scheduling classes. Pre-enrolled students tagged '*' (asterisk) will automatically be included even without this option selected.
- Prevent Gaps in Schedule: Will attempt to schedule every student into the tightest period range possible.
- Ignore Group Codes: This option will ignore any grouping/teaming that may be in place when scheduling.
- Balance Academic Weight: Uses the CRS.AC (Academic Weight) field to ensure academic classes are balanced across all 4x4 terms. Using this option may result in a higher number of rejects.
- Grade Sort/Student Sort: The default for scheduling students is alphabetically, without regard to grade level. To schedule by grade level, select Schedule Low to High or Schedule High to Low. Select Reverse Alpha to schedule backwards alphabetically. To schedule without regard to name select Randomly.
Once the selections are made click Save and Reload.
Colors can be assigned to up to 10 different departments.
Click on any of the color bands to display the list department codes. Select a department for that color.
To assign a different color to the Department, click the paintbrush icon on the color band to select the color of your choice. Click Save and Reload to save your changes.
The Scheduling Statistics tab displays the results of the last scheduling run.
Display Information for a Selected Period and Teacher
To display more class information for a particular period and teacher, click the selected class for the teacher. The detailed information will display at the top of the form. The selected class will be highlighted in yellow.
Change Class Data
To change data on an existing class in the Scheduling Master Schedule, click the selected Period and Teacher and the class will be highlighted in yellow. The class information will display at the top of the form. Change any necessary information for this class and click the Save button.
Add a Class
To add a class to the Scheduling Master Schedule, click on the selected Period and Teacher and the cell will be highlighted in yellow. Click the Add Class button at the bottom of the form.
A message will display verifying that the teacher/period selected will be added to the Scheduling Master Schedule. Click OK to complete the Add.
The cursor will now display at the top of the form in the period field. A section number will be assigned. Change any necessary information for this class and click Save. The class will be added to the teacher and period selected.
Move a Class
To move a class in the Scheduling Master Schedule, click on the selected class to highlight it in yellow. Click the Move Class button at the bottom of the form.
Notice that the Cancel Move button is now displayed to allow you to cancel the move if needed.
Click on the period to which the class is to be moved. The class will be moved and will display in the selected period.
Copy a Class
To copy a class in the Scheduling Master Schedule, click on the selected class to highlight it in yellow. Click the Copy Class button at the bottom of the form.
Notice that the Cancel Copy button is now displayed to allow you to cancel the copy if needed.
Click on the open period to which the class is to be copied. The class will be copied and will display in the selected period.
Drop a Class
To drop a class from the Scheduling Master Schedule, click on the selected class to highlight it in yellow. Click the Drop Class button at the bottom of the form.
If there are students scheduled in the class the following message will display. To continue with the delete, click Yes. To cancel the delete, click No.
Clicking Yes will display the following message. It is important to note that clicking Yes again will delete the students' course requests for this course and delete the section from the Scheduling Master Schedule. Clicking No will still delete the section from the Scheduling Master Schedule and drop the students from the section, but it will not delete their course requests.
To display a listing of students in a class, click on the selected class and the class will be highlighted in yellow. Click the List Students button at the bottom of the form.
The following report will be generated with all students currently scheduled into the selected class.
The SMS Builder button will display the Interactive Scheduling Master Schedule Builder. This form allows you to add sections of a selected course. To begin, click the SMS Builder button at the bottom of the form.
The following form will display.
To add sections for a course, enter a course number or title in the Select a Course field to locate the course.
Once the course has been selected in Area 1, the number of course requests for this course will display by grade on the right.
Area 2 will now display all of the scheduling conflicts by term for each period. To display the conflict details, click the cell for the Period and Term.
The following table will display with all potential conflicts for this course in the selected period and term.
In Area 3 the number of sections to be added can be entered for each period. As each number is added the information for the period will display in Area 4. In the example below one section will be added in period 1 and two sections will be added in period 2. Area 4 now displays a line to enter information for each new section.
To set up All sections the same, enter the information in Area 4 on the top line with the period identification of All. As information is entered, the lines below will now display the same information.
Note: Entering the Teacher name or number, will default the Room and Max values from the Teacher Table (TCH).
To set up each section differently, enter the information in Area 4 for each section in each period.
After all section information has been entered, click the Add Sections button and the sections will be added to the Scheduling Master Schedule Board. Click the Reset button to clear the form for new data entry, or click Exit to close the form.
After running the scheduler, the Rejected Courses can be displayed. Click the Rejected Courses button at the bottom of the Scheduling Master Schedule Board.
The following table will display courses that have rejects. Clicking any button in the SMS column will display all of the sections for the selected course. The Total column will display the total number of student rejects. Clicking any button in the STU column will display a list of rejected students for the selected course. The columns to the right will show the number of rejected students, broken down by the reject reason.
In the example below the SMS button was selected for 0703 - AP US History. The sections for AP US History are displayed in the table.
The report also shows that there are 5 students rejected from AP US History. To view a list of the students, click the STU button.
To delete a student’s course request, click the remove button.
To change section information for a specific course, click on the selected class to highlight in yellow. Then, click the Course Changes button at the bottom of the form.
The following table will display with all sections for this course.
Changes can be made for each individual section by entering the change in the selected field. These changes will be saved immediately; there is no Save button!
To make a change to all sections displayed enter the information on the bottom line, then click Change All.
In the example below the maximum class size will be changed to 28 for all sections of course 0608 – Geometry Cp.
A message will display verifying the change. Click OK to continue.
A message will display indicating the Scheduling Master Schedule Board has been updated with this change. Click OK.
Note: Changing the Teacher name or number will also change the Room and Max values to the new teacher's Room and Max values from the Teacher Table (TCH).
To view a list of rejected students, click on a selected class to highlight it in yellow. Then, click the Rejected Students button at the bottom of the form.
A table will display listing the students who have been rejected for the selected course.
To delete a student’s course request, click the remove button.
Schedule All Students
Select the Scheduling Options tab at the top of the form. Verify that all options have been correctly selected.
Click the Schedule Students button at the bottom of the form.
The following prompt will display. Click YES to proceed or NO to cancel.
A Please Wait message will display while the scheduler is running.
When the scheduler has completed, the following message will display.
Select the Scheduling Statistics tab at the top of the form to display the scheduling statistics.
To Backup the scheduling tables or to Restore the scheduling tables to a previous backup, click the Backup/Restore button at the bottom of the form.
The Scheduling Backups form will open.
Click Backup Current Scheduling Tables (SSS and SMS) to display the Backup Settings form. Enter a Description for your backup and a Comment if you choose. Click OK to save your backup, or click Cancel to stop the process.
The following confirmation message will display. Clicking OK will complete the process.
The Backup will now display in the list.
To Restore a previously saved backup, click on the selected backup from the list. The backup will highlight. Then, click Restore SSS and SMS tables from Selected Backup.
The following confirmation message will display. Click OK to continue. An email will be sent to you when the process is complete.
To Delete one of the saved Scheduling Backups, click on the backup to be deleted. It will now be highlighted. Then, click Delete Selected Backup.
The following confirmation will display. Click OK if you wish to continue.
Print Scheduling Master Schedule Board
Click the Print button at the bottom of the form to print the Scheduling Master Schedule Board.
The Report Options will display. Select the Report Format, Report Delivery, and whether to Print Legal Size. Then, click Run Report.
The following is an example of the Scheduling Master Schedule Board printed in PDF format on Letter Size paper.