Booking Rules CM_AD_315

1. Booking Rules CM_AD_315 CM_AD_315 Booking Rules v3

2. Course Content • Unit 1 – Booking Rules Overview • Unit 2 – Adding Rules • Unit 3 – Deleting Rules • Summary CM_AD_315 Booking Rules v3

3. Learning Objectives By the end of this course, you will be able to: • Understand Booking Rules • Display Booking Rules • Add Booking Rules to a Section • Add Booking Rules to a Course • Remove Booking Rules from a Section • Remove Booking Rules from a Course CM_AD_315 Booking Rules v3

4. Prerequisites and Roles • Prerequisites • UK_100 IRIS Awareness & Navigation • CM_200 Student Lifecycle Management Overview • CM_AD_300 Event Planning • Roles • Authorized users responsible for creating or modifying events and event packages CM_AD_315 Booking Rules v3

5. Booking Rules • Booking Rules may be accessed via Student Administration tab on the myUK portal • In order to access booking rules, you need: • To complete the CM_AD_315 Booking Rules course and pass the assessment • To be designated as a person with the responsibility to view, create, and change event packages • To sign a Statement of Responsibility (SOR) form located at http://www.uky.edu/IRIS • If you do not have access, please work with your college contact to get this access assigned • The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html CM_AD_315 Booking Rules v3

6. Access to Booking Rules • Depending on the user’s role, access to the Booking Rules on myUK can be reached through one of these paths • For Registrar role, the menu path is Student Administration  Administrative Services  Registrar  Booking Rules CM_AD_315 Booking Rules v3

7. Access to Booking Rules • For Administrator role, the menu path is Student Administration  Administrative Services  Administrators  Booking Rules CM_AD_315 Booking Rules v3

8. Unit 1 Overview CM_AD_315 Booking Rules v3

9. Unit 1 - Overview • Rule Types • Displaying Rules • Linked to a Specific Section • Linked to a Course CM_AD_315 Booking Rules v3

10. Booking Rules Overview • The restrictions on courses and sections that control registration access are known as Booking Rules • Authorized personnel maintain Booking Rules via the myUK portal • Restrictions may be maintained at the course level or the section level CM_AD_315 Booking Rules v3

11. Booking Rules Overview • Course Level Restriction • If a restriction is maintained at the course level, all sections of the course will inherit the restriction • Section Level Restriction • If a restriction is maintained at the section level, the restriction will apply only to the selected section of the course CM_AD_315 Booking Rules v3

12. Rule Types • There are four types of Booking Rules that can be maintained via myUK • Classification Restrictions • Can be used to restrict registration by including or excluding students, according to their progression classification • These restrictions can be maintained for a single progression classification or multiple classifications • Major/Minor Restrictions • Can be used to restrict registration by including or excluding students, based upon their majors or minors CM_AD_315 Booking Rules v3

13. Rule Types • College Restrictions • Can be used to restrict registration by including or excluding students, based upon their college • Rule Containers/Special Rules • Can be used to add special restrictions such as Controlled Enrollment, Teacher Education Program, Engineering Program Paducah, etc. CM_AD_315 Booking Rules v3

14. Rule Types • Course level and section level restrictions of the same rule type cannot be mixed • Instead, such restriction situations must be maintained at the section level • Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific • They do not automatically become available to future terms • Special Rules are valid for the life of the course (Module) or section (Event Package) CM_AD_315 Booking Rules v3

15. Rule Types • All rules are linked to the system Object ID of the course or section • If a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created) • As a result, any rules attached to the previous Section 001 will not carry forward to the new one • Rules must be added and maintained on the new section CM_AD_315 Booking Rules v3

16. Displaying Specific Section Linked Rules • If restrictions exist on a section of a course, the restrictions can be displayed by completing the following steps • Select the correct year and term • Enter the course prefix and number CM_AD_315 Booking Rules v3

17. Displaying Specific Section Linked Rules • Click on Search • When the course is found, click on View Sections to see a list of the available sections • Click on the desired section to view a list of rules assigned to that section CM_AD_315 Booking Rules v3

18. Displaying Specific Section Linked Rules • If there are rules maintained on the section, they will be displayed below the Course and Section • The example above displays the rules linked to SOC 101 Section 003 (in the test system) CM_AD_315 Booking Rules v3

19. Displaying Specific Section Linked Rules • This section has seven rules: • It is subject to Controlled Enrollment • Limited to Sociology and Early Childhood Education majors • Limited to students in Arts & Sciences and Education • Limited to Freshmen and Sophomores CM_AD_315 Booking Rules v3

20. Displaying Specific Section Linked Rules • Note that the rule restricting the course to SOCI majors is maintained at the course level, rather than the section level • This is indicated by “All Section(s)” in the Sections column of the restriction • The Remove icon in the Remove column is missing • Rules maintained at the course level cannot be removed at the section level CM_AD_315 Booking Rules v3

21. Displaying Specific Section Linked Rules • If no rules are maintained on a course, a system message will be displayed CM_AD_315 Booking Rules v3

22. Displaying Rules Linked to a Course • Rules maintained at the course level are inherited by all sections of the course • To display rules maintained at the course level by using the following steps CM_AD_315 Booking Rules v3

23. Displaying Rules Linked to a Course • Select the correct year and term • Enter the course prefix and number • Click on the Search button CM_AD_315 Booking Rules v3

24. Displaying Rules Linked to a Course • Click on the course link • Any existing restrictions will display below the course CM_AD_315 Booking Rules v3

25. Displaying Rules Linked to a Course • If no rules are maintained on a course, a system message will display CM_AD_315 Booking Rules v3

26. Unit 2 Adding Rules CM_AD_315 Booking Rules v3

27. Unit 2 – Adding Rules • Linked to a Specific Section of a Course • Adding College Restrictions • Adding Classification Restrictions • Adding Major/Minor Restrictions • Adding Rule Containers/Special Rules • Linked to a Course CM_AD_315 Booking Rules v3

28. Adding Rules Linked to a Specific Section • Select the correct year and term • Enter the course prefix and number • Click on the Search button CM_AD_315 Booking Rules v3

29. Adding Rules Linked to a Specific Section • When the course is found, click on View Sections • Click on the desired section to view a list of rules assigned to that section • Add Rules CM_AD_315 Booking Rules v3

30. Adding College Restrictions • Scroll down to the College Rules area • Click on the desired college rule • Click on Add CM_AD_315 Booking Rules v3

31. Adding College Restrictions • To add multiple colleges at one time, hold down the Ctrl key and click each college • Click on Add CM_AD_315 Booking Rules v3

32. Adding College Restrictions • Once rules have been added successfully, they will appear in the list of active rules for the section at the top of the screen CM_AD_315 Booking Rules v3

33. Adding College Restrictions • To exclude students in a particular college, select the college • Change the radio button from Include to Exclude • Click on Add CM_AD_315 Booking Rules v3

34. Adding Classification Restrictions • Scroll down to the Classification Rules area • Click on the desired Classification(s) • Click on Add CM_AD_315 Booking Rules v3

35. Adding Classification Restrictions • To add multiple classifications at one time, hold down the Ctrl key and click on each classification • Click on Add CM_AD_315 Booking Rules v3

36. Adding Classification Restrictions • To exclude students in a particular classification, select the classification • Change the radio button from Include to Exclude • Click on Add CM_AD_315 Booking Rules v3

37. Adding Major/Minor Restrictions • Scroll down to the Major Rules area • Key the four-character major code for the restriction • Click on Search CM_AD_315 Booking Rules v3

38. Adding Major/Minor Restrictions • If a match is found, the major code will appear in a list below the Search field • To add it to the course restriction, click on the Add icon CM_AD_315 Booking Rules v3

39. Adding Major/Minor Restrictions • There may be multiple matches • Selection of one results in the application of the rule to all CM_AD_315 Booking Rules v3

40. Adding Major/Minor Restrictions • To exclude students in a particular major, select the major • Change the radio button from Include to Exclude • Click on the Add icon CM_AD_315 Booking Rules v3

41. Adding Rule Containers/Special Rules • Scroll down to the RC Rules area • Key some text associated with the rule to be added • For example, “Control” for Controlled Enrollment, “TEP” for Teachers Education Program, or “EPP” for Engineering Program Paducah CM_AD_315 Booking Rules v3

42. Adding Rule Containers/Special Rules • Click on Search • If unsure of text to use, simply enter an asterisk (*) for a wildcard search to pull up all Rule Containers CM_AD_315 Booking Rules v3

43. Adding Rule Containers/Special Rules • If a match is found, the Rule Container will appear in a list below the search field • To add it to the course restriction, click on Add icon CM_AD_315 Booking Rules v3

44. Adding Rules Linked to a Course • Rules maintained at the course level are inherited by all sections of the course • To add rules maintained at the course level, follow the steps below • Select the correct year and term • Enter the course prefix and number • Click on Search CM_AD_315 Booking Rules v3

45. Adding Rules Linked to a Course • Click on the course link • Add Rules by scrolling down in each area • Follow the same procedure as outlined for adding restrictions linked to course sections • Click on Add CM_AD_315 Booking Rules v3

46. Unit 3 Removing Rules CM_AD_315 Booking Rules v3

47. Unit 3 – Removing Rules • Linked to a Specific Section of a Course • Linked to a Course CM_AD_315 Booking Rules v3

48. Removing Rules Linked to a Specific Section • If restrictions exist on a section of a course, the restrictions can be displayed and removed by completing the following steps • Select the correct year and term • Enter the course prefix and number • Click on Search CM_AD_315 Booking Rules v3

49. Removing Rules Linked to a Specific Section • When the course is found, click on View Sections to see a list of the available sections • Click on the desired section to view a list of rules assigned to that section CM_AD_315 Booking Rules v3

50. Removing Rules Linked to a Specific Section • To remove a rule, click on the Remove icon in the Remove column CM_AD_315 Booking Rules v3