1. Knowledge Base
  2. Administrative Applications
  3. Salesforce
  4. Course Banking
  5. Management of the Course Banking System
  6. Order of Operations

Order of Operations

It is critical that this order be followed.  The exact dates are not as important as the order in which they occur.  If a timing slot gets missed, DO NOT proceed without carrying out the late action before moving on.

 

Timing Task Responsible
Early January Pull Spring projected classes from Peoplesoft DE
  Add leaves and sabbaticals for Fall semester TW/RC
  Import projected Spring classes and teaching credits DE
  Review Spring projected classes TW/RC
  Add Banked Credits Spent for Fall semester TW/RC
Early July Modify the section title of the page layout with the semester names DE
  Move from projected to actual from Spring semester DE
  Pull Fall semester classes from Peoplesoft DE
  Review Fall semester classes TW/RC
  Increment the obligation and service reductions to obligation for the new year DE
  Add new faculty and their obligation JM/TW
  Add leaves and sabbaticals for Spring semester TW/RC
  Add Banked Credits Spent for Spring semester TW/RC

 

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Details

Article ID: 3804
Created
Fri 1/20/23 4:57 PM
Modified
Wed 2/22/23 12:08 PM