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, Faculties/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 in the Course Planner for the upcoming course to be offered in the term. It is normally two terms in advance. |
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eTRACS Course Scheduler Term Lock Date | Lockdown date for Managers and Academic Administrators to make course scheduling updates in the Course Scheduler for the upcoming course to be offered in the term. |
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SIMS goSFU CTBO Opening Date | The date that users can start publishing courses and course related data to goSFU Access to begin publishing course offerings to goSFU opens in eTRACS. |
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SIMS goSFU Scheduling General Access DeadlineDeadline: Scheduling access for term closes after 16:30 hr. Schedulers Opening Date | Access to begin publishing meeting patterns and schedules to goSFU opens in eTRACS. |
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goSFU Extended Publishing Deadline | The final date for publishing course offerings and schedules to goSFU for a given term. After this deadline, any changes must be coordinated through Central Scheduling. Following this date, users will only have access to the Enrollment Cntrl, Instructor and Reserved Cap tabs in SIMSin eTRACS to update and publish Instructors, Class Notes, Enrollment Control, and Reserve Capacity. |
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SIMS goSFU Enrollment Control Lock Date | Lockdown date to make changes to Access to update enrollment and reserve capacity data . This is set by the eTRACS Administrator on the university levelafter the SIMS Scheduling General Access Deadline. |
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SIMS goSFU Add/Change Class Notes DeadlineAccess to | add/change class notes ends. The final date for publishing course notes to goSFU for a given term. After this deadline, any changes must be coordinated through Central Scheduling. |
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SIMS Instructor Edits Lock Date | Access to edit goSFU Instructor Publishing Deadline | The final date for publishing instructors and grade approvers is turned off in SIMS. Any further changes must route through Student Services teamto goSFU for a given term. After this deadline, any changes must be coordinated through Central Scheduling. |
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Course Planning and Scheduling Timeline
The diagram below shows how lock dates affect your ability to make changes to coursespublish course data to goSFU. If you are no longer able need 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
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