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. 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 |
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. Users with the appropriate permissions can optionally set it on the department and faculty level. This can be helpful for preventing others 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. Users with the appropriate permissions can optionally set it on the department and faculty level. This can be helpful for preventing others 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 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 on the 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. |
SIMS Add/Change Class Notes Deadline | Access to add/change class notes ends. This is set by the eTRACS Administrator on the 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 on the 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
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