ISIS Overview - Lesson One by m9bUhU

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									                                                                                                                             Building Your Schedule of Classes
                                                                                                                                                       7/12/12



                    Building Your Schedule of Classes
                            Table of Contents
COURSE OVERVIEW ................................................................................................................................................ 1

BUILDING YOUR SCHEDULE OF CLASSES OVERVIEW ................................................................................ 2

SCHEDULE OF CLASSES ......................................................................................................................................... 3

BUILD YOUR DEPARTMENT’S SCHEDULE OF CLASSES .............................................................................. 4

    ACCESSING THE CLASS SCHEDULING PAGES .......................................................................................................... 4

    UPDATING THE BASIC DATA PAGE........................................................................................................................... 5
        Basic Data Page .................................................................................................................................................... 5
        Basic Data Update Guide ..................................................................................................................................... 6
        Basic Data Page Field Descriptions ..................................................................................................................... 7

    UPDATING THE MEETINGS PAGE ........................................................................................................................... 10
        Meetings Page ..................................................................................................................................................... 10
        Meetings Page Field Descriptions ...................................................................................................................... 12

    UPDATING THE ENROLLMENT CONTROL PAGE .................................................................................................... 15
        Enrollment Control Page .................................................................................................................................... 15
        Enrollment Control Page Update Guide ............................................................................................................. 16
        Enrollment Control Page Field Descriptions ...................................................................................................... 17

    UPDATING THE NOTES PAGE .................................................................................................................................. 20
        Tips on Notes Usage ............................................................................................................................................ 20
        Notes Page .......................................................................................................................................................... 20
        Notes Page Update Guide ................................................................................................................................... 21
        Note Creation How To’s...................................................................................................................................... 22
        Notes Page Field Descriptions ............................................................................................................................ 23

    VIEWING THE EXAM PAGE ..................................................................................................................................... 25
        Exam Page .......................................................................................................................................................... 25
        Exam Page Viewing Guide .................................................................................................................................. 25
        Exam Page Field Descriptions ............................................................................................................................ 26




University of Wisconsin – Madison                                                                                                                                       Page i
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ADJUST CLASS ASSOCIATIONS .......................................................................................................................... 28

    CLASS ASSOCIATIONS SPECIAL NOTES .................................................................................................................. 28
        Class Associations ............................................................................................................................................... 28
        Requirement Designation .................................................................................................................................... 28

    UPDATING ADJUST CLASS ASSOCIATIONS: CREDITS & HONORS ......................................................................... 29

    VIEWING CLASS REQUISITES ................................................................................................................................. 31

    CLASS ASSOCIATIONS PAGE FIELD DESCRIPTIONS............................................................................................... 32

    CLASS COMPONENTS PAGE FIELD DESCRIPTIONS ................................................................................................ 33

    CLASS REQUISITES PAGE FIELD DESCRIPTIONS ................................................................................................... 35

ADD AND AUDIT COURSE TOPICS ..................................................................................................................... 36

    ADDING COURSE TOPICS ........................................................................................................................................ 36

    RUNNING A TOPIC TITLE AUDIT REPORT .............................................................................................................. 38
        Sample Audit Report for Topics .......................................................................................................................... 41

UPDATE & AUDIT WHEN COURSE TYPICALLY OFFERED ......................................................................... 42

    RUNNING TYPICALLY OFFERED CODES AUDIT REPORTS .................................................................................... 42
        Sample Audit Report for Course Typically Offered Codes .................................................................................. 45

    CHANGING COURSE TYPICALLY OFFERED............................................................................................................ 46

GLOBAL NOTES TABLE ........................................................................................................................................ 47

    UPDATING THE GLOBAL NOTES TABLE ................................................................................................................. 47

    GLOBAL NOTES TABLE FIELD DESCRIPTIONS ...................................................................................................... 48

INDEPENDENT STUDY ........................................................................................................................................... 49

    INDEPENDENT STUDY SECTIONS TIPS .................................................................................................................... 49

    UPDATING AN INDEPENDENT STUDY SECTION ...................................................................................................... 49

CANCEL OR DELETE A SECTION ....................................................................................................................... 53

    DELETING A SECTION BEFORE SCHEDULE OF CLASSES IS FINALIZED .............................................................. 54

    CANCELING A SECTION AFTER SCHEDULE OF CLASSES HAS BEEN FINALIZED ................................................ 55

UPDATE SECTIONS OF A CLASS ......................................................................................................................... 57

    UPDATE SECTIONS OF A CLASS SPECIAL NOTES ................................................................................................... 57

    UPDATING UPDATE SECTIONS OF A CLASS ............................................................................................................ 58

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MODIFY COMBINED SECTION ENROLLMENT CAPACITY ........................................................................ 61

    COMBINED SECTIONS SPECIAL NOTES .................................................................................................................. 61

    UPDATING COMBINED SECTION ENROLLMENT CAPACITY .................................................................................. 61

    COMBINED SECTION DETAIL FIELD DESCRIPTIONS ............................................................................................. 63

IDENTIFY COMBINED SECTIONS....................................................................................................................... 65

SCHEDULE CLASS MEETINGS ............................................................................................................................ 68

WAIT LIST ................................................................................................................................................................. 70

    ACTIVATING THE WAIT LIST USING UPDATE SECTIONS OF A CLASS .................................................................. 70

    MANAGING THE WAIT LIST.................................................................................................................................... 72

    VIEWING WAIT LIST BY STUDENT ......................................................................................................................... 74

    WAIT LIST AUDIT ................................................................................................................................................... 75

    WAIT LIST AUDIT FIELD DESCRIPTIONS ............................................................................................................... 76

ENTER TEXTBOOKS ............................................................................................................................................... 78

VIEW MISSING OR NOT DISPLAYED TEXTBOOKS ....................................................................................... 79

INSTRUCTOR PROVIDED CONTENT ENTRY .................................................................................................. 80

SESSION DATES AND DEADLINES ...................................................................................................................... 81

CLASS ROSTER ........................................................................................................................................................ 83

TERM UPDATE SWITCH ........................................................................................................................................ 89

COURSE CATALOG ................................................................................................................................................. 90

    ACCESSING THE COURSE CATALOG PAGE ............................................................................................................ 90

    CATALOG DATA PAGE AND FIELD DESCRIPTIONS ................................................................................................ 91

    COURSE CATALOG OFFERINGS PAGE AND FIELD DESCRIPTIONS ........................................................................ 95

    COURSE CATALOG COMPONENTS PAGE AND FIELD DESCRIPTIONS .................................................................... 98

INSTRUCTOR/ADVISOR TABLE ........................................................................................................................ 101

INSTRUCTOR SCHEDULE ................................................................................................................................... 103




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FACILITY TABLE .................................................................................................................................................. 106

    ACCESSING THE FACILITY TABLE PAGE ............................................................................................................. 106

    FACILITY TABLE FIELD DESCRIPTIONS ............................................................................................................... 108

    FACILITY COMPONENT FIELD DESCRIPTIONS .................................................................................................... 109

    FACILITY CHARACTERISTIC FIELD DESCRIPTIONS ............................................................................................ 110

CLASS FACILITY USAGE..................................................................................................................................... 111

    ACCESSING THE CLASS FACILITY USAGE PAGE.................................................................................................. 111

    CLASS FACILITY USAGE FIELD DESCRIPTIONS ................................................................................................... 112

ACADEMIC SUBJECT TABLE ............................................................................................................................. 113

    ACCESSING THE ACADEMIC SUBJECT TABLE PAGE ........................................................................................... 113

    ACADEMIC SUBJECT TABLE FIELD DESCRIPTIONS ............................................................................................. 114

    SUBJECT TAXONOMY FIELD DESCRIPTIONS ........................................................................................................ 114

APPENDIX

UNDERSTANDING AUTO ENROLL, ASSOCIATIONS AND HONORS IN CLASS SETUP ....................... 116

EXAMPLES OF CLASS ASSOCIATION SET UP .............................................................................................. 117

RESECTIONING ..................................................................................................................................................... 121

EXPERT ENTRY ..................................................................................................................................................... 122

CURRICULAR PLANNING TOOLKIT ............................................................................................................... 124

TIMETABLE REVIEW REPORTS ....................................................................................................................... 125

    RUNNING TIMETABLE REPORTS .......................................................................................................................... 125

    SAMPLE TIMETABLE REVIEW REPORTS .............................................................................................................. 130
        Timetable Review Report................................................................................................................................... 130
        Classroom Scheduling Review Report............................................................................................................... 131

PDF SCHEDULE OF CLASSES............................................................................................................................. 132

    RUNNING A PDF SCHEDULE OF CLASSES REPORT .............................................................................................. 132

    SAMPLE PDF SCHEDULE OF CLASSES ................................................................................................................. 134

QUERY LIBRARY................................................................................................................................................... 135




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Course Overview
At the completion of this course, you will be able to use the Schedule of Classes and
Schedule New Course components to:
   Set up a course that is not currently scheduled in the term
   Add a new section to an existing class
   Set up Independent Study sections
   Select a session code for a class section
   Specify a class section class type as enrollment or non-enrollment
   Indicate a non-general assignment room or request a General Assignment Classroom
   Request specific room characteristics for a General Assignment Classroom
   Specify requested room capacity and enrollment capacity
   Establish the meeting days and times
   Specify the instructor(s)
   Setup instructor grade access for e-Grading
   Set up auto enrollment specifications for enrollment packages
   View topics established for a Topic Title Approved course and assign a topic to a section
   Add or edit notes attached to a class section
   View final exam time and date
   Cancel or delete class sections




University of Wisconsin – Madison                                                               Page 1
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Building Your Schedule of Classes Overview
When building your Schedule of Classes, the process consists of several opportunities to make
updates:
Phases                              Description
Initial Call                        Curricular Services posts a package of information, including reports
                                    on the Curricular Toolkit. Courses that were active in the last-like
                                    semester are rolled forward and appear on the pages.
Final Call                          This call occurs after Curricular Services audits data added,
                                    changed, or deleted during the Initial Call. Class sections requesting
                                    GA space will have been assigned a room during the initial room
                                    assigning process for General Assignment Classrooms. Another
                                    package of materials is posted on the Curricular Toolkit for your
                                    review and update.


When you receive materials from Curricular Services, follow the steps below:
1. Read and review cover memo and enclosed handouts, including reports.
2. Gather information from faculty and/or chairperson.
3. Enter adds, changes, and deletions into ISIS using Building Your Schedule of Classes Manual
   as a guide and for reference.
4. Verify updates using the Timetable Review Report.



Other Related ISIS Training
As a Curricular Representative, you may need to attend Managing Your Enrollment and Enrollment
Controls classes if your responsibilities also include managing your enrollment.
   Managing Your Enrollment will show you how to add class permissions on your courses,
    update instructor consent, change your enrollment limits, and set combined section enrollment
    capacity.
   Enrollment Controls will help you in creating and placing requirement groups for enforcing
    prerequisites on your courses.




           To contact Curricular Services, call 262.6345


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Schedule of Classes
ISIS has two components to provide you update and inquiry functions for curricular information.
1. Maintain Schedule of Classes (update)
2. Schedule New Course (update)
Note: The information contained within these components is identical.


Component                       Description
Maintain Schedule of            This component displays courses that are scheduled for a term.
Classes                         The menu path is >Curriculum Management >Schedule of Classes
                                >Maintain Schedule of Classes.
                                Use this menu path to update classes that already exist in your
                                subject as well as to view all other subject area’s classes.
Schedule New Course             This component displays all active courses within your Subject
                                Area(s) for a specific term.
                                The menu path is >Curriculum Management >Schedule of Classes
                                >Schedule New Course.
                                Use this menu path when adding a class that is not currently
                                scheduled.




University of Wisconsin – Madison                                                                  Page 3
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Build Your Department’s Schedule of Classes
Access the main Schedule of Classes pages to add, change, cancel or delete courses and sections.

Accessing the Class Scheduling Pages
To access the correct class scheduling component, follow the steps below:

Step     Action                              Result
1.       Go to http://www.isis.wisc.edu      Your initial menu displays.
         and click [Log On To ISIS].
2.       Follow the proper Menu Path depending on your situation:
          If this course:                    Then follow this menu path:
            Has Existing Sections            a. Select from your Main Menu:
                                                >Curriculum Management
                                                >Schedule of Classes
                                                >Maintain Schedule of Classes
            Tip: Check for your course       b. Use the Find Page to locate the course.
                 using this menu path           Search by:
                 FIRST; if it’s not there,      - Term
                 follow the path below.         - Subject Area
                                                - Catalog Nbr
            Does NOT Have                     a. Select from your Main Menu:
            Existing Sections                    >Curriculum Management
                                                 >Schedule of Classes
                                                 >Schedule New Course
                                              b. Use the Find page to locate the course.
                                                 Search by:
                                                 - Term
                                                 - Subject Area
                                                 - Catalog Nbr




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Updating the Basic Data Page

Basic Data Page
The Basic Data page looks like this:




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Basic Data Update Guide
To update the Basic Data page, follow the steps below:

Step     Action                              Result
1.       Access this page following the      The course information displays on the page.
         Accessing the Class Scheduling
         Pages procedures.
2.       Click the |Basic Data| page tab.    The Basic Data page displays.
3.       Follow the proper steps below:
          If you need to:                    Then:
            Change an existing section       Go to Step 4 below.
            Add a section and the Class      Go to Step 4 below.
            Section field is blank.
            Add a section and the Class      a. Click the [+] Add row button to add a new
            Section field already has a         section.
            number displaying.               b. Go to Step 4 below.

4.       The following fields should be    Fields fill with the data you change.
         used:
                                           Note: See Basic Data Page Field Descriptions for
          Session                                  full field descriptions and usage suggestions.
          Class Section                   Warnings:
          Component                                NEVER change a Session code on an
          Class Type                               existing section.
          Associated Class                         NEVER change an existing Class Section
          Instruction Mode                         number.
          Schedule Print checked
          Course Topic ID (if topics crs)
          Course Attributes (if any)
5.       Follow the proper steps below:
          If your Course Updates are:        Then:
            Completed                        Click [Save].
            Not Completed                    a. Click the |Meetings| page tab to continue course
                                                section update.
                                             b. Go to the Updating the Meetings Page section to
                                                continue this process.



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Basic Data Page Field Descriptions
The table below describes the fields and buttons found on the Basic Data page:
Field or Button                   Description
Course ID                         This is a unique number assigned by the ISIS System when a
                                  course is first added to the Course Catalog.
Academic Institution              This field always displays UW-Madison.
Term                              A four-digit code representing century, year, and semester.
                                  Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                  e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area                      Identifies an instructional unit that has a discrete grouping of
                                  courses. It is usually a three-digit numeric value.
Catalog Nbr                       The course number in a Course Catalog Subject Area.
Course Offering Nbr               Each course will have a Course Offering Number. Each member
                                  within a Crosslisted group has a different Course Offering
                                  Number.
[Auto Create Component]           UW-Madison does not use the [Auto Create Component] button.
Class Sections
Session                           Represents the length and weeks a class meets. Regular sessions of
                                  full Fall and Spring terms are coded as A1. Courses meeting less
                                  than the full semester and summer term have a 3-letter code
                                  representing the Begin week, Span, and weeks of Instruction.
                                   B = The week the class begins meeting.
                                   S = The number of weeks the class spans.
                                   I = The number of weeks of instruction during that span.
                                  Example: DHE session begins in the 4th week of the full semester
                                  (D), spans 8 weeks (H), and has 5 weeks of instruction (E).
                                  Tip:        See Session Codes here: >Records and Enrollment
                                              >Dates and Deadlines >Session Dates & Deadlines
                                 Warning: NEVER change session codes on existing sections.
                                          Instead, delete or cancel section and re-add section in
                                          correct session.
Class Section                     Every class is identified with a 3 digit Class Section number
                                  assigned by the user. Use the following ranges to assign class
                                  section numbers:
                                   001-299 Primary component type; usually lecture or seminar.
                                   301-599 Second component type; usually discussion or lab.
                                   601-899 Third component type; usually lab or discussion.
                                  Warning: NEVER change an existing class section number.
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Field or Button                     Description
Component                           Identifies the type of instruction for a section; examples include
                                    Lecture, Discussion, Lab, Seminar, etc.
                                    Each class can have up to three types of instruction.
                                    Contact Curricular Services if a course does not have the correct
                                    component, or if an additional component is needed.
Class Type                          Identifies if the section is the Enrollment or Non-Enrollment
                                    component. For an enrollment package of lectures and discussions,
                                    the section that is the enrollment section is identified as
                                    ‘Enrollment’. Only one of the component types is identified as
                                    ‘Enrollment’; the other component types are ‘Non-Enrollment’.
Associated Class                    A unique number assigned to an enrollment package. Discussions,
                                    labs, and lectures that are packaged together have unique
                                    Associated Class numbers. Associated Class number ‘9999’ is a
                                    wildcard.
                                    Tip: Usually the Association Number correlates with the last
                                         number(s) of the Class Section Number.
Units                               Number of units (credits) this section can be taken for.
Campus                              This field always displays MAIN.
Location                            This field usually displays MADISON for UW-Madison.
                                    This field will display BURSAR if the course has non-standard
                                    fees. Do not change this field.
Course Administrator                This field is used to determine e-Grading functionality on
                                    Association 9999 courses. Departments can ignore this field unless
                                    instructed to check or update by Curricular Services.
Academic Organization               A code that identifies schools, colleges, and/or individual
                                    departments. A single digit alpha character or a three digit
                                    alpha/numeric identifies a school or college. An alpha character
                                    followed by four numbers identifies a department(s) within those
                                    schools and colleges.
Academic Group                      Identifies a school or college within the university.
Holiday Schedule                    This field always displays UWMH.
Instruction Mode                    Method of instruction. This field is usually ‘P’ for Classroom
                                    Instruction. Be sure to change Instruction Mode if different so
                                    students can find appropriate classes to meet their needs.
                                    (i.e., WO=Online Only, WC=Online (some classroom).
Primary Instr Section               Displays with the same section number as the section currently
                                    displaying. Do not change this field.

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Field or Button                   Description
Class Nbr                         A 5-digit unique number assigned by ISIS to each section. This
                                  number will, in some instances, be used for student enrollment.
Start/End Date                    Start and end date for the session.
Event ID                          Automatically generated by ISIS when Meeting pattern is updated.
[Add Fee]                         UW-Madison does not use the [Add Fee] button.
Schedule Print                    If this field is checked, the class will appear in the Class Search
                                  and the PDF Schedule of Classes. Independent Study class
                                  sections will not appear in the PDF Schedule of Classes but will
                                  display in Class Search.
Student Specific                  If the field is checked, Student Specific Permissions may be set up.
Permissions                       If unchecked, General Permissions may be set up.
Dynamic Date Calc Req’d           UW-Madison does not use this field.
Generate Class Mtg Attend         UW-Madison does not use this field.
Sync Attendance with Class        UW-Madison does not use this field.
Mtg
GL Interface Required             UW-Madison does not use this field.
Class Topic
Course Topic ID                   Each Course Topic established for the particular course has a
                                  unique ID. The title of the topic displays after selecting the ID and
                                  tabbing out of the field. Click the lookup button to view selections.
                                  Note: If the needed topic is not in the lookup list, you can create it
                                        yourself following the Adding Course Topics section.
Print Topic in Schedule           UW-Madison does not use this field.
                                  Note: Topics automatically appear in Class Search.
Class Attributes
                                  Click ‘i’ to view information regarding Class/Course attributes.
Course Attribute                  Section specific course attributes (e.g. COOP, GE).
Course Attribute Value            Additional course attribute details (e.g. Essential, Ready; Com B).
[+] Add                           Click [+] to Add a new row.
[-] Delete                        Click [-] to Delete the row.
[Save]                            Click [Save] to Save all the additions, changes, and deletions you
                                  have made to this record.
[Return to Search]                Click [Return to Search] to return to the Search Results page.


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Updating the Meetings Page

Meetings Page
The Meetings page looks like this:




~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When you are working with a Combined Section, the Meeting Pattern area of the Meetings
page is grayed out and you are unable to edit it here:




Note: You cannot edit the meetings page of a combined section using Maintain Schedule of
      Classes; You can only edit using the Schedule Class Meetings page.
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Meetings Page Update Guide
To update the Meetings page, follow the steps below:

Step    Action                                Result
1.      Access this page following the        The course information displays on the page.
        Accessing the Class Scheduling
        Pages procedures.
2.      Click the |Meetings| page tab.        The Meetings page displays.
3.      The following fields should be        Note:    See Meetings Page Field Descriptions for full
        used:                                          field descriptions and usage suggestions.
         Facility ID (0000 GA RM)
                                                       Use Schedule Class Meetings page to update
         Pat (or days of week:
                                                       any of these data fields for a combined
                M T W T F S S)
                                                       section.
         Mtg Start
         Mtg End
         Instructor ID
         Access
         Room Characteristics (If GA)
4.      Follow the proper steps below:
         If your Course Updates are:          Then:
            Completed                         Click [Save].
            Not Completed                     a. Click the |Enrollment Cntrl| page tab to continue
                                                 course section update.
                                              b. Go to the Updating the Enrollment Control Page
                                                 section to continue this process.



Note: To update Meeting Pattern or Instructor Information on combined sections,
      see the Schedule Class Meetings section of this manual.


Reminder
        Take into consideration the University Guideline for class meeting days and times.
        Policy found here:    http://www2.fpm.wisc.edu/smo/
                              Click ‘Space & Remodeling Policies Committee’
                              Under SRPC Policies, click ‘SRPC Classroom Scheduling Policies’.
                              See section IV.



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Meetings Page Field Descriptions
The table below describes the fields and links found on the Meetings page:
Field or Link                       Description
Course ID                           This is a unique number assigned by the ISIS System when a
                                    course is first added to the Course Catalog.
Academic Institution                This field always displays UW-Madison.
Term                                A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area                        Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
Catalog Nbr                         The course number in a Subject Area as described in the Course
                                    Catalog.
Course Offering Nbr                 Each course will have a Course Offering Number. Each member
                                    within a Crosslisted group has a different Course Offering
                                    Number.
Class Sections
Session                             Represents the length and weeks a class meets. Regular sessions of
                                    full Fall and Spring terms are coded as A1. Courses meeting less
                                    than the full semester and summer term have a 3-letter code
                                    representing the Begin week, Span, and weeks of Instruction.
Class Nbr                           A 5-digit unique number assigned by ISIS to each section. This
                                    number will, in some instances, be used for student enrollment.
Class Section                       Every class is identified with a 3 digit Class Section number
                                    assigned by the user.
Component                           Identifies the type of instruction for a section; examples include
                                    Lecture, Discussion, Lab, Seminar, etc.
                                    Each class can have up to three types of instruction.
                                    Contact Curricular Services if a course does not have the correct
                                    component, or if an additional component is needed.
Event ID                            Automatically generated by ISIS when the Meeting pattern is
                                    updated.
Associated Class                    A unique number assigned to an enrollment package. Discussions,
                                    labs, and lectures that are packaged together have unique
                                    Associated Class numbers. Associated Class number ‘9999’ is a
                                    wildcard.
Units                               Number of units (credits) this section can be taken for.

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Field or Link                     Description
Meeting Pattern
Facility ID                       A 10-character field. The first five characters define the
                                  building/wing code. The last five digits define the room number.
                                  Typically, only two groups of four numbers display.
                                  If requesting a General Assignment Room, enter 0000 GA RM.
Capacity                          The seating capacity for the room displays in Facility ID field.
Pattern                           Codes that indicate the day(s) of the week the class meets and the
                                  default length of class. Enter the code or use the magnifying glass
                                  Look Up to search for the desired pattern (e.g. 50 minute MWF).
                                  Note: If no pattern is selected, this field will default to DFLT.
                                        Never select or manually enter DFLT.
Mtg Start                         The time the class begins.
                                  Note: Use 24 hour time or am/pm to enter correct time.
Mtg End                           The time the class ends.
                                  Note: If a meeting Pattern is not selected, end time will default to
                                        50 minutes after a start time is entered. Adjust end time
                                        accordingly.
                                              If a meeting Pattern is used, the correct end time will
                                              automatically display after a start time is entered.
MTWTFSS                           The days of the week that the class meets are checked.
                                  Note: If a meeting Pattern is not selected, manually check the
                                        days the section meets.
                                              If a meeting Pattern is used, the correct days will
                                              automatically be checked.
Start/End Date                    Start and end date for the session.
Contact Hours                     UW-Madison does not use this option.
Combined Sections                 This only displays on combined sections. Click this link to see
                                  Combined Sections detail.
                                  Click [Return] to get back to the main Schedule of Classes page.




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Field or Link                       Description
Instructors for Meeting Pattern
ID                                  Instructor’s ISIS Empl ID number. Enter ISIS ID or click the
                                    magnifying glass look up to search for the instructor.
Name                                Instructor’s name displays after their ID is identified.
Instructor Role                     Optional field to identify instructor’s role.
                                    UW-Madison does not use this field.
                                    You can use for reporting purposes through the data warehouse.
Print                               Keep this box checked. Indicates whether the instructor name
                                    should print on the class roster.
                                    If unchecked, the name will not display.
Access                              Defaults to ‘Approve’. If needed, change to the type of egrading
                                    access you want this instructor to have:
                                    Approve: Instructor can input & submit grades or submit grades
                                    input by another instructor on the same course section. There
                                    should only be one instructor setup to Approve for each grade
                                    roster.
                                    Grade:      Instructor can input grades, but not submit to registrar.
                                    No Access: Instructor cannot grade or submit.
Contact                             UW-Madison does not use this field.
Room Characteristics
Room Characteristic                 Use room characteristics to request special room characteristics
                                    (i.e., VCR, Seminar Seating, etc.) when requesting a General
                                    Assignment Classroom. Multiple characteristics may be requested
                                    using the [+] Add button.
Quantity                            UW-Madison does not use this field.




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Updating the Enrollment Control Page
The Enrollment Control page is used to set up enrollment packages and specify room and
enrollment capacities. Also see the Class Sections component.
If you need to cancel a class or section, refer to the Cancel or Delete a Section.

Enrollment Control Page
The Enrollment Control page looks like this:




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Enrollment Control Page Update Guide
To update the Enrollment Control page, follow the steps below:

Step      Action                              Result
1.        Access this page following the      The course information displays on the page.
          Accessing the Class Scheduling
          Pages procedures.
2.        Click the |Enrollment Cntrl| page   The Enrollment Cntrl page displays.
          tab.
3.        The following fields should be      Note:    See Enrollment Control Page Field
          used:                                        Descriptions for full field descriptions and
           Add Consent                                usage suggestions.
           (1st Auto Enroll Section)                  See Cancel or Delete a Section for
           (2nd Auto Enroll Section)                  instructions on how to cancel a section.
           Requested Room Capacity                    See ‘Wait List’ instructions, for how to
                                                       activate and manage a course wait list.
           Enrollment Capacity
           (Wait List Capacity)
4.        Follow the proper steps below:
           If your Course Updates are:        Then:
             Completed                        Click [Save].
             Not Completed                    a. Click the |Notes| page tab to continue course
                                                 section update.
                                              b. Go to the Updating the Notes Page section to
                                                 continue this process.




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Enrollment Control Page Field Descriptions
The table below describes the fields, buttons, and links found on the Enrollment Control page:
Field, Button, or Link            Description
Course ID                         This is a unique number assigned by the ISIS System when a
                                  course is first added to the Course Catalog.
Academic Institution              This field always displays UW-Madison.
Term                              A four-digit code representing century, year, and semester.
                                  Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                  e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area                      Identifies an instructional unit that has a discrete grouping of
                                  courses. It is usually a three-digit numeric value.
Catalog Nbr                       The course number in a Subject Area as described in the Course
                                  Catalog.
Course Offering Nbr               Each course will have a Course Offering Number. Each member
                                  within a Crosslisted group has a different Course Offering
                                  Number.
Enrollment Control
Session                           Represents the length and weeks a class meets. Regular sessions of
                                  full Fall and Spring terms are coded as A1. Courses meeting less
                                  than the full semester and summer term have a 3-letter code
                                  representing the Begin week, Span, and weeks of Instruction.
Class Nbr                         A 5-digit unique number assigned by ISIS to each section. This
                                  number will, in some instances, be used for student enrollment.
Class Section                     Every class is identified with a 3 digit Class Section number
                                  assigned by the user.
Component                         Identifies the type of instruction for a section; examples include
                                  Lecture, Discussion, Lab, Seminar, etc.
                                  Each class can have up to three types of instruction.
Event ID                          Automatically generated by ISIS when the Meeting pattern is
                                  updated.
Associated Class                  A unique number assigned to an enrollment package. Discussions,
                                  labs, and lectures that are packaged together have unique
                                  Associated Class numbers.
Units                             Number of units (credits) this section can be taken for.
Class Status                      Indicates if the class section is active or cancelled.
                                  All sections should be active when Schedule of Classes is
                                  finalized.
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Field, Button, or Link              Description
Class Type                          Identifies if the section is the Enrollment or Non-Enrollment
                                    component. For an enrollment package of lectures and discussions,
                                    the section that is the enrollment section is identified as
                                    ‘Enrollment’. Only one of the components is identified as
                                    ‘Enrollment’; the other components are ‘Non-Enrollment’.
Add Consent                         Identifies if special consent of the department or instructor is
                                    necessary for a student to enroll in this section.
                                    The field displays either ‘No Consent’ or ‘Instructor Consent’ or
                                    ‘Department Consent’.
                                    This field works the Permissions component used for enrollment
                                    purposes. See “Managing Your Enrollment” manual for more
                                    information.
Drop Consent                        UW-Madison does not use this field.
                                    The field will always displays ‘No Consent’.
1st Auto Enroll Section             Use if 2 different types of components and auto enrollment are
                                    desired.
                                    Auto Enroll must be placed on the enrollment section.
                                    All sections in an auto enroll must be in the same Associated Class
                                    or one section must be a ‘9999’ Associated Class.
                                    a. Determine which nonenrollment section number is part of the
                                       enrollment package and should be auto enrolled into.
                                    b. Place that nonenrollment section number in the Auto Enrl 1
                                       field for the enrollment section.
                                    The student will be placed in both sections when they enroll.
2nd Auto Enroll Section             Use if 3 different types of Components and auto enrollment are
                                    desired.
                                    Auto Enroll must be placed on the enrollment section.
                                    All sections in an auto enroll must be in the same Associated Class
                                    or one section must be a ‘9999’ Associated Class.
                                    a. Determine which nonenrollment section numbers are parts of
                                       the enrollment package and should be auto enrolled into.
                                    b. Place the lowest nonenrollment section number in the Auto
                                       Enrl 1field for the enrollment section.
                                    c. Place the highest nonenrollment section number in the Auto
                                       Enrl 2 field for the enrollment section.
                                    The student will be placed in all three sections when they enroll.

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Field, Button, or Link            Description
Resection to Section              See “Resectioning” in appendix for more information.
Auto Enroll from Wait List        You should not have to touch this. Keep box checked on
                                  Enrollment sections and keep unchecked on Non-Enrollment
                                  sections. This ensures that a section does not open to enrollment if
                                  students are on the Wait List.
[Cancel Class]                    The Cancel Class button is used when canceling a section.
                                  Classes should be cancelled only after the Class Schedule is
                                  ‘finalized’.
Enrollment Status                 Indicates if the class section is open or closed to enrollment.
Requested Room Capacity           The projected classroom capacity for this section.
                                  Tip:        If the Requested Room Capacity field is left blank, the
                                              number entered in the Enrollment Capacity field will
                                              populate the Requested Room Capacity when you save the
                                              course.
Enrollment Capacity               Enter the enrollment capacity for the section.
Wait List Capacity                Enter number of students you will allow on a wait list once class
                                  enrollment capacity is reached. See ‘Wait List’.
Minimum Enrollment Nbr            UW-Madison does not use this field.
Cancel if Student Enrolled        This field must be checked to Cancel a Class Section if students
                                  are enrolled. For use only after Class Schedule is ‘finalized’.
                                  See Cancel or Delete a Section.
Combined Section                  This only displays on combined sections. Click this link to see
                                  Combined Sections detail.
                                  Use [Return] to get back to the main Schedule of Classes page.




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Updating the Notes Page

Tips on Notes Usage
   Use notes to specify essential enrollment information for students; i.e., dates of modular
    courses, crosslisted members, course fees, explanation of variable credits, optional components,
    mid-term evening exams, etc.
   If information pertains to several of your departmental offerings, consider placing it in Global
    Notes instead of footnotes.

Notes Page
The Notes page looks like this:




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Notes Page Update Guide
To update the Notes page, follow the steps below:

Step    Action                                Result
1.      Access this page following the        The course information displays on the page.
        Accessing the Class Scheduling
        Pages procedures.
2.      Click the |Notes| page tab.           The Notes page displays.
3.      Find the section that needs a note.   Desired Class section displays.
4.      If second row counter (Class          All Class Notes display.
        Note) displays View All link,
        click View All.
5.      Follow the proper steps below:
         If you need to:                      Then follow these steps:
            Change an existing Note           Go to step 6 below.
            Add a note AND:              Go to step 6 below.
            the Note Nbr and Free Format
            Text fields are blank
            Add a note and the Note Nbr       a. Click the last [+] Add button to the right of this
            or Free Format Text field has        note’s Sequence Number.
            information displaying            b. Go to step 6 below.

6.      For desired note, update the          Fields fill with the data you change.
        following fields:
                                              Tip:     Refer to Note Creation How To’s on the next
        a. Print Location                              page for specifics and Tips on Note Usage.
           (Before or After)
                                              Note: See Notes Page Field Descriptions for full
        b. Note Nbr                                 field descriptions and usage suggestions.
           -or-
           Free Format Text.                           See Appendix for example of print locations.
7.      Click [Save].                         The course updates save.
8.      Repeat steps 3-7 for EVERY
        section that needs that note.




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Note Creation How To’s
Depending on your scenario, follow the proper procedure below:

Add a Standard Note
1.        Select the desired Note Nbr using the magnifying glass Look Up.

Modify a Standard Note
1.    Click [Copy Note].

2.        Change the note as desired in the Free Format Text box.

Clear the Standard Note Number
1.     Highlight the Note Nbr.

2.        Press the [Delete] key.
          Note: Removing the Note Nbr will not delete a note.
          To remove the note permanently you must use the Delete          button.

Create a Free Format Note
1.        Click in the Free Format Text box.
2.        Type the desired note.

Clear the Free Format Text Box
1.        Click [Clear Note] next to the Free Format Text box.
          Note: Using the [Clear Note] button will not delete a note.
                To remove the note permanently you must use the [-] Delete button.

Permanently Remove the Note
1.        Display the note Sequence Number to be removed.
2.        Click the [-] Delete Row icon.
3.        Click [OK].
4.        Click [Save].




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Notes Page Field Descriptions
The table below describes the fields and buttons found on the Notes page:
Field or Button                   Description
Course ID                         This is a unique number assigned by the ISIS System when a
                                  course is first added to the Course Catalog.
Academic Institution              This field always displays UW-Madison.
Term                              A four-digit code representing century, year, and semester.
                                  Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                  e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area                      Identifies an instructional unit that has a discrete grouping of
                                  courses. It is usually a three-digit numeric value.
Catalog Nbr                       The course number in a Subject Area as described in the Course
                                  Catalog.
Course Offering Nbr               Each course will have a Course Offering Number. Each member
                                  within a Crosslisted group has a different Course Offering
                                  Number.
Class Sections
Session                           Represents the length and weeks a class meets. Regular sessions of
                                  full Fall and Spring terms are coded as A1. Courses meeting less
                                  than the full semester and summer term have a 3-letter code
                                  representing the Begin week, Span, and weeks of Instruction.
Class Section                     Every class is identified with a 3 digit Class Section number
                                  assigned by the user.
Component                         Identifies the type of instruction for a section; examples include
                                  Lecture, Discussion, Lab, Seminar, etc.
                                  Each class can have up to three types of instruction.
Class Nbr                         The course number in a Subject Area as described in the Course
                                  Catalog.
Event ID                          Automatically generated by ISIS when the Meeting pattern is
                                  updated.
Associated Class                  A unique number assigned to an enrollment package. Discussions,
                                  labs, and lectures that are packaged together have unique
                                  Associated Class numbers. Associated Class number ‘9999’ is a
                                  wildcard.
Units                             Number of units (credits) this section can be taken for.



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Field or Button                     Description
Class Notes
Sequence Number                     When multiple notes are added to the class section, each one is
                                    automatically assigned a sequence number.
Print Location                      Class Notes have two print location choices that are each section
                                    specific:
                                     After
                                     Before
Even if Class Not in                UW-Madison does not use this field.
Schedule
Note Nbr                            Each standard note on the menu has a note number.
                                    Select a note number to place a standard footnote on your course.
[Copy Note]                         This button is used to copy the standard note to the Free Format
                                    Text box for editing.
Free Format Text                    This area is used to type your note or edit a copied standard note.
[Clear Note]                        This button is used to delete the text from the Free Format Text
                                    box.
                                    Note: You must use the [-] Delete Row button to delete a note
                                    completely.
[+] Add                             Click [+] to Add a new note.
[-] Delete                          Click [-] to Delete a note.




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Viewing the Exam Page
The Exam displays the final exam information and is for inquiry only. Use this page to determine
the date and time of a final exam. Final exams are assigned to the primary or first component of a
multi-component course. Final exam codes and dates will be established shortly before the
Schedule of Classes is finalized. Facility ID is populated about one month prior to final exam week.

Exam Page
The Exam page looks like this:




Exam Page Viewing Guide
To view the Exam page, follow the steps below:

Step    Action                                Result
1.      Access this page following the        The course information displays on the page.
        Access the Class Scheduling
        Pages procedures.
2.      Click the |Exam| page tab.            The Exam page displays.




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Exam Page Field Descriptions
The table below describes the fields found on the Exam page:
Field                               Description
Course ID                           This is a unique number assigned by the ISIS System when a
                                    course is first added to the Course Catalog.
Course Offering Nbr                 Each course will have a Course Offering Number. Each member
                                    within a Crosslisted group has a different Course Offering
                                    Number.
Academic Institution                This field always displays UW-Madison.
Term                                A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area                        Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
Catalog Nbr                         The course number in a Subject Area as described in the Course
                                    Catalog.
Class Sections
Session                             Represents the length and weeks a class meets. Regular sessions of
                                    full Fall and Spring terms are coded as A1. Courses meeting less
                                    than the full semester and summer term have a 3-letter code
                                    representing the Begin week, Span, and weeks of Instruction.
Class Nbr                           A 5-digit unique number assigned by ISIS to each section. This
                                    number will, in some instances, be used for student enrollment.
Class Section                       Every class is identified with a 3 digit Class Section number
                                    assigned by the user.
Component                           Identifies the type of instruction for a section; examples include
                                    Lecture, Discussion, Lab, Seminar, etc.
Event ID                            Automatically generated by ISIS when the Meeting pattern is
                                    updated.
Associated Class                    A unique number assigned to an enrollment package. Discussions,
                                    labs, and lectures that are packaged together have unique
                                    Associated Class numbers. Associated Class number ‘9999’ is a
                                    wildcard.
Units                               Number of units (credits) this section can be taken for.
Exam Seat Spacing                   ‘2’ indicates double seating will be assigned.
Final Exam                          This field displays ‘Yes’ if a final exam is given; ‘No’ if it is not.

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Field                             Description
Class Exam
About a month before final exams, the assigned room(s) needed for the final exam is posted.
Exam Time Code                    Displays the Exam Code assigned to a class section.
Combined Exam                     UW-Madison does not use this field.
Exam Date                         The date of the final exam.
Exam Start                        The time the exam starts.
Exam End                          The time the exam ends.
Class Exam Type                   Displays ‘Final’ if Final Exam has a value.
Facility ID                       A 10-character field. The first five characters define the
                                  building/wing code. The last five digits define the room number.
                                  Typically, only two groups of four numbers are displaying.
Building                          Identifies the room and building for the final exam.
Room




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Adjust Class Associations
The Adjust Class Associations component provides information regarding enrollment packages,
credits, components, requisites, and honors. What distinguishes this component from others is it
provides information by association instead of by class section or course.
Class Associations & Class Components do NOT term roll. When a new term is created, Class
Associations and Class Components default to the catalog level values.
Class Associations allow you to:
 Change specific credits/units
 View grading basis
 View graded component
 Change requirement designation (Honors)
 View class components of each association
 View optional components
 View final exam flag

Class Associations Special Notes

Class Associations
Associations are groups of sections that comprise an enrollment package within a course. Each
class association can have different requisites, honors controls, and credits (i.e., one section for
Honors only or Freshmen only).

Requirement Designation
Honors sections are defined using the Requirement Designation.
PDF Sch      ISIS Translation
of Classes Code
Symbol
H              HON Honors Only/Required: Open to students in a formal Honors Program.
                   The enrollment system will automatically assign Honors credit.
!              HOP     Honors: Course is open to all qualified students, and is recommended for
                       students planning an Honors Program.
                       The enrollment system will automatically assign Honors credit.
%              HIA     Honors Available: Student must consult the instructor regarding
                       expectations for earning Honors credit in the course. Students are allowed
                       to select the honors option within the enrollment system.

Tip:      All courses under 700 with a middle digit of ‘8’ are automatically designated
          Honors Only/Required courses (e.g., French 482).



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Updating Adjust Class Associations: Credits & Honors
You can change the units (credits) for a particular association number as well as the Requirement
Designation (honors). A class association can ONLY be changed if the Term Update Switch is
‘ON’ and the class has zero enrollment.
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >Adjust Class Associations
2.      Use the Find page to locate the    The Adjust Class Associations component displays.
        desired course.                    Note: Associations of ‘9999’ do not display.
        Search by:
        - Term                                      For more detail, see
        - Subject Area                              Adjust Class Associations Page Field
          -or-                                      Descriptions.
          Subject Area & Catalog Nbr
3.      Click the |Class Associations|     The Class Associations page displays.
        page tab.




4.      Change Minimum Units and           The units field displays the new value
        Maximum Units as needed.
                                           Note: Variable credit courses allow each Associated
                                           Class/section to have a separate credit value. Units
                                           are restricted by the course catalog setup.
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Step      Action                              Result
5.        Click the |Class Components|        The Class Components page displays.
          page tab.
                                              Note: For more detail, see Class Components Page
                                              Field Descriptions.




6.        Change Requirement Designation      Based on your selection, one of the following values
          (honors) as needed.                 will appear: Blank, HIA, HON, HOP.
7.        Continue changing units (credits)
          and honors for ALL needed
          Association numbers for this
          course.
8.        Click [Save].                       The class association updates save.




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Viewing Class Requisites
To view any departments’ class associations and class requisites, follow these steps:

Step    Action                              Result
1.      Select from your Main Menu:         The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >Adjust Class Associations
2.      Use the Find page to locate the     The Class Associations page displays.
        desired course.                     Note: Associations of ‘9999’ do not display.
        Search by:
        - Term                                       For more detail, see Class Associations Page
        - Subject Area                               Field Descriptions.
          -or-
          Subject Area & Catalog Nbr
3.      Click the |Class Requisites| page   The Class Requisites page displays.
        tab.
                                            Note: For more detail, see Class Requisites Page
                                                  Field Descriptions.




                                                                                 If checked,
                                                                                 Catalog Requisite
                                                                                 above also enforced.




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Class Associations Page Field Descriptions
 Field                              Description
 Course ID                          This is a unique number assigned by the ISIS system when a
                                    course is first added to the Course Catalog.
 Academic Institution               This field always displays UW-Madison.
 Term                               A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
 Subject Area                       Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Catalog Nbr                        The course number in a Subject Area as described in the
                                    Course Catalog.
 Session                            Represents the length and weeks a class meets. Regular
                                    sessions of full Fall and Spring terms are coded as A1.
                                    Courses meeting less than the full semester and summer term
                                    have a 3-letter code representing the Begin week, Span, and
                                    weeks of Instruction.
 Course Offering Nbr                Each course will have a Course Offering Number. Each
                                    member within a Crosslisted group has a different Course
                                    Offering Number.
 [Class Roll]                       UW-Madison does not use this field.
                                                                                  Class Associations
 Associated Class                   A unique number assigned to an enrollment package.
                                    Discussions, labs, and lectures that are packaged together have
                                    unique Associated Class numbers. Associated Class number
                                    ‘9999’ is a wildcard.
 Minimum Units                      The minimum units or credits that a course can be offered for.
                                    For variable unit courses, units may be specific to a class
                                    association.
 Maximum Units                      The maximum units or credits that a course can be offered for.
                                    For variable unit courses, units may be specific to a class
                                    association.
 Academic Progress Units            This field is not applicable.
 FA Units                           Used by Financial Aid.
 Course Count                       UW-Madison does not use this field.
 Course Contact Hours               UW-Madison does not use this field.
 Billing Factor                     Used by Student Financials.
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 Field                              Description
 Instructor Edit                    This field is not applicable.
 Tuition Group                      UW-Madison does not use this field.
 Use Blind Grading                  UW-Madison does not use this field.
 Associated Sections                All the section numbers connected with the associated class
                                    number.

Class Components Page Field Descriptions
 Field                              Description
                                                                    Class Associations Components
 Associated Class                   A unique number assigned to an enrollment package.
                                    Discussions, labs, and lectures that are packaged together have
                                    unique Associated Class numbers. Associated Class number
                                    ‘9999’ is a wildcard.
 Grading Basis                      Identifies how a student will be graded. Values include:
                                     OPT for student option where students are graded on an
                                        A-F scale.
                                     CNC for Credit/No Credit course.
                                     SUS for grading of Satisfactory/Unsatisfactory.
 Graded Component                   Graded Component designates the component from which
                                    course grade rosters are generated. This may be set differently
                                    at the class association level.

 Grade Roster Print                 This field identifies how the grading information will be
                                    organized for grade reporting purposes.
                                    For UW-Madison, this field is always ‘Component’.
 Requirement Designation            Provides information regarding Honors. Codes are:
                                     HON – Honors Only
                                     HOP – Honors
                                     HIA – Honors Available with Instructor Approval
 Primary Component                  UW-Madison does not use this field.
                                                                                 Class Components
 Course Component                   Identifies the type of instruction established for the course;
                                    examples include Lecture, Discussion, Lab, Seminar, etc.
                                    Each course can have up to three types of instruction.
                                    Contact Curricular Services if a course does not have the
                                    correct component, or if an additional component is needed.
 Contact                            UW-Madison does not use this field.

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 Field                              Description
 Optional                           If the class is part of a variable unit course, and one
                                    component is optional for an additional credit or due to
                                    student’s career, optional will be checked. This also applies to
                                    sections that are optional, e.g., optional discussion sections.
 Final Exam                         This field displays ‘Yes’ if a final exam is given; ‘No’ if it is
                                    not. It may also display ‘Course Group’, ‘Deans Exception’, or
                                    ‘Last Class Meeting’.
 Auto Create                        UW-Madison does not use this field.
                                                                                       Class Sections
 Section                            Section number associated with class association you are
                                    viewing.
 Class Nbr                          Class Number assigned by ISIS. This number can be used for
                                    student enrollment.
 Component                          Identifies the type of instruction established for the section;
                                    examples include Lecture, Discussion, Lab, Seminar, etc.
 Class Type                         Identifies if this section is a non-enrollment component or
                                    enrollment component.
 Class Status                       Status of course is ‘Active’ or ‘Cancelled Section’.
                                                                             Class Association 9999
 Section                            Section number(s) of other class associations numbered 9999.
 Class Nbr                          Class Number assigned by ISIS.
 Component                          Identifies the type of instruction established for the section;
                                    examples include Lecture, Discussion, Lab, Seminar, etc.
 Class Type                         Identifies if this section is a non-enrollment component or
                                    enrollment component.
 Class Status                       Status of course is ‘Active’ or ‘Cancelled Section’.




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Class Requisites Page Field Descriptions
 Field                              Description
                                                                                 Catalog Requisite
 Requirement Group                  Requirement group number to be enforced through the
                                    enrollment engine.
 Detail                             Requirement Group Summary showing details of this
                                    requirement group. (current security does not display)
 Long Description                   Displays text placed into Long Description field when the
                                    Requirement Group was created.
                                                                    Class Associations Requisites
 Associated Class                   A unique number assigned to an enrollment package.
                                    Discussions, labs, and lectures that are packaged together have
                                    unique Associated Class numbers. Associated Class number
                                    ‘9999’ is a wildcard.
 Also Use Catalog Requisite         If ‘checked’, enrollment engine will enforce both the Catalog
                                    Requisite AND the Class Association requisite. These two
                                    requisites will work together.
                                    If ‘ unchecked’, enrollment engine will enforce only requisites
                                    placed at the Class Association level.
 Requirement Group                  Requirement group number to be enforced through the
                                    enrollment engine.
 Detail                             Requirement Group Summary showing details of this
                                    requirement group. (current security does not display)
 Long Description                   Displays text placed into Long Description field when the
                                    Requirement Group was created.




University of Wisconsin – Madison                                                              Page 35
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Add and Audit Course Topics
When a topics course needs a new topic offering, you can add the topic using the steps below.
Adding Course Topics
Step      Action                              Result
1.        Select from your Main Menu:         The Find page displays.
          >Curriculum Management
          >Schedule of Classes
          >Add Course Topics
          -or-
          >Curriculum Management
          >Course Catalog
          >Course Catalog Maintenance
2.        Use the Find page to locate the     Tip:     If you search by Subject Area only, just
          desired topics course.                       active topic courses display for that subject.
3.        Click |Add Course Topics| tab.      The Add Course Topics page displays.
4.        If your course has multiple         Tip: If you change the current dated (highest row
          Effective Dated rows, view the           number) row, the future dated row(s) will
          row with the Effective Date/term         automatically update as well.
          to which you want to add a topic.




5.        If you need to add a new topic,     A new row displays with blank Description and
          click the last [+] Add button.      Formal Description fields.


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                                                                              Add and Audit Course Topics
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Step      Action                                Result
6.        Type in the Description and           See field descriptions for more details.
          Formal Description.
7.        Click [Save].                         The new topic saves.
                                                Tips: Once you leave this course, you cannot edit it.
                                                      To edit an existing topic,
                                                      contact Curricular Services.
8.        Assign the Topic to your course       The topic you just added will display for appropriate
          section(s) for the desired term       terms on the Maintain Schedule of Classes Basic
          using:                                Data tab in the lookup for Course Topic ID.
          >Curriculum Management
          >Schedule of Classes
          > Maintain Schedule of Classes
          on the |Basic Data| page tab.

Add Course Topics Field Descriptions
 Field                                  Description
 Course ID                              This is a unique number assigned by the ISIS System when a
                                        course is first added to the Course Catalog.
 Effective Date                         Indicates the begin date for which course catalog information
                                        is applicable.
 Status                                 Status will be ‘Active’, meaning this topics course is
                                        approved to be offered.
 Course Offering                        Subject and Catalog numbers. If greater than one row,
                                        members of crosslisted groups display.
 Description                            Abbreviation of the Long Course Title.
 Long Description                       The course description including approved prereqs.
 Course Topic ID                        Sequential number assigned by ISIS. This is the data value
                                        used to reference the topic on the Basic Data page in ISIS.
 Description                            This is the shorter version of the topic and is limited to 30
                                        characters. The Description will appear in ISIS on the Basic
                                        Data page in Schedule of Classes under the Class Topic. It
                                        will also be the data that displays on a student’s transcript so
                                        it is important that this description be legible.
 Short Description                      This field defaults to “Spec Topic” and cannot be updated.
 Formal Description                     This is the longer version of the topic and is limited to 50
                                        characters. It’s important to keep this description legible
                                        since this is what the public and students see in Class Search.
University of Wisconsin – Madison                                                                   Page 37
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Running a Topic Title Audit Report
The Topic Title Audit Report is designed to show you what topic titles have been offered over the
past nine terms. The report displays the term a topic was last taught as well as when it was offered
over the nine most recently created terms (including those that have not yet been published). This
report may be of assistance when you evaluate which topic courses should potentially be given their
own course catalog number.
Step      Action                              Result
1.        Select from your Main Menu:         The Course TypOff Codes Audit Rpt page displays.
          >Curriculum Management
          >Course Catalog
          >Course Catalog Review Reports
          >Course TypOff Codes Audit Rprt

2.        If you have never created a
          Run Control ID:
          a. Click the Add a New Value
             link or page tab.
          b. Enter a code to use as your Run
             Control ID.
             Tips: Use your User ID.
                     This is case-sensitive.
          c. Click [Add].
          d. Go to step 4.                   Result: The Audit Report for Course or Topics
                                                     Offerings displays.
3.        If you have previously created a
          Run Control ID:
          a. Type in your case-sensitive
             Run Control ID on the
             Find page.
          b. Click [Search] or press Enter.


                                              Result: The Audit Report for Course or Topics
                                                      Offerings displays.




Page 38                                                               University of Wisconsin – Madison
                                                                           Add and Audit Course Topics
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Step    Action                       Result
4.      Click Topics until a check   Topics check box displays a checkmark.
        displays.

5.      Enter Subject number or      Entered parameter displays.
        Academic Group.




6.      Click [Run].                 The Process Scheduler Request page displays.
                                     Note: When you click [Run], the entered parameters
                                           save to your ID.




7.      Click [OK].                  The Audit Report for Course or Topics Offerings
                                     page displays again, this time displaying a Process
                                     Instance number.




8.      Click Report Manager link.   Administration page displays.


University of Wisconsin – Madison                                                       Page 39
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Step      Action                                 Result
9.        If Status is ‘NA’, ‘Processing’, or   Tip: A report can only be viewed
          ‘Posting’, click [Refresh] until           if the Status is ‘Posted’.
          you see the Status of ‘Posted’.




10.       Click on Typically Offered            The File Download box displays.
          Codes Audit to view report for        Tip:      You may need to turn off pop-up blocker to
          the desired process instance.                   view report.
          -OR-
          Click Details and select the
          UCUTOPICSAUD-….csv file
          with your processing instance #.

11.       Click [Open] to view Excel            The report displays in a new window.
          report.                               See sample audit report on next page.

12.       Review report noticing what           Tip:   See next page for
          topics were offered when.                    ‘Tips on Interpreting this Audit’.

                                                --
13.       When done, close audit report
          window.




Page 40                                                                   University of Wisconsin – Madison
                                                                               Add and Audit Course Topics
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Sample Audit Report for Topics
The audit report for topics pulls all active courses that have offered a topic in the last nine terms. The report looks like this:




Tips on Interpreting this Audit:
   Look at the Topic_Title to see which course Ctlg number it is associated with and notice the last term this topic was offered as well as
    what terms this topic was actually taught within the nine most recently created terms.
   Topic title approved courses may have multiple topic sections per course offered during the same term.
   If an existing topic needs to be assigned to your course section(s), attach it here:
    >Curriculum Management >Schedule of Classes >Maintain Schedule of Classes, |Basic Data| tab.
   If a new topic title needs to be created for a course, create it here: >Curriculum Management >Schedule of Classes >Add Course Topics.


Topic_Title         Displays the 30 character description that appears on a student’s transcript.
LastOffTerm         Displays the term this topic was last offered.
Term numbers        Displays the nine most recently created term numbers.
                    If a ‘Y’ displays in the Term column, it means this topic was offered that particular term.
                    If the Term column is blank, it means the topic was not offered that particular term.


University of Wisconsin – Madison                                                                                                               Page 41
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Update & Audit When Course Typically Offered

Running Typically Offered Codes Audit Reports
The Course Typically Offered Codes Audit Report is designed to assist you in determining when a
course is typically offered. The report displays the term a course was last taught as well as when it
was offered over the nine most recent created terms (including those that have not yet been
published).
Step      Action                               Result
1.        Select from your Main Menu:          The Course TypOff Codes Audit page displays.
          >Curriculum Management
          >Course Catalog
          >Course Catalog Review Reports
          >Course TypOff Codes Audit Rprt
2.        If you have never created a
          Run Control ID:
          a. Click the Add a New Value
             link or page tab.
          b. Enter a code to use as your Run
             Control ID.
             Tips: Use your User ID.
                   This is case-sensitive.
          c. Click [Add].                      Result: The Audit Report for Course OR Topics
          d. Go to step 4.                             Offerings displays.

3.        If you have previously created a
          Run Control ID:
          c. Type in your case-sensitive
             Run Control ID on the
             Find page.
          d. Click [Search] or press Enter.




                                               Result: The Audit Report for Course OR Topics
                                                       Offerings displays.
4.        If Topics is checked, uncheck it.    Topics checkbox is blank.




Page 42                                                                University of Wisconsin – Madison
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Step    Action                                 Result
5.      Enter Subject number or Academic       Entered parameter displays.
        Group.




6.      Click [Run].                           The Process Scheduler Request page displays.
                                               Note: When you click [Run], the entered parameter
                                                     saves to your ID.




7.      Click [OK].                            The Audit Report for Course OR Topics Offerings
                                               page displays again, this time displaying a Process
                                               Instance number.




8.      Click Report Manager link.             Administration page displays.

University of Wisconsin – Madison                                                                  Page 43
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Step      Action                                Result
9.        If Status is ‘NA’, ‘Processing’, or   Tip:     A report can only be viewed
          ‘Posting’, click [Refresh] until               if the Status is ‘Posted’.
          you see the Status of ‘Posted’.




10.       Click on Typically Offered            The File Download box displays.
          Codes Audit to view report            Tip:     You may need to turn off pop-up blocker to
          -OR-                                           view report.
          Click Details and select the
          UCUTYPOFFAUD-….csv file
          with your processing instance #..
11.       Click [Open] to view Excel            The report displays in a new window as a web page.
          report.                               See sample audit report on next page.
12.       To save or if Open does not give      File saves.
          you full Excel functionality,
          select >File >Save As; type a file
          name and select Save as type as
          Excel workbook.
13.       Analyze report to see if coding in    Tip:     See next page for
          ‘TypOffCd’ matches last 9 terms                ‘Tips on Interpreting this Audit’.
          worth of data.
14.       If Typically Offered Code needs       Tip:     See Changing Course Typically Offered.
          to be edited, change it here:
          >Curriculum Management
          >Course Catalog
          >Course Catalog Maintenance
15.       When done, close audit report         --
          window.

Page 44                                                                    University of Wisconsin – Madison
                                                                Update & Audit When Course Typically Offered
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Sample Audit Report for Course Typically Offered Codes
The Audit Report for Course Typically Offered Codes pulls all active courses and looks like this:




Tips on Interpreting this Audit:
Look at the TypOffCd for a course and compare it to when the course was actually taught within the last 9 terms.
If the TypOffCd needs to be edited, change coding in ISIS here: >Curriculum Management >Course Catalog >Course Catalog Maintenance.
TypOffCd           Displays the semester(s) the course is typically offered. (FL = Fall, SP = Spring, SU = Summer, Occasional = infrequently)
                   The typically offered semester(s) can be seen in the Course Guide and on the Course Catalog Offerings page.
                   This coding can be changed on the Course Catalog Maintenance page.
LastOffTerm        Displays the term this course was last offered. Notice 20th century terms are missing the leading zero (e.g. 762 = 0762).
                   The Last Offered Term will display in the Course Guide.
Term#s             Displays the nine most recently created term numbers.
                   If a ‘Y’ displays in the Term column, it means this course was offered that particular term.
                   If the Term column is blank, it means the course was not offered that particular term.




University of Wisconsin – Madison                                                                                                            Page 45
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Changing Course Typically Offered
You can update a course to identify which semester(s) the course is typically offered (e.g. Fall).
Tip: Use Audit Report for Course Typically Offered Codes to best select coding value.

Step      Action                               Result
1.        Select from your Main Menu:          The Find page displays.
          >Curriculum Management
          >Course Catalog
          >Course Catalog Maintenance
2.        Use the Find page to locate the      The Update Typically Offered page displays.
          desired course.
3.        If your course has multiple          Tip: If you change the current dated row (Last), the
          Effective Dated rows, view the            future dated row(s) will automatically update.
          row with the Effective Date/term
                                               Note: The Add Course Topics tab only displays if
          to which you want to change.
                                                     this is a topic title approved course.




                               If multiple subjects display,
                               this is a cross listed (XL)
                               class. Change one subject &
                               they all change.



4.        Click the Course Typically           Selected value displays.
          Offered drop-down list and
                                               Note:    Values to select from include: Fall,
          select desired value.
                                                        Fall/Spring, Fall/Spring/Summer,
                                                        Fall/Summer, Not Applicable, Occasionally,
                                                        Spring, Spring/Summer, Summer
5.        Click [Save].                        The new offering saves and will display in the
                                               Course Guide and in ISIS on the Course Catalog
                                               Offerings page.



Page 46                                                                   University of Wisconsin – Madison
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Global Notes Table
The Global Notes page provides a place to enter Department Chairperson and pre- or post-verbiage
for the ‘Subject Notes’ in Class Search and the department lead-in text in the PDF Schedule of
Classes . Information may be added, changed, or deleted. Use Global Notes to provide information
that pertains to multiple class offerings within the department, instead of individual footnotes.
Global notes roll forward based on the previous term’s Global Notes.

Updating the Global Notes Table
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >Global Notes Table
2.      Use the Find page to locate the    The Global Notes Table page displays.
        desired subject area.
        Search by:
        - Academic Group,
        - Term, and
        - Subject Area




                                                                     A blank line must
                                                                     exist between the
                                                                     Chair Info & the
                                                                     Preverbiage.




3.      In the Long Description,           Note:    See Tips in ‘Global Notes Field
        type changes as required                    Descriptions’ section.
4.      Click [Save].                      The Global Notes save.



University of Wisconsin – Madison                                                               Page 47
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Global Notes Table Field Descriptions
 Field                              Description
 Academic Institution               This field always displays UWMSN for UW-Madison.
 Academic Group                     Identifies a school or college within the university.
 Term                               A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
                                     The first value is 0 or 1. 0 indicates 1900, 1 indicates
                                        2000.
                                     The second and third digits define the academic year.
                                        For example: any term within the 2007-2008 academic
                                        year is identified as 08.
                                     The fourth value is the semester.
                                        UWMSN denotes fall as 2, spring as 4, and summer as 6.
 Subject Area                       Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Print Location                     For Global Notes, select one of these Print Locations:
                                    -‘Print Before’ for Preverbiage
                                    -‘Print After’ for Postverbiage
                                    Tip:   Chair header information MUST BE in the
                                           ‘Print Before’ location.
 Description                        Values are ‘Chair & Preverbiage’ or ‘Postverbiage’.
 Long Description                   Provide the following information for ‘Chair &
                                    Preverbiage’ in Long Description:
                                       Chair Header - Chair’s Name, Title, Dept Address,
                                        Phone Number (phone number of someone who can
                                        answer students’ questions).
                                       Place a blank line between chair information and
                                        preverbiage.
                                       Preverbiage - Notify students of department-wide
                                        information regarding enrollment, if appropriate.
                                    Department Chair and Preverbiage appears before department
                                    course listings in the PDF Schedule of Classes.




Page 48                                                                University of Wisconsin – Madison
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Independent Study

Independent Study Sections Tips
    Each Independent Study instructor is assigned to a specific section with a separate class
     number.
    Setup these courses with Consent as needed.
    General course information for Independent Studies courses will appear in the PDF Schedule of
     Classes; however, individual independent sections will not display.
     Individual class numbers are available in Class Search.

Updating an Independent Study Section
When creating your class schedule, set up only those sections which you are reasonably certain will
have enrollment. New sections may be added as needed; any sections that do not have enrollment
will be cancelled after the beginning of the term (approximately week 5 for Fall and Spring and
week 11 for Summer).

Step    Action                              Result
1.      Select from your Main Menu:         The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >Maintain Schedule of Classes
        -or-
        >Schedule New Course.
2.      Use the Find page to locate the     The Maintain Schedule of Classes or
        desired course.                     Schedule New Classes component displays.
        Search by:
        - Term
        - Subject Area
        - Catalog Number
3.      Follow the proper steps below:
         If you need to:                    Then:
            Change an existing section      Go to Step 4 and change what is needed.
            Add a section and the Class     Go to Step 4.
            Section field is blank.
            Add a section and the Class     a. Click the       button to add a new section.
            Section field already has a
            number displaying.              b. Go to Step 4.




University of Wisconsin – Madison                                                                Page 49
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Step      Action                             Result




4.        Enter Session. (A1=Regular).       Session usually will display.
5.        Enter Class Section number.        Note:    Your department may have assigned a unique
                                                      number to each instructor called a
                                                      “conference number.” You may wish to use
                                                      this number as the Class Section number.
                                                      This number must be 3 digits; i.e., 035.
6.        Select the Component type of       Component displays ‘IND’.
          ‘IND’ for Independent Study.
7.        Verify Class Type is Enrollment.   Class Type displays as ‘Enrollment’.
8.        Indicate the Associated Class      Associated Class displays with the same number as
          number that coordinates with the   the Class Section without the leading zero(s).
          Section number. You can select
                                             Example: Section number/Conference number is
          from unused associated class
                                                      068, Associated Class number is 68.
          numbers from 1 to 9998.
                                                      Section number/Conference number is
                                                      160, Associated Class number is 160.
9.        Change Instruction Mode to ‘P’.    Instruction Mode displays as Classroom Instruction.

Page 50                                                                University of Wisconsin – Madison
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Step    Action                             Result
MEETINGS Page
10.     Click the |Meetings| page tab.     The Meetings page displays.
11.     Specify the instructor using the   The instructor’s ID number and name displays.
        Instructor ID look up.
                                           Note:
                                           Be sure to indicate only one instructor per
                                           independent study section. Do not enter facility
                                           information. By definition, an independent study
                                           section may not list day/time/facility; however, all
                                           instructor sections display in Class Search.
12.     Select Access type to ‘Approve’.   The Access field displays ‘Approve’; thereby,
                                           allowing the instructor to enter and submit grades for
                                           the students enrolled in this section.




                                                                        Continues on next page…

University of Wisconsin – Madison                                                              Page 51
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Step      Action                              Result
ENROLLMENT CONTROL Page
13.       Click the |Enrollment Cntrl| page   The Enrollment Cntrl page displays.
          tab.
14.       Verify Add Consent is set to        Selected Add Consent displays.
          ‘Instr Cnsnt’ (Instructor) or
                                              Note: Some departments use ‘No Consent’.
          Dept Cnsnt (Department).
15.       If this section is set to           Enrollment Capacity displays.
          ‘No Consent’, then enter the
                                              Tip: If consent is set to ‘Instructor Consent’ or
          Enrollment Capacity to allow
                                                   ‘Department Consent’, the Enrollment Capacity
          student enrollment.
                                                   is ignored by the enrollment system.
                                                   If you want the IND to display the status of
                                                   ‘Open’, enter an Enrollment Capacity.




16.       Click [Save].                       The course saves.


Note: For field descriptions, refer to the following sections:
      Basic Data Page Field Descriptions
      Meetings Page Field Descriptions
      Enrollment Control Page Field Descriptions




Page 52                                                                 University of Wisconsin – Madison
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Cancel or Delete a Section
When do I Cancel versus Delete a section?
Delete If      Schedule of Classes HAS NOT been finalized.
               A class section should only be deleted if the Schedule of Classes has not been
               finalized.
Cancel If      Schedule of Classes HAS been finalized.
               Canceling a section after Schedule of Classes has been finalized will ensure
               students receive correct information on the web enrollment system. Never delete a
               section after the Schedule of Classes has been finalized; doing so will remove the
               class number, resulting in errors for web enrollment and student confusion.
               Important:
               Print a class roster before canceling a section, and notify all enrolled students of the
               cancel. All enrolled students will be dropped from a section when it is cancelled.




University of Wisconsin – Madison                                                                  Page 53
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Deleting a Section BEFORE Schedule of Classes is Finalized
A class section should only be deleted if the Schedule of Classes has not been finalized.
To delete a section, follow the steps below:

Step      Action                               Result
1.        Select from your Main Menu:          The Find page displays.
          >Curriculum Management
          >Schedule of Classes
          >Maintain Schedule of Classes
2.        Use the Find page to locate the      The Schedule of Classes component displays.
          desired course.
          Search by:
          - Term
          - Subject Area
          - Catalog Number
3.        Click the |Basic Data| page tab.     The Basic Data page displays.


4.        Find and display the section to be   The desired section displays.
          deleted.




5.        Click [-] to Delete the section.     A delete confirmation message displays.
6.        Click [Yes] to confirm the           The Basic Data page displays with the deleted section
          deletion.                            not visible.
7.        Click [Save].                        The section deletes and the course saves.

Tip:      To delete an entire course, continue deleting all the sections.




Page 54                                                                  University of Wisconsin – Madison
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Canceling a Section AFTER Schedule of Classes Has Been Finalized
Canceling a section after the Schedule of Classes has been finalized will ensure students receive
correct information on the web enrollment system. To cancel a section, follow the steps below:

Step    Action                               Result
1.      Select from your Main Menu:          The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >Maintain Schedule of Classes
2.      Use the Find page to locate the      The Schedule of Classes component displays.
        desired course.
3.      Click |Enrollment Cntrl| page tab.   The Enrollment Controls page displays.
4.      Find the section to cancel.          The desired section displays.




5.      If students are enrolled and/or   Cancel if Student Enrolled checkbox is marked with a
        on the waitlist:                  checkmark.
        a. Change Enrollment Cap to ‘0’. Note: Find the Class Roster here:
        b. Change Wait List Cap to ‘0’.          >Curriculum Management >Class Roster
        c. Click [Save].                          >e-Class Roster
        d. STOP & print ‘Enrolled’               Print a Class Roster of ‘Enrolled’ students
           AND ‘Waiting’ Class Roster.           and ‘Waiting’ students BEFORE canceling.
        e. Notify enrolled and waitlisted        Use the Email tab to find ‘Enrolled’ and
           students of cancellation.             ‘Waiting’ student’s email addresses.
        f. Check the ‘Cancel if Student
           Enrolled’ box.
        g. Click [Save].
University of Wisconsin – Madison                                                                Page 55
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Step      Action                                Result
6.        Change Class Status to                Class Status displays ‘Cancelled Section’.
          ‘Cancelled Section’.                  The [Cancel Class] button activates.
7.        Click [Cancel Class].                 This section is now cancelled.
                                                Note: If you accidentally cancel a section, contact
                                                       Curricular Services to restore it.
                                                       All data from the Meetings page is removed
                                                       when you cancel a section.
8.        If there was enrollment and/or        If there is still a number in Total,
          students on the wait list, verify     call Pam Weaver at 265.8112.
          the enrollment Total displays ‘0’
          & the wait list Total displays ‘0’.

Tips: To cancel the entire course, continue cancelling all the sections.
      If using Expert Entry, see Expert Entry Special Notes in Appendix for canceling tips.

Note: For field descriptions, refer to the following section: Enrollment Control Page Field Descriptions
      If you are canceling a section of a combined course, ALL departments need to cancel their
      sections. Canceling the primary department’s section(s) will not cancel the other
      departments’ sections; it will only blank out the time/day, facility ID, and instructor.




Page 56                                                                   University of Wisconsin – Madison
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Update Sections of a Class
The Update Sections of a Class component provides an easy place to work with all the sections of a
course.
In the Update Sections of a Class component you can:
 Change or view Auto Enrollment
 Change or view Associations
 Change or view Add Consent
 Change or view enrollment capacities and current enrollment
 Change or view Wait List enrollment capacities and current enrollment
 View open and closed sections
 Set up a re-section
 Change or view Schedule to Print option


Update Sections of a Class Special Notes
   Associations cannot be changed once enrollment has occurred in a section.
   When setting up Auto Enroll, the Auto Enroll section indicated must be a nonenrollment
    section.
   Each enrollment package has a distinct association number.
   Association numbers can range from 1-9998.
   Class Association 9999 is a wildcard.




University of Wisconsin – Madison                                                              Page 57
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Updating Update Sections of a Class
Step      Action                              Result
1.        Select from your Main Menu:         The Find page displays.
          >Curriculum Management
          >Schedule of Classes
          >Update Sections of a Class
2.        Use the Find page to locate the     The Update Sections of a Class page displays.
          desired course.




3.        Change any of the fields as appropriate:
           Class Type                         ‘N’ for Non-enrollment section
                                              ’E’ for Enrollment section
                                              Note: Only one component type can be the
                                                    enrollment component (e.g. the labs).
           Class Stat                         This field is view only. You will see these values:
                                              ‘A’ for Active Section
                                              ‘X’ for Cancelled Section
                                              Tip:     To cancel a section, use Schedule of Classes.
           Assoc                              Update associations as appropriate.
                                              Match association numbers with section numbers
                                              whenever possible.
                                              If you receive an error message when trying to make
                                              the lecture Assoc. 9999, contact Curricular Services
                                              to change the grading component.
                                              See Appendix for sample association set diagrams.




Page 58                                                                   University of Wisconsin – Madison
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Step    Action                      Result
         Auto Enrl 1                Use if 2 different types of components and auto
                                    enrollment are desired.
                                    Auto Enroll must be placed on Enrollment section.
                                    All sections in an auto enroll must be in the same
                                    Associated Class or one section must be a ‘9999’
                                    Associated Class.
                                    a. Determine which nonenrollment section number
                                       is part of the enrollment package and should be
                                       auto enrolled.
                                    b. Place that nonenrollment section number in the
                                       Auto Enrl 1 field for the enrollment section.
                                    The student will be placed in both sections when
                                    they enroll.
         Auto Enrl 2                Use if 3 different types of Components and auto
                                    enrollment are desired.
                                    Auto Enroll must be placed on enrollment section.
                                    All sections in an auto enroll must be in the same
                                    Associated Class or one section must be a ‘9999’
                                    Associated Class.
                                    a. Determine which nonenrollment section
                                       numbers are parts of the enrollment package and
                                       should be auto enrolled.
                                    b. Place the lowest nonenrollment section number
                                       in the Auto Enrl 1field for the enrollment
                                       section.
                                    c. Place the highest nonenrollment section number
                                       in the Auto Enrl 2 field for the enrollment
                                       section.
                                    The student will be placed in all three sections when
                                    they enroll.
         Resection                  Departments use the Resection feature if they have
                                    multiple sections of the same course meeting at the
                                    same time/day pattern ONLY. Once the first lecture
                                    closes, students are automatically enrolled into the
                                    resectioned lecture and are given this information
                                    through web enrollment as a ‘Message’.
                                    (See ‘Resectioning’ in appendix.)


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Step      Action                              Result
           Add Consent                       ‘D’ for Department Consent Required
                                             ‘I’ for Instructor Consent Required
                                             ‘N’ for No Special Consent Required
           Drop Consent                      UW Madison does not use this field.
                                             It will always display ‘N’ for No Special Consent.
           Schd Print                        If checked, section will display in Class Search.
          Important Note:
          When changing Class Type or Associations, if any Auto Enroll is indicated, remove the
          Auto Enroll data and save the changes. Then proceed to make changes, in this order, Class
          Type, Association, and Auto Enroll. *This can only be done if NO ENROLLMENT!*
4.        Click the |Class Enrollment         The Class Enrollment Limits page displays.
          Limits| page tab.




5.        Change any of the needed fields:
           Enrl Cap                          Enter enrollment capacity in Enrl Cap.
                                             Note: Close a section by typing a ‘0’ in Enrl Cap.
           Wait Cap                          Enter wait list capacity in Wait Cap.
           Min Enrl                          UW Madison does not use this field.
           Combined Section                  This link only displays on combined sections.
                                             Click this link to see Combined Sections detail. Use
                                             [Return] to get back to Update Sections of a Class.
                                             Note: See Modify Combined Section Enrollment
                                                   Capacity section for how to instructions.

6.        Click [Save].                       Changes save.


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Modify Combined Section Enrollment Capacity
The Update Sections of a Class combined section link will allow you to do the following:
 Identify the primary and secondary members of a combined sections course.
 Identify and change the combined enrollment and wait list capacity for the combined sections.
 Identify requested room capacity for the combined sections.
 View enrollment and wait list totals for the course and for each member of the group.
 Primary Department Enrollment Representative: You MUST enter the combined
   Enrollment & Wait List Capacity here; This is the ONLY place where this can be done.

Combined Sections Special Notes
    The Combined Sections description will begin with any of these codes:
      XL Crosslisted        XM Crosslisted & Meets With
      MW Meets With         SL Section Level Meets With
    The Combined Sections ID # can be found on the >Curriculum Management >Schedule of
     Classes >Update Sections of a Class, on the |Class Enrollment Limits| page tab, and then click
     the Combined Section link.
    The Combined Sections ID Description provides the following information:
     Combined Sections Code, Primary Department, Catalog Nbr., Session Code, and Section Nbr.
     (e.g. XL ZOOLOGY 151 A1 609)
    The combined Enrollment Capacity ‘term rolls’ from the previous like semester.
    The Enrollment Capacity set on the Combined Section Detail page is what the Enrollment
     System uses for the section’s enrollment capacity.
    The Primary Department is responsible for updating combined Enrollment & Wait List
     Capacity. Failing to monitor this field will result in enrollment problems for students.
    The Combined Section link provides information about class sections that are crosslisted and/or
     meets with. To view which departments are members of a crosslisted group, use this menu
     path: >Curriculum Management >Course Catalog >Course Catalog, |Catalog Data| page, Course
     Offerings box.
Updating Combined Section Enrollment Capacity
Step    Action                                Result
1.      Select from your Main Menu:           The Find page displays.
        >Curriculum Management
        >Schedule of Classes
                                              Tip: Combined enrollment capacity can also be
        >Update Sections of a Class
                                                   changed using the combined section link found
                                                   on the Maintain Schedule of Classes, Meetings
                                                   & Enrollment Cntrl pages.



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Step      Action                                   Result
2.        Use the Find page to locate the          The Update Sections of a Class page displays.
          desired course.
3.        Click |Class Enrollment Limits|          The Class Enrollment Limits page displays.
          page tab.                                Note: For more detail, see Update Sections of a Class.

                                                                               Click to see ‘true’
                                                     Your Department’s
                                                                               combined section
                                                     Enrollment ONLY!
                                                                               enrollment & to change
                                                                               combined section
                                                                               enrollment capacity &
                                                                               wait list capacity.




4.        Click Combined Section link.             Combined Section Detail page displays.




                                    Primary sets
                                                                               The numbers in
                                                                               these fields
                                                                               should all match.




5.        Update the Enrollment Capacity           New capacity displays.
          and, if using, Wait List Capacity.
6.        Click [Save].
7.        Click [Return] and update your department’s Enrl Cap on the Update Sections of a Class
          page & advise the other subject(s) to do the same on Update Sections of a Class page.
8.        Go back and follow Step 4 through Step 7 for every Combined Section.



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Combined Section Detail Field Descriptions
The table below describes the fields found on the Combined Section Detail page:
 Field                                 Description
 Academic Institution                  This field always displays UW-Madison.
 Term                                  A four-digit code representing century, year, and semester.
                                       Semesters are as follows: Fall=2, Spring=4, Summer=6.
                                       e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
 Session                               Represents the length and weeks a class meets. Regular
                                       sessions of full Fall and Spring terms are coded as A1.
                                       Courses meeting less than the full semester and summer term
                                       have a 3-letter code representing the Begin week, Span, and
                                       weeks of Instruction.
 Combined Sections ID                  The Combined Sections ID Description provides the following
                                       information: Sections Combined Code, Primary Department,
                                       Catalog Nbr., Session Code, and Section Nbr.
                                       (e.g., XL MATH 240 A1 001)
 Skip Mtg Pattern & Instr Edit         UW-Madison does not use this field.
                                                                   Combined Enrollment Capacities
 Requested Room Capacity               The projected classroom capacity for this section.
 Enrollment Capacity                   Enter COMBINED enrollment capacity for this section.
                                       Note: The Enrollment Capacity should equal Enrl Cap for
                                             ALL subjects.
 Enrollment Total                      Number of students currently enrolled.
 Available Seats                       Number of seats left based on combined section enrollment
                                       capacity and the total enrollment to date.
 Wait List Capacity                    Enter COMBINED wait list capacity for this section.
 Wait List Total                       Number of students currently on the wait list.
                                       Tip: Should match Wait Cap on Update Sections of a Class.
                                                                                   Combined Sections
 Subject                               Identifies an instructional unit that has a discrete grouping of
                                       courses. It is usually a three-digit numeric value with the
                                       subject’s name displaying to the right.
 Catalog                               The course number in a Subject Area as described in the
                                       Course Catalog.
 Section                               Every class is identified with a 3 digit Class Section number
                                       assigned by the user.

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 Field                              Description
 Class Nbr                          A 5-digit unique number assigned by ISIS. This number will,
                                    in some instances, be used for student enrollment.
 Description                        Title of course.
 Status                             The status of the section: ‘Open’ or ‘Closed’.
 Enrl Cap                           The enrollment capacity for that section’s Class Nbr.
 Enrl Tot                           The total number of students enrolled through that particular
                                    section’s Class Nbr.
 Wait Tot                           The total number of students on the wait list through for that
                                    particular section’s Class Nbr.




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Identify Combined Sections
The Identify Combined Sections component will allow you to do the following:
 Identify the primary and secondary members of a crosslisted and/or meets with course.
 Identify the combined enrollment and wait list capacity for the combined sections.
 Identify requested room capacity for the combined sections.
 View enrollment and wait list totals for the course and for each member of the group.

The Combined Sections description begins with any of these codes:
XL Crosslisted        XM Crosslisted & Meets With
MW Meets With         SL Section Level Meets With
Accessing Identify Combined Sections Page
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Curriculum Management
        >Combined Sections
        >Identify Combined Sections




2.      Use the Find page to locate the    The Identify Combined Sections page displays.
        desired course.
         Search by Term.                  Tip: The Combined Sections ID # can be found by
        AND                                     single clicking on the Combined Section link on
                                                the Schedule of Classes |Meetings| page and the
         Search by:
                                                |Enrollment Control| page as well as the Update
            Combined Sections ID #
                                                Sections of a Class |Class Enrollment Limits|
            If Sections Combined ID # is
                                                page.
            unknown, follow the Tip.
            -OR-
                                                The Combined Sections ID Description
            Description – Change
                                                provides the following information:
            parameter to ‘Contains’ and
                                                Sections Combined Code, Primary Department,
            type your short department
                                                Catalog Nbr., Session Code, and Section Nbr.
            name in ALL Caps.
                                                (e.g., XL MATH 240 A1 001)




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Identify Combined Sections Page and Field Descriptions
The Identify Combined Sections page looks like this:




                                                                 Drives Class Enrollment




The table below describes the fields found on the Identify Combined Sections page:
 Field                              Description
 Academic Institution               This field always displays UWMSN for UW-Madison.
 Term                               A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
 Session                            Represents the length and weeks a class meets. Regular
                                    sessions of full Fall and Spring terms are coded as A1.
                                    Courses meeting less than the full semester and meeting
                                    summer term have a 3-letter code representing the
                                    Begin week, Span, & weeks of Instruction.
 Combined Sections ID               The Combined Sections ID description provides the
                                    following information: Sections Combined Code,
                                    Primary Department, Catalog Nbr., Session Code, and
                                    Section Nbr. (e.g., XL MATH 240 A1 001)
 Combination Type                   Indicates the type of combined section: Crosslist, Meets
                                    With, Crosslist & Meets With, & Section Level Meets With.
 Permanent Combination              All crosslist and some meets with combinations are
                                    permanent, and are indicated as such with a check in the box.
 Skip Mtg Pattern & Instr Edit      UW-Madison does not use this field.


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 Field                              Description
 Combined Capacities
 Requested Room Capacity            The projected classroom capacity for this section.
 Enrollment Capacity                The COMBINED enrollment capacity for this section.
                                    Note: The Enrollment Capacity should equal Enrl Cap for
                                          ALL sections.
 Wait List Capacity                 The COMBINED wait list capacity for this section.
 Total                              Number of students currently enrolled.
                                    Number of student currently on the wait list.
 Combined Sections Tab
 Class Nbr                          A 5-digit unique number assigned by ISIS to each section.
                                    This number will, in some instances, be used for student
                                    enrollment.
 Subject                            Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Catalog Nbr                        The course number in a Subject Area as described in the
                                    Course Catalog.
 Section                            Every class is identified with a 3 digit Class Section number
                                    assigned by the user.
 Status                             Enrollment status of section as ‘Open’ or ‘Closed’.
 Req Room Cap                       The requested room size for this class.
 Enrl Cap                           The enrollment capacity for this section’s Class Nbr.
 Enrl Tot                           Number of students currently enrolled through each Class
                                    Nbr.
 Wait Cap                           The wait list capacity for this section’s Class Nbr.
 Wait Tot                           Number of students currently on each Class Nbr’s wait list.
 Acad Group                         Identifies a school or college within the university.




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Schedule Class Meetings
Use the Schedule Class Meetings page as follows:
    If the course has combined sections, you MUST use this page to update class meeting and
     instructor information. The |Meetings| page within the Schedule of Courses component is not
     available for update on combined sections; the fields will appear but they will be grayed out.
    To quickly update room, time, day, and room characteristics.
     At certain times the ‘Meeting Pattern’ section of this |Meetings| page is not available.
    To quickly update instructor information.
     To add instructor names to your class section at ANY time.
     The ‘Instructors for Meeting Pattern’ portion of this |Meetings| page is always available!
     At certain times the |Meetings| page within the Schedule of Classes component is not available.
    To change grade roster access for instructors for electronic grading.


Updating the Schedule Class Meetings Page
To update the Schedule Class Meetings page, follow the steps below:

Step      Action                              Result
1.        Select from your Main Menu:         The Find page displays.
          >Curriculum Management
          >Schedule of Classes
          >Schedule Class Meetings
2.        Use the Find page to locate the     The Meetings page displays.
          desired course.
          Search by:
          - Term
          - Subject Area
          - Catalog Number
          - Class Section #




                                                                             Continues on next page…


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Step    Action                                 Result




3.      Enter or change fields as needed.      Changes are reflected on the page.
        Refer to “Meeting Page Field           Tip:     Click the Combined Section link to see
        Descriptions’ for specifics.                    details about this combined section.
         Facility ID (0000 GA RM)
         Pattern
         Meeting Start                                 If term update switch is off, you cannot
         Meeting End                                   update the Meeting Pattern section.
         Day of Meetings (MTWTFSS)
                                                Approve: Instructor can input & submit grades or
                                                submit grades input by another instructor on the
           Instructor (use look up)            same course section.
           Access: Set desired grading
                                                Grade: Instructor can input grades, but not submit
            access for this instructor
                                                to registrar.
           Room Characteristics
                                                No Access: Instructor cannot grade or submit.
4.      If you need to add an additional       Complete ID and Access fields.
        instructor to the section, click the
        [+] button in the Instructors for
        Meeting Pattern area.
5.      Click [Save].                          The section changes save.


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Wait List
You can set up sections of a course to create wait lists to the size you specify that you then monitor
and determine who can enroll. Note: Wait Cap and Wait List Capacity do NOT term roll.
 When you add or change the Wait Capacity, make sure that all impacted components of the
   enrollment package are changed (e.g. Discussion and Lecture).
 If this is a Combined Section, each department must change their Wait Capacity to match the
   combined sections Wait List Capacity.
 Students can only get on an open wait list until the session’s add deadline date.

Activating the Wait List Using Update Sections of a Class
Step      Action                              Result
1.        Select from your Main Menu:         The Find page displays.
          >Curriculum Management
          >Schedule of Classes
          >Update Sections of a Class
2.        Use the Find page to locate the     The course displays on Update Sections of a Class
          desired course.                     page.
          Search by: Term, Subject Area,
                      & Catalog Nbr
3.        Click |Class Enrollment Limits|     The capacities display for all sections.
          page tab.
                                              Tip: Combined Sections may look open from this
                                                   page; verify available seats by clicking
                                                   each section’s Combined Section link.




          Note: Verify that ‘Auto Enroll from Wait List’ is checked ONLY on the enrollment
                components at >Curriculum Management >Schedule of Classes >Maintain
                Schedule of Classes, |Enrollment Cntrl|. This ensures that a section does not open
                to enrollment if students are on the Wait List.
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Step    Action                                Result
4.      Locate the Wait Cap for the           The new wait capacity number displays for the
        appropriate section(s) and            section(s).
        enter the wait list capacity.
                                              Tip:     To stop further wait listing,
        Make sure that all impacted                    decrease the Wait Cap.
        components of the enrollment
                                              Note:    If there is a Wait Cap, once the Enrl Cap is
        package are changed (e.g. Disc
                                                       met, the Wait Tot will display the number of
        and Lecture).
                                                       students on the wait list.
                                                       The wait list is available to students until the
                                                       session’s add deadline date.
5.      Click [Save].                         Any changes made are saved.
6.      If this is a combined section,
        a) Click the Combined Section         Combined Section Detail page displays.
            link for the impacted section.
        b) Change the Wait List Capacity
            to match section’s Wait Cap.      Tip:     Primary Dept: Notify secondary
        c) Click [Save].                               department(s) to update Wait Cap
        d) Click [Return].                             on ‘Update Sections of a Class’ page.
        e) Go back and follow Step 6 a-d
            for every Combined Section
            with a wait list.




        Tip:     To assist with oversight and managing combined section wait lists, use this page:
                 >Curriculum Management >Combined Sections >Identify Combined Sections
                 Search using Term, and for the Description, enter the start of the
                 Combined Sections ID, e.g. XL SOC 361.
                 Remember to review each section to see if there really are seats available.
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Managing the Wait List
Step      Action                            Result
1.        Select from your Main Menu:       The Find page displays.
          >Curriculum Management
          >Wait List
          >Manage Wait List
2.        Use the Find page to locate the   The specified Subject’s Courses with activated wait
          desired course.                   lists display.
          Search by: Term & Subject Area    Note: Verify combined section’s Seats Available.
                                            - A negative Seats Available indicates over enrolled.




3.        If a student is on a wait list,   The Wait List Manager displays.
          Count is an active link;
                                            Note: Combined sections display
          Click Count for specific course         all subject’s wait lists.
          wait list you want to review.




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Step    Action                              Result
4.      Depending on what you want to do, follow the steps below:
         If you want to:                    Then follow these steps for that student:
         Give student permission to         a. Click ADD.
         enroll*                            b. Automatically the student is granted a
                                               permission that expires in two days and a
                                               comment is added on the permission page.
                                               The student is notified via email to enroll and
                                               you are emailed a copy.
         Extend an expired permission* a. Click Extend.
                                          Note: The Extend Permission Date column
                                                  and link will only display if a previously
                                                  granted wait list permission expired.
                                       b. Automatically the student’s original permission
                                          is extended to expire in two days and a new
                                          comment is placed on the permission page.
                                          The student is notified via email to enroll and
                                          you are emailed a copy.
         Delete student from wait list*     a. Click DELETE.
                                            b. Click [Yes] to’Are you sure’ message.
                                            c. The student receives an email and you are
                                               emailed a copy.
         Change student’s wait list         a. Click CHANGE.
         position BY SECTION*               b. Type New Student Position number.
                                            c. Click [Change Order].
         View all student’s wait listed     a. Click Name.
         classes                            b. Close View Wait List by Student when done.
         View classes student already       a. Click Campus ID.
         enrolled in*                          Tip: Look for Status of ‘Enrolled’.
                                            b. Close Enrollment Detail when done.
         View Class Detail                  a. Click Section.
                                            b. Click Return to Wait List Manager when done.
         View student’s major(s)*           a. Click Acad Plan.
                                            b. Close Academic Program Summary when done.
         View comments student wrote        a. Click Click in Comments field.
         regarding wait list                   Note: The Comments column and link will
                                                      only display if a student on the course’s
                                                      wait list has entered a comment.
                                            b. Click [OK] when done.
         * Access based on your security.
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Viewing Wait List by Student
You can view all the classes on a student’s wait list by term.
Step Action                                  Result
1.        Select from your Main Menu:           The Find page displays.
          >Curriculum Management
          >Wait List
          >View Wait List by Student
2.        Use the Find page to locate the       The View Wait List By Student page displays.
          desired student.




          Note:
             All of the student’s wait listed classes display here.
              (Maximum is 3 sections or 12 units.)
             All class components of the enrollment package display.
             The current number of units a student is already enrolled in displays in Units Enrolled.
             Click [Enrollment Detail] button to quickly jump to the Enrollment Detail page where
              you can see what the student has enrolled in, dropped, and wait listed. *




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Wait List Audit
You can view a wait list audit report to assist you in managing your wait list more effectively. This
page is dynamic and will reflect point-in-time data based on enrollment activity.
Step    Action                                 Result
1.      Select from your Main Menu:            The Find page displays.
        >Curriculum Management
        >Wait List
        >Wait List Audit
2.      Use the Find page to locate the        The Wait List Audit page displays with only
        desired course.                        enrollment sections that involve the wait list.




        Tips: If Class Section displays as a blue link, then this is a Combined Section
              & the |Class Permissions| totals reflect only this subject’s permissions.
3.      Click        Show All button.          Information from both tabs display on one page.
                                               Use this information to assist your decision making.
4.      If desired, click [Manage Wait         Wait List Manager opens in a new window, press
        List] to open that course’s waitlist   [Enter] and manage as you desire.
        detail.                                Close window when done.

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Wait List Audit Field Descriptions
The table below describes the fields found on the Wait List Audit Page:
Field                 Description
                                                                                Class Enrollment
This page gives you enrollment and wait list capacities as well as combined enrollment and
combined wait list capacities. This page includes the total number of students on the wait list for
a given section of the class.
Session                  Represents the length and weeks a class meets. Regular is the standard full
                         Fall and Spring semester. Courses meeting less than the full semester and
                         summer term have a 3-letter code representing the Begin week, Span, and
                         weeks of Instruction.
Catalog Nbr              Course number in a Subject Area as described in the Course Catalog.
Class Section            Three-digit section number.
                         Tip: If Class Section displays as a blue link, then this is a Combined
                              Section. Click section link to view Combined Section Detail page.
Enrollment Cap*          Subject’s enrollment capacity for this section.
Enrollment Total*        Subject’s number of students currently enrolled.
Combined Enroll          Combined enrollment capacity for this section.
Cap
Combined Enroll          Number of students currently enrolled through this combined section.
Total
Wait List Capacity* Subject’s wait list capacity for this section.
Combined Wait            Combined wait list capacity for this section.
List Capacity
Total Students On        Total number of students currently on this section’s wait list.
Wait List
                         Note: Each term Enrollment Services clears all students from all wait lists,
                               once this is done, this column will reflect ‘0’; all other column data
                               will remain.

* If combined, this field displays only that subject’s totals.




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                                                                              Class Permissions
This page gives you information related to the number of class permissions placed.
The numbers on this page reflect only those permissions placed under your department.
Session                  Represents the length and weeks a class meets.
Catalog Nbr              Course number in a Subject Area as described in the Course Catalog.
Class Section            Three-digit section number.
                         Tip: If Class Section displays as a blue link, then this is a Combined
                              Section. Click section link to view Combined Section Detail page.
Class permissions        Total number of permissions granted on the Class Permissions page for this
placed                   subject and this section. Counts all Status types.
Students enrolled        Total number of students who were on the wait list and are currently
from wait list           enrolled for this subject and this section. Class Permission may have been
                         granted via the wait list process or manually.
Perms placed via         Number of ‘Used’ permissions placed via the wait list ‘add’ process for
wait list process –      this subject and this section.
Used
Perms placed via         Number of ‘Not Used’ permissions placed via the wait list ‘add’ process
wait list process –      that have expired for this subject and this section.
unused and past
expire dt
Perms placed via         Number of ‘Not Used’ permissions placed via the wait list ‘add’ process
wait list process –      that are still eligible to be used (not expired) for this subject and this
unused and future        section.
exp dt




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Enter Textbooks
In order to add, change, or display textbooks on a class section, follow the steps below:
Step      Action
 1.       Select from menu >Curriculum Management >Textbook Entry >Enter Textbook Information.
 2.       Find the specific section of the course that needs textbooks added or edited.
 3.       If textbooks are already displaying and you want to edit, click [Edit].
 4.       If the textbooks page is empty, you can copy all textbook information from another class
          section into this empty section by following the steps below:
          a) Click [Copy From Another Class].
          b) Find the course you want to copy from using Term, Subject Area, Catalog Nbr., Class Sect
 5.       If no textbooks, check  ‘Select to indicate...no textbooks’ (autosaves);Click [Return to Search]
 6.       Enter or edit textbook information as desired:




                                                                         Saves and displays all textbook
                                                                         information in Class Search and to
                                                                         enrolled students in their Student
                                                                         Center. (step 8)



          Tips: To add a new row, click [+]. To delete a row, click [-].
                For assistance: click ‘i'; email textbook@em.wisc.edu; call 262-0920 or 2-6345.
                Contact your bookstore regarding textbook editions, desk copies, or order quantities.
 7.       If not ready to display textbooks to students, click [Save] to save entered textbook information.
 8.       If ready to display textbooks to students, click [Save & Display To Students].

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                                                                                            Enter Textbooks
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View Missing or Not Displayed Textbooks
To quickly audit which courses and/or sections in your subject have missing or partially entered
textbook information, you can run the Missing Textbook Report on a term-by-term basis.
This report identifies textbooks as missing from a section if:
 No textbook information was entered, -or-
   (Tip: If a section will not have any textbook information, on the Enter Textbooks page,
         check ‘ Select to indicate…no textbooks…’; thereby, removing section from report.)
 Textbook information was entered but only saved.
   (Tip: On the Enter Textbooks page, click [Save & Display to Students];
         thereby, removing section from report.)
To run the Missing Textbook Report, do the following:
Step    Action                              Result
 1.     In ISIS, select from your menu:     The Find page displays.
        >Curriculum Management
        >Textbook Entry
        >Missing Textbook Report
 2.     Use the Find page to search by      The Missing Textbook Report page displays.
        Term and Subject Area numbers.




        Tips:
         Entered ‘N’ means no textbook information entered.
         Entered ‘Y’ means textbook information entered & saved but NOT displayed.
         Only the first component type displays (sections numbered 001-299).
         To change sort order, click desired underlined heading.
         For assistance: email textbook@em.wisc.edu, call 262-0920 or 262-6345.
         Reference instructions for Entering Textbooks here:
              Faculty: http://isis.wisc.edu/training/uploads/textbooksfc.doc
              ISIS:     http://isis.wisc.edu/training/uploads/textbooksisis.doc

University of Wisconsin – Madison                                                               Page 79
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Instructor Provided Content Entry
In order to add, change, or display actual course content for a class section, follow the steps below:
Step Action
 1.       In ISIS navigate to >Curriculum Management >Textbook Entry >Instructor Provided Content.
 2.       Find the specific section of the course that you want to add or edit instructor provided content.
 3.       If content is already displaying to students, and you want to edit, click [Edit].
 4.       If the content page is empty, you can copy all instructor provided content from another class
          section into this empty section by following the steps below:
          a) Click [Copy From Another Class].
          b) Find the course you want to copy from using Term, Subject Area, Catalog Nbr., Class Sect
 5.       Enter or edit content information as desired:




          Tips: For assistance on expected content and usage of each field, click         ‘i’ button.
                  To spell check, click each     book with check button.
 6.       If not ready to display content to students, click [Save] to save entered information.
 7.       If ready to display content to students, click [Save & Display to Students].
 8.       To enter content for a different class section, click [Return to Class Selection].

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Session Dates and Deadlines
This page provides information about the term and session parameters; such as description,
category, session code, beginning and ending dates, and weeks of instruction and key deadlines.

Accessing Session Dates and Deadlines
To access the Session Dates and Deadlines component, follow the steps below:
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Records and Enrollment
        >Dates and Deadlines
        >Session Dates & Deadlines
2.      Use the Find page to locate the    The Session Dates and Deadlines page displays for
        desired term.                      the Session you selected.
        Search by:
        - Academic Career
        - Term
        - Session




3.      Click |Term Session Dates| tab.    All the sessions for the term display.




University of Wisconsin – Madison                                                               Page 81
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Session Dates and Term Session Dates Field Descriptions
The table below describes the fields found on the Session Dates and Deadlines page:
Field                     Description
Term                      A four-digit code representing century, year, and semester.
                          Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                          e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Term Begin Date           The beginning date of the term. This is NOT the first day of class.
Term End Date             The end date of the term. This is NOT the same as the last day of class.
Academic Career           The different calendar dates by career: Undergrad, Grad, Medical, etc.
Degree Confer Date        Official Graduation day used when posting degrees for term.
Academic Year             Academic year of term.
Session                   Represents the length and weeks a class meets. Regular sessions of full
                          Fall and Spring terms are coded as A1. Courses meeting less than the full
                          semester and summer term have a 3-letter code representing the Begin
                          week, Span, and weeks of Instruction.
                           B = The week the class begins meeting.
                           S = The number of weeks the class spans.
                           I = The number of weeks of instruction during that span.
                          For example, the DHE session begins in the 4th week of the full semester
                          (D), spans 8 weeks (H), and has 5 weeks of instruction (E).
Session Begin Date        First day of session code.
Session End Date          Last day of session code.
DR/W Transcript           Last day to Drop Courses or Withdraw from University without DR or W
Notation Date             grade notation on Transcript.
Add Class Deadline        Last day to Add Courses without Departmental approval – All students.
Tuition 100%              Last day for 100% tuition adjustment on dropped classes. If blank, the
Refund                    tuition adjustment calendar for the term/session has not been created yet.
Tuition 50% Refund        Last day for 50% tuition adjustment on dropped classes. If blank, the
                          tuition adjustment calendar for the term/session has not been created yet.
Tuition 25% Refund        Last day for 25% tuition adjustment on dropped classes. If blank, the
                          tuition adjustment calendar for the term/session has not been created yet.
Drop Class                Last day to Drop Courses.
Deadline




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Class Roster
Use to view students who are Enrolled, Dropped, or Waiting for a specific course section.
Note: Class rosters can also be seen and/or printed from the Query Library
      as well as when an instructor signs onto My UW Madison.
Step    Action                                 Result
1.      Select from your Main Menu:            The Find page displays.
        >Curriculum Management
        >Class Roster
        >e-Class Roster
2.      Use the Find page to locate the        The specified course displays on the Class Roster
        desired course.                        page with Enrolled Students displayed.
        Search by:                             Note: Student Enrollment Status defaults to
        -Term                                        ‘Enrolled’.
        -Subject Area & Catalog Nbr
                                                        If this is a combined section, the class roster
        -AND Class Section                              displays ALL students enrolled; not just
        OR                                              students enrolled through your department.
        -Term & Class Number




3.      If you want to export your roster to   Another browser window displays and a File
        a spreadsheet, click Download          Download dialog box will display, select ‘Open’.
        Grid.
4.      If you want to view the Photo          Another browser window displays; sign on with your
        Class Roster, click [Photo Roster]     netid & password; on the File Download dialog box,
                              .                click [Open]; Photo Roster of enrolled students
                                               displays; Close window when done.

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Step      Action                              Result
5.        View the roster or emails by the   Note: When you select a different Student
          desired Student Enrollment               Enrollment Status from the drop-down list,
          Status.                                  the view changes automatically.
                            st
          -Dropped (as of 1 class day)
                                             Tip: ‘Waiting’ displays students in ALPHA
          -Enrolled
                                                   order, NOT in their priority order. Use
          -Waiting (displays in alpha order)
                                                   |Email| tab to see Date Added to wait list.
                                                       See Appendix for Class Roster Access Tips.




6.        If you want Wait List assistance,   An Enrollment Wait List help window opens.
          click the ‘i’ icon, next to         Close window when done.
          Student Enrollment Status.
7.        If you want field assistance,       A Class Roster Help Index window opens.
          click the upper ‘i’ icon, .         Close window when done.




                                                                          Continues on next page…
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Step    Action                              Result
8.      If you want to see the students’    The class roster displays with the email addresses
        email addresses, click |Email|      showing.
        page tab.
                                            Note: Instructors can create an Email Distribution
                                                  list through DoIT that is automatically kept up
                                                  to date using the Enable and ModifyYour
                                                  Class List.

                                                     Once the list is created, a Send Email link will
                                                     display as well as the classlist email address.




9.      If you want to view the Class       The Class Detail window displays.
        Detail, click the Detail link and
        then click [Return to Class
        Roster] when you are done.




                                                                          Continues on next page…




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Step      Action                    Result




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Class Roster Field Descriptions
The table below describes the fields found on the Class Roster Page:
Field                 Description
Academic                 This field always displays UWMSN for UW-Madison.
Institution
Term                     A four-digit code representing century, year, and semester.
                         Semesters are as follows: Fall=2, Spring=4, Summer=6.
                         e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
Subject Area             Identifies an instructional unit that has a discrete grouping of courses. It is
                         usually a three-digit numeric value.
Catalog Nbr              The course number in a Subject Area as described in the Course Catalog.
Course ID                A unique number assigned by the ISIS system when a course is first added
                         to the Course Catalog.
Class Number             A 5-digit unique number assigned by ISIS. This number will, in some
                         instances, be used for student enrollment.
Session                  Represents the length and weeks a class meets. Regular sessions of full Fall
                         and Spring terms are coded as A1. Courses meeting less than the full
                         semester and summer term have a 3-letter code representing the Begin
                         week, Span, and weeks of Instruction.
Title                    The course title.
Class Section            Displays section number and component type (e.g., lecture, lab), and if it’s
                         the Graded or Non-Graded Component.
Course Offering          Each course has a Course Offering Number.
Nbr                      Each member within a Cross-listed group has a different Course Offering
                         Number.
Instructor               Instructor’s name.
                         Click to view Photo Roster of enrolled students for this section.
                         Opens a help window. Close window when done.
Student Enrollment Defaults to ‘Enrolled’. You can also display ‘Dropped’ and ‘Waiting’.
Status
                   Note: The information related to ‘dropped’ students only appears for
                          students who have dropped a section once the first day of the
                          session occurs.
                                    The ‘Waiting’ list displays in alpha order, not priority order.
                                    If helpful, the Email page tab displays Date Added.
Total Students           Number of students enrolled for this section.
Detail                   Click Detail to see Class Detail page.


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Field                    Description
Download Grid            Click Download Grid link to open the class roster in a spreadsheet.
Photo                    Click icon to view this student’s campus ID photograph.
Campus ID                Campus ID of student.
Name                     Name of student.
Honors Type              Indicates whether section is offered for Honors (HON, HOP, or HIA).
Honors Y/N               Displays ‘Y’ or ‘N’ if student chose to take honors class for honors.
Units Taken              Number of credits student enrolled for.
Audit                    Displays ‘AUD’ if the student is auditing the course.
                         A blank audit field means the student is not auditing the section.
Program                  Academic Program of student.
Current Level            Current academic level of student.
Proj Level               Projected academic level of student.
Subject Area             Identifies the Academic Department through which the student enrolled.
Catalog Nbr              The course number through which the student enrolled.
Date Dropped             The Date Dropped is the date the student dropped this section; this will
                         only display once the first day of the session occurs.
                         Note: This field only appears when Student Enrollment Status of
                               ‘Dropped’ is selected.
Related Section 1        Information displays if multi-component course. Currently, these fields
                         display only non-auto enroll components or optional components.
Related Section 2        Information displays if multi-component course. Currently, these fields
                         display only non-auto enroll components or optional components.




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Term Update Switch
This page indicates whether or not departments have access to update their curricular data.

Accessing Term Update Switch Page
Step    Action                              Result
1.      Select from your Main Menu:         The Find page displays.
        >Curriculum Management
        >Foundation Tables
        >Term Update Switch
2.      Enter Term you want to inquire.     The Term field is filled in.
3.      Press [Enter] or click [Search].    The Term Update Switch page displays.




Note: When “Automate final exam code calculation” is checked, this indicates the dynamic final
      exam code calculation is turned on and a new exam code will be calculated when a time
      and/or day change occurs.




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Course Catalog
The Course Catalog component displays courses that have been approved by Divisional Executive
Committees. Curricular Services maintains the Course Catalog.
Course Catalog pages provide current and historical information. Historical information can be
viewed by using the row counter and navigation bar, such as View All, Next► and Previous◄.
Use the Course Catalog component to view the following information:
 Short and long title
 Credits
 Repeatable for credit
 Components
 Description
 Prerequisites
 Topics
 Attributes
 and More…


Accessing the Course Catalog Page
 Step     Action                            Result
 1.       Select from your Main Menu:       The Find page displays.
          >Curriculum Management
                                            Tip:     Using this menu path you can view all UW-
          >Course Catalog
                                                     Madison course catalog items.
          >Course Catalog
 2.       Use the Find page to locate the   The Course Catalog page displays.
          desired course.
                                            Search Tip:
           Search by Subject Area          To access all the courses within the department,
              or                            enter Subject Area code. To narrow the search to a
           Search by Subject Area and      specific course, also enter Catalog Number.
              Catalog Number.               The search can only display 300 results; therefore, if
                                            your department has more than 300 rows, you may
                                            need to use the search operators or a wildcard
                                            search. Wildcard Example: To see all 400 level
                                            classes, type ‘4##’ in the Catalog Nbr field.




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Catalog Data Page and Field Descriptions




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 Field                              Description
 Course ID                          This is a unique number assigned by the ISIS System when a
                                    course is first added to the Course Catalog.
 Effective Date                     Indicates the begin date for which course catalog information
                                    is applicable.
                                    Note: A change to one data field of a course will generate
                                          an effective date for all pages in the Course Catalog
                                          component.
 Status                             Status is ‘Active’ or ‘Inactive’.
                                    Active means the course is approved to be offered.
                                    Inactive means the course is no longer viable to be offered.
 Course Offering                    Subject and Catalog numbers.
                                    Members of crosslisted groups will also appear.
 Description                        Abbreviation of the Long Course Title.
 Long Course Title                  The long title for a course.
 Long Description                   The catalog description, followed by the course prerequisites.
 Course Units/Hours/Count
 Minimum Units                      The minimum units or credits that a course can be offered
                                    for. For variable unit courses, units may be specific to a class
                                    association.
 Maximum Units                      The maximum units or credits that a course can be offered
                                    for. For variable unit courses, units may be specific to a class
                                    association.
 Academic Progress Units            Used by Financial Aid and Fee Assessment.
 Financial Aid Progress Units       Used by Financial Aid and Fee Assessment.
 Last Course of Mult Term Seq       UW-Madison does not use this field.
 Enrollment Unit Load Calc          UW-Madison does not use this field.
 Type
 Course Count                       UW-Madison does not use this field.
 Course Contact Hours               UW-Madison does not use this field.




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 Field                              Description
 Course Grading
 Grading Basis                      Grading Basis identifies how a student will be graded.
                                    Values include:
                                     Stdnt Opt for courses where students are graded on an
                                       A-F scale.
                                     Crd/NoCrd for Credit/No Credit course.
                                     Sat/Unsat for grading of Satisfactory/Unsatisfactory.
 Graded Component                   Designates the component from which course grade rosters
                                    are generated. This may be set differently at the class
                                    association level.
 Grade Roster Print                 Identifies how the grading information will be organized for
                                    grade reporting purposes.
                                    For UW-Madison, this field is always ‘Component’.
 Repeat for Credit Rules
 Repeat for Credit                  When a course can be repeated for credit, this field is
                                    checked and the Total Units Allowed and the Total
                                    Completions Allowed display.
 Allow Multiple Enroll in Term      If this field is checked, a student can enroll in multiple
                                    sections within one term.
 Total Units Allowed                The total number of units allowed.
 Total Completions Allowed          The total number of completions allowed.
 Additional Course Information
 Instructor Edit                    Used for enrollment purposes and should always be ‘No
                                    Choice’.
 Add Consent                        The field displays either ‘No Consent’ or
                                    ‘Instructor/Department Consent’.
                                    Consent identifies if special consent of the department or
                                    instructor is necessary for a student to enroll in this course.
                                    This field drives the Permissions component used for
                                    enrollment purposes. See “Managing Your Enrollment”
                                    manual for more information.
                                    Consent can be updated on a term by term basis on the
                                    following ISIS components: Update Sections of a Class;
                                    Maintain Schedule of Classes, or Schedule New Course on
                                    the ‘Enrollment Ctrnl’ page.
 Drop Consent                       UW-Madison does not use this field. Displays ‘No Consent’.

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 Field                              Description
 Requirement Designation            Requirement Designation provides information regarding
                                    Honors. Codes are:
                                     HON Honors Only
                                     HOP Honors
                                     HIA Honors with Instructor Approval
 Equivalent Course Group            UW-Madison does not use this field.
 Course Attributes
 Course Attribute                   Some Course Attributes appear in the Course Catalog and in
                                    the Class Search. Examples of Course Attributes include:
                                     General Education Requirement
                                     Ethnic Studies
                                     L&S Breadth Requirement
                                     L&S Level
                                     L&S Credit Rule
                                     Open to Freshmen
 Course Attribute Value             The Value displays the specific value of the attribute, e.g., ‘I’
                                    for Intermediate level.
 Course Topics
 Course Topic ID                    Each Course Topic established has a unique ID.
                                    The most recent is listed at the bottom of the list.
 Description                        The topic that will appear on the official transcript.
 Short Description                  Abbreviated topic title.
 Formal Description                 The topic that will appear in the Schedule of Classes.
 Topic Link ID                      UW-Madison does not use this field.




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Course Catalog Offerings Page and Field Descriptions




 Field                              Description
 Course ID                          This is a unique number assigned by the ISIS System when a
                                    course is first added to the Course Catalog.
 Effective Date                     Indicates the begin date for which course catalog information
                                    is applicable.
                                    Note: A change to one data field of a course will generate
                                          an effective date for all pages in the Course Catalog
                                          component.



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 Field                              Description
 Status                             Status is ‘Active’ or ‘Inactive’.
                                    Active means the course is approved to be offered.
                                    Inactive means the course is no longer viable to be offered.
 Description                        The course short title.
 Course Offering
 Course Offering Nbr                Each course will have a Course Offering Number. Each
                                    member within a Crosslisted group has a different Course
                                    Offering Number.
 Academic Institution               This field always displays UWMSN for UW-Madison.
 Academic Group                     Identifies a school or college within the university.
 Subject Area                       Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Campus                             This field always displays MAIN.
 Academic Organization              A code that identifies schools, colleges, and/or individual
                                    departments. A single digit alpha character or a three digit
                                    alpha/numeric identifies a school or college. An alpha
                                    character followed by four numbers identifies a
                                    department(s) within those schools and colleges.
 Academic Career                    Courses are defined as belonging to one of three academic
                                    careers: UGRD, GRAD or MEDS.
 Course Typically Offered           A code that identifies when this course is typically offered.
                                    May display: Fall, Spring, or Summer combinations, as well
                                    as occasionally or NA
 Tuition Group                      UW-Madison does not use this field.
 Dynamic Class Date Rule            UW-Madison does not use this field.
 Allow OEE Enrollment               UW-Madison does not use this field.
 Catalog Nbr                        The course number in a Subject Area as described in the
                                    Course Catalog. Member of cross listed groups will also
                                    appear.
 Course Approved                    Indicates that a Divisional Committee approved the course.
 Allow Course to be Scheduled       UW-Madison does not use this field.
 Catalog Print                      Checked if this course will print in the Catalog.
 Print Instructor in Schedule       UW-Madison does not use this field.




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 Field                              Description
 Schedule Print                     If this field is checked, the class will appear in the PDF
                                    Schedule of Classes and Class Search. Independent Study
                                    class sections will not appear in the PDF Schedule of Classes
                                    but will display in Class Search.
 Schedule Term Roll                 UW-Madison does not use this field.
 Use Blind Grading                  UW-Madison does not use this field.
 GL Interface Required              UW-Madison does not use this field.
 Split Ownership                    UW-Madison does not use this field.
 Enrollment Requirement Group
 Requirement Group                  Restricts enrollment to students who meet the requirement
                                    detail criteria.
                                    This may be different at the Class Association Level.
 Long Description                   Long description of a specific Requirement Group.
 Detail                             Displays if there is a Requirement Group.
                                    Provides detail on a requisite group.
                                    (current security does allow you to view the detail)
 CIP and HEGIS Codes
 CIP Code                           The CIP code is a national code for data exchange identifying
                                    a specific area of study.
 HEGIS Code                         The HEGIS code is assigned by UW System Administration
                                    and is used for reporting purposes.




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Course Catalog Components Page and Field Descriptions




 Field                              Description
 Course ID                          This is a unique number assigned by the ISIS System when a
                                    course is first added to the Course Catalog.
 Effective Date                     Indicates the begin date for which course catalog information
                                    is applicable.
                                    Note: A change to one data field of a course will generate
                                          an effective date for all pages in the Course Catalog.

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 Field                              Description
 Status                             Status is ‘Active’ or ‘Inactive’.
                                    Active means the course is approved to be offered.
                                    Inactive means the course is no longer viable to be offered.
 Description                        The course short title.
 Course Component
 Course Component                   Identifies the type of instruction established for the course;
                                    examples include Lecture, Discussion, Lab, Seminar, etc.
                                    Each course can have up to three types of instruction.
                                    Contact Curricular Services if a course does not have the
                                    correct component, or if an additional component is needed.
 Instructor Contact Hours           UW-Madison does not use this field.
 Default Section Size               UW-Madison does not use this field.
 Workload Hours                     UW-Madison does not use this field.
 OEE Workload Hours                 UW-Madison does not use this field.
 Final Exam                         This field displays ‘Yes’ or ‘Group’ if a Final Exam code is
                                    assigned; ‘No’ if it is not.
 Exam Seat Spacing                  This field only displays if Final Exam is set to ‘Yes’.
                                    A ‘2’ would denote a room big enough for every other
                                    seating.
 Provider for Authentication        UW-Madison does not use this field.
 LMS Extract File Type              UW-Madison does not use this field.
 Auto Create                        UW-Madison does not use this field.
 Graded Component                   Designates the graded component if checked. This may be set
                                    differently at the class association level.
 Primary Component                  UW-Madison does not use this field.
 Optional Component                 If the class is part of a variable unit course, and one
                                    component is optional for an additional credit or due to
                                    student’s career, optional will be checked. This also applies
                                    to sections that are optional, e.g., optional discussion
                                    sections.
 Generate Class Mtg Attendance      UW-Madison does not use this field.
 Include in Dynamic Date Calc       UW-Madison does not use this field.
 [Add Fee]                          UW-Madison does not use this button.



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 Field                              Description
 Course Attendance
 Instruction Mode                   UW-Madison does not use this field at the course catalog
                                    level.
 Attendance Type                    UW-Madison does not use this field.
 Use Present                        UW-Madison does not use this field.
 Use Reason                         UW-Madison does not use this field.
 Use Tardy                          UW-Madison does not use this field.
 Use Left Early                     UW-Madison does not use this field.
 Use Contact Minutes                UW-Madison does not use this field.
 Use To and From Time               UW-Madison does not use this field.
 Override Template Date / Time      UW-Madison does not use this field.
 Room Characteristics Required
 Room Characteristic                UW-Madison does not use this field at the course catalog
                                    level.
 Description                        UW-Madison does not use this field at the course catalog
                                    level.
 Room Characteristic Quantity       UW-Madison does not use this field at the course catalog
                                    level.




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Instructor/Advisor Table
This page provides information regarding instructor type or category. It can also be used to find the
ISIS Empl ID for an instructor.

Accessing Instructor/Advisor Table Page
Step    Action                               Result
1.      Select from your Main Menu:          The Find page displays.
        >Curriculum Management
        >Instructor/Advisor Information
        >Instructor/Advisor Table
2.      Enter ISIS Empl ID or use the     The Instructor/Advisor Table page displays.
        Find page to locate the desired
                                          Note: Anyone in ISIS can be viewed on the
        instructor.
                                                 Instructor/Advisor Table page, but only those
        Search by:                               who have an Instructor Type and a Primary
         Last Name and First Name               Acad Org are actually set up as instructors.
        -or-                                     If one of your instructors has a current
                                                 instructional appointment but is not appearing
         National ID (social security #)
                                                 on the Instructor/Advisor Table, contact
                                                 Curricular Services for assistance.




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Instructor/Advisor Table Field Descriptions
  Field                             Description
  (Instructor Name)                 The instructor’s full name.
  ID                                The ISIS ID for an instructor.
  Campus ID                         A unique ten-digit number assigned to each person at UW-
                                    Madison.
  Instructor Details
  Effective Date                    The Effective Date indicates when a change was made to the
                                    data, or the first date the data is applicable. The record that
                                    displays first is most current.
  Status                            Status is ‘Active’ or ‘Inactive’.
  Instructor Type                   This field indicates the type or category for the instructor,
                                    such as: Professor, Associate Professor, Lecturer, etc.
                                    Note: If both Instructor Type and Primary Acad Org are
                                          filled in, this indicates the person is an instructor.
  Advisor                           Indicates whether this instructor is also considered an advisor.
                                    A checked box equals ‘yes’. If a person is checked as an
                                    ‘Advisor’, they can be assigned as a student’s advisor in ISIS.
  Supervisor                        UW-Madison does not use this field.
  Academic Institution              This field always displays UWMSN for UW-Madison.
  Primary Acad Org                  Indicates the Academic Organization (school, college,
                                    department) with which the Instructor is primarily associated.
  Instructor Available              UW-Madison does not use this field.
  Instructor/Advisor Role
  Advisor Number                    On Curricular related pages, this field is not applicable.
  Percent of Appointment            UW-Madison does not use this field.
  Academic Career                   On Curricular related pages, this field is not applicable.
  Academic Program                  On Curricular related pages, this field is not applicable.
  Academic Plan                     On Curricular related pages, this field is not applicable.
  Academic Sub-Plan                 On Curricular related pages, this field is not applicable.
  Supervisor Role
  Supervisor Number                 UW-Madison does not use this field or any of this section.

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Instructor Schedule
This page provides information regarding an Instructor’s Schedule and which sections of a course
an instructor is teaching. If a student knows they are studying independently with a specific
instructor, use this page to view which section the instructor is teaching. This schedule includes
only scheduled courses.

Accessing Instructor Schedule Page
 Step    Action                              Result
 1.      Select from your Main Menu:         The Find page displays.
         >Curriculum Management
         >Instructor/Advisor Information
         >Instructor Schedule
 2.      Search by Term and instructor       Instructor Schedule page displays.
         Last Name and First Name.
                                             Tip: Contact Curricular Services if you are not
                                                  finding a specific instructor.




 3.      To see more details, click the      Instructor Schedule 2 page displays.
         |Instructor Schedule 2| page tab.




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Instructor Schedule Field Descriptions
 Field                              Description
 ID                                 Instructor’s ISIS Empl ID number.
 (Instructor Name)                  The instructor’s full name.
 Term                               A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
 Class Number                       A 5-digit unique number assigned by ISIS to each section. This
                                    number will sometimes be used for student enrollment.
 Subject                            Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Catalog                            The course number in a Subject Area as described in the
                                    Course Catalog.
 Section                            Every class is identified with a 3 digit Class Section number
                                    assigned by the user.
 Component                          Identifies the type of instruction for the section; examples
                                    include Lecture, Discussion, Lab, Seminar, etc.
                                    Each class can have up to three types of instruction.
 Class Title                        Title of class.
 Start Time                         The time the section starts.
 End Time                           The time the section ends.
 Meeting Days                       The days the section meets.
 Building                           The building name.
 Room                               The room number.




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Instructor Schedule 2 Field Descriptions

  Field                             Description
  ID                                Instructor’s ISIS Empl ID number.
  (Instructor Name)                 The instructor’s full name.
  Term                              A four-digit code representing century, year, and semester.
  Class Number                      A 5-digit unique number assigned by ISIS to each section.
  Subject                           Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
  Catalog                           Catalog is the course number in a Subject Area as described
                                    in the Course Catalog.
  Section                           Every class is identified with a 3 digit Class Section number
                                    assigned by the user.
  Component                         Identifies the type of instruction established for a section;
                                    examples include Lecture, Discussion, Lab, Seminar, etc.
                                    Each class can have up to three types of instruction.
  Class Title                       Title of class.
  Start Date                        Start date for the session.
  End Date                          End date for the session.
  Session                           Represents the length and weeks a class meets. Regular
                                    sessions of full Fall and Spring terms are coded as A1.
                                    Courses meeting less than the full semester and summer term
                                    have a 3-letter code representing the Begin week, Span, and
                                    weeks of Instruction.
  Institution                       This field always displays UWMSN for UW-Madison.
  Acad Group                        Identifies a school or college within the university.
  Contact Minutes                   UW-Madison does not use this field.




University of Wisconsin – Madison                                                                Page 105
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Facility Table
The Facility Table component provides information about instructional facilities on campus. These
pages provide information about facility, type, and capacity. Room characteristics and black out
times are also shown for General Assignment Classroom facilities. Use these pages when you have
received a General Assignment Classroom assignment to learn more about the facility.

Accessing the Facility Table Page
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Set Up SACR
        >Foundation Tables
        >Facilities
        >Facility Table
2.      Use the Find page to locate the    The Facility Table page displays.
        desired facility.
                                           Note: Facility ID is comprised of the numeric
           SetID=UWMSN                          building code; building wing-if it exists
           Search by:                           otherwise leave a blank space; then the 4 digit
            Facility ID                          room number
            (Numeric Bldg Room)                  (e.g., 0046 5208 or 0087C0108).
            -or-
            Building (Numeric)                      Facility Type may also be used for finding
            -or-                                    specific types of rooms.
            Description (Building name
                        in ALL CAPS)




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Step    Action                                Result
3.      Click the |Facility Component|        The Facility Component page displays.
        page tab.




4.      Click the |Facility Characteristic|   The Facility Characteristics page displays.
        page tab.




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Facility Table Field Descriptions
This page provides the building name, number and type of room. It also indicates if it is a General
Assignment Classroom.
 Field                              Description
 SetID                              This field always displays UWMSN for UW-Madison.
 Facility ID                        A 10-character field. The first five characters define the
                                    building/wing code. The last five digits define the room
                                    number. Typically, only two groups of four numbers display.
 Effective Date                     The Effective Date indicates when a change was made to the
                                    data, or the first date the data is applicable.
 Status                             Status is ‘Active’ or ‘Inactive’.
 Description                        Building name and room number.
 Short Description                  Building code - room number.
 Facility Group                     UW-Madison does not use this field.
 Building                           The numeric building code and long name.
 Room                               The room number.
 Capacity                           The seating capacity for the room displaying in Facility ID.
 Location Code                      This field always displays MADISON.
 Facility Type                      Describes the type of room. (e.g., Classroom, Lecture, etc.)
 Partition                          A field used by Curricular Services in the batch scheduling
                                    process.
 Academic Organization              A code that identifies schools, colleges, and/or individual
                                    departments. A single digit alpha character or a three digit
                                    alpha/numeric identifies a school or college. An alpha
                                    character followed by four numbers identifies a department(s)
                                    within those schools and colleges.
 General Assignment                 A check in the field indicates that the room is a General
                                    Assignment Classroom (GA room), scheduled by Curricular
                                    Services.
                                    An empty checkbox indicates the room is not scheduled by
                                    Curricular Services.
 Minimum Utilization Percent        This field always displays ‘0’.
 Check for Facility Conflict        UW-Madison does not use this field.




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Facility Component Field Descriptions
The Facility Component page provides information about suites of instructional rooms as defined
by the Space Management office. This page only provides information about the individual rooms
within the suite or the suite itself. No General Assignment Classroom is part of a suite.

 Field                    Description
 SetID                    This field always displays UWMSN for UW-Madison.
 Facility ID              A 10-character field. The first five characters define the building/wing
                          code. The last five digits define the room number. Typically, only two
                          groups of four numbers are displayed.
 Effective Date           The Effective Date indicates when a change was made to the data, or the
                          first date the data is applicable.
 Status                   Status is ‘Active’ or ‘Inactive’.
 Building                 The building name.
 Room                     The room number.
 Capacity                 The total seating capacity of the suite of rooms.
 Component                A 10-character field. The first five characters define the building/wing
 Facility ID              code. The last five digits define the room number.
                          Provides the multiple facility ID’s within the suite and individual rooms.
 Building                 The building name.
 Room                     The room number.
 Capacity                 The seating capacity of individual room(s).




University of Wisconsin – Madison                                                                 Page 109
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Facility Characteristic Field Descriptions
This page is used for General Assignment Classrooms only. Use the Facility Characteristic page to
view the characteristics of a GA room and the building closed hours.
Field                    Description
SetID                    This field always displays UWMSN for UW-Madison.
Facility ID              Facility ID is a 10-digit field. The first five digits define the building/wing
                         code. The last five digits define the room number.
Effective Date           The Effective Date indicates when a change was made to the data, or the
                         first date the data is applicable.
Status                   Status is ‘Active’ or ‘Inactive’.
Building                 The building name.
Room                     The room number.
Capacity                 The seating capacity for the room displaying in Facility ID.
Room                     For general assignment rooms only: The seating arrangement, equipment
Characteristic           and other characteristics in this room, if any.
Quantity                 UW-Madison does not use this field.
Facility Black-Out       For general assignment rooms only: Identifies when the building and room
Start/End Time           is not available or closed. For each day of the week, the start and end times
MTWTFSS                  of building lockup display. Each day is treated as a 24-hour day beginning
                         at 12:01 am and ending at 11:59 p.m.




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Class Facility Usage
Use the Class Facility Usage page to see what class sections are held in a specific facility.
This page does not display special events. Use the R25 software program to see complete schedule
information for General Assignment Classrooms.
Accessing the Class Facility Usage Page
Step    Action                             Result
1.      Select from your Main Menu:        The Find page displays.
        >Curriculum Management
        >Facility and Event Information
        >Class Facility Usage
2.      Use the Find page to locate the    The Class Facility Usage page displays.
        desired facility.
           SetID=UWMSN
           Search by:
            Facility ID
            (Numeric Bldg Room)
            -or-                           Note: Facility ID is comprised of the numeric
            Building (Numeric)                   building code; building wing-if it exists
            -or-                                 otherwise leave a blank space; then the 4 digit
            Description (Building name           room number
                        in ALL CAPS).            (e.g., 0046 5208 or 0087C0108).
3.      Specify the Term, and              The [Fetch Class Meetings] button activates.
        Day of the Week.
4.      Click [Fetch Class Meetings] to    The class sections that have that day of the week in
        run the query.                     its meeting pattern will display on the lower half of
                                           the screen.




University of Wisconsin – Madison                                                             Page 111
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Class Facility Usage Field Descriptions
 Field                              Description
 SetID                              This field always displays UWMSN for UW-Madison.
 Facility ID                        Facility ID is a 10-digit field. The first five digits define the
                                    building/wing code. The last five digits define the room
                                    number. Typically, only two groups of four are displayed.
 Room Capacity                      The seating capacity for the room displaying in Facility ID.
 Term                               A four-digit code representing century, year, and semester.
                                    Semesters are as follows: Fall=2, Spring=4, and Summer=6.
                                    e.g. 1142=Fall 2013-2014, 1134=Spring 2012-2013.
 Facility Type                      Facility Type is the type of room. Examples include: Seminar
                                    Room, Lecture Room, Laboratory, and Athletic.
 Session                            Represents the length and weeks a class meets. Regular
                                    sessions of full Fall and Spring terms are coded as A1.
                                    Courses meeting less than the full semester and summer term
                                    have a 3-letter code representing the Begin week, Span, and
                                    weeks of Instruction.
 Day of the Week                    Days of the week: Monday, Tuesday, Wednesday, etc.
 [Fetch Class Meetings]             Runs a query based on the completed fields.
 Start Time                         Section begin time.
 End Time                           Section end time.
 Subject                            Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Catalog                            Catalog is the course number in a Subject Area as described
                                    in the Course Catalog.
 Section                            Every class is identified with a 3 digit Class Section number.
 M, Tu, W, Th, F, Sa, Su            Section meeting days.
 Start Date                         Start date for the session.
 End Date                           End date for the session.
 Session                            Represents the length and weeks a class meets. Regular
                                    sessions of full Fall and Spring terms are coded as A1.
                                    Courses meeting less than the full semester and summer term
                                    have a 3-letter code representing the Begin week, Span, and
                                    weeks of Instruction.
 Tot Enrl                           Indicates how many students are currently enrolled.




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Academic Subject Table
The Academic Subject Table provides inquiry only information on subject (department) names,
Academic Organization number, and specific codes used for reporting purposes, including CIP &
HEGIS codes.

Accessing the Academic Subject Table Page
Step    Action                            Result
1.      Select from your Main Menu:       The Find page displays.
        >Set Up SACR
        >Foundation Tables
        >Academic Structure
        >Academic Subject Table
2.      Use the Find page to locate the   The Academic Subject Table page displays.
        desired academic Subject Area.




3.      Click the |Subject Taxonomy|      The Subject Taxonomy page displays.
        page tab.




University of Wisconsin – Madison                                                            Page 113
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Academic Subject Table Field Descriptions
 Field                              Description
 Academic Institution               This field always displays UWMSN for UW-Madison.
 Subject Area                       Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Effective Date                     Indicates the first date the data is applicable.
 Status                             Status is ‘Active’ or ‘Inactive’.
 Description                        Abbreviated Formal Description.
 Short Desc                         Short department name.
 Formal Description                 Long department name.
 External Subject Area              UW-Madison does not use this field.
 Academic Organization              A code that identifies schools, colleges, and/or one or more
                                    individual departments.
                                    A single digit alpha character usually identifies a school or
                                    college.
                                    An alpha character followed by two-four numbers identifies a
                                    department(s) within those schools and colleges.
 Use Blind Grading                  UW-Madison does not use this field.
 Split Ownership                    UW-Madison does not use this field.


Subject Taxonomy Field Descriptions
 Field                              Description
 Academic Institution               This field always displays UWMSN for UW-Madison.
 Subject Area                       Identifies an instructional unit that has a discrete grouping of
                                    courses. It is usually a three-digit numeric value.
 Effective Date                     Indicates the first date the data is applicable.
 Status                             Status is ‘Active’ or ‘Inactive’.
 CIP Code                           National code identifying a specific area of study.
 HEGIS Code                         Code assigned by UW System Administration; used for
                                    reporting purposes.
 Field of Study                     UW-Madison does not use this field.




Page 114                                                                University of Wisconsin – Madison
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                                    Appendix




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Understanding Auto Enroll, Associations and Honors in Class Setup

Auto Enroll
Auto enroll allows classes to be ‘linked’ together to form an Enrollment Package. The student will
enter a single class number for the ‘enrollment class’ and will automatically be enrolled in any
required related classes such as a lecture or seminar.
The enrollment system will be most efficient if auto enroll is setup. When a course is not set up to
auto enroll, students requesting the enrollment class will be prompted to enter the class number for
other required component(s). This lengthens the student’s enrollment time.



Class Associations
Class Associations allow the enrollment system to identify unique enrollment packages.
It is important to be aware of Class Associations every time a section is added and/or a course
structure is changed. Once enrollment has occurred in a section, its Class Association
CANNOT be updated.
Class Association 9999 classes are shared among other class associations of the course.
A Class Association 9999:
 Is a wild card association
 Cannot have honors attached
 Cannot be an enrollment class
 Cannot be a graded component



Honors in Class Associations
If the Honors component is optional, then the entire enrollment package will need to be available
for optional Honors (HOP or HIA), as seen on Class Associations – Class Components page, and a
Class Note is required to notify students who should take the course for Honors and what
components are required for Honors. Departments will need to audit their class list to see who has
enrolled for Honors.




Page 116                                                                 University of Wisconsin – Madison
                                             Understanding Auto Enroll, Associations and Honors in Class Setup
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Examples of Class Association Set Up

Lectures Only
   Any lecture could be Honors
                                          Lec. 001    Lec. 002              Lec. 003
                                          Assoc. 1    Assoc. 2              Assoc. 3




One Lecture with Multiple Required Discussions
   Discussions are Required
   Discussions are Graded Component
    and Enrollment Component                          Lec. 001
   Discussions auto enroll to Lecture                Assoc 9999
   Any discussion could be Honors



                                         Disc. 301                          Disc. 303
                                         Assoc. 1     Disc. 302             Assoc. 3
                                                      Assoc. 2




One To One Correlation between Lectures and Discussions
   Lecture is Graded Component
   Discussion is Required
   Discussion is Enrollment Component
   Any discussion/lecture package
                                       Lec. 001       Lec. 002              Lec. 003
    could be Honors
                                       Assoc. 1       Assoc. 2              Assoc. 3




                                          Disc. 301   Disc. 302             Disc. 303
                                          Assoc. 1    Assoc. 2              Assoc. 3




University of Wisconsin – Madison                                                   Page 117
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One Lecture with Multiple Discussions and Labs
   Discussions and Labs are Required
   Lab is Graded Component
   Lab is Enrollment Component
   Labs auto enroll to Discussions and                  Lec. 001
    Lecture                                              Assoc 9999
   Any enrollment package could
    be Honors


                                     Disc. 301                                   Disc. 303
                                     Assoc. 1             Disc. 302              Assoc. 3
                                                          Assoc. 2




                                    Lab. 601                                          Lab. 603
                                    Assoc. 1                Lab. 602                  Assoc. 3
                                                            Assoc. 2



Multiple Lectures with Choice of Required Discussions
   Discussions and Lectures are Required
   Discussions are Graded Component and Enrollment Component
   There is no Auto Enroll
   Any discussion could be Honors
   The enrollment system will prompt the student to select the additional required component
    (e.g/ lecture)
                                     Lec. 002
                                                                Disc. 301
                                     Assoc 9999
                                                                Assoc. 1
                                                                                      Disc. 302
                  Lec. 001
                                                                                      Assoc. 2
                  Assoc 9999


                                          Disc. 304
                                                          Disc. 305
                                          Assoc. 4                             Disc. 303
                                                          Assoc. 5
                                                                               Assoc. 3




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 Multiple Lectures with Multiple, Auto Enrolled Required Discussions
    Discussion is Graded Component and the Enrollment Component
    Discussion is Required
    Any discussion could be Honors
    This type of setup may require assistance from         Lec. 001
     Curricular Services                                    Assoc 9999


                    Lec. 002                    Disc. 301                               Disc. 303
                    Assoc 9999                  Assoc.1                                 Assoc.3
                                                                   Disc. 302
                                                                   Assoc.2
Disc. 304                               Disc. 306
Assoc.4                                 Assoc.6
                     Disc. 305
                     Assoc.5



 Lecture with Choice of Optional Discussions
    Lecture is Graded Component and the Enrollment Component
    Discussion is Optional and any discussion may be made Honors*
    The enrollment system will prompt the student to select the additional optional component
     (e.g. discussion)
    Lecture and Discussions
                                                                  Lec. 001
     must be the same
                                                                  Assoc. 1
     association.


                                                Disc. 301                               Disc. 303
                                                Assoc.1                                 Assoc.1
                                                                   Disc. 302
                                                                   Assoc.1




 *If the Honors component is optional, then the entire course will need to be available for optional
 Honors (HOP or HIA), as seen on Class Associations – Class Components page. Use a Class Note
 to advise students who should take the course for Honors and what components are required for
 Honors. Departments will need to audit their class list to see who has enrolled for Honors.




 University of Wisconsin – Madison                                                              Page 119
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One Lecture with Multiple Required Discussions and One Stand
Alone Lecture
   Lecture 001 has required discussions and Lecture 002 is a stand-alone lecture.
   Lecture 002 or any discussion with Lecture 001 could be Honors
   This type of set up requires assistance from Curricular Services.

                                      Disc. 303
           Lec. 001                   Assoc. 3
           Assoc 9999
                                                    Lec. 002           No Discussions
                                                    Assoc. 20*         associated with
                                                                       Lecture 2
                                      Disc. 302
           Disc. 301                  Assoc. 2
           Assoc. 1




Independent Studies
Use the same number as the section number

              Ind. 042                            Ind. 110
              Assoc 42                            Assoc 110

                                    Ind. 066
                                    Assoc 66




Please contact Curricular Services if you come across a course setup that you are uncertain how
to handle appropriately.




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Resectioning
Departments may use the Resection feature if they offer multiple sections of the same course
that meet at the same time/day pattern ONLY. This allows ease of enrollment for the student
when enrolling for a course that offers multiple sections when the first section attempted to enroll
in is closed. Once the first section closes, students are automatically enrolled into the resectioned
section and are given this information through web enrollment as a ‘Message’.
CAUTION: The risk of resectioning is that by allowing a resection, a student may not get the
         instructor that they wanted.
Notes:         Prior to ‘resectioning’, departments need to make sure that they are only resectioning
               students into another section that has the same time/day pattern as the original
               section.
               Resection must be a number greater than the section this it is placed upon.
Path:           >Curriculum Management >Schedule of Classes >Update Sections of a Class -
                |Class Status| page
Example:
   Let’s say Sections 002 and 007 are both offered at 9:55 MW.
   Once Section 002 closes, the department would like any student attempting to enroll in section
    002 to be ‘resectioned’ into Section 007.
   On the Update Sections of a Class, Class Status page, you would put ‘007’ in the Resection
    field in the ‘002’ section row.
   Therefore, when a student attempts to enroll in Section 002, instead of getting an error of ‘Class
    is Full’, they would be resectioned into Section 007 (which is open) and given a ‘Message’
    notifying them of this section change.
   If Section 007 also closes, the student would then receive the ‘Class is Full’ error message.
   The same scenario would be true for section 005 that is being resectioned into 008.




University of Wisconsin – Madison                                                                Page 121
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Expert Entry
As a curricular representative, expert entry has been authorized for your use. Five curricular update
components/pages have been customized to allow expert entry if the user is authorized for expert
data entry. The five components, all through >Curriculum Management >Schedule of Classes are:
1) Maintain Schedule of Classes 2) Schedule New Course 3) Schedule Class Meetings, 4) Update
Sections of a Class, and 5)Adjust Class Associations.
Expert entry allows you to enter curricular data in ISIS without having the ISIS system edit the data
as it is entered. In other words, editing of data is NOT interactive; it is deferred until you click
[Save] or [Refresh].
Use of Expert Entry has some distinct advantages in ISIS: it stops the ‘hiccups’ because data is not
edited as you enter it, making it easier and quicker to tab from field to field. It also reduces errors
since your cursor will go where you direct it instead of stopping at the previous field to edit data
continually.

How do I know if I have Expert Entry?
You can verify that you have Expert Entry by looking at the lower left portion of the ISIS pages for
the four components mentioned above. You will see a check box followed by the words Expert
Entry:                  = Available but Off   |                 = Available and On

Do I need to do anything to use Expert Entry?
Yes. The ISIS default for Expert Entry is set to no (not checked). You either have to check the
Expert Entry box each time you wish to enter data in a deferred (non-edited) mode or change your
default from no (not checked) to yes (always checked on). Curricular Services recommends the
latter – change your default to have Expert Entry always on. Changing the default only needs to be
done once. The Expert Entry box will then always be checked on whenever you access any pages in
the five components mentioned above. Note: You can always uncheck the Expert Entry box on a
specific ISIS page whenever you prefer not to use it, such as when you are entering section
cancellations in ISIS (see Special Processing Notes).

How do I change my Expert Entry default?
Note: This procedure only needs to be done one time.
1. From your Main Menu, go to >My Personalizations.
2. Select Personalize Navigation Personalizations link.
3. Find ‘Default Expert Entry On’ and select ‘Yes’ in the Override Value field.
   Note: Clear this field if you later want to turn the expert entry default setting to No.
4. Click ‘OK’.
5. Click ‘Return’ on the Save Confirm page.




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Expert Entry Special Processing Notes
Please read the following carefully and keep for your ongoing reference.
 If you have not set the Expert Entry default to Yes, you will need to check the Expert Entry box
  each time you wish to use it. Conversely, if you have set the Expert Entry default to ‘Yes’, you
  can always opt to turn it off on a particular page. Checking Expert Entry on or off will affect
  that component only and only for the period of time that you are in that component.
 If Expert Entry is checked on, you will also get an additional button called [Refresh] on the
  same line as the [Save] button (lower part of the page). The [Refresh] button does NOT Save
  your data entry. It simply refreshes the page editing and translating any values you have
  entered. Clicking [Refresh] will also return any error messages as a result of telling the ISIS
  system that you want it to edit your page(s). Although not essential, Curricular Services
  suggests that you click [Refresh] on pages where you have entered codes that need translated
  values verified. This is particularly advisable for codes such as Facility ID, Meeting Pattern,
  and Instructor Empl ID.
  Tips: Click [Refresh] or Press [Alt]+[0] on a PC or Press [Apple]+[Option/Alt]+[0] on a Mac.
 Canceling a Section: If you have Expert Entry checked on and you need to cancel a section,
  additional steps will be necessary. To cancel a section with Expert Entry on:
    1.      Check the box just before ‘Cancel if Student Enrolled’.
    2.      Click [Save].
    3.      Change Class Status to ‘Cancelled Section’.
    4.      Click [Refresh].
            Note: The [Cancel Class] button should now be active.
                   Do not click [Save] as you will get an error.
    5.      Click [Cancel Class] to complete your cancellation.
    Tip:    To make your life easier when canceling sections, it is recommended that you uncheck
            the Expert Entry box BEFORE canceling sections.


We believe you will find Expert Entry very useful when entering ISIS data on the Schedule of
Classes, Schedule New Course, Schedule Class Meetings, and Update Sections of a Class
components.




University of Wisconsin – Madison                                                             Page 123
Expert Entry
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Curricular Planning Toolkit
This website was built with new curricular representatives and curricular coordinators in mind. It is
a FABULOUS collection of resources to make ALL the pieces of building your Schedule of
Classes easy to access.
Every department on campus has a unique approach to curriculum development. However, this
website identifies the fundamental planning elements shared by everyone. In particular, the website
separates these elements into four simple pieces that together form the Schedule of Classes: who
teaches, what classes do they teach, when are the classes to be offered and where will the classes be
taught.
Website = http://registrar.wisc.edu/curricular_toolkit.htm




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Timetable Review Reports
You can run reports to audit curricular information. There are two report views:
 Timetable Review
   Utilize this report to verify such details as sections, session, class #, enrollment section(s),
   auto enrollment, optional, honors, credits, time, day, room, instructor, instruction mode,
   exam day/time, print?, geBLC, footnotes, and global notes.
   The produces a file name starting with ‘UCUTTREVIEWS-TmTbl-...’.
 Classroom Scheduling Review
   Utilize this report to verify such details as sections, session, class #, enrollment section(s),
   auto enrollment, credits, time, day, room, room characteristics, room size, instructor, consent,
   enrollment capacity, combined section detail.
   The produces a file name starting with ‘UCUTTREVIEWS-RmSchd-…’.

Running Timetable Reports
Step    Action                               Result
1.      Select from your Main Menu:          The Find page displays.
        >Curriculum Management
        >Schedule of Classes
        >TT & Classrm Sched
         Review Rpts
2.      If you have never created a
        Run Control ID:
        a. Click the Add a New Value
           link or page tab.
        b. Enter a code to use as your
           Run Control ID.
           Tips: Use your User ID.
                 This is case-sensitive.     Result: The TT/Rm Sched Reviews page displays.
        c. Click [Add].
        d. Go to step 4.
3.      If you have previously created a
        Run Control ID:
        e. Type in your case-sensitive
           Run Control ID on the Find
           page.
        f. Click [Search] or press Enter.


                                             Result: The TT/Rm Sched Reviews page displays.


University of Wisconsin – Madison                                                              Page 125
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Step    Action                              Result
4.      Select desired report parameters.   Selected parameters display.




5.      Click [Run].                        The Process Scheduler Request page displays.
                                            Note: If this is the first time you are using a new
                                                  Run Control ID, clicking [Run] will
                                                  save your ID and the selected parameters.




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Step    Action                                Result
6.      Click [OK].                           The TT/RmSched Reviews page displays again,
                                              this time displaying a Process Instance number.




7.      Click Report Manager link.            Administration page displays.
8.      If Status is ‘NA’, ‘Processing’, or   Tip: A report can only be viewed if the Status is
        ‘Posting’, click [Refresh] until           ‘Posted’.
        you see the Status of ‘Posted’.




9.      Click on Timetable &                The Report Detail page displays.
        Scheduling Reviews or
        Details to view the desired report.




University of Wisconsin – Madison                                                               Page 127
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Step    Action                                Result




10.     To View a report:                     The report displays in a new window as a web page.
        a. Click the report file name you     UCUTTREVIEW-RmSchd… =
           wish to view; File name starts         Classroom Scheduling Review report
           with UCUTTREVIEWS…                 UCUTTREVIEW-TmTbl… =
            Tip: Ignore the first two files       Timetable Review report
                 (.stdout & AE…)              Viewing Tip: To see more text on the page,
        b. When done viewing,                              select >View >Text Size >Smallest.
           close the window.                               Scroll as needed.
11.     To Print a report in IE 7:            Report prints.
        a. Select >File >Print Preview.
        b. Select ‘Landscape’.
        c. Select ‘Shrink to Fit’.
        d. Click Printer icon.




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                                                                              Timetable Review Reports
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Step    Action                                Result
12.     To Email a report:                    Report is emailed.
        a. From the Report Detail page,
           right click on the desired file.
        b. Select ‘Save Target As…’.
        c. Save to desired location.
        d. Create Email, attach saved
           HTML file, and send.
13.     To Run a different report:            --
        a. Click [Cancel] on
           Report Detail page.
        b. Click Go back to TT and
           ClsRm Sched Review Rpts on
           Administration page.
        c. Return to step 4.




University of Wisconsin – Madison                                                          Page 129
Timetable Review Reports
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Sample Timetable Review Reports
There are two different reports you can view:

Timetable Review Report
The Timetable Review Report (UCUTTREVIEW-TmTbl…) looks like this:




Field           Description
Enrl Sctn:      The ‘>’ symbol indicates the ‘enrollment’ section(s).
AE1 & AE2:      The section number(s) that particular section will autoenroll into.
geBLC:          Course Level geBLC displays above ‘geBLC’ heading (e.g.__SEC); Section Level ‘Com B’ displays below ‘geBLC’ heading.



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Classroom Scheduling Review Report
The Classroom Scheduling Review Report (UCUTTREVIEW-RmSchd…) looks like this:




Fields            Description
Enrl Sctn:        The ‘>’ symbol indicates the ‘enrollment’ section(s).
Combined Primary: The Combined Sections ID Description provides the following information: Sections Combined Code,
                  Primary Department, Catalog Nbr., Session Code, and Section Nbr (XL SOC 131 A1 001)
AE1 & AE2:        The section number(s) that particular section will autoenroll into




University of Wisconsin – Madison                                                                                               Page 131
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PDF Schedule of Classes
You can run reports to view or print your Schedule of Classes. Utilize this report to view a subject
and all courses being offered during a term with the following details: contact info, catalog number
and name, approved requisites, class number, credits, component type, section number, start and
end time, meeting days, place, instructor, online indicator, honors type, exam date and time, auto
enroll and footnotes. There are two report views:
 Sorted By Course (Best for Fall & Spring term) template name = U_CU_PDFTT_1
 Sorted by Session Code (Best for Summer term) template name = U_CU_PDFTT_2

Running a PDF Schedule of Classes Report
Step    Action                              Result
1.      Select from ISIS Main Menu:         Query Report Viewer page displays.
        >Reporting Tools
        >XML Publisher
        >Query Report Viewer
 2.     Click [Search].                     Search Results display.




 3.     Click Show Template Prompts.        Expanded Template Search Results display.




 4.     If needed, you can select a         Selected Template ID displays.
        different Template ID:
                                            Tip:     To view other Template IDs, click the
        U_CU_PDFTT_1 = Course # sort                 Template ID magnifying glass lookup button;
        U_CU_PDFTT_2 = Session sort                  click [Look Up]; selected desired Template
                                                     ID.
                                            Note: Keep Format as PDF.
 5.     Click View Report.                  Blank U_TACS_PDFTT page displays.

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                                                                                PDF Schedule of Classes
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Step   Action                          Result
 6.    Fill in all three fields:       The fields display filled in as entered.
       Term, Academic Group, Subject




 7.    Click [OK].                     The report displays in a new browser window.
                                       Close report window when done.




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                                                                            PDF Schedule of Classes
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Sample PDF Schedule of Classes




Page 134                            University of Wisconsin – Madison
                                              PDF Schedule of Classes
                                                                       Building Your Schedule of Classes
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Query Library
The Query Library is the ISIS reporting tool. It is a free service.
Note: The Query Library data pulls from the data warehouse, which is yesterday’s data.
Query Library reports that include curricular data are as follows:
Query Name                      Description
Courses Meeting Breadth         Individual reports for Literature, Humanities, Social Studies,
and Ethnic Studies              Biological Sci, Physical Sci, Natural Sci, that lists the courses
Requirements                    that meet the Breadth and Ethnic Studies Requirement. Also a
                                report listing courses meeting Ethnic Studies requirement.
Instructor EmplIds              This query retrieves Instructor Empl Ids. If you run it each
                                semester and export the results to Excel, you will have a list of
                                Empl IDs to use during Schedule of Classs preparation.
Timetable Audit: E-             Graded Component Indicator and Instructor Grade Access
Grading                         information.
Timetable Audit                 Data for Departmental Curricular Representatives (Master
                                Copy), Faculty, Public Display, and Audit of Enrollment Limits
                                and Room Cap Requests, Sort by Instructor, Not Primary,
                                Topic Title, and Requisite Audit are also available.
Timetable Audit -               This query complements the other Timetable Audit query with
Class Associations              one more report - Class Associations.
Timetable Audit -               Delivers two reports: one for Monday, Wednesday & Friday
Class Overlaps                  and one for Tuesday and Thursday.
Timetable Display               Produces four reports: Display of Timetable Information
                                including sessions and session dates which is useful for
                                summer sessions, and a condensed version of each report.

Query Library Websites
Query Library          Use this website to request access to the various Query Library group
Authorization          memberships as well as monitor the request process:
                       https://www.doit.wisc.edu/infoaccess/info_request/home.asp
Query Library         Use this website to open up the Query Library and run reports:
                      https://bi2.fastar.wisconsin.edu/workspace/index.jsp
                Note: After you are an authorized user, more folders will appear which contain
                      the actual reports.
Query Library          Tips on how to use the Query Library can be found here:
How To Use Tips        https://bi2.fastar.wisconsin.edu/workspace/index.jsp
                       Click [Explore] button; In the Madison folder, double click on the ‘UW-
                       Madison Query Library’ MS Word file.




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