1. Booking Rules SLCM_AD_315 1 SLCM_AD_315 Booking Rules

2. Unit 1 – Booking Rules Overview Unit 2 – Adding Rules Unit 3 – Deleting Rules Summary Course Content 2 SLCM_AD_315 Booking Rules

3. Learning Objectives By the end of this course, you will be able to: Understand Booking Rules Display Booking Rules Add Booking Rules to a Section Add Booking Rules to a Course Remove Booking Rules from a Section Remove Booking Rules from a Course 3 SLCM_AD_315 Booking Rules

4. Prerequisites and Roles Prerequisites  UK_100 IRIS Awareness & Navigation  SLCM_200 Student Lifecycle Management Overview  SLCM_AD_300 Event Planning Roles  Authorized users responsible for creating or modifying events and event packages 4 SLCM_AD_315 Booking Rules

5. Booking Rules Access Booking Rules may be accessed via Student Administration tab on the myUK portal In order to access booking rules, you need:  To successfully complete SLCM_AD_315 Booking Rules  To be designated as a person with the responsibility to view, create, and change event packages  To sign the Statement of Responsibility (SOR)  Instructions available at: http://www.uky.edu/IRIS/train/SOR_Information.html http://www.uky.edu/IRIS/train/SOR_Information.html  If you have signed the SOR in UK_100, you do not need to sign it a second time If you do not have access, please work with your college contact to get this access assigned  The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html http://www.uky.edu/IRIS/CM/cm-group.html 5 SLCM_AD_315 Booking Rules

6. Booking Rules myUK Registrar Path Depending on the user’s role, access to the Booking Rules on myUK can be reached through one of these paths For Registrar role, the menu path is Student Administration  Administrative Services  Registrar  Booking Rules 6 SLCM_AD_315 Booking Rules

7. Booking Rules myUK Administrator Path For Administrator role, the menu path is Student Administration  Administrative Services  Administrators  Booking Rules 7 SLCM_AD_315 Booking Rules

8. Unit 1 Overview 8 SLCM_AD_315 Booking Rules

9. Unit 1 - Overview Rule Types Displaying Rules  Linked to a Specific Section  Linked to a Course 9 SLCM_AD_315 Booking Rules

10. Booking Rules Overview The restrictions on courses and sections that control registration access are known as Booking Rules Authorized personnel maintain Booking Rules via the myUK portal Restrictions may be maintained at the course level or the section level 10 SLCM_AD_315 Booking Rules

11. Booking Rules Restrictions Course Level Restriction  If a restriction is maintained at the course level, all sections of the course will inherit the restriction Section Level Restriction  If a restriction is maintained at the section level, the restriction will apply only to the selected section of the course 11 SLCM_AD_315 Booking Rules

12. Rule Types There are four types of Booking Rules that can be maintained via myUK Classification Restrictions  Can be used to restrict registration by including or excluding students, according to their progression classification  These restrictions can be maintained for a single progression classification or multiple classifications Major/Minor Restrictions  Can be used to restrict registration by including or excluding students, based upon their majors or minors 12 SLCM_AD_315 Booking Rules

13. Rule Types College Restrictions  Can be used to restrict registration by including or excluding students, based upon their college Rule Containers/Special Rules  Can be used to add special restrictions such as Controlled Enrollment, Teacher Education Program, Engineering Program Paducah, etc. 13 SLCM_AD_315 Booking Rules

14. Rule Types Overview Course level and section level restrictions of the same rule type cannot be mixed Instead, such restriction situations must be maintained at the section level Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific They do not automatically become available to future terms Special Rules are valid for the life of the course (Module) or section (Event Package) 14 SLCM_AD_315 Booking Rules

15. Rule Types and Sections All rules are linked to the system Object ID of the course or section If a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created) As a result, any rules attached to the previous Section 001 will not carry forward to the new one Rules must be added and maintained on the new section 15 SLCM_AD_315 Booking Rules

16. Displaying Specific Section Linked Rules If restrictions exist on a section of a course, the restrictions can be displayed by completing the following steps Select the correct year and term Enter the course prefix and number 16 SLCM_AD_315 Booking Rules

17. Displaying Specific Section Linked Rules Click on Search When the course is found, click on View Sections to see a list of the available sections Click on the desired section to view a list of rules assigned to that section 17 SLCM_AD_315 Booking Rules

18. Displaying Specific Section Linked Rules If there are rules maintained on the section, they will be displayed below the Course and Section The example above displays the rules linked to SOC 101 Section 003 (in the test system) 18 SLCM_AD_315 Booking Rules

19. Displaying Specific Section Linked Rules This section has seven rules:  It is subject to Controlled Enrollment  Limited to Sociology and Early Childhood Education majors  Limited to students in Arts & Sciences and Education  Limited to Freshmen and Sophomores 19 SLCM_AD_315 Booking Rules

20. Displaying Specific Section Linked Rules Note that the rule restricting the course to SOCI majors is maintained at the course level, rather than the section level  This is indicated by “All Section(s)” in the Sections column of the restriction  The Remove icon in the Remove column is missing  Rules maintained at the course level cannot be removed at the section level 20 SLCM_AD_315 Booking Rules

21. Displaying Specific Section Linked Rules If no rules are maintained on a course, a system message will be displayed 21 SLCM_AD_315 Booking Rules

22. Displaying Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To display rules maintained at the course level by using the following steps 22 SLCM_AD_315 Booking Rules

23. Displaying Rules Linked to a Course Select the correct year and term Enter the course prefix and number Click on the Search button 23 SLCM_AD_315 Booking Rules

24. Displaying Rules Linked to a Course Click on the course link Any existing restrictions will display below the course 24 SLCM_AD_315 Booking Rules

25. Displaying Rules Linked to a Course If no rules are maintained on a course, a system message will display 25 SLCM_AD_315 Booking Rules

26. Unit 1 Summary Four rule types: Classification, Major/Minor, College, and Rule Containers/Special Rules Course level and section level restrictions of the same rule type cannot be mixed Classification, Major/Minor, and College restrictions are term- specific  They do not automatically become available to future terms Special Rules are valid for the life of the course or section All rules are linked to the system Object ID of the course or section Rules must be added and maintained on the new sections 26 SLCM_AD_315 Booking Rules

27. Unit 2 Adding Rules 27 SLCM_AD_315 Booking Rules

28. Unit 2 – Adding Rules Linked to a Specific Section of a Course  Adding College Restrictions  Adding Classification Restrictions  Adding Major/Minor Restrictions  Adding Rule Containers/Special Rules Linked to a Course 28 SLCM_AD_315 Booking Rules

29. Adding Rules Linked to a Specific Section Select the correct year and term Enter the course prefix and number Click on the Search button 29 SLCM_AD_315 Booking Rules

30. Adding Rules Linked to a Specific Section When the course is found, click on View Sections Click on the desired section to view a list of rules assigned to that section Add Rules 30 SLCM_AD_315 Booking Rules

31. Adding College Restrictions Scroll down to the College Rules area Click on the desired college rule Click on Add 31 SLCM_AD_315 Booking Rules

32. Adding College Restrictions To add multiple colleges at one time, hold down the Ctrl key and click each college Click on Add 32 SLCM_AD_315 Booking Rules

33. Adding College Restrictions Once rules have been added successfully, they will appear in the list of active rules for the section at the top of the screen 33 SLCM_AD_315 Booking Rules

34. Adding College Restrictions To exclude students in a particular college, select the college Change the radio button from Include to Exclude Click on Add 34 SLCM_AD_315 Booking Rules

35. Adding Classification Restrictions Scroll down to the Classification Rules area Click on the desired Classification(s) Click on Add 35 SLCM_AD_315 Booking Rules

36. Adding Classification Restrictions To add multiple classifications at one time, hold down the Ctrl key and click on each classification Click on Add 36 SLCM_AD_315 Booking Rules

37. Adding Classification Restrictions To exclude students in a particular classification, select the classification Change the radio button from Include to Exclude Click on Add 37 SLCM_AD_315 Booking Rules

38. Adding Major/Minor Restrictions Scroll down to the Major Rules area Key the four-character major code for the restriction Click on Search 38 SLCM_AD_315 Booking Rules

39. Adding Major/Minor Restrictions If a match is found, the major code will appear in a list below the Search field To add it to the course restriction, click on the Add icon 39 SLCM_AD_315 Booking Rules

40. Adding Major/Minor Restrictions There may be multiple matches Selection of one results in the application of the rule to all 40 SLCM_AD_315 Booking Rules

41. Adding Major/Minor Restrictions To exclude students in a particular major, select the major Change the radio button from Include to Exclude Click on the Add icon 41 SLCM_AD_315 Booking Rules

42. Adding Rule Containers/Special Rules Scroll down to the RC Rules area Key some text associated with the rule to be added  For example, “Control” for Controlled Enrollment, “TEP” for Teachers Education Program, or “EPP” for Engineering Program Paducah Click on Search 42 SLCM_AD_315 Booking Rules

43. Adding Rule Containers/Special Rules If unsure of text to use, simply enter an asterisk (*) for a wildcard search to pull up all Rule Containers If a match is found, the Rule Container will appear in a list below the search field To add it to the course restriction, click on Add icon 43 SLCM_AD_315 Booking Rules

44. Adding Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To add rules maintained at the course level, follow the steps below Select the correct year and term Enter the course prefix and number Click on Search 44 SLCM_AD_315 Booking Rules

45. Adding Rules Linked to a Course Click on the course link Add Rules by scrolling down in each area Follow the same procedure as outlined for adding restrictions linked to course sections Click on Add 45 SLCM_AD_315 Booking Rules

46. Unit 2 Summary Adding Rules Linked to a Specific Section of a Course Adding Rules Linked to a Course 46 SLCM_AD_315 Booking Rules

47. Unit 3 Removing Rules 47 SLCM_AD_315 Booking Rules

48. Unit 3 – Removing Rules Linked to a Specific Section of a Course Linked to a Course 48 SLCM_AD_315 Booking Rules

49. Removing Rules Linked to a Specific Section If restrictions exist on a section of a course, the restrictions can be displayed and removed by completing the following steps Select the correct year and term Enter the course prefix and number Click on Search 49 SLCM_AD_315 Booking Rules

50. Removing Rules Linked to a Specific Section When the course is found, click on View Sections to see a list of the available sections Click on the desired section to view a list of rules assigned to that section 50 SLCM_AD_315 Booking Rules

51. Removing Rules Linked to a Specific Section To remove a rule, click on the Remove icon in the Remove column 51 SLCM_AD_315 Booking Rules

52. Removing Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To display and remove rules maintained at the course level, follow the steps below Select the correct year and term Enter the course prefix and number Click on Search 52 SLCM_AD_315 Booking Rules

53. Removing Rules Linked to a Course Click on the course link Existing course restrictions will display To remove a rule, click on the Remove icon in the Remove column 53 SLCM_AD_315 Booking Rules

54. Unit 3 Summary Removing Rules Linked to a Specific Section of a Course Removing Rules Linked to a Course 54 SLCM_AD_315 Booking Rules

55. Reminders Course level and section level restrictions of the same rule type cannot be mixed Colleges must create restrictions for courses and/or sections for each term Access to Booking Rules is limited to a small group of college users 55 SLCM_AD_315 Booking Rules

56. Booking Rules Contacts Questions regarding Booking Rules should be directed to Bruce Manley and his staff at 257-3107 Questions regarding logging on, authorizations, etc. should be directed to IRIS at 257-6023 56 SLCM_AD_315 Booking Rules

57. Booking Rules Contacts Contact the Customer Service Center (7-1300, option 1) or local IT expert if you:  Need an AD password  Go to the Enterprise Portal and it is not responding  The IRIS session that you are running is suddenly terminated and you cannot regain access 57 SLCM_AD_315 Booking Rules

58. Help Websites For Quick Reference Cards  Click on Attachment (upper right corner)  Click on QRC  Print myHelp website:  http://myHelp.uky.edu/rwd/HTML/index.html http://myHelp.uky.edu/rwd/HTML/index.html  Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, Frequently Asked Questions, and other job aids IRIS website  http://www.uky.edu/IRIS/ http://www.uky.edu/IRIS/  Contains Information Directory, Forms, and other references 58 SLCM_AD_315 Booking Rules

59. SLCM Courses Classroom Lab Courses  SLCM_AD_300 Event Planning  SLCM_AD_340 Programs of Study & Majors  SLCM_CA_310 Student Account Balance Display SLCM Web Courses  SLCM_200 Student Lifecycle Management Overview  SLCM_AD_310 Student Records  SLCM_AD_315 Booking Rules  SLCM_AD_320 Booking  SLCM_WP_210 Grading  SLCM_WP_220 Overrides  SLCM_WP_230 SLCM Faculty Overview  SLCM_WP_310 Advising 59 SLCM_AD_315 Booking Rules

60. Course Summary You are now able to: Understand Booking Rules Display Booking Rules Add Booking Rules to a Section Add Booking Rules to a Course Remove Booking Rules from a Section Remove Booking Rules from a Course 60 SLCM_AD_315 Booking Rules

61. Course Assessment Instructions To begin the course assessment, click Continue (bottom left corner of the screen) Click Here to continue when the system message appears Click Start Test to continue If you pass the assessment successfully, click End Test (located at the bottom right of your screen Click Close (lower right corner of the screen) 61 SLCM_AD_315 Booking Rules

62. Course Completion Instructions Click Logoff (lower right corner) When the WBT window closes, go back to your original browser window  Click on the browser window in your taskbar and wait for the screen to refresh Scroll down the page until you see the Confirm Participation section To complete the course, click Confirm Participation 62 SLCM_AD_315 Booking Rules