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Introduction

The Planning Dates Management page is for setting up lock dates for instructor changes, important term dates and scheduling dates for triggered events. The lock dates are set up by both eTRACS Administrators and select users in the Faculty. While eTRACS Administrators are responsible for setting up term dates that are aligned with goSFU dates, facultiesFaculties/departments Departments can set up their own lock dates. The dates set up in the Planning Dates Management page affects the course planning and scheduling process.

In the following section, you will learn how to do the following:

Understand the components that make up the Planning Dates Management
Understand what the lock dates do
How to set up lock dates

How to Navigate the Planning Dates Management

Filter

The filter contains three fields: Terms, Faculties, and Schools/Departments/Programs. Term will be pre-set to the current period. Faculties will be pre-set according to the user. While Schools/Departments/Programs is optional, you can use it to narrow down the results.

Filter

Function

Terms

Specifies the term that will appear in the search results. By default, the term will display the current semester.

Faculties

Schools/Departments/Programs

Displays all courses that are attached to faculty as a primary or non-primary academic unit. If you do not see a particular course filtered under an academic unit, you may need to speak to the Course Manager to ensure if the course profile is attached to the correct academic unit.

Search Results

The search results show the lock dates set up on the department, faculty, and university level. Department and faculty lock dates are optional and cannot be later than on the university level. The lock dates are appear from earliest to latest in scheduling dates. Please refer below to learn more about lock dates:

Lock Date	Description	Who Sets It
eTRACS Course Planner (6SP) Term Lock Date	Lockdown date for Managers and Academic Administrators to make course planning updates for the upcoming course to be offered term. It is normally two terms in advance.	eTRACS Administrators set it on the University level Users with the appropriate permissions can optionally set it on the department Department and faculty Faculty level. This can be helpful for preventing others anyone from making changes while the Course Planning team is working on it . eTRACS Administrators set it on the university level.
eTRACS Course Scheduler Term Lock Date	Lockdown date for Managers and Academic Administrators to make course scheduling updates for the upcoming course to be offered term.	eTRACS Administrators set it on the University level Users with the appropriate permissions can optionally set it on the department Department and faculty Faculty level. This can be helpful for preventing others anyone from making changes while undergoing the approval process . eTRACS Administrators set it on the university level.
SIMS CTBO Opening Date	Access to add/change courses to be offered. This is set by the eTRACS Administrator on the university The date that users can start publishing courses and course related data to goSFU in eTRACS.	eTRACS Administrators set it on the University level.
SIMS Scheduling General Access Deadline	Deadline: Scheduling access for term closes after 16:30 hr. Schedulers will only have access to the Enrollment Cntrl, Instructor and Reserved Cap tabs in SIMS. This is set by the eTRACS Administrator	eTRACS Administrators set it on the university University level.
SIMS Enrollment Control Lock Date	Lockdown date to make changes to enrollment and reserve capacity data. This is set by the eTRACS Administrator on the university level.	eTRACS Administrators set it on the University level.
SIMS Add/Change Class Notes Deadline	Access to add/change class notes ends. This is set by the eTRACS Administrator	eTRACS Administrators set it on the university University level.
SIMS Instructor Edits Lock Date	Access to edit instructors and grade approvers is turned off in SIMS. Any further changes must route through Student Services team. This is set by the eTRACS Administrator	eTRACS Administrators set it on the university University level.

Course Planning and Scheduling Timeline

The diagram below shows how lock dates affect your ability to make changes to courses. If you are no longer able to make a change after the lock date, please contact the Central Schedules Team.

How to Use the Planning Dates Management

Add Dates

On the top right of the search results, click .
Fill in the Faculty, Date Type, and Date fields in the modal. It is optional to select an option in the School/Department/Program field.
If necessary, select to add another faculty or department level lock date.
Click .

Edit Dates

On the right of a faculty or department level lock date row, click .
Adjust field(s) in the modal.
Click .

Delete Dates

On the right of a faculty or department level lock date row, click .
Click in the modal.
Click to confirm that you want to delete the date.

How to Find the Course Scheduler

Course Scheduling can be located with the following steps:

Navigate to the menu dropdown under Course Mgmt > Course Management
Select Planning Dates Management

Table of Contents

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Module Topics

Child pages (Children Display)

page	Course Management

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