Difference between revisions of "Request Matrix"

From EDgearWiki
Jump to navigationJump to search
 
(43 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__NOTOC__
 
__NOTOC__
'''The Request Matrix is a report that helps the user plan the New Year Master Schedule. It is commonly reviewed after requests for the New Year are entered and verified.  It provides a count of students requesting a course, then lists other courses that this same group of students are requesting. For example, the report may show there are 89 students requesting Physics, and 78 of them also want Calculus.  Therefore, it is important to plan these courses at different periods.'''
+
'''This program helps the user plan the new year [[Master Schedule Editor]] to avoid course conflicts.'''
 +
*It is commonly reviewed after requests for the new year are entered and verified.   
 +
*It provides a count of students requesting a course, then lists other courses that this same group of students are requesting.
  
'''Note:  Usually, this report is first run for Singletons (classes occurring only once in the master schedule), then run again for Doubletons (classes occurring twice in the master schedule), then finally for all classes if needed.'''
+
::For example, the report may show there are 89 students requesting Physics, and 78 of them also want Calculus. Therefore, it is important to plan these courses at different periods.
 
+
*Usually, this report is first run for Singletons, classes occurring only once in the Master Schedule, then run again for Doubletons, classes occurring twice in the Master Schedule, and then finally for all classes if needed.
===Video===
 
[[media:SC-Matrix.mov|Request Matrix video]]
 
  
 
==Menu Location==
 
==Menu Location==
[[File:sch60.png]]
 
  
 
+
'''Scheduling > Count > Request Matrix'''
'''On the left navigation panel, select Scheduling > Count > Request Matrix'''.
 
  
 
==Setup Options==
 
==Setup Options==
[[File:sch61.png]]   
+
[[File:reqmatrixsetup2.png]]   
  
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
  
'''District''' - Default value is based on your security settings. You will be limited to your district only.
+
'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
 +
 
 +
'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
  
'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
+
'''Master Schedule''' - Select "Live" to edit the active master schedule records, or select "Oct1" to edit the October master schedule backup records, or select one of the names of a "Copied" master schedule if any exist.
  
 
'''Stu Grades''' - Select student grades to report. Grade level of next year students to count requests against.
 
'''Stu Grades''' - Select student grades to report. Grade level of next year students to count requests against.
Line 28: Line 28:
 
'''Select Teams''' - Select to limit the count of requests to those of students on a particular Team.
 
'''Select Teams''' - Select to limit the count of requests to those of students on a particular Team.
  
'''Conflict Level''' - Enter a number that identifies the amount of conflict is important to the user.  '''Example''': ''Entering a “5” will highlight any cell which has a count of 5 requests or more for the same students, and for the same courses''.
+
'''Conflict Level''' - Enter a number that identifies the amount of conflict that is important to the user.  '''Example''': Entering a “5” will highlight any cell which has a count of 5 requests or more for the same students, and for the same courses.
 +
 
 +
'''Selected Semesters''' - Option to only compare against Master Schedule records that are offered in the selected semesters.
  
'''All Courses''' - Click to run the report for all requests of all courses, no matter how many times the courses appear in the master schedule.
+
'''All Courses''' - Select to run the report for all requests of all courses, no matter how many times the courses appear in the master schedule.
  
'''Singletons''' - Click to run the report for requests of courses which occur only once in the master schedule.  '''Note''': ''Usually, this setting is used the first time the report is run''.
+
'''Singletons''' - Select to run the report for requests of courses which occur only once in the master schedule.  '''Note''': Usually, this setting is used the first time the report is run.
  
'''Doubletons''' - Click to run the report for requests of courses which occur twice in the master schedule.  '''Note''': ''Usually, this setting is used after the report is run for Singletons''.
+
'''Doubletons''' - Select to run the report for requests of courses which occur twice in the master schedule.  '''Note''': Usually, this setting is used after the report is run for Singletons.
  
'''Transcript Groups''' - Click to limit the count of requests for courses that fit into a desired transcript category.  For example, selecting “Math” will limit the course to performing requests comparisons for classes in the Math category only.
+
'''Show Unscheduled Course Requests Only''' - Select to process only course request that have not been scheduled to a section.
  
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
+
'''Transcript Groups''' - Click to limit the count of requests for courses that fit into a desired transcript category.  '''Example''': By selecting a course, it will limit the course to performing requests comparisons for classes in the Math category only.
  
Click the '''OK''' to continue.
+
'''OK''' - Click to continue.
 +
 
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 
==Main==
 
==Main==
Line 46: Line 50:
  
  
The main screen will show courses names down the left side.  Across the top are state course code numbers of courses that have the same students requesting a second course. The blue diagonal blocks are not needed as they only show where the same course intersects. There could be cells with counts on both sides of the blue diagonal line.
+
The main screen will show courses names down the left side.  Across the top are state course code numbers of courses that have the same students requesting a second course. The blue diagonal blocks are not needed as they only show where the same course intersects. The cells with counts will be mirrored on both sides of the blue diagonal line.
  
 
Hover over the cell counts.  A tool tip showing the courses being compared will be shown.
 
Hover over the cell counts.  A tool tip showing the courses being compared will be shown.
  
Clicking on the cell counts will give the user the option to see the sections in the master schedule, or the students who have requested the course.
 
  
 
Clicking on the cell counts will give the user the option to see the sections in the master schedule, or the students who have requested the course.  
 
Clicking on the cell counts will give the user the option to see the sections in the master schedule, or the students who have requested the course.  
Line 56: Line 59:
 
[[File:sch64.png]]
 
[[File:sch64.png]]
  
*If the option to '''Show Sections''' is chosen, the two courses will show. For singletons, as long as the sections are not scheduled the same period, there is no conflict. If the two singleton courses are scheduled for the same period, you will need to change one of the courses to another period to avoid conflicts.
+
'''Show Students''' - Select to view a list of studentsNext, the user can choose to move the students to a different request if needed, by selecting '''M Sched''' on the next screen.
 
 
* If the option to '''Show Students''' is chosen, a student listing will be shownFrom here, the user can choose to move the students to a different request if needed.
 
  
 +
'''Show Sections''' - Select to view the two courses. For singletons, as long as the sections are not scheduled the same period, there is no conflict. If the two singleton courses are scheduled for the same period, then change one of the courses to another period to avoid conflicts.
  
 
==Bottom==
 
==Bottom==
 
[[File:sch63.png]]
 
[[File:sch63.png]]
  
'''Help''' -  Written instructions and instructional videos.
+
'''Setup''' - Click to go back to the Setup box.
 
 
'''Setup''' - Returns you to the Setup Box; see instructions above.
 
  
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 
'''MSched''' - Click to display the master schedule selection screen.
 
'''MSched''' - Click to display the master schedule selection screen.
  
'''Print''' - Select button to see the results in an easy to read manner. The print will show a count of students requesting a course and a sub count of other courses the students requested. This can help the user plan courses in the master schedule that will not conflict with each other in the scheduling process.
+
'''Help''' - Click to view written instructions and/or videos.
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
 
==Top==
 
==Top==
Line 82: Line 83:
  
  
 +
----
 +
[[Scheduling|'''Scheduling''' Main Page]]
  
 
----
 
----
[[Scheduling|'''Scheduling''' Main Page]]
+
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 15:48, 7 June 2024

This program helps the user plan the new year Master Schedule Editor to avoid course conflicts.

  • It is commonly reviewed after requests for the new year are entered and verified.
  • It provides a count of students requesting a course, then lists other courses that this same group of students are requesting.
For example, the report may show there are 89 students requesting Physics, and 78 of them also want Calculus. Therefore, it is important to plan these courses at different periods.
  • Usually, this report is first run for Singletons, classes occurring only once in the Master Schedule, then run again for Doubletons, classes occurring twice in the Master Schedule, and then finally for all classes if needed.

Menu Location

Scheduling > Count > Request Matrix

Setup Options

Reqmatrixsetup2.png

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on the user's security settings. It will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Master Schedule - Select "Live" to edit the active master schedule records, or select "Oct1" to edit the October master schedule backup records, or select one of the names of a "Copied" master schedule if any exist.

Stu Grades - Select student grades to report. Grade level of next year students to count requests against.

As Of Date - Enrolled date of students to counts requests against. Note: The user can set this to the first day of school for the next year to make sure new students are represented in the count.

Select Teams - Select to limit the count of requests to those of students on a particular Team.

Conflict Level - Enter a number that identifies the amount of conflict that is important to the user. Example: Entering a “5” will highlight any cell which has a count of 5 requests or more for the same students, and for the same courses.

Selected Semesters - Option to only compare against Master Schedule records that are offered in the selected semesters.

All Courses - Select to run the report for all requests of all courses, no matter how many times the courses appear in the master schedule.

Singletons - Select to run the report for requests of courses which occur only once in the master schedule. Note: Usually, this setting is used the first time the report is run.

Doubletons - Select to run the report for requests of courses which occur twice in the master schedule. Note: Usually, this setting is used after the report is run for Singletons.

Show Unscheduled Course Requests Only - Select to process only course request that have not been scheduled to a section.

Transcript Groups - Click to limit the count of requests for courses that fit into a desired transcript category. Example: By selecting a course, it will limit the course to performing requests comparisons for classes in the Math category only.

OK - Click to continue.

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Sch62.png


The main screen will show courses names down the left side. Across the top are state course code numbers of courses that have the same students requesting a second course. The blue diagonal blocks are not needed as they only show where the same course intersects. The cells with counts will be mirrored on both sides of the blue diagonal line.

Hover over the cell counts. A tool tip showing the courses being compared will be shown.


Clicking on the cell counts will give the user the option to see the sections in the master schedule, or the students who have requested the course.

Sch64.png

Show Students - Select to view a list of students. Next, the user can choose to move the students to a different request if needed, by selecting M Sched on the next screen.

Show Sections - Select to view the two courses. For singletons, as long as the sections are not scheduled the same period, there is no conflict. If the two singleton courses are scheduled for the same period, then change one of the courses to another period to avoid conflicts.

Bottom

Sch63.png

Setup - Click to go back to the Setup box.

Print - This will allow the user to print the report.

MSched - Click to display the master schedule selection screen.

Help - Click to view written instructions and/or videos.

Top

Sch66.png

Action Master Schedule - Click to display the master schedule selection screen.

Help - Written instructions and instructional videos.



Scheduling Main Page


JCampus Main Page

Retrieved from EDgear Wiki