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Academic Planning Console User Guide

Summary

How to use the Academic Planning Console app in Salesforce: APD roles, creating Courses and Sections in the School Workspace, assigning instructors in the Area Workspace, and setup and maintenance of Academic Years and Terms.

Body

APD Roles (3 edit & 1 read only)

Academic Affairs (Product Owner)
- These are 'Super Users' of the application
- These users have access to all areas and underlying data
- These users maintain and assign faculty TC's
- These users ensure TC's are adjusted appropriately for things like sabbatical
Senior Program Director
- These are mostly the Associate Deans of the Schools
- These users have access to the Course Info and Sections
- These users work primarily in a School Workspace
- These users review and create new curriculum (courses and sections)
Area Chairs
- These are the Area Coordinators
- These users work primarily in the Area Workspaces
- These users add Faculty Assignments only
- These users may also split up teaching units between faculty
- These users have view only access to Faculty, Teaching Commitments, and Adjustment's
Other APD users
- View only of faculty assignments and course/section details

Open the Academic Planning Console app in Salesforce

Navigating to your School Workspace and creating a new Course and Section

Use the Workspace Launcher to open the School Workspace

Click on the Open School Workspace button

Select the specific School, or select All to see programs offered across all schools at the college
Use the Select Planning Year option to choose between the Current Academic Year or the Planning Academic Year
Select a specific program using the Filter by Program option
Choose a tab to see the courses for that specific Semester
Select All Courses to see all courses offered
Use the Expand All and Collapse All buttons to easily show or hide all course section details
Use the Create New Course button to add a new course to the selected School, Planning Year, Program, and Semester

Select either the Current or Planning Academic Year
Select the Course Subject (i.e. AEM, HADM, MGMT, NCCB, etc.)
Enter the four digit Course Number (i.e. 6300)
To assign the new course to an Area Coordinator, select their department from the list
Assign to a Program Curriculum (i.e. Baker Real Estate MPS, Graduate Nolan courses, Graduate Dyson courses)

Once the course is created, add a Course Title
Include the minimum credit hours a student might earn in the Credit Hours Min field
Include the maximum credit hours a student might earn in the Credit Hours Max field
Select the Class Type
1. CLN - Clinical
2. DIS - Discussion
3. FLD - Field Studies
4. IND - Independent Study
5. LAB - Labaratory
6. LEC - Lecture
7. RSC - Research
8. SEM - Seminar
9. STU - Studio
10. TA - TA/Tutor Group

Once a new course is created, a new section must also be created in order for it to show in the School Workspace
Select the Academic Year

Select a Term for the new section for your new course
Indicate whether the Dean has decided to offer the course
The Class Type will be populated from the previous step
Add a Section Number
1. If you don't know the next section number, enter xx1. If entering more than one section, enter in sequence - xx2, xx3, etc.
Select the Session
The Credit Hours will populate from the previous step
Enter the Enrollment Cap for the course
Indicate the Enrollment Cap - Graduate
Indicate the Enrollment Cap - Undergraduate
Select the Campus location
Provide any Co-Listing(s)
1. Comma-separated list of courses that are cross-listed and/or co-meeting with this one.
Indicate if there are any Restrictions for Majors or Non-Majors

Click Finish to complete the process of adding a new course and section

Once created, the new course and section will display in the School Workspace

Taking Action on Courses and Sections in the School Workspace

Use the Offer All button to set the Decision for all sections of the course at once
Use the Remove All button to remove all sections of the course at once
Use the Bracket All button to bracket all sections for the course at once
1. This will remove all assigned Instructors and will put the status back to Awaiting Decision
Use the Show Chatter button to display all Chatter posts regarding the course
1. Chatter is used to communicate changes during the planning process
2. This can include faculty assignments, new sections added, as well as any questions posed or other changes made to the course
Use the Add Section button to add a new section to the course

The Decision of whether to offer the section - changing a decision will directly affect the Instructors TC's
1. Offer
2. Remove
3. Remove and Bracket
The course section Status
1. AC Approved
2. Dean Removed
3. Bracketed
The course Section Name
The Instructors who are assigned to teach each section
The section Enrollment Cap
The section Actual Enrollment
1. Total enrollments for the academic year you are currently viewing
2. These numbers are subject to change as students add/drop classes
3. Values may be missing if a class has not yet been held
The section Prior Year Enrollment
1. Total enrollments for the prior academic year
2. These numbers are subject to change as students add/drop classes
3. Values may be missing if a class has not yet been held