Planning Dates Management

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 course to be offered in the term.	eTRACS Administrators set it on the University level Users with the appropriate permissions can optionally set it on the Department and Faculty level. This can be helpful for preventing anyone from making changes while the Course Planning team is working on it
eTRACS Course Scheduler Term Lock Date	Lockdown date for Managers and Academic Administrators to make course scheduling updates in the Course Scheduler for the course to be offered in the term.	eTRACS Administrators set it on the University level Users with the appropriate permissions can optionally set it on the Department and Faculty level. This can be helpful for preventing anyone from making changes while undergoing the approval process
goSFU CTBO Opening Date	Access to begin publishing course offerings to goSFU opens in eTRACS.	eTRACS Administrators set it on the University level.
goSFU Scheduling Opening Date	Access to begin publishing meeting patterns and schedules to goSFU opens in eTRACS.	eTRACS Administrators set it on the University level.
goSFU Publishing Deadline	Deadline: Publishing to goSFU access for term closes after 16:30 hr. Users will only have access to update and publish Instructors in eTRACS after this date.	eTRACS Administrators set it on the University level.
goSFU Enrollment Control Lock Date	Access to update enrollment and reserve capacity data after the SIMS Scheduling General Access Deadline.	eTRACS Administrators set it on the University level.
goSFU Add/Change Class Notes Deadline	Access to publish changes to class notes ends in eTRACS. Further changes must be done in goSFU.	eTRACS Administrators set it on the University level.
goSFU Instructor Publishing Deadline	Access to publish instructors and grade approvers is turned off in eTRACS. Any further changes must route through Student Services team.	eTRACS Administrators set it 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

Table of Contents

Module Topics
Understanding Course Management Understanding the Course Profile Understanding the Course Offering Profile Planning Dates Management Understanding the Course Planner Components Management Understanding the Course Scheduling Tool goSFU Course Data Upload Comparison Report