1. Booking SLCM_AD_320 1SLCM_AD_320 Booking

2. Course Content Unit 1- Create Booking Unit 2 – Edit Booking Unit 3 – Waitlists 2SLCM_AD_320 Booking

3. Learning Objectives Upon completing this course, participants will be able to:  Search for a student  Create/Edit/Delete booking (course registration)  Check waitlist  Book student to waitlist  Print student schedule 3SLCM_AD_320 Booking

4. In order to access booking, the user needs:  To complete the SLCM_AD_320 Booking course and pass the assessment  To be designated as a person with the responsibility for booking students into classes  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 Prerequisites and Roles 4SLCM_AD_320 Booking

5. Navigating To the myUK Web Portal To begin booking students into courses, log onto the myUK Web Portal using your AD (or MC) User ID and password The Booking functionality is contained in the Student Administration section of the portal without the need to enter the IRIS system itself The following steps take you to Student Administration 5SLCM_AD_320 Booking

6. Web Portal Navigation To use the myUK Campus Management portal, go to https://myuk.uky.edu/irj/portal 6SLCM_AD_320 Booking

7. Web Portal Navigation Enter your AD (or MC) User ID and Password, then click on the Sign On button 7SLCM_AD_320 Booking

8. Web Portal Navigation Depending upon your access role in the system, your login screen may look different than this one 8SLCM_AD_320 Booking

9. Student Administration Navigation On the Menu bar at the top of the myUK portal screen, click the Student Administration tab 9SLCM_AD_320 Booking

10. Student Administration Navigation The Student Administration Welcome page provides current news for Student Lifecycle Management users 10SLCM_AD_320 Booking

11. Unit 1 Create Booking 11SLCM_AD_320 Booking

12. Unit 1- Create Booking Search for Students Book Student into Courses Book Student into Variable Credit Courses Display Holds/Stops Using Conditional Add/Drop Printing the Student’s Schedule Override Restrictions 12SLCM_AD_320 Booking

13. Navigating Booking Booking is located under Advising Services in the Student Administration section of the myUK portal 13SLCM_AD_320 Booking

14. Navigating Booking Click the Advising Services link 14SLCM_AD_320 Booking

15. Navigating Booking Click the Registration link 15SLCM_AD_320 Booking

16. Navigating Booking The Admin Booking window will display by default 16SLCM_AD_320 Booking

17. Search for a Student Enter the student’s Username, Last Name, First Name, Student Number, or a combination. Wildcards (*) may be used in the search. Hint: Entering either the Username or Student Number will pull up the student’s schedule quickly. 17SLCM_AD_320 Booking

18. Search for a Student Click on the Search button to begin the search 18SLCM_AD_320 Booking

19. Search for a Student If the student has placed a Privacy Flag, the record will be marked Click on the Student’s Name link to pull up the student’s records 19SLCM_AD_320 Booking

20. Search for a Student When the privacy message displays, click on the OK button to continue 20SLCM_AD_320 Booking

21. Search for a Student When the student’s booking records are displayed, the Privacy Warning will be highlighted again to the right of the student’s name and Student Number. 21SLCM_AD_320 Booking

22. Search for a Student The Year/Term field defaults to the current academic year and term. To ensure booking accuracy, it is vital to make sure the appropriate year and term are selected before you search for the student. Use the Drop- Down List icon to select a different Year/Term 22SLCM_AD_320 Booking

23. Search for a Student Double-click on the appropriate Year/Term 23SLCM_AD_320 Booking

24. Booking Views If the student has booked any classes for the chosen term, the classes will be displayed 24SLCM_AD_320 Booking

25. Booking Views To show the entire booking history for a student, click the Show History button This view displays courses which have been cancelled (dropped) 25SLCM_AD_320 Booking

26. Booking History To return to the previous view, click on the Show Enrolled button 26SLCM_AD_320 Booking

27. Booking Search Views Two Booking Views: Quickbook View Search View 27SLCM_AD_320 Booking

28. Quickbook View The Quickbook View allows you to key in the information for up to five courses before adding the courses to the student’s schedule. 28SLCM_AD_320 Booking

29. Search View The Search View allows you to find a section which fits best into the student’s schedule. 29SLCM_AD_320 Booking

30. Using Quickbook Using the Quickbook Registration, type the two- or three-digit Course Subject in the field 30SLCM_AD_320 Booking

31. Using Quickbook Enter the Course Number and Section Number 31SLCM_AD_320 Booking

32. Using Quickbook All courses default to Normal as the Grade Option. Normal is relevant to the course. If the course is letter grade, then Normal is letter grade. If the course is pass/fail, then Normal is pass/fall. To choose Audit, click on the Drop- down List icon and select Audit. 32SLCM_AD_320 Booking

33. Using Quickbook Tip: You may key in the information for up to five courses before adding the courses to the student’s schedule. 33SLCM_AD_320 Booking

34. Using Quickbook Click the Add button 34SLCM_AD_320 Booking

35. Using Quickbook A processing box may appear while the system processes your request. After the booking request has processed, your screen may go completely white while the system is refreshing it. 35SLCM_AD_320 Booking

36. Using Quickbook You will receive system feedback on the success or failure of the booking request. 36SLCM_AD_320 Booking

37. Using Search View To book a course using Search View, enter the search criteria into the Search Classes field. You can search by: Course Subject, GLY Course Subject and Number, GLY 120 Part of the course title, “eur” 37SLCM_AD_320 Booking

38. Using Search View Tip: For courses with a two-letter course subject, remember to add two spaces after the subject if searching by both the course subject and number. Example: MA__109 38SLCM_AD_320 Booking

39. Using Search View Click the Go button or press Enter 39SLCM_AD_320 Booking

40. Using Search View A list of courses matching the search criteria will display. If the list is large, use the Scroll Bar on the right side of the screen to move through the list. 40SLCM_AD_320 Booking

41. Using Search View Click the appropriate course link 41SLCM_AD_320 Booking

42. Using Search View A list of all sections for the course will display. Information includes: Course Instructor Location Meeting Times Hours Seats Open Waitlist Open 42SLCM_AD_320 Booking

43. Using Search View Click the Add button to add the course to the student’s schedule 43SLCM_AD_320 Booking

44. Variable Credit Courses In Quickbook, a variable credit course will not be added immediately. Scroll down to see the course. It displays in gold with the addition of the Hours selection field. 44SLCM_AD_320 Booking

45. Variable Credit Courses Select the appropriate amount of credit hours 45SLCM_AD_320 Booking

46. Variable Credit Courses In Search View, the Hours field displays automatically. Select the appropriate amount of credit hours 46SLCM_AD_320 Booking

47. Successful vs Unsuccessful Bookings If booking is successful, the course will be added to the student’s schedule and a message will display If unsuccessful, a message should display 47SLCM_AD_320 Booking

48. Display Holds/Stops If a student has a hold (stop), the system will display a message when you try to book the student into a course The student will need to get the hold removed before booking can continue Information regarding the hold is available in the portal by clicking on the Advisee Record link or in IRIS using the PIQST00 (Student File) transaction code 48SLCM_AD_320 Booking

49. Print Student Schedule To print the student’s schedule, click on the Print Schedule link under the list of booked courses When the Print box appears, your default printer will be chosen Choose the Number of Copies Click on the Print button 49SLCM_AD_320 Booking

50. Override Restrictions Student may be restricted from booking into certain courses Administrative access permits the user to book students into restricted courses A warning message appears PRIOR to booking a course  An action is required to proceed with the booking More information about overrides is covered in the Overrides (SLCM_WP_220) course 50SLCM_AD_320 Booking

51. Summary Search for Students Book Student into Courses Book Student into Variable Credit Courses Display Holds/Stops Using Conditional Add/Drop Printing the Student’s Schedule Override Restrictions Click Attachment (upper right corner) to view or print QRC Quick Booking Students and QRC Course Search Booking 51SLCM_AD_320 Booking

52. Unit 2 Edit Booking 52SLCM_AD_320 Booking

53. Unit 2- Edit Booking Add Courses Drop Courses Change Grade Type Booking History 53SLCM_AD_320 Booking

54. Edit Booking Log into the myUK portal Navigate to Student Administration  Advising Services  Registration  Admin Booking Select the appropriate Year/Term Search for the student 54SLCM_AD_320 Booking

55. Use one of the following choices to enter a course:  Quickbook View  Enter the Course Subject, Course Number, Section Number, and Grade Option  Click on the Add button  Search View  In the Search Classes field, enter the Course Subject, the Course Subject and Number, or part of the course title  Click on the Go button  Click on the appropriate course subject and number link  Click on the Add button to the left of the appropriate section number Add Courses 55SLCM_AD_320 Booking

56. Drop Courses To drop a course that is currently on the student’s schedule, click in the box to the left of the appropriate course Click on the Drop button 56SLCM_AD_320 Booking

57. Change Grade Type To change the grade type for a course, click on the Change link in the Grading Type column for that course Using the Drop-Down List icon, select the appropriate grade type (normal, pass/fail, or audit) 57SLCM_AD_320 Booking

58. Change Grade Type Click on the Save button Remember that restrictions apply to grade types 58SLCM_AD_320 Booking

59. Summary Add Courses Drop Courses Change Grade Type Booking History Click Attachment (upper right corner) to view or print QRC Add Courses and QRC Drop Courses 59SLCM_AD_320 Booking

60. Unit 3 Waitlists 60SLCM_AD_320 Booking

61. Unit 3 – Waitlists Book Student to Waitlist Open Seats and Waitlist Seats Force Normal Booking 61SLCM_AD_320 Booking

62. Book Student to Waitlist The number of seats on a waitlist is based upon a percentage of the course capacity  In most cases, the waitlist is 20% of the open seats  Example: if an event package (section) capacity is set to 100 students, and the waitlist is available, 20 students could waitlist the course The waitlist works on a “first come, first served” basis  Graduating seniors and/or majors who need priority placement in a course may need to be “force booked” into the course 62SLCM_AD_320 Booking

63. Book Student to Waitlist In Quickbook View, the student will be waitlisted for the class automatically if enough waitlist spaces are available The placement of the student on the waitlist also will be listed 63SLCM_AD_320 Booking

64. Book Student to Waitlist In Search View, click on the Waitlist button located to the left of the course and the number of seats on the right If successful, the course will be added to the student’s schedule in a Waitlist status 64SLCM_AD_320 Booking

65. Open Seats and Waitlist Seats  If the number is positive, it is the number of seats available  If the number is zero, the course is only available for waitlist The Waitlist Seats column displays the number of empty seats left on the waitlist for the section The Open Seats column displays the number of seats available in the section 65SLCM_AD_320 Booking

66. Summary Book Student to Waitlist Open Seats and Waitlist Seats Force Normal Booking 66SLCM_AD_320 Booking

67. 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 67SLCM_AD_320 Booking

68. 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 68SLCM_AD_320 Booking

69. Course Summary Search for a student Create/Edit/Delete booking (course registration) Check waitlist Book student to waitlist Print student schedule 69SLCM_AD_320 Booking

70. 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) 70SLCM_AD_320 Booking

71. 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 71SLCM_AD_320 Booking