The Master Scheduler

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1. Creating Course Request Templates

   1. Choose the Templates icon from the option on the left (it’s
the one under the ‘book’)
   2. Add Course Request Template
   3. Label it (i.e. 2nd Grade)
   4. Save
   5. Add Courses (i.e. choose all courses a 2nd grade student
should take)
   6. Add Selected Courses
   7. Choose Rules tab
   8. From the first drop down, choose grade level,from second
drop down, choose the actual grade level (i.e. 2nd Grade)
   9. Click Save Changes and the X to close
   10. Continue process until all grade level course request
templates have been created.

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2. Run Course Requests

   1. Because your Attributes do not correlate with your Course Request Templates, you will need to run your templates when you have finished creating them
   2. Open your Templates icon (if you are not till in it)
   3. Click the checkbox in the upper left corner to select all template.
   4. Click the option at the top that says Run Selected Template.
   5. This process assigns the students to courses. When we create a Solution later on, this will help us ensure the students are placed in the correct courses.

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3. Add Attributes

1. Choose Attributes icon from the option on the left (it looks like blocks)
2. In your case, you do not need to ‘Add Attribute’
3. You will need to add a Value to the Homeroom attribute which already exist
4. Click the icon to the left of the red X too pen the value option
5. Add Value (i.e. 2A, then Save) [Your values will be associated to a homeroom, so for example 1st grade teacher Ms. Smith might be associated with 1A, and 1st grade teacher Mr.Jones might be associated with 1B, and so on and so forth.]
6. Continue adding values until you have enough created for all of your grade levels
7. Click the X to close the Manage Values window
8. Click the X to close the Attributes window

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4. Assign Attributes

   1. Choose the Students icon from the option on the left (it looks like an ID card)
   2. Filter the students by grade level starting with the youngest by choosing the appropriate grade level from the drop down on the left, then clicking search
   3. You will be batch updating students by ‘class list’ at this point. So, refer to the list you have and to what attribute value you associated to the teacher. Choose all the students for the attribute value you would like to update for the grade level you have filtered. (i.e. choose all of the students who will be in Ms. Smith’s class by checking the box on the left)
   4. Click Batch Update
   5. Choose Homeroom attribute from the drop down
   6. Choose Value attribute for the homeroom you are updating (i.e. if it’s Ms. Smith’s class,you would choose 1A because she is associated to 1A)
   7. Click update
   8. Repeat until all students for that grade level have been assigned to a Homeroom attribute
   9. Filter to a new grade level and continue same process

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5.  Add Solution

   1. Choose the Solution icon from the option on the left (on the bottom and looks like a mini calendar)
   2. Add Solution
   3. Label it (note you cannot change the name once you have created it)
   4. From Class Sections Mode, choose Create from Current Year
   5. Leave all check boxes checked under Copy Data from Current Year
   6. Fill in min, max, and optimal # of students
   7. Fill in the Maximum Periods in day a teacher can teach (i.e. If they teach six courses, but have eight ‘periods’ in a day because of their prep period and lunch, you would type in SIX)
   8. Click Save
   9. Double click the Solution to open it up – it should look familiar to you, as it is similar to Class Manager

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6. Add Rule

   1. Click on the Section Name header to sort by homeroom teacher
   2. Select all the sections for one teacher(i.e. select all Smith)
   3. Click Assign Rules from the option at the op in the middle
   4. Add Rule Choose ‘Student – homeroom’ attribute from drop down
   5. Choose appropriate Value for the homeroom teacher associated to that attribute value (i.e. 1A for Smith)
   6. Save Changes
   7. Repeat until all sections have been assigned a Rule
   8. To modify or add an individual rule, you can click on the 0 or # under the Rules column next to the appropriate section and add it individually
   9. Scroll through list to ensure all rules have been assigned

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7. Auto-Schedule Students

   1. Under Auto Scheduler, choose Students
   2. Adjust Min/Max students appropriately
   3. Change Load Balance to Do Not Balance(because you are using your attribute rules to place students in the correct sections)
   4. Click the checkbox in the far left at the top next to Course Name to select all the courses
   5. Click Schedule
   6. You should be returned to the Solution and see that students have been added to your Sections
   7. At this point, you can move students and/or adjust meeting times and teachers just as you would in the Class Manager.
   8. Just remember that you working in the NEXT YEAR.