Automatic Scheduler
This program uses the current Master Schedule Editor and the student course requests to build a schedule for each student. Each committed run includes the student schedules that were created and Master Schedule Editor used for the run. After committing, the schedule runs are saved so that if adjustments are made to the current Master Schedule Editor and/or student requests and another run is made, the best run can be chosen to be used for the students` schedules.
Steps to Take Prior to Using the Automatic Scheduler
Click the following link to open the New Year Scheduling Flow - Request Based Schools overview guide. The overview guide has the general flow of scheduling procedures, including the usual order of steps that are needed prior to using the Automatic Scheduler.
There is also the Scheduling Guide which can be accessed by clicking the following link:
Video
Menu Location
On the left navigation panel, select Scheduling > Loaders > Automatic Scheduler.
Setup Options
For this specific setup box, see the definitions below.
Year - Set to the new upcoming school year.
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.
Grades - - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
Reschedule manually scheduled items - Check the box to have the Auto Scheduler undo any schedules that were put in manually. Do not check if you do not want the Auto Scheduler to reschedule these students. Manually scheduled means that a person used a program like the Schedule Maintenance to schedule students into certain sections one by one.
Initialize Counts - Check the box to have the Auto Scheduler count the number of students in each section and display those counts in the Master Schedule Editor.This option should always be checked.
Allow teacher requests - Check the box to have the Auto Scheduler schedule students to a specific teacher that was requested in the program "Load Student Course Requests".
Schedule special ed students - Check the box to have the Auto Scheduler schedule special education students. This box is typically checked.
Set to request status only - Check the box so after clicking on New Run, the Auto Scheduler will not go through the entire scheduling process. It will only undo the schedules from the students and set back to request status.
Use general alts for unscheduled groups 8 or 9 - Check the box to substitute General Alternate courses for unscheduled courses in Transcript Groups 8 or 9.
4x4 Core Course Balancing - Check the box to attempt to have the Automatic Scheduler balance core courses within the semesters and then schedule the rest of the courses around the scheduled core courses. Core courses are marked in the Course Catalog using the CTYPE column.
Schedule by team - Check the box to have the Auto Scheduler schedule students to courses that have the same team as the student.
Student Teams - Leave blank or select all to include all teams. Otherwise, choose the desired team.
Allow all overloads - Check the box to have the Auto Scheduler exceed the maximum number set in the Master Schedule Editor when scheduling the students.
Master Schedule Grade Level Match Selection - Select Student Grade to select only the courses from the Master Schedule matching the student's grade level. (This is usually used for elementary but will work for high school as it is hard coded to make the adjustment when 9-12 grade level is chosen.)
Requested Course Grade - Select all courses from the Master Schedule. (This is usually used for high school.)
Select Students - Click to select from a list the students the Auto Scheduler will schedule. The list will be limited to the students that match the criteria that has been selected in the previous setup items.
Clear Counts - Click to clear the seat counts, reset to zero, in the Master Schedule Editor for selected grade level(s) but this will not undo the schedules from the students. The clear counts selection only resets the master schedule counts to 0 prior to an auto scheduling run.
Previous Schedules - Click to see all previously stored scheduling runs.
New Run - Click to perform a new run of scheduling students according to their requests. When a New Run is started, the scheduling process will run on the server and not prevent the user from working in other programs. The user can click on the Task Status button to view the status of the new run. When complete, the run information will appear in the report.
- Scheduling runs are stored when NEW RUN is clicked and, after the schedules are processed, a "Run#" is selected to commit the schedules.
- Previous Runs are initially displayed in descending order to show the latest Runs on top. Click on the "Run#" header to change the sort order between descending and ascending.
To find definitions for standard setup values, follow this link: Standard Setup Options.
Performing a New Run in the Automatic Scheduler
Click the button NEW RUN to begin a new scheduling run.
After clicking "NEW RUN", a confirmation box will appear to verify the setup options selected. Click "Yes" to continue or "No" to make adjustments to the setup box. After the Auto Scheduler has finished processing, a box will appear with the date and time the Auto Scheduler finished processing, the number of students processed, and instructions to click the run number in the table to commit the schedules if desired. Click OK.
Main
Upon clicking "OK", a table will appear on the screen listing the current scheduling run and any previously committed scheduling runs.
You will only be able to see the newly altered schedules in the Master Schedule Editor when the new "Run #" is selected to commit the schedules. Only then will the newly committed student schedules be reflected in the Master Schedule Editor.
Column Headers
Run# - will provide the number of previously committed scheduling runs plus the current scheduling run. Click on the number to commit the schedules for the run selected.
Abandons - will show the number of students who could not have all requests scheduled. Click on the number to view the list of students abandoned, the classes that could not be scheduled, and why they could not be scheduled.
Overloads - will show the number of sections that exceeded the maximum. Click on the number to view the course name, grade level, and the section number of the course overloaded.
Success % - will show the percentage of students with all schedule requests scheduled
Complete % - will show the percentage of students with no empty periods
Who Ran - will show who performed the scheduling run
When Ran - will show the date and time of the scheduling run
Who Committed - will show who clicked on the "Run#" to commit the scheduling run
When Committed - will show when the scheduling run was committed
Gd Level(s) - will show the grade levels selected on the setup box
Stu Cnt - will show the number of students processed during the scheduling run
MSched Cnt - will show the number of Master Schedule Editor sections processed during the scheduling run and the Master Schedule Editor will appear.
Review abandons and overloads and make adjustments to students' requests and/or the Master Schedule Editor
Rerun Automatic Scheduler as needed to get the "Success %" as close to 100% as possible.
Click on the Run# associated with the schedule run desired to commit students' schedules.
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Bottom
Setup - Click to go back to the Setup box.
Task Status - When a New Run is started, the scheduling process will run on the server and not prevent the user from working in other programs. The user can click on the Task Status button to view the status of the new run. When complete, the run information will appear in the report.
Print - This will allow the user to print the report.
Help - Click to view written instructions and/or videos.
