Scheduling Whiteboard
Scheduling
Whiteboard
Supported by eSchoolPLUS Version: 2.3, 2.4
SunGard K-12 Education
eSchoolPLUS
Copyright © 2011 SunGard K-12 Education. All rights reserved. No part of this publication may be reproduced without the prior written
permission of SunGard K-12 Education, with the exception of copies made for your internal office use.
SunGard, the SunGard logo, PLUS 360, eSchoolPLUS, IEPPLUS, PerformancePLUS, eFinancePLUS, and BusinessPLUS, and Student Data Exchange are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other
countries. All other trade names are trademarks or registered trademarks of their respective holders.
BN24112770 DR20111025
Contents
1. Whiteboard Overview....................................................................................................... 5
Whiteboard Feature List...................................................................................................... 6
Whiteboard/Scheduling Process Notes .............................................................................. 8
Glossary of Scheduling Terms.......................................................................................... 11
2. Help Overview................................................................................................................. 15
Using Help ........................................................................................................................ 16
3. Procedural Information .................................................................................................. 19
Launching Whiteboard From eSchoolPLUS ............................................................20
Set Environment ............................................................................................................... 23
Scheduling a Course Using Whiteboard ........................................................................... 24
Block Scheduling Using Whiteboard................................................................................. 26
How Information is Updated in the Master Schedule Pane and Other Panes .................. 27
4. Whiteboard User Interface Overview............................................................................ 29
Whiteboard User Interface Window .................................................................................. 30
Layout Options.................................................................................................................. 32
Manage Views .................................................................................................................. 38
5. Tabs ................................................................................................................................. 41
Tabs Overview .................................................................................................................. 42
Home Tab ......................................................................................................................... 43
View Tab ........................................................................................................................... 45
Tasks Tab ......................................................................................................................... 48
Preferences Tab ............................................................................................................... 49
MS Settings Tab ............................................................................................................... 50
Section Settings Tab......................................................................................................... 53
6. Panes ............................................................................................................................... 55
Panes Overview................................................................................................................ 56
Block Information .............................................................................................................. 58
Block Sections .................................................................................................................. 60
3
New/Modify Block Section ................................................................................................ 63
New/Modify Block Section - Course Information............................................................... 64
New/Modify Block Section - Blockette Information ........................................................... 67
Conflicts ............................................................................................................................ 69
Course Explorer ................................................................................................................ 72
Course Information ........................................................................................................... 75
Master Schedule ............................................................................................................... 76
Master Schedule - Course Layout .................................................................................... 80
Master Schedule - Teacher Layout................................................................................... 81
Master Schedule - Room Layout ...................................................................................... 84
Master Schedule - Seat Layout......................................................................................... 87
Section Information ........................................................................................................... 90
Sections ............................................................................................................................ 92
Modify Section Information ............................................................................................... 97
Modify Section Information - Course Information.............................................................. 99
Modify Section Information - Session Information .......................................................... 103
Detailed Session Information .......................................................................................... 105
Student Status ................................................................................................................ 109
4
1. Whiteboard Overview
Preview
This chapter provides information on the following topics:
Whiteboard Feature List ....................................................................................................... 6
Whiteboard/Scheduling Process Notes ................................................................................ 8
Glossary of Scheduling Terms ........................................................................................... 11
5
Whiteboard Overview
Whiteboard Feature List
The Whiteboard application is fully integrated with eSchoolPLUS and allows you to build your master schedule using one or more of the following methods:
•
Building your schedule based on student requests using Whiteboard.
•
Using a combination of options. For example, using Whiteboard to schedule certain courses that
must be placed first, such as singletons and doubletons, or weighted courses; then running the Master Schedule Builder in eSchoolPLUS to fill in the schedule.
•
Copying Master Schedule data from the prior year to create next year’s schedule in eSchoolPLUS,
then using Whiteboard to make changes.
Features of the Whiteboard application include:
6
•
Application is completely integrated with eSchoolPLUS. Information changed in the Whiteboard is
automatically updated in eSchoolPLUS and vice-versa.
•
No data upload/download necessary.
•
Filtering capabilities provide users with flexible options for viewing and modifying only the information
that pertains to them. For example, filtering information by department allows individual departments
to handle their own scheduling needs.
•
Course Explorer pane displays a list of courses in the Course Catalog for the selected building.
•
Displays the number of sections scheduled out of the total number of sections needed for each
course or block course, as calculated by the system based on student requests and average class
size, as well as all unscheduled courses.
•
Ability to set up default marking periods or cycle day values that will be automatically applied when
creating new course-sections.
•
Drag and drop scheduling of course-sections.
•
Supports block scheduling.
•
Ability to view, add, and modify blockettes within block courses.
•
Customizable settings for display options in Master Schedule and Sections panes allow you to view
information for only marking periods or cycle days you select to display.
•
Supports unlimited cycle days, marking periods, and periods.
•
Supports house/team assignments.
•
Allows you to see all courses, seats, or resources scheduled in a timeslot.
•
Real-time conflict analysis with the ability to view list of actual students affected by scheduling conflicts, as well as to view teacher and room conflicts.
•
Configurable Master Schedule layouts for course, teacher, room, and seat assignments.
•
Course Layout pane allows you to view courses scheduled by period, cycle day, and marking period.
Whiteboard Feature List
•
Teacher Layout pane allows you to view schedule information by teacher. Multiple layout views allow
you to look at a teacher’s schedule, for example, to determine when a teacher is free or to see the
course-sections already scheduled.
•
Room Layout pane allows you to view schedule information by room. Multiple layout views allow you
to look at a room’s schedule, for example, to determine when a room is free or to see the coursesections already scheduled.
•
Seat Layout pane allows you to view the maximum number of seats in course-sections scheduled in
the Master Schedule, arranged by Course. Multiple layout views allow you to determine which
course-sections are scheduled at the maximum seating capacity and which have seats remaining.
•
Eliminates the need to print out hard copies of reports.
•
Ability to export Master Schedule data from each layout type from the grid to an .xls file for further
data analysis according to each user’s needs.
•
Customizable, flexible application interface.
•
User-selectable color scheme, font, and font size of the Whiteboard application interface.
•
Ability to create, save, and switch between layout views of the panes within the Whiteboard application. For example, if you often display certain panes and not others while performing a specific task,
you can save this as a layout view. The Manage Views window allows you to save, update, delete,
and switch custom-designed layout views, as well as to return to the default application environment
and settings at any time.
•
Ability to move panes off the main application interface and display panes across multiple monitors.
•
Context-sensitive online help about each pane, tab, or window you click displays in the Dynamic Help
pane.
•
Standalone help viewer also available, which provides ability to search help content, and which includes a link to a PDF manual of the help content for you to view online or save to your PC and print
out.
7
Whiteboard Overview
Whiteboard/Scheduling Process Notes
Prerequisites
In eSchoolPLUS, you must do the following things in order to be able to use the Whiteboard application:
•
Before using the Whiteboard application, the building’s Course Catalog must be complete and student requests should be entered.
•
To run Whiteboard, you must have the appropriate resource in your user profile (Scheduling > Utilities > Whiteboard).
•
To run the Master Schedule Builder, you must have the appropriate security resource in your user
profile (Scheduling > Utilities > MSB).
•
If you need to be able to assign a staff member who does not have the specified qualifications to
teach a course-section session (for example, when you see an alert in the Primary Staff ID lookup
on the Detailed Session Information window), you need to have the “Override Teacher Qualification”
security resource.
•
If you need to be able to override a teacher’s maximum student load, you need to have the "Overload
Teachers’ Student Limit" security resource.
•
If you need to be able to modify mark information copied from the Course Catalog for a course-section session, you need to have the "Override Mark Information on the Master Schedule" security resource.
Note: At the time of this release, Whiteboard does not support summer school scheduling or schools that
have more than one bell schedule defined.
System Requirements
You must have the correct version of the Microsoft .NET Framework, as well as the correct version of the
MadCap Help Viewer installed on your computer. These components are downloaded and maintained independently by your System Administrator.
Each time you launch Whiteboard from eSchoolPLUS, the system checks for the components needed to
run the application, including the system files required to run the software, your district configuration files,
and the latest version of the Whiteboard application software.
Login Information
The Whiteboard application runs locally on your PC, and you must enter the appropriate login ID upon starting the Whiteboard application. If your local login is different than your network login, the Local Login ID
must be entered in your eSchoolPLUS user profile so that the appropriate security resources are applied.
Conflict Information
The Conflict Matrix in eSchoolPLUS must be up-to-date in order for accurate conflict information to display
in Whiteboard. Conflict information will not display in Whiteboard for courses excluded from the Conflict Matrix in the eSchoolPLUS Course Catalog record for the course (i.e., courses having a value of "N - Do Not
Include" in the Conflict Matrix field).
8
Whiteboard/Scheduling Process Notes
Adding Course-Sections
Whiteboard supports both regular and block scheduling.
•
When you add a regular course-section to the Master Schedule, you define general course information and specific session information to indicate when and where the course meets. A regular coursesection must include at least one session. You can modify section and session information, as well
as add sections and sessions as needed, based on student requests.
•
For block scheduling, you must schedule your blockettes first, then add them to the appropriate block
course-section. You can add new block course-sections or change block course-section information,
as well as add, modify, and delete blockette information.
Deleting Course-Sections & Sessions
Before students are scheduled into a course-section, you can delete sessions (if the course-section has
multiple sessions) or the entire course-section.
Locking Course-Sections
Whiteboard allows you to lock and unlock course-sections so you can build your Master Schedule around
certain course-sections which must be scheduled first.
If you have locked any course-sections in eSchoolPLUS using the lock checkbox on the Master Schedule
Course Information page or in Whiteboard, the Master Schedule Builder will anchor the locked section(s) in
the selected meeting time(s), with the selected resources, and schedule all other sections around the locked
section(s). Locked course-sections will not be deleted or rescheduled. When new sections are added, the
section numbers of locked sections will not be changed; therefore, new sections added will be numbered
sequentially, skipping locked section numbers.
The Master Schedule Builder will create the number of sections defined in the Number of Sections field in
the Master Schedule Builder Course Setup record, starting with section 1, up to the specified number.
For example, if you have locked course section 103-3, and the Master Schedule Builder Course Setup
record is set up to have 4 sections of course 103, when you run the Master Schedule Builder, the system
will create course-sections 103-1, 103-2, and 103-4, for a total of 4 sections.
If course section 103-10 is locked and the Master Schedule Builder Course Setup record is set up to have
4 sections of course 103, the Master Schedule Builder will create course-sections 103-1, 103-2, 103-3, and
103-4. Course-section 103-10 is not renumbered, so you will have a total of 5 sections of course 103.
Scheduling Students
After the Master Schedule is created (using the Master Schedule Builder option in eSchoolPLUS, by entering the Master Schedule by hand, or by using the Whiteboard application), schedule students into courses
by running the standard Schedule Students program in eSchoolPLUS and using the associated Student
Scheduler utility programs and reports (Save/Restore Scheduling Run, Error Scan, Mass Load/Unload/
Lock/Erase Scheduled Courses, etc.).
For more information about scheduling students, refer to the Scheduling Procedural Outline and related topics in the eSchoolPLUS online help.
9
Whiteboard Overview
Reports to run in eSchoolPLUS to determine whether your Master Schedule is good
You can run several options in the eSchoolPLUS system to compare your Master Schedule and student
needs to determine if your Master Schedule is in good shape.
1. Run the Seat Availability report (Scheduling Center > Reports > Pre-Scheduler Reports > Seat Availability). Use the needed seat threshold information to identify where you don’t have enough seats.
You can run the report for a specific threshold if you only want to check certain courses.
2. Run the Class Matrix report (Scheduling Center > Reports > Post-Scheduler Reports > Class Matrix).
Analyze one marking period at a time to identify if you are offering enough courses by grade level.
3. Run the Load Report (Scheduling Center > Reports > Post-Scheduler Reports > Load Report). This
report shows the course load based on course requests and the sections created in the Master
Schedule. You can use the seat count and conflict information to identify whether or not you may
want to move a section.
4. Run the Error Scan (Scheduling Center > Student Scheduler > Error Scan) throughout the process.
5. If you run the Master Schedule Builder, run the MSB Error Scan (Scheduling Center > Master Schedule Builder > Error Scan).
10
Glossary of Scheduling Terms
Glossary of Scheduling Terms
The following terms are used frequently throughout this user guide in reference to scheduling.
Alternate Course
(see Course Alternate)
Alternate Request
A course requested by a student that can be substituted when the regular course request cannot be
scheduled. Alternate requests are processed by the Student Scheduler (Scheduling Center > Student
Scheduler > Student Schedules) if a student cannot be scheduled into every regular request and there
are open periods in the student’s schedule. Related term:Regular Request.
Block
A group of course-sections defined in the Course Catalog that can be scheduled based on a single
course request. A block course allows you to schedule students together as a group for two or more
courses. Blocks can also be set up so that the students do not have to attend the same sections of all
courses, but must be scheduled for all of the block’s blockettes. Related terms:Blockette, Course Catalog, and Proxy Block. See also: Overview of Block Courses in eSchoolPLUS online help.
Blockette
A course-section within a block. When a block is requested for a student, the Student Scheduler (Scheduling Center > Student Scheduler > Student Schedules) schedules the block’s blockettes, not the block
itself. In setting up the Course Catalog, blockettes should be created first, and then the block. Related
terms:Block, Course Catalog, Course-Section, and Proxy Block.
Class
A session when a course is taught. Class can also refer to the body of students expected to graduate in
a particular year, for example, the Class of 2012. This sense of the term is used in eSchoolPLUS in relation to class rank. Related term: Session.
Course
(see Regular Course)
Course Alternate
A course to substitute if the Student Scheduler (Scheduling Center > Student Scheduler > Student
Schedules) is unable to schedule a regular course request for a student. The alternate is defined in the
regular course’s Course Catalog record. If the regular course and course alternate cannot be scheduled,
then the student course alternate is scheduled. Related terms:Regular Course, Student Alternate, and
Student/Course Alternate.
Course Catalog
The table used for storing course records, including both courses and blocks. In eSchoolPLUS, two
types of catalogs can be set up, one for the district and the other for individual buildings. The district catalog can be used to create catalogs for buildings. Similarly, new courses can be added at the buildinglevel, then uploaded to the district catalog for downloading to catalogs for other buildings. Related terms:
Block, Blockette, and Proxy Block. See also: About Courses in the Course Catalog and Using the District
Course Catalog in eSchoolPLUS online help.
Course Group
A group of courses used in sequencing to link multiple courses. For example, a Math 9 course group
might contain a set of courses, any one of which would meet a student’s requirement for Grade 09 Math.
You can also create a course group to include all codes for a course when a separate code is used in
each building where the course is taught. For example, if Pre-Algebra is taught in multiple middle schools
11
Whiteboard Overview
within a district, a Pre-Algebra group could be set up to include all Pre-Algebra course codes used in all
buildings. This group could then be used in a sequence to determine whether a student has fulfilled the
prerequisite for taking Algebra I. Related term:Course Sequence.
Course Sequence
A record defining the relationship between either courses or course groups. Sequences can be set up
to establish prerequisites for taking a course, as described under Course Group. A sequence could also
be used to link courses to determine whether a course can be scheduled with, not with, or before a second course in the same scheduling interval. Related terms: Course Group and Scheduling Interval. See
also: About Course Sequences in eSchoolPLUS online help.
Course-Section
A record in the Master Schedule that determines when, where, and by whom the section is taught. Individual course-sections should be set up for a course that is offered at different times and locations.
Course-sections can also be set up to define the blockettes to be scheduled in place of a block. Related
terms: Block, Blockette, Master Schedule, and Regular Course. See also: About Course-Sections in the
Master Schedule in eSchoolPLUS online help.
House/Team
A designation applied to a group of students for scheduling the students as a group. House/team codes
are defined in Registration’s House/Teams table and are assigned to students in the Current Year and
Next Year tabs of their Registration Information pages. If your building uses multiple bell schedules, you
can also assign house/team codes to timetables. Timetables are applied to course-sections in either the
Course Catalog or if overrides are allowed, in the Master Schedule. Related terms:Course Catalog, Master Schedule, Multiple Bell Schedule, and Timetable.
Note: At the time of this release, Whiteboard does not support schools that have more than one bell
schedule defined.
Interval
(see Scheduling Interval)
Master Schedule
The table used in eSchoolPLUS for storing information for the course-sections in which students can be
scheduled. This can include the sessions for regular course-sections or the blockettes that should be
scheduled for a block. A Master Schedule record defines general information for a course-section, such
as building, maximum seating, and grade restrictions, as well as specifics, such as the class period,
room, marking periods, and mark types that apply to the section. The Master Schedule record for a block
course can also contain the block’s blockettes. In this case, you must set up Master Schedule records
for the blockettes first before creating the record for the block. Related terms: Block, Blockette, CourseSection, and Session. See also: Master Schedule Course Information in eSchoolPLUS online help.
Modeling
The simulation of a schedule based on student requests on the Course Requests page. Additionally,
when you add and drop courses and make other changes to a student’s schedule, a model is created to
enable you to cancel the changes if needed. If the model is acceptable, you can keep it as the student’s
schedule. Typically, this is done in the current year for individual students, as opposed to next year
scheduling for multiple students. See also: Modeling Course Requests in eSchoolPLUS online help.
Multiple Bell Schedule
A schedule that uses house/teams and multiple timetables. Under this form of scheduling, teams are assigned to timetables, students are assigned to teams, and teams (and their timetables) are assigned to
course-sections. Students can only be scheduled into course-sections that either are defined for their
teams or have no teams but are offered in periods with start and end times that match those in their
12
Glossary of Scheduling Terms
teams’ timetables. For a course to be offered to multiple teams whose timetables have periods with different start and end times, a separate course-section must be set up for each team/period. Related
terms:House/Team, Period, and Timetable. See also: About Multiple Bell Schedules and Next Year
Scheduling with Multiple Bell Schedules in eSchoolPLUS online help.
Note: At the time of this release, Whiteboard does not support schools that have more than one bell
schedule defined.
Period
A segment of the school day, as defined in the Periods table (Scheduling Center > Setup > Periods). A
period is associated with specific times in a cycle day in the Timetable. eSchoolPLUS uses two types of
periods: attendance periods and scheduling periods. Attendance periods identify when attendance may
be taken. Scheduling periods determine when classes meet. Attendance and scheduling periods are often the same, but can be different. Related terms:House/Team, Multiple Bell Schedule, and Timetable.
Proxy Block (or Proxy Course)
A block containing a list of courses (blockettes) that should be scheduled when the proxy is requested
for a group of students. For example, you can create a Grade 06 proxy block that includes the set of
courses that should be scheduled for all 6th grade students. A proxy block does not force students to
take the blockette courses as a group and instead enables them to be scheduled individually into the
different sections. Including a block course with a proxy block is also useful, for example, if you want to
group students for some but not all courses, and you have multiple course-sections of the block course
that include the blockette courses you want to group. Related terms:Block, Blockette, and Course-Section. See also: How Blocks and Proxies Are Scheduled in eSchoolPLUS online help.
Regular Course
A course defined as a record in the Course Catalog that will have sessions scheduled in the Master
Schedule. Course records can also be created for scheduling study halls and lunch. Related terms:
Course Catalog, Course-Section, and Study Hall.
Regular Request
A request that the Student Scheduler (Scheduling Center > Student Scheduler > Student Schedules)
should attempt to schedule before trying alternates.
Scheduling Interval
The scheduling time period identifying when the course is scheduled, such as a full year or semester.
Intervals are defined in the Intervals option (Scheduling Center > Setup > Intervals). An interval indicates
how many times a year a building goes through the scheduling process. It also determines the requests
and marking periods that will be processed in scheduling.
Session
Indicates when and where a course-section meets, as defined in the Master Schedule. Session information includes periods within the day, cycle days, marking periods, room number, primary and secondary
staff, and mark reporting settings. Since sessions can span multiple periods, most course-sections require only one session. Additional sessions are needed if classes meet in different periods on different
days or in non-consecutive periods. Related terms:Course-Section, Master Schedule, and Period.
State Course
A course defined by your state and identified by a state code. If your state requires these codes in printing transcripts or filing state reports, you must set up course equivalency information in Mark Reporting’s
State Courses table to map Course Catalog codes to the state codes. Besides descriptions and local
codes, state course records can also store marks and credit information drawn from their course equivalents, although this depends on your district’s procedures.
13
Whiteboard Overview
Student Alternate
An alternate request that can be used in place of any course that cannot be scheduled. Related terms:
Alternate Request, Course Alternate, and Student/Course Alternate.
Student/Course Alternate
An alternate request that can be used if a regular course and its course alternate cannot be scheduled.
Related terms:Alternate Request, Course Alternate, and Student Alternate.
Study Hall
A study period scheduled during a student’s open period. eSchoolPLUS supports two types of study
halls. You can use the Schedule Study Halls option (Scheduling Center > Student Scheduler > Schedule
Study Halls) to fill in open periods with study halls. You can also set up study halls as regular coursesections in the Course Catalog, which allows them to be scheduled as course requests. Related
terms:Course Catalog and Period. See also: Study Hall Scheduler in eSchoolPLUS online help.
Timetable
A record listing the start and end times of periods, as defined in the Timetable table (Scheduling Center
> Setup > Timetable). Periods determine when course-sections meet. If your building uses multiple bell
schedules, you can assign timetables to house/teams and define unique start and end times for the periods in each team’s timetable. Related terms:House/Team, Multiple Bell Schedule, and Period. See also: Timetable Page in eSchoolPLUS online help.
Note: At the time of this release, Whiteboard does not support schools that have more than one bell
schedule defined.
14
2. Help Overview
Preview
This chapter provides information on the following topic:
Using Help .......................................................................................................................... 16
15
Help Overview
Using Help
This topic introduces you to elements of the help system built in to the Whiteboard application. There are
several ways to display help information:
•
As a standalone Help Viewer with a Table of Contents, Search, and Index that displays a help topic
until you manually select a different help topic;
•
As a Dynamic Help pane which displays context-sensitive help information as you click different parts
of the Whiteboard interface;
•
As the Whiteboard User Guide that you can view and search online, print, or save to your desktop.
Note: If you opt to print out the user guide, make sure you have the latest version of the user guide
each time you receive a new release of the Whiteboard application.
16
Using Help
Displaying Online Help Within Whiteboard
Button/Icon
Description
Click to display the Help system in a separate Help Viewer window with a Table of
Contents, Index, and Search functionality.
Located in the upper right corner of the application.
To temporarily display the Dynamic Help pane, move the mouse pointer over the
Dynamic Help bar located along the edge of the Whiteboard User Interface. The
Dynamic Help pane will slide out and remain open until you move the mouse pointer off the Dynamic Help bar.
To display the Dynamic Help pane and keep it open, click the Dynamic Help bar,
then click
(the auto-hide button) in the title bar.
When the Dynamic Help pane is pinned, clicking a tab or title bar on a pane displays context-sensitive help for tabs and panes in the Dynamic Help pane.
While Dynamic Help is enabled, located along the top, bottom, or side to which the
Dynamic Help pane is docked.
Click to toggle the auto-hide feature. You can "pin" the Dynamic Help pane to the
side, top, or bottom of the Whiteboard application window.
When a pane is pinned, the pin displays vertically
. When a pane is unpinned,
the pin displays horizontally . If you want the pane to always display, it must be
pinned. If you want the pane to slide out of view, it must be unpinned.
To keep the Dynamic Help pane open, click the pin icon to turn off the auto-hide
feature. You can then move the Dynamic Help window to another location in the
workspace, if you want, and dock it to the other side, top, or bottom of the application window.
To move the Dynamic Help pane off the application to float on your desktop, pin
the pane, click the Help window title bar and drag the Dynamic Help pane off the
Whiteboard application window, then drop the pane where you want it to float.
For more information about moving window panes, refer to Layout Options.
Located in the title bar of the Dynamic Help pane.
Click to close the Dynamic Help pane.
To display the Dynamic Help pane after it has been closed, click
Panes section of the Home tab.
in the
Located in the title bar of the Dynamic Help pane.
17
Help Overview
Navigating Online Help
Button/Icon
Description
Click to display the previously displayed Help topic.
Click to display the next Help topic.
Click to display a list of Help topics.
Click to expand all drop-downs in the currently-displayed Help topic.
Click to collapse all drop-downs that are expanded in the currently-displayed Help
topic.
Click to remove highlighting from matching search terms.
The following buttons are enabled in the Help Viewer window, not in the Dynamic Help pane.
Click to highlight the location of the currently-displayed Help topic in the TOC.
Click to open the Help TOC window.
Click to open the Help Index window.
Click to open the Help Search window.
Click to open the Help Favorites window.
Displaying the Whiteboard User Guide
•
Click the Whiteboard User Guide link at the bottom of a help topic.
or
1. Click
ality).
to display the Help Viewer window (with the Table of Contents, Index, and Search function-
2. In the Help Viewer Table of Contents pane, select Whiteboard User Guide. The user guide will display in the right-hand pane of the Help Viewer.
3. You can then navigate through the PDF online in the Help Viewer pane, print the user guide, or save
it to your desktop.
18
3. Procedural Information
Preview
This chapter provides information on the following topics:
Launching Whiteboard From eSchoolPLUS ....................................................................... 20
Set Environment ................................................................................................................. 23
Scheduling a Course Using Whiteboard ............................................................................. 24
Block Scheduling Using Whiteboard .................................................................................. 26
How Information is Updated in the Master Schedule Pane and Other Panes .................... 27
19
Procedural Information
Launching Whiteboard From eSchoolPLUS
eSchoolPLUS features a menu item to run the Whiteboard application. Each time you launch Whiteboard,
the system checks for the components needed to run the application, including the system files required to
run the software, your district configuration files, and the latest versions of the Whiteboard application software and online help viewer software.
If you are installing the Whiteboard software for the first time, or if you previously installed the Whiteboard
software and the system detects a newer version is available, the installation wizard will prompt you to
download the latest version and run the update.
Note: You must have Microsoft .NET Framework 3.5 and the correct version of the MadCap Help Viewer
installed on your computer. These components are downloaded and maintained independently by your System Administrator.
Run Whiteboard from eSchoolPLUS
1. In eSchoolPLUS, select Scheduling Center > Master Schedule > Whiteboard.
2. On the Whiteboard page, click Whiteboard.
3. The system displays a message box while verifying the application requirements.
20
•
If the system determines that you are currently running the latest version of the software, the
Whiteboard Login window displays. Go to Step 5.
•
If this is the first time you are running Whiteboard or if a newer version of the software is available,
the Application Run - Security Warning dialog window displays. Go to step 4.
Launching Whiteboard From eSchoolPLUS
4. In the Application Run - Security Warning dialog window, click Run. A download progress indicator
dialog displays while the system downloads the software to your PC.
5. In the Whiteboard Login window, enter your User Name and Password, then click Login.
21
Procedural Information
6. In the Set Environment dialog, make any necessary changes, then click OK to launch Whiteboard.
For more information, refer to Set Environment on page 23.
22
Set Environment
Set Environment
The Set Environment dialog displays when you start the Whiteboard application.
To access this option while the Whiteboard application is running, click Home > Set Environment.
Note: Summer school scheduling is not currently supported.
Sample Set Environment Dialog
Set the Environment for the Whiteboard application
1. In the Set Environment dialog, select the database you want to use.
2. Select the school year to use. Typically, you will select to run Whiteboard in your next-year environment.
3. If you have the ability to impersonate a user, you can enter the login for the user you want to impersonate. If you do not have this capability specified in your User Profile in eSchoolPLUS, the Impersonate User field does not display.
4. To open the application using the selected environment, click OK.
•
If you selected to run Whiteboard in the current-year environment, a confirmation dialog will display.
To run Whiteboard in the current-year environment, click Yes. Otherwise, click No and return to
step 2.
•
If grades exist for the building and school year, a warning will display.
To run Whiteboard even though grades exist, click Yes. Otherwise, click No and return to step 2.
23
Procedural Information
Scheduling a Course Using Whiteboard
In eSchoolPLUS, refer to the following topics in the online help system as needed:
•
Scheduling System Procedural Outline
•
Scheduling System Initial Procedures
•
Next-Year Scheduling Process Overview
Note: Use these procedures to schedule regular course-sections and blockette course-sections. To schedule a block course-section, refer to Block Scheduling Using Whiteboard on page 26. Before you can schedule a block course-section, you must define the blockette course-sections you want to include in the block.
To set up section scheduling defaults:
Select the Sections Default view using the Manage Views window or display and pin (click the pin icon
to toggle the pin until it is in the vertical position) the following panes in the Whiteboard application when
scheduling courses: Master Schedule - Course Layout, Sections, and Course Explorer.
•
Set up default Marking Periods and Cycle Days for the new course-section(s) you want to schedule.
•
Click the Section Settings tab. In the New Section - Default MPs and New Section - Default Cycles
sections, select the default Marking Periods and Cycle Days for the new course section(s) you want
to place in the schedule, then click Apply.
Note: If your New Section Default MPs and Cycles settings are different than your Sections Display
Settings, you may need to adjust your Sections Display Settings to display the appropriate information for the course-sections you schedule.
To schedule a course-section:
1. In the Course Explorer pane, locate and click the course you want to place in the schedule. For information about searching for a course, refer to the procedure, Search for a course, in Course Explorer on page 72.
2. After the application loads the data for the course, you can review potential conflicts or click and drag
the course to the appropriate timeslot in the Sections pane.
•
If the Conflict Matrix information in eSchoolPLUS is current and potential conflicts exist for scheduling the course, you can click cells in the Sections pane to check for any course-sections that
may conflict with the course-section you are about to place. For more information about viewing
conflict information, refer to Conflicts on page 69.
•
Click and drag the course from the Course Explorer to the appropriate cell in the Sections pane
and view potential conflicts after placing a section in the Sections pane.
3. After you have placed the course-section, click
in the Course Explorer pane to refresh the data.
4. In the Sections pane, you can view the newly-created course-section.
•
24
The following Mark Reporting information from the Course Catalog record in eSchoolPLUS is
copied to the new course-section record:
Scheduling a Course Using Whiteboard
Marks Are; Building Type; Course Level; Credit; Subject Area; Issue Marks; Include in Honor Roll;
and Include in GPA.
5. If you need to make any changes to course-section information, including modifying session information, click the cell containing the section you want to view and wait for the data to load, then rightclick the cell and select Modify. The application displays the Modify Section Information window. For
more information, refer to Modify Section Information - Course Information on page 99.
•
When you select Modify for a course-section you have just added and then select a staff member
in the Primary Staff field to replace the 0 - Staff assignment, the staff member’s default room is
automatically updated in the Room field when you press <Tab> to move to the next field.
Note: this applies only when you change the staff assignment from "0 - Staff" to a staff member.
If you subsequently change the staff member to another staff member, the Room field does not
change to the new staff member’s default room.
6. After you have finished making changes, click Save.
25
Procedural Information
Block Scheduling Using Whiteboard
In eSchoolPLUS, refer to the following topics in the online help system as needed:
•
Overview of Block Courses
•
How Blocks and Proxies Are Scheduled
To add a block course-section to the Master Schedule:
Prerequisite: You must schedule blockette course-sections before you can add them to a block coursesection. To schedule a blockette, refer to Scheduling a Course Using Whiteboard on page 24.
1. In the Course Explorer pane, locate and click the block course. For information about searching for
a course, refer to the procedure, Search for a course, in Course Explorer on page 72.
2. After the application loads the data for the course, click New Block Section in the Block Sections
pane. The application displays the New Block Section window.
3. Add the appropriate blockette(s) to the new block section.
4. To add a blockette to the current block section, click New Blockette.
5. In the Blockette Information section, click the Course field in the newly added row.
6. In the drop-down window that displays, select the appropriate course and course-section. If the
blockette is mandatory, enter a check in the Mandatory checkbox.
•
We recommend defining blockettes with at least one mandatory blockette. When the scheduler
tries to schedule a block with no mandatory blockettes, it attempts to schedule all possible combinations of blockette sections, slowing down the scheduler’s performance.
•
If all blockettes in the block are mandatory, the student will only be scheduled into a blockette
course-section if the student can be scheduled into all of the blockettes.
7. For every blockette you want to add to the current block course, repeat steps 4-6.
8. Click Save.
Refer to the following topics for additional information about Blocks and Blockettes:
Block Information on page 58
Block Sections on page 60
New/Modify Block Section on page 63
New/Modify Block Section - Course Information on page 64
New/Modify Block Section - Blockette Information on page 67
26
How Information is Updated in the Master Schedule Pane and Other Panes
How Information is Updated in the Master Schedule Pane and Other Panes
When you schedule a course-section in the Sections pane and assign teacher and room resources, updated information displays in the Master Schedule pane and other panes in the application. Depending on the
type of layout selected, you can view updated information for certain fields in the cells in the Master Schedule pane.
In the following tables, the column on the left side of the table lists each field containing information that you
can update, which will then display in other parts of the Whiteboard application. The first row along the top
of the table lists the name of the Whiteboard pane in which updated information will display. An "x" in a cell
indicates the information in the field is updated in the specified pane.
Information Updated in Master Schedule Pane
Field Name
Staff ID
Master Schedule Layout Pane
Teacher/
Sections
Teacher/
Room
Teacher/
Course
Teacher/
Course/
Room
x
x
x
x
Room ID
x
x
Room/
Sections
Room/
Teacher
Room/
Course
x
x
x
Room/
Teacher/
Course
Seat
Course
x
x
x
Grade
Restriction
House/
Team
Section
Name
x
x
x
x
Section
Number
x
x
x
x
Department
Start Period
x
x
x
x
x
x
x
x
x
x
End Period
x
x
x
x
x
x
x
x
x
x
Marking
Periods
x
x
x
x
x
x
x
x
x
x
Cycles
x
x
x
x
x
x
x
x
x
x
27
Procedural Information
Information Updated in Other Panes
Field Name
Section
Information
Pane
Staff ID
x
Room ID
x
Grade
Restriction
x
House/
Team
x
Section
Name
x
Section
Number
x
Department
x
Start Period
Sections
Pane
Conflicts
Pane
x
x
x
x
x
x
End Period
x
x
x
Marking
Periods
x
x
x
Cycles
x
x
x
28
4. Whiteboard User Interface Overview
Preview
This chapter provides information on the following topics:
Whiteboard User Interface Window .................................................................................... 30
Layout Options ................................................................................................................... 32
Manage Views .................................................................................................................... 38
29
Whiteboard User Interface Overview
Whiteboard User Interface Window
When you first run the Whiteboard application, the application displays using the criteria selected in the Set
Environment dialog.
Click to access the Exit button. Alternately, to exit the application, you can press Alt+F4 or
click
in the top right corner of the Whiteboard user interface.
Tabs display along the top of the ribbon, allowing you to view and modify settings within the
Whiteboard application. To access a tab, click the name of the tab in the ribbon. The following tabs display: Home, View, Tasks, Preferences, MS Settings (for the Master Schedule pane), and Section Settings (for the Sections pane).
For more information, refer to Tabs Overview on page 42.
These options allow you to minimize, maximize, and close the application.
Click to access the online help viewer for the Whiteboard application.
30
Whiteboard User Interface Window
Ribbon. This part of the user interface can be toggled on and off by double-clicking the
name of a tab or by clicking
and selecting the Minimize the Ribbon option.
Application Window Pane Buttons.
The Home tab features application window pane buttons you can use to toggle the display
of panes on or off. By default, all panes are toggled "on" and actively display in the application window, as indicated by the status of the buttons on the Home tab (an orange highlight displays when a pane is "on").
Pane Title Bar Menu.
You can right-click the title bar in a pane to select the following menu options:
Hide - to toggle the display of a pane off so it is no longer visible in the application window.
To show the pane again, you must click the appropriate button in the Panes section in the
Home tab.
Floating - to "undock" a pane so that it hovers over (or off of) the application window. To
return a floating pane to the last saved position, double-click the floating pane’s title bar.
Note: clicking the X button will close the pane.
Auto Hide - to "pin" or "unpin" a pane so that it either always displays or can slide out of
view, yet still be accessible by moving the mouse pointer over the name of the pane.
Panes within the application window can be displayed and hidden to accommodate the
tasks you want to accomplish.
Some panes may be open and "pinned" in place or active, yet hidden, which means you
can display the pane by moving the mouse pointer over the name of the pane along the
perimeter of the application window:
You can move, resize, tile, pin, dock, float, and hide/display panes (refer to Layout Options
on page 32).
For more information, refer to Panes Overview on page 56.
31
Whiteboard User Interface Overview
Layout Options
When you first run the Whiteboard application, the system displays a default layout view consisting of commonly-used panes. You can customize elements of the Whiteboard application layout to help you work more
efficiently.
For example, you can select to toggle on or off the display of certain panes; move application panes, including the dynamic Help pane, to a different location; dock panes; float panes; pin panes; auto-hide panes; resize panes; resize columns and internal borders within panes; and control scrolling options within panes.
Each time you run Whiteboard, the application displays the layout and settings from the last session you
were logged in to the application.
•
If you make changes to the layout or to certain settings in the tabs, you can save the changes in a
new view using the Manage Whiteboard View Types option in the View tab.
•
If you make changes and do not save them in a new view, the application will automatically save
those changes and display the Whiteboard application in that state the next time you log in. Specific
changes saved automatically by the application include:
Layout Changes
Changing the size or location of a pane or the size of the main
application window.
Home Tab
Displaying/hiding a pane.
View Tab
Changing Building (unless it is locked when you log in) or Filter
information (only Grade is saving at this time).
Preferences Tab
Changing Color Scheme, Font, or Course Sort.
MS Settings Tab
Changing display settings and Layout.
Section Settings Tab Changing display settings and default settings.
•
You can restore the original default layout or switch to other saved layout views. For more information, refer to Manage Views on page 38.
•
If you change layout settings or a setting such as the School Year during a session and do not see
the data you would expect to see in the Master Schedule pane when the changes refresh on the
page, reload the layout you want to use.
Note: If you have extended your desktop to another monitor, the Whiteboard application may not display
as expected.
Using Layout Options
Display/hide application panes
You can select which panes to display in the application workspace.
1. Click the Home tab.
2. In the Panes section, click an application window pane button to toggle on or off displaying the corresponding pane in the Whiteboard application window. An orange highlight on a button indicates the
pane is toggled "on" and can be viewed.
32
Layout Options
In the above example, the Course Explorer pane button is toggled off; therefore, the Course Explorer
pane does not display in the application workspace.
Note: In a pane displayed in the application window, you can right-click the title bar to display a
menu. To hide the pane, click Hide. To display the pane again, you must click the appropriate window
pane button in the Panes section of the Home tab.
Pin a pane/Auto Hide panes
Each pane in the application has an auto hide feature which you can toggle on or off by clicking
or
in the upper right corner of the pane. Pinning a pane keeps the pane displayed in the application window, while unpinning a pane allows the pane to slide out of view until you choose to display it again. You
can "pin" a pane to the side, top, or bottom of the Whiteboard application window.
When a pane is pinned, the pin displays vertically
zontally
. When a pane is unpinned, the pin displays hori-
. If you want the pane to always display, it must be pinned
out of view, it must be unpinned
. If you want the pane to slide
.
To keep a pane open, click
to turn off the auto hide feature. You can then move the window pane to
another location in the workspace, float the pane, or dock it to the other side, top, or bottom of the application window. For more information, refer to the next procedure on this page.
Move a pane to a different location within the application/Dock a pane
You can move a pane and "dock" it in a specific part of the Whiteboard application window, and "float"
a pane on top of other panes to arrange panes in a custom layout. In order to move, dock, or float a pane,
it must be pinned. For more information about pinning panes, refer to the previous procedure.
1. Click the pane’s title bar and drag it until you see the docking arrows appear.
33
Whiteboard User Interface Overview
2. Drag the pane over the arrow pointing in the direction of the part of the Whiteboard window in which
you want to dock the pane. The color of the docking arrow and the background will temporarily
change when you drag the pane over the arrow.
3. Drop the pane to dock it to the new location.
•
The docking arrows along the top, bottom, and sides of the application window allow you to dock
the pane on the selected part of the window.
•
The docking arrows in the middle allow you to layer panes within the section (they will not be tiled).
Float a pane
You can "float" a pane on top of other panes or move a pane off to the side of the main application window.
Note: In order to float a pane, it must be pinned. For more information about pinning panes, refer to the
"Pin a pane/Auto Hide panes" procedure in this topic.
•
34
To float a pane, double-click the pane title menu bar. The pane will "float" over the application window
for you to position it where you want the pane to display.
Layout Options
For example, if you are new to the Whiteboard application, you may want to "float" the Dynamic Help
pane off to the side of your application window so you can view context-sensitive help information as
you navigate through the application.
•
To return a floating pane to its previous position, double-click the pane’s title bar.
Note: If you close a floating pane, you can display it again by clicking the corresponding application window pane button in the Panes section of the Home tab.
Using the pane title bar menu options to hide, float, or auto hide panes
You can right-click the title bar in a pane to select the following menu options:
Hide - to toggle the display of a pane off so it is no longer visible in the application window. To show the
pane again, you must click the appropriate button in the Panes section in the Home tab.
Floating - to "undock" a pane so that it hovers over (or off of) the application window. To return a floating
pane to the last saved position, double-click the floating pane’s title bar. Note: clicking the X button will
close the pane.
Auto Hide - to "pin" or "unpin" a pane so that it either always displays or can slide out of view, yet still
be accessible by moving the mouse pointer over the name of the pane:
Resize panes, columns, and internal borders
You can resize a docked or floating pane. Some panes also have resizable columns and internal borders
to allow you to extend the viewing area within the pane.
1. Move the mouse pointer over the border until the cursor changes shape to the resize tool.
2. Click and drag the border to the desired width/height.
35
Whiteboard User Interface Overview
Resize the main Whiteboard window
The size of the main Whiteboard window can be adjusted as needed using the minimize/maximize options and/or by dragging an edge or corner of the Whiteboard window.
The size of the panes you have open within the main window may limit how much you can resize the
main window. If you find the overall size of the Whiteboard application window is too large, resize the
panes within the main window, then drag an edge or corner of the Whiteboard window to the desired
size.
Change order of columns and column headings in selected panes
You can change the order of columns and column headings in certain panes by clicking and dragging
the column to the desired location.
In the example below, you can click and drag the Course-Section column heading to the left of the Description column heading. Red arrows will display when you can drop the column into the new position.
Note: These settings are active during your current session and are not saved when you exit the application.
Use a group of panes
Once you dock a pane in position, click the pane’s button in the Panes section of the Home tab to toggle
on or off displaying the pane. This feature allows you to quickly display and use only the pane(s) you
want to view in the maximum size and optimum position on the Whiteboard application. Instead of having
to pin or unpin the pane and move it around or slide it out of view, toggling a pane on or off may help you
work more efficiently.
For example, if you want to place course-sections, you can arrange the window layout to display all of
the panes, but then toggle off certain panes so that only the Sections pane, Conflicts pane, and Course
Explorer pane display while you are working on this task. You can click the Master Schedule pane button
to toggle displaying and hiding the pane, as needed.
Save panes and settings in a layout view
The system includes two default layout views, Whiteboard Default and Sections Default, available to all
users. You can also save certain configurations of panes that you frequently use in a custom layout view
so you can switch between groups of panes you use for specific tasks.
The Manage Views window allows you to create a new view type, load a saved view, delete a view, and
restore the Whiteboard application to a default layout view.
For more information about default views and creating, saving, and deleting layout views, refer to Manage Views on page 38.
36
Layout Options
Optimize display for remote desktop sessions
If you are using Remote Desktop to run the Whiteboard application from a remote location, make sure
your settings are optimized.
1. Start a remote desktop connection on your PC.
2. Click Options.
3. Click the Display tab.
4. In the Remote desktop size settings, drag the slider all the way to the right to display Full Screen.
5. Click Connect.
37
Whiteboard User Interface Overview
Manage Views
Because the Whiteboard application interface and environment is customizable, you may want to save certain configurations of panes that you frequently use for specific tasks. The Manage Views window allows
you to create user-defined custom layout views, load a saved view, delete a view you have created, and
restore the Whiteboard application to the original default view. For more information about layout options,
refer to Layout Options on page 32.
Note: When a user logs in to the Whiteboard application, the Manage Views window displays the system
default layout views and only the custom views created and saved by that specific user while in the selected
building.
•
A view created by a user in Building 2 will not display for that user in the list of Available Layout Views
in Building 10.
•
If several users have created and saved custom layout views for Building 2, each user will only see
the views that user created for Building 2.
To display the Manage Views window, click Manage Whiteboard View Types on the View tab. For more
information, refer to View Tab on page 45.
38
Manage Views
Sample Manage Views Window
Using the Manage Views Window
When a user logs in to the Whiteboard application, the Manage Views window displays the system default
layout views and only the user-defined custom views created and saved by that specific user while in the
selected building.
Save the current state of the Whiteboard application as a new view
You can create a new view saving the configuration options displaying in the current state of the Whiteboard application.
1. After you have arranged the panes in the Whiteboard application window in a configuration you would
like to save, click the View tab, then click Manage Whiteboard View Types in the View Manager
section.
2. In the Manage Views window, click Save as.
3. In the dialog, enter the name, up to 18 characters, for the new view, then click OK.
Note: You cannot use the same name as an existing view.
39
Whiteboard User Interface Overview
Load a saved view
1. In the View Manager section of the View tab, click Manage Whiteboard View Types.
2. In the Manage Views window, click the view you want to load from the Available Layout Views list,
then click Load.
3. The application displays a confirmation dialog. To load the selected view, losing any unsaved changes to the current view configuration, click Yes.
4. To close the Manage Views window, click OK.
Save changes to a view you previously created
1. After you make changes to a view you previously created and saved, click the View tab, then click
Manage Whiteboard View Types in the View Manager section.
2. In the Manage Views window, click Save.
Delete a view you previously created
Note: Make sure the view you want to delete is not currently displaying in the application. If it is, first click
Manage Whiteboard View Types in the View Manager section of the View tab and load a different view.
1. In the View Manager section of the View tab, click Manage Whiteboard View Types.
2. In the Manage Views window, click the view you want to delete in the Available Layout Views section,
then click Delete.
Note: You can only delete views you have created. You cannot delete a default view.
3. The application displays a confirmation dialog. To delete the selected view, click Yes.
4. To close the Manage Views window, click OK.
Restore default layout settings
The system includes two default layout views, Whiteboard Default and Sections Default, available to all
users.
Note: If you restore the default settings, any changes you have made to pane positions, pane sizing,
pane display, color schemes, font, and font size will be lost unless you have saved the current configuration in a new view.
1. In the View Manager section of the View tab, click Manage Whiteboard View Types.
2. In the Available Layout Views section of the Manage Views window, click Whiteboard Default or
Sections Default, then click Load.
3. In the confirmation dialog, click Yes.
4. To close the Manage Views window, click OK.
40
5. Tabs
Preview
This chapter provides information on the following topics:
Tabs Overview .................................................................................................................... 42
Home Tab ........................................................................................................................... 43
View Tab ............................................................................................................................. 45
Tasks Tab ........................................................................................................................... 48
Preferences Tab ................................................................................................................. 49
MS Settings Tab ................................................................................................................. 50
Section Settings Tab .......................................................................................................... 53
41
Tabs
Tabs Overview
Whiteboard features tabs in the ribbon along the top of the application window which allow you to view and
modify settings.
To access a tab, click the name of the tab in the ribbon.
Note: Double-clicking the name of a tab toggles the display of the actual tabs on and off so that you can
maximize the application workspace.
Tab
Description
Home
The Home tab allows you to access the Set Environment and Panes options.
View
The View tab allows you to manage layout views; change the building; and select filters to display information by department, grade, house/team, and
course level in the Course Explorer and Master Schedule panes. You can also
select whether to filter by Singleton and/or Doubleton courses.
Tasks
The Tasks tab allows you to lock and unlock all course-sections.
Preferences
The Preferences tab allows you to change the color scheme and font settings
in the application.
MS Settings
The MS Settings tab for the Master Schedule pane allows you to select the
settings to view information in the Master Schedule grid and to select the marking periods, cycle days, and periods to display on the grid.
Section Settings
The Section Settings tab allows you to select the settings to view information
in the Sections pane and to select the default course and marking period values to apply for scheduling new course-sections.
42
Home Tab
Home Tab
The Home tab allows you to access the Set Environment and Panes options.
Sample Home Tab
Using the Home Tab
Change the environment settings for the Whiteboard application
The Environment section displays the Database, Building, User, and School Year. Additionally, you can
change the default values in the Whiteboard application using the Set Environment option.
Note: Summer school scheduling is not currently supported.
1. Click Set Environment.
2. In the Set Environment dialog, select the database you want to use.
3. Select the school year to use.
4. If you have the ability to impersonate a user, you can enter the login for the user you want to impersonate. If you do not have this capability specified in your User Profile in eSchoolPLUS, the Impersonate User field does not display.
5. To load and display the corresponding information in the Whiteboard application, click OK.
•
If you selected to run Whiteboard in the current-year environment, a confirmation dialog will display.
To run Whiteboard in the current-year environment, click Yes. Otherwise, click No and return to
step 2.
•
If grades exist for the building and school year, a warning will display.
To run Whiteboard even though grades exist, click Yes. Otherwise, click No and return to step 2.
Display/hide application panes
This section displays buttons you can use to display or hide application window panes. For an overview
of the panes in the Whiteboard application, refer to Panes Overview on page 56.
In the Panes section, click an application window pane button to toggle on or off displaying the corresponding pane in the Whiteboard. An orange highlight on a button indicates the pane is displayed in the
application workspace.
43
Tabs
In the above example, the Course Explorer pane button is toggled off; therefore, the Course Explorer
pane does not display in the application workspace.
For more information about setting up panes to best accommodate your needs, refer to Layout Options
on page 32.
44
View Tab
View Tab
The View tab allows you to manage layout views; change the building; and select filters to display information by department, grade, house/team, and course level in the Course Explorer and Master Schedule
panes. You can also select whether to filter by Singleton and/or Doubleton courses.
When you change buildings, the application immediately loads the corresponding building’s information
while a progress indicator displays. After the new building data displays, you can then filter the information
displayed for the selected building by selecting the appropriate filter criteria, then clicking Apply.
The View Manager section allows you to access the Manage Views window, where you can create userdefined custom layout views load a saved view, delete a view you have created, and restore the Whiteboard
application to one of the original default views.
Note: When a user logs in to the Whiteboard application, the Manage Views window displays the system
default layout views and only the custom views created and saved by that specific user while in the selected
building.
•
A view created by a user in Building 2 will not display in the list of Available Layout Views in Building
10.
•
If several users have created and saved custom layout views for Building 2, each user will only see
the views that user created for Building 2.
The settings you select in this tab are saved when you exit the Whiteboard application and will be in effect
the next time you log in using the same credentials.
Sample View Tab
Fields
View Manager Section
The options in this section display the current layout view and allow you to access the Manage Views window.
View
Displays the name of the current Whiteboard layout view.
Manage Whiteboard View Types
Click to display the Manage Views window, where you can create a user-defined custom view layout,
load a saved view, delete a view, and restore the Whiteboard application to the original default view.
For more information, refer to Manage Views on page 38.
45
Tabs
Course Explorer and Master Schedule Pane Filters Section
Building
Select a building to display the courses for that building. When you change buildings, the application
loads the corresponding building’s information while a progress indicator displays.
After the new building data displays, you can then filter the information displayed for the selected building
by selecting the appropriate filter criteria, then clicking Apply.
Note: At the time of this release, you cannot select a building that has more than one bell schedule defined.
Department
Select a department to display only courses for that department in the Course Explorer or courses that
do not have any department.
Note: To filter by Department in the Master Schedule layout by Course, Teacher, and Seat, use the filter
within the Department column in the Master Schedule pane.
Grade
Select a grade to display only courses for that grade or courses that do not have any grade restriction
specified.
House/Team
Select a house/team to display courses for that house/team. Courses will display in the Course Explorer
if:
•
The course in the Course Catalog has the selected house/team.
•
The course has sections in the Master Schedule that have the selected house/team.
•
The course does not have a house/team specified.
Course Level
Select a course level to display only courses using the selected level table.
Show Only Section
Select whether you want to display only Singleton courses, Singleton and Doubleton courses, or Doubleton
courses. Enter a check next to each option by which you want to filter the information.
•
If there are matching records, only those records matching the criteria you selected will display.
•
If there are no Singletons or Doubletons in your building, all courses will display.
•
To display courses designated as Singletons, Doubletons, you can use the filter in the Course Explorer.
Actions Section
Note: If you make changes to any field on this tab except the Building field, the Master Schedule grid is
inaccessible until you click an option in the Actions section.
Changing the Building field to a valid building will start loading data for the selected building immediately
and cannot be canceled
46
View Tab
•
To apply the filter(s), click Apply.
•
To cancel unsaved changes made to the filter(s), click Cancel.
47
Tabs
Tasks Tab
The Tasks tab allows you to lock and unlock all course-sections.
Locking course-sections anchors them in the Master Schedule with the selected meeting time, staff, and
room resources so that those sections are not deleted or rescheduled when you run the Master Schedule
Builder.
Note: You can lock individual course-sections by right-clicking the section on the Sections pane and selecting Lock Section.
Sample Tasks Tab
Using the Tasks Tab
Lock all sections
Click Lock All Sections.
Unlock all sections
Click Unlock All Sections.
48
Preferences Tab
Preferences Tab
The Preferences tab allows you to change the color scheme and font settings in the application.
Sample Preferences Tab
Fields
Color Scheme Section
Use the option in this section to select the color scheme you want to use for the application.
•
To change the color scheme for the application, click the color selection button, then click the color
you want to use for the new application color scheme.
Font Section
Use the options in this section to select the font and font size for text in the application.
Font
Select the font you want to display in the application. The position of options in the ribbon may change
depending on the font you select.
Note: The default font will not change the text in the online help.
Font Size
Select the size you want the font to display in the application. The position of options in the ribbon may
change depending on the font size you select.
Note: The default font size will not change the text in the online help.
Action Section
Use the options in this section to apply or cancel changes to the settings on this tab.
•
To save changes made to the Preferences settings, click Apply.
•
To cancel unsaved changes made to the Preferences settings, click Cancel.
49
Tabs
MS Settings Tab
The MS Settings tab for the Master Schedule pane allows you to select the settings to view information in
the Master Schedule grid and to select the marking periods, cycle days, and periods to display on the grid.
Note: If you make any changes to the settings in the MS Settings tab, the Master Schedule pane will be
inaccessible until you click Apply or Cancel. The Cancel button on the MS Settings tab allows you to undo
unapplied changes to settings in the Columns, Marking Periods, Cycles, and Periods sections. When you
select a different layout in the Layout section, clicking Cancel will not stop data from loading in the Master
Schedule grid.
Sample MS Settings Tab
Using the MS Settings tab
Change how information displays in the Master Schedule pane
In each section, select the appropriate options to display, then click Apply.
In the Columns section, enter a check in the box to the left of each option you want to display in the Master Schedule grid. You can select to display any combination of Marking Periods, Cycle Days, and Periods.
For each option you select to display in the Columns section, you must select at least one corresponding
value in the Marking Periods, Cycles, and Periods sections.
Enter a check in the box to the left of each marking period, cycle day, and period you want to display in
the Master Schedule grid. If you select values in these sections, you must select to display the corresponding column(s).
Change the layout for the Master Schedule pane
In the Layout section, select the type of layout you want to view in the Master Schedule pane (Course,
Teacher, Room, Seat), then click Apply.
If you select Teacher, Room, or Seat layout, you can then select additional layout views by right-clicking the Master Schedule pane, then selecting one of the available layout views from the menu. For
more information, refer to Master Schedule - Teacher Layout on page 81, Master Schedule - Room
Layout on page 84, and Master Schedule - Seat Layout on page 87.
Fields
Columns
Enter a check in the box to the left of each option you want to display in the Master Schedule grid. You
can select to display any combination of Marking Periods, Cycle Days, and Periods.
For each option you select to display, you must select at least one corresponding value in the Marking
Periods, Cycles, and Periods sections.
50
MS Settings Tab
Marking Periods
Enter a check in the box to the left of each marking period you want to display in the Master Schedule
grid.
Cycles
Enter a check in the box to the left of each cycle day you want to display in the Master Schedule grid.
Periods
Enter a check in the box to the left of each period you want to display in the Master Schedule grid.
Layout
Determines the layout of the Master Schedule pane.
Course
Displays the number of course-sections scheduled in the Master Schedule, arranged by Course.
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Course Layout on page 80.
Teacher
Displays the number of course-sections scheduled in the Master Schedule, arranged by Teacher.
Within the Teacher Layout pane, you can right-click the grid to access additional views of the Teacher
Layout. These additional layout options allow you to view course, section, and room assignments by
teacher. If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of
the cell. Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Teacher Layout on page 81.
Room
Displays the number of course-sections scheduled in the Master Schedule, arranged by Room.
Within the Room Layout pane, you can right-click the grid to access additional views of the Room
Layout. These additional layout options allow you to view course, section, and teacher assignments
by room. If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top
of the cell. Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Room Layout on page 84.
Seat
Displays the number of seats available in course-sections scheduled in the Master Schedule, arranged by Course.
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Seat Layout on page 87.
51
Tabs
Actions
Note: If you make any changes to the settings in the MS Settings tab, the Master Schedule pane will be
inaccessible until you click Apply or Cancel. The Cancel button on the MS Settings tab allows you to
undo unapplied changes to settings in the Columns, Marking Periods, Cycles, and Periods sections.
When you select a different layout in the Layout section, clicking Cancel will not stop data from loading
in the Master Schedule grid.
52
•
To save changes made to the Master Schedule Settings, click Apply.
•
To cancel unsaved changes made to the Master Schedule Settings, click Cancel.
Section Settings Tab
Section Settings Tab
The Section Settings tab allows you to select the settings to view information in the Sections pane and to
select the default course and marking period values to apply for scheduling new course-sections.
Note: If you make any changes to the settings in the Section Settings tab, the Sections pane will be inaccessible until you click Apply or Cancel.
After you have set up your default section settings, refer to Scheduling a Course Using Whiteboard on page
24.
Sample Section Settings Tab
Using the Section Settings tab
Change how course-section information displays in the Sections pane
In the Sections Display Settings section, select the column, cycle days, and marking periods to view,
then click Apply.
Note: In the first column of this section, you can select to display columns for Marking Periods Only, Cycles Only, or for both Marking Periods and Cycles.
Note: If your New Section Default MPs and Cycles settings are different than your Sections Display Settings, you may need to adjust your Sections Display Settings to display the appropriate information for
the course-sections you schedule.
Change default settings for course-sections being placed in the schedule
1. In the New Section - Default MPs section, select the default marking periods for course-sections to
be placed in the schedule.
2. In the New Section - Default Cycles section, select the default cycle days for course-section to be
placed in the schedule.
3. Click Apply.
Fields
Sections Display Settings
Select whether to display Marking Periods only, Cycle Days only, or Marking Periods and Cycle Days in
the Sections pane. For each option you select to display, you must select at least one corresponding
Marking Period and/or Cycle Day in this section.
•
Enter a check in the box(es) to select whether you want to Display Marking Periods, Display Cycle
Days, or both.
•
Enter a check in the box to the left of each cycle day you want to display in the Sections pane.
53
Tabs
•
Enter a check in the box to the left of each marking period you want to display in the Sections pane.
New Section - Default MPs
Enter a check in the box to the left of each marking period you want to set as a default for scheduling
new courses.
Note: The system will not allow you to select combinations of marking periods that are in different durations.
New Section - Default Cycles
Enter a check in the box to the left of each cycle day you want to set as a default for scheduling new
courses.
Actions
Note: If you make any changes to the settings on this tab, the Sections pane is inaccessible until you
click a button in the Actions section.
54
•
To save changes made to the Section Settings, click Apply.
•
To cancel unsaved changes made to the Section Settings, click Cancel.
6. Panes
Preview
This chapter provides information on the following topics:
Panes Overview ................................................................................................................. 56
Block Information ................................................................................................................ 58
Block Sections .................................................................................................................... 60
New/Modify Block Section .................................................................................................. 63
New/Modify Block Section - Course Information ................................................................ 64
New/Modify Block Section - Blockette Information ............................................................. 67
Conflicts .............................................................................................................................. 69
Course Explorer .................................................................................................................. 72
Course Information ............................................................................................................. 75
Master Schedule ................................................................................................................. 76
Master Schedule - Course Layout ...................................................................................... 80
Master Schedule - Teacher Layout .................................................................................... 81
Master Schedule - Room Layout ........................................................................................ 84
Master Schedule - Seat Layout .......................................................................................... 87
Section Information ............................................................................................................. 90
Sections .............................................................................................................................. 92
Modify Section Information ................................................................................................. 97
Modify Section Information - Course Information ............................................................... 99
Modify Section Information - Session Information ............................................................ 103
Detailed Session Information ............................................................................................ 105
Student Status .................................................................................................................. 109
55
Panes
Panes Overview
Whiteboard features panes that you can display or hide in the application window which allow you to view
and modify information.
To view the panes available in the application, click the Home tab in the ribbon along the top of the Whiteboard user interface. Clicking a pane button in the Panes section of the Home tab toggles on or off the display of the pane in the user interface.
For more information about setting up panes to best accommodate your needs, refer to Layout Options on
page 32.
Button on Home
Tab to Display/
Hide Pane
Description
The Block Info pane displays details about the block course from the Master
Schedule and allows you to access the New/Modify Block Section window by
clicking the Modify link.
The New/Modify Block Section window allows you to modify block section and
blockette information for block courses.
The Block Sections pane allows you to view block course-sections that have
been created and to view blockettes within the block. From this window, you
can add, delete, modify, lock, and unlock block sections (and all blockettes
within the selected block section). Students request the course code for a
block course, but are scheduled into the course-sections (blockettes) associated with the block course.
The Conflicts pane shows potential scheduling conflicts based on course requests for a selected course, and on teacher and room allocations.
The Course Explorer pane displays a list of courses in the Course Catalog for
the selected building. You can drag and drop regular courses from this pane
to the Sections pane to schedule course-sections and blockettes, and click
block courses to view the corresponding information in the Block Sections
pane.
The Course Information pane displays information about the course from the
Course Catalog.
56
Panes Overview
Button on Home
Tab to Display/
Hide Pane
Description
The Master Schedule pane allows you to view information about the courses,
teachers, rooms, and seats scheduled by period, cycle day, and marking period.
The Sections pane allows you to schedule new course-sections; to view sections that have been placed in the schedule; to modify section information; to
lock/unlock sections; and to delete sections.
The Section Information pane displays details about the course-section from
the Master Schedule and allows you to access the Modify Section Information
window by clicking the Modify link.
The Modify Section Information window allows you to change course-section
information, as well as view and add session information.
For the course selected in the Course Explorer window, the Student Status
pane displays the students who have been scheduled into the course successfully, as well as the students who have not been scheduled.
The Dynamic Help pane displays context-sensitive online help when you click
a pane or tab.
57
Panes
Block Information
The Block Info pane displays details about the block course from the Master Schedule and allows you to
access the New/Modify Block Section window by clicking the Modify link.
The New/Modify Block Section window allows you to modify block section and blockette information for
block courses.
Sample Block Information Pane
Block Information Options
For field descriptions, refer to the Master Schedule topic in eSchoolPLUS online help.
Display or hide the Block Information pane
In the Panes section of the Home tab, click Block Info to toggle on or off displaying the Block Information
pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in
the application workspace.
58
Block Information
Toolbar Buttons
Button
Description
Click to display the course-section properties fields by the categories in which they have
been arranged.
Click to display the course-section properties fields in alphabetical order. Fields will not
be grouped according to categories in this view.
View block course-section information
The fields in this pane display block course-section information from the Master Schedule. You cannot
edit information directly in this pane.
Modify block course-section information
Click the Modify link. The application displays the New/Modify Block Section window in which you can
edit the information. For more information, refer to New/Modify Block Section on page 63.
59
Panes
Block Sections
The Block Sections pane allows you to view block course-sections that have been created and to view
blockettes within the block. From this window, you can add, delete, modify, lock, and unlock block sections
(and all blockettes within the selected block section). Students request the course code for a block course,
but are scheduled into the course-sections (blockettes) associated with the block course.
A block course-section consists of two basic elements: course information defining the block and a set of
regular course-sections (blockettes). Students request the block, then are scheduled into the sessions in
the blockettes. The block itself is not scheduled, because it does not include sessions.
For more information, refer to the "Overview of Block Courses" topic in eSchoolPLUS online help.
Sample Block Sections Pane
Using the Block Sections Pane
Add a block course-section to the Master Schedule
Prerequisite: You must schedule blockette course-sections before you can add them to a block coursesection. To schedule a blockette, refer to Scheduling a Course Using Whiteboard on page 24.
1. In the Course Explorer pane, locate and click the block course. For information about searching for
a course, refer to the procedure, Search for a course, in Course Explorer on page 72.
2. After the application loads the data for the course, click New Block Section in the Block Sections
pane. The application displays the New Block Section window.
3. Add the appropriate blockette(s) to the new block section.
4. To add a blockette to the current block section, click New Blockette.
5. In the Blockette Information section, click the Course field in the newly added row.
6. In the drop-down window that displays, select the appropriate course and course-section. If the
blockette is mandatory, enter a check in the Mandatory checkbox.
60
Block Sections
•
We recommend defining blockettes with at least one mandatory blockette. When the scheduler
tries to schedule a block with no mandatory blockettes, it attempts to schedule all possible combinations of blockette sections, slowing down the scheduler’s performance.
•
If all blockettes in the block are mandatory, the student will only be scheduled into a blockette
course-section if the student can be scheduled into all of the blockettes.
7. For every blockette you want to add to the current block course, repeat steps 4-6.
8. Click Save.
Modify block section information
Refer to New/Modify Block Section on page 63.
Delete a block section
1. Click the row containing the section you want to delete.
2. Click Delete Block Section.
Note: When you delete a block course-section, the application updates the number of scheduled
sections in the Course Explorer.
If you delete all block course-sections of a course, the course also moves from the Scheduled tab to
the Unscheduled Courses tab in the Course Explorer.
Lock/Unlock a block section
Locking a block section prevents the Master Schedule Builder from deleting this block section and rescheduling it. The Master Schedule Builder will instead anchor this block section in the selected meeting
time, with the selected resources, and schedule all other sections around it.
1. Right-click the cell containing the block section you want to lock or unlock.
2. Select Lock Block Section or Unlock Block Section.
Note: If an option is enabled, that option is currently not applied; i.e., if Lock Block Section is enabled,
the section is currently unlocked. You can also refer to the Locked field in the Block Information properties pane to view whether the section is locked.
If you want to lock or unlock all sections, use the Sections options on the Tasks tab.
Modify blockette information from the Block Sections pane
1. In the Block Sections pane, click the row for the course-section containing the blockette you want to
modify.
2. Right-click the cell containing the blockette course-section you want to modify.
61
Panes
3. Select Modify Blockette. The Modify Section Information window displays.
4. Enter the appropriate information, then click Save.
For more information about blockettes, refer to New/Modify Block Section - Blockette Information on
page 67.
62
New/Modify Block Section
New/Modify Block Section
This window allows you to add a new block course-section or change block course-section information, as
well as to add, modify, and delete blockette information.
You can access this window by clicking New Block Section on the Block Sections window, and by rightclicking a block course-section on the Block Sections window, then selecting Modify Block Section.
Note: The title of the window changes depending on how you accessed it to display either "New Block Section" or "Modify Block Section."
Sample New/Modify Block Section Window
To view online help for this window, click Help. For detailed information about the information on this window, refer to the appropriate topic:
New/Modify Block Section - Course Information on page 64
New/Modify Block Section - Blockette Information on page 67
In eSchoolPLUS online help, refer to the "Overview of Block Courses" topic.
63
Panes
New/Modify Block Section - Course Information
The New/Modify Block Section window allows you to change block course-section information, as well as
view and add blockette information. The Course Information section displays course information from the
eSchoolPLUS Course Catalog.
When you schedule a new block course-section in Whiteboard, Mark Reporting information from the following fields are copied from the Course Catalog record in eSchoolPLUS: Marks Are, Building Type, Course
Level, Credit, Subject Area, Issue Marks, Include in Honor Roll, Include in GPA.
For information about the Blockette Information section of this window, refer to New/Modify Block Section Blockette Information on page 67.
Sample New/Modify Block Section Window - Course Information Section
Fields
General Information Section
These fields identify the block course and course-section.
Building
Building where the block course-section meets.
Course
Code identifying the block course.
Section
Number of the block course-section. The system defaults 1 for the first section and the next sequential
number for each subsequent section.
Course Information Section
These fields provide general information on the course-section that applies to all sessions or blockettes.
The section’s Block Type field indicates whether the course-section is a regular course or block.
Description
Description of the course-section. [Character/255]
64
New/Modify Block Section - Course Information
Gender Restriction
Gender of students who can be scheduled in the course-section.
Select:
M - Male Only
F - Female Only
B - Both
Track
Scheduling track of the course-section. This field applies to year-round buildings. Only students assigned to this track can be scheduled into the course-section.
Block Type
Determines how Student Scheduler processes this course-section.
N - Regular Course - indicates students are scheduled into the sessions of the course-section. You
must set up at least one session.
B - Block Course - indicates students are scheduled into the set of course-sections (blockettes) that
are associated with the block. Student Scheduler schedules the individual blockette course-sections,
not the block.
For blockette courses, the text C - Blockette Course displays. This is a regular course-section that is assigned as a blockette for at least one block course. This value is assigned by the system and cannot be
modified.
Part Of Block Course(s)
This field does not display if the course is not part of a block. List of the block(s) in which this blockette
has been included.
Maximum Seats
Maximum number of students that can be scheduled in the course-section. This value defaults from the
Scheduling Configuration. This field displays only for regular courses, not for block courses.
Fee
Amount to charge a student for enrolling in the course.
Note: The Student Fees package does not process this fee. Student Fees uses Fee Groups to charge
fees for courses.
Grad Req Credit Rule
If multiple subject areas are assigned to the course, indicates how credit should be applied to the subject
areas for graduation requirement.
65
Panes
Select:
E - Evenly Divide Credit Among All Subject Areas - to divide the credit for the course across all listed
subject areas; for example, if the credit for Physics should be split between a lab science requirement
and a lecture science requirement.
F - Full Credit Goes To All Subject Areas - to apply the full credit for the course to all listed subject
areas; for example, if the credit for Physics should be applied to both the lab science requirement and
a lecture science requirement.
O - Fill Credit Into Subject Areas In Order - to apply the credit for the course to the first subject area
listed that still needs credits filled, then applying any remaining credit to the next subject area that
needs to be filled. For example, if a student takes a Modern Fiction course that is 1 credit, which can
be used to fulfill an English subject area requirement or Elective requirement, and the student needs
.25 credits for English, the first .25 credits will be applied to fill the English requirement and the remaining credit will then be applied to fill the subject area Elective requirement.
This field is display only when you are viewing current year courses.
Lock
Checked if the course-section is locked. Locking a course-section prevents the Master Schedule Builder
from deleting this section and rescheduling it. The Master Schedule Builder will instead anchor this section in the selected meeting time, with the selected resources, and schedule all other sections around it.
Department
Code identifying the department offering the course.
Study Hall
Checked if you intend to use Schedule Study Halls to fill open periods in students’ schedules with study
halls. Students do not request these courses. The Schedule Study Halls option automatically resolves
conflicts for study halls for the student so the student is scheduled for only days and marking periods that
are open in the student’s schedule.
Unchecked for regular courses and for study halls that are requested and scheduled like regular courses. Student Scheduler processes these course-sections.
Grade Restriction
Grade(s) of the students who can take this course-section.
Students who do not meet the grade restriction can be scheduled into a course only by a user with security to override the grade restrictions.
House Team
House team associated with the course-section. Make sure the students you want to schedule are on
the team you specify.
Duration Type
Determines the durations (such as, M - Marking Period or Q - Quarter) that a session can meet. You
select the specific periods in the Marking Periods field.
VoTec
Checked if this is a vocational-technical or career-technology course.
Average ID
The average type to use for average calculations.
66
New/Modify Block Section - Blockette Information
New/Modify Block Section - Blockette Information
The Blockette Information section of the New/Modify Block Section window allows you to view and modify
blockette information and to add and delete blockettes. If more than one blockette exists, multiple rows display in this section. You can view or modify blockette information by clicking a blockette row and editing the
appropriate field(s) for the selected blockette.
Sample New/Modify Block Section - Blockette Information Section
Using Blockette Information Section Options
Modify blockette information
1. In the New/Modify Block Section window, click the appropriate row in the Blockette Information section containing the information you want to change.
2. Edit the fields as needed.
Note: If you need to modify information in fields that are not accessible in this window, refer to the
"Modify blockette information from the Block Sections pane" procedure in Block Sections on page 60.
You can modify additional fields in the Detailed Session Information window accessed from the Modify Section Information window. For more information, refer to Detailed Session Information on page
105.
3. To save the updated blockette information, click Save.
Add a blockette
1. In the New/Modify Block Section window, click New Blockette. A new row opens in the Blockette
Information section.
2. Enter the appropriate information, then click Save.
Delete a blockette
1. In the New/Modify Block Section window, click the row containing the blockette you want to delete.
2. Click Delete Blockette. The application displays a confirmation dialog.
3. To delete the selected blockette, click Yes.
67
Panes
Fields
Blockette Information Section
These fields display information about the blockette(s) scheduled for the block course.
Course
Code identifying the block course.
Section
Number of the block course-section. The system defaults 1 for the first section and the next sequential
number for each subsequent section.
Description
Description of this blockette.
Mandatory
Checked if the blockette is required.
Marking Period
Indicates the marking periods in which the blockette meets.
Cycles
Indicates the cycle day(s) on which the blockette meets.
Periods
Class period(s) when the blockette meets. For a single-period blockette, the start and end periods are
the same.
Primary Staff
ID and name of the staff member responsible for the blockette.
Room
Code identifying the room number where the blockette meets.
Max / Used Seats
Displays the maximum number of students scheduled in any of the blockette’s marking periods.
68
Conflicts
Conflicts
The Conflicts pane shows potential scheduling conflicts based on course requests for a selected course,
and on teacher and room allocations.
You can determine the reason for a conflict by clicking the Course, Teacher, and Room tabs to view the
corresponding conflict information.
Note: The Conflict Matrix in eSchoolPLUS must be up-to-date in order for accurate conflict information to
display. Conflict information will not display in Whiteboard for courses excluded from the Conflict Matrix in
the eSchoolPLUS Course Catalog record for the course (i.e., courses having a value of "N - Do Not Include"
in the Conflict Matrix field).
Sample Conflicts Pane
Conflicts Pane Options
View conflict information by clicking the Course, Teacher, and Room tabs.
Display or Hide the Conflicts Pane
In the Panes section of the Home tab, click Conflicts to toggle on or off displaying the Conflicts pane in
the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
View course conflicts
Click the Course tab to view potential conflicts based on course requests for a selected course.
The system determines the number of students requesting any two courses in the system and stores the
conflict data. This information is used by the Build Master Schedule option to place courses where there
are the least number of conflicts.
For example, if you have two courses in Period 2 on Cycle Day 1, Marking Period 1 and you click on one
of these courses in the Course Explorer pane or from the Sections pane, the Conflicts pane will show
you the potential conflicts with the other courses that meet in that same slot.
•
If you click on a course from the Course Explorer pane, the Conflicts pane displays all possible conflicts according to the Conflict Matrix.
69
Panes
•
If you click on a course from the Sections pane, the Conflicts pane displays conflicts according to the
courses already placed at the same spot.
View list of students in conflict
•
To view conflict information for students, double-click a row for a course in the Course tab of the Conflicts pane to display the Course Conflicts - Student List window.
•
You can group the conflict results by any of the displayed column headers.
For example, to display students with conflicts grouped by grade, click and drag the Grade column
header to the designated area at the top of the window.
The window will then display header rows for each grade that has students with conflicts.
Click
70
in the header row of the grade to toggle showing/hiding the list of students.
Conflicts
View teacher conflicts
Click the Teacher tab to view information if any teacher conflicts exist for a course-section.
If you click on a cell in the Sections pane in which a course-section has been placed, the Teacher tab in
the Conflicts pane displays any other course-sections the teacher is assigned to teach during the same
meeting time, where applicable.
If the staff member has any scheduling conflicts, the Teacher tab displays the number of violations to
the right of the warning icon. To view the type of conflict, move the mouse pointer over the tab. The warning icon will display if any of the following are true:
•
If the staff member does not have the required qualifications for the course as specified in the Staff
District Information and Course Information pages in eSchoolPLUS.
•
If the Maximum Contiguous or Max Per Day values specified in the Staff Building Information page
in eSchoolPLUS are exceeded.
•
If resource allocations have been defined for the teacher using the Resource Allocation option on the
eSchoolPLUS Staff Building Information page, and the teacher allocations have been exceeded.
•
If no resource allocations have been defined (the warning icon displays for any type of conflict).
View room conflicts
Click the Room tab to view information if any room conflicts exist for a course-section.
If you click on a cell in the Sections pane in which a course-section has been placed, the Room tab in
the Conflicts pane displays any other course-sections for which the room is being used during the same
meeting time, where applicable.
If there are any scheduling conflicts for the room. The Room tab displays the number of violations to the
right of a warning icon. To view the type of conflict, move the mouse pointer over the tab. The warning
icon will display if any of the following are true:
•
If resource allocations have been defined for the room using the Resource Allocation option on the
eSchoolPLUS Room Information page, and the room allocations have been exceeded.
•
If no resource allocations have been defined (the warning icon displays for any type of conflict).
71
Panes
Course Explorer
The Course Explorer pane displays a list of courses in the Course Catalog for the selected building. You
can drag and drop regular courses from this pane to the Sections pane to schedule course-sections and
blockettes, and click block courses to view the corresponding information in the Block Sections pane.
Sample Course Explorer Pane
The numbers in parentheses represent the number of sections that have been scheduled out of the number
of sections determined to be needed in order to accommodate requests for the course.
For example,0530NC - US Studies/Eng Block (1 out of 5) indicates that the system calculated that 5 sections of course 0530NC would be needed to accommodate student requests for that course, and that 1 section has been scheduled already.
A block icon
displays to the left of any course that has been set up as a block. When you click a block
course, the details for the block display in the Block Sections pane.
When you select a course in the Course Explorer pane or in the Master Schedule pane, the course is highlighted in both panes.
Course Explorer Options
Display or Hide the Course Explorer Pane
In the Panes section of the Home tab, click Course Explorer to toggle on or off displaying the Course
Explorer pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
72
Course Explorer
Toolbar Buttons
Button/Icon
Description
To search the Course Catalog to display courses matching search criteria, use the search box and buttons in this section.
To select the type of criteria by which you want to search, click . You
can select to search by All criteria or by Course, Course Level, Description, Department, House/Team, or Grade. To search by Singletons and/
or Doubletons, select Search Options, then select the appropriate option(s) in the section that displays below the toolbar.
In the text box, enter the corresponding text; for example, if you selected
to search by Department, you could enter Art in this field.
Click
to search by the selected criteria.
Click to clear information entered in the Search text box.
Click to refresh the information in the Course Explorer. You should refresh Course Explorer information after you schedule a section or after
you update Course Catalog information in eSchoolPLUS.
To sort the courses in the Course Explorer by Course or Description,
use the sort options in this section.
Click
to select whether to sort by Course or by Description.
Click
to sort by the selected sort option.
Search for a course
1. In the Course Explorer pane, click
next to the Search button
to select whether you want to
search by Course, Course Level, Description, Department, House/Team, or Grade. To search by
Singletons and/or Doubletons, select Search Options, then select Singleton and/or Doubleton.
2. Depending on how you selected to search in the previous step, enter the course code or part of the
course description, then click
. When the action is complete, the message bar displays the status.
To clear the search field and display all courses, click
.
3. Locate the appropriate course:
•
To view courses that match the filtered criteria and have no sections scheduled, click the Unscheduled Courses bar.
73
Panes
•
To view all courses that match the filtered criteria, regardless of scheduling status, click the All
Courses bar.
•
To view courses that match the filtered criteria and have at least one course-section scheduled,
click the Scheduled Courses bar.
4. Click the course for which you want to view details. After the application loads the data, information
for the course displays in the Course Information pane and in other panes of the Whiteboard application, where applicable.
•
If a course has sections that have been scheduled, the course information will display in the Master Schedule - Course Layout pane, the Sections pane, and the Conflicts pane, where applicable.
Sort courses by Course or by Description
1. To change the sort order for how courses display in the Course Explorer, click
button
2. Click
next to the Sort
and select whether you want to sort by Course or by Description.
. When the action is complete, the message bar displays the status.
Filter Course Explorer Information
You can filter the information that displays in the Course Explorer using the fields in the Course Explorer
and Master Schedule Pane Filters section of the View tab. You can then further filter the information using the toolbar and display options in the Course Explorer pane.
For example, you can select to view all courses, only scheduled courses, or only unscheduled courses;
to view courses by Course, Course Level, Description, Department, House/Team, or Grade; and whether to show only Singletons and/or Doubletons. After you select to perform an action using the toolbar
options in this pane, a message bar displays the status of the action.
Refresh Course Explorer Information
If you make changes to course information in the Course Catalog record in eSchoolPLUS, or after you
schedule a course-section in the Sections pane, you should refresh Course Explorer data.
1. To refresh the data in the Course Explorer, click
. The application displays a confirmation message.
2. To refresh the data, click Yes. When the action is complete, the message bar displays the status.
Set up default values for scheduling courses
1. Click the Sections pane, then click the Section Settings tab. For more information, refer to Section
Settings Tab on page 53.
2. In the Section Settings tab, select the default values to use for scheduling the new course, then click
Apply. Refer to Scheduling a Course Using Whiteboard on page 24.
Note: If your New Section Default MPs and Cycles settings are different than your Sections Display
Settings, you may need to adjust your Sections Display Settings to display the appropriate information for the course-sections you schedule.
74
Course Information
Course Information
The Course Information pane displays information about the course from the Course Catalog.
Sample Course Information Pane
Course Information Options
For field descriptions, refer to the Course Catalog topic in eSchoolPLUS online help.
Display or hide the Course Information pane
In the Panes section of the Home tab, click Course Info to toggle on or off displaying the Course Information pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
Toolbar Buttons
Button
Description
Click to display the course properties fields by the categories in which they have been
arranged, for example, Detail Information, Header Information, and Mark Reporting information.
Click to display the course properties fields in alphabetical order. Fields will not be
grouped according to categories in this view.
75
Panes
Master Schedule
The Master Schedule pane allows you to view information about the courses, teachers, rooms, and seats
scheduled by period, cycle day, and marking period.
The Master Schedule pane displays the layout selected in the MS Settings tab for the Master Schedule
pane. For more information, refer to the MS Settings Tab on page 50.
Master Schedule Pane Options
Display or hide the Master Schedule pane
In the Panes section of the Home tab, click Master Schedule to toggle on or off displaying the Master
Schedule pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
Using the Master Schedule pane
When you select a course in the Master Schedule pane or in the Course Explorer pane, the course is
highlighted in both panes.
To view details associated with a course-section or resource scheduled during a timeslot, hover the
mouse pointer over the cell in the Master Schedule pane.
Change the layout for the Master Schedule pane
Note: If you make any changes to the settings in the MS Settings tab, the Master Schedule pane will be
inaccessible until you click Apply or Cancel. The Cancel button on the MS Settings tab allows you to
undo unapplied changes to settings in the Columns, Marking Periods, Cycles, and Periods sections.
When you select a different layout in the Layout section, clicking Cancel will not stop data from loading
in the Master Schedule grid.
1. Click the Master Schedule pane, then click the MS Settings tab.
2. In the Layout section, select the type of layout you want to view (Course, Teacher, Room, or Seat)
in the Master Schedule pane, then click Apply.
Note: You can interact with course information displayed in the application while the Master Schedule
data for the selected layout loads in the grid. You do not have to wait for the progress indicator to complete if you can see the course you want to work with in the Master Schedule or Course Explorer pane.
Course Layout
Displays the number of course-sections scheduled in the Master Schedule, arranged by Course.
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Course Layout on page 80.
Teacher Layout
Displays the number of course-sections scheduled in the Master Schedule, arranged by Teacher.
Within the Teacher Layout pane, you can right-click the grid to access additional views of the Teacher
Layout. These additional layout options allow you to view course, section, and room assignments by
teacher.
76
Master Schedule
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Teacher Layout on page 81.
Room Layout
Displays the number of course-sections scheduled in the Master Schedule, arranged by Room.
Within the Room Layout pane, you can right-click the grid to access additional views of the Room
Layout. These additional layout options allow you to view course, section, and teacher assignments
by room.
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Room Layout on page 84.
Seat Layout
Displays the number of seats available in course-sections scheduled in the Master Schedule, arranged by Course.
Within the Seat Layout pane, you can right-click the grid to access additional views of the Seat Layout. These additional layout options allow you to view max seats, used seats, and max/used seats by
course.
If more than one course is scheduled in a timeslot, ** (double asterisk) displays at the top of the cell.
Move the mouse pointer over the cell to view details.
For more information, refer to Master Schedule - Seat Layout on page 87.
Export the contents of the Master Schedule grid to an .xls file
Right-click a cell in the Master Schedule grid, then select Export to > Microsoft Excel (XLS).
Change display options
•
You can hover the mouse pointer over a column header to view details.
•
You can sort information by clicking the heading of a column.
•
You can move a column by clicking the heading of the column and dragging it to a new location. Red
arrows display when you hover over a place where you can drop the column.
77
Panes
•
You can "pin" a section to always keep it visible while you scroll through the MP/Cycle/Period sections.
This button indicates a section is "pinned" and will remain in place while you scroll.
This button indicates a section is "unpinned" and will not remain in place while you scroll.
•
You can toggle between displaying the Master Schedule pane within the Whiteboard application or
as an expanded floating window by double-clicking the title bar.
When the pane is floating over the application, you can resize the window to full-screen size to view
a larger area of the Master Schedule grid, then double-click the title bar to return the grid to its last
saved position in the Whiteboard application.
Filter Information
Filters allow you to specify how you want to display information on the Master Schedule layout pane.
You can filter information by the columns displayed in the grid, for example, by a specific teacher, room,
or department, depending on the columns in the grid.
Create a filter
•
Click
•
You can select a filter from the drop-down list or create a Custom filter in a pop-up window.
in the column by which you want to filter information.
For example, to create a filter to find scheduled course-sections or resources in the Master
Schedule for MP1, Period 3, click
78
in the appropriate column, then select (NonBlanks).
Master Schedule
•
After a filter has been applied, the filter icon turns blue
.
Remove a filter
•
Click
in the appropriate column, then select (All).
79
Panes
Master Schedule - Course Layout
The Master Schedule - Course Layout pane allows you to view courses scheduled by period, cycle day, and
marking period; and to export the data from the grid to an .xls file.
After you drag and drop a course from the Course Explorer to the Sections pane, the Master Schedule Course Layout pane displays the course section, which you can then modify as needed from the Sections
pane.
When you click on a course in the Master Schedule - Course Layout pane, the selected course displays
highlighted in the Course Explorer pane. Likewise, when you click on a Course in the Course Explorer pane,
the selected course displays highlighted in the Master Schedule - Course Layout pane. The corresponding
course information displays in the Course Information, Conflicts, and Student Schedules panes, as well.
Sample Master Schedule - Course Layout Pane
Using the Master Schedule - Course Layout Pane
For information about Master Schedule pane options, refer to Master Schedule on page 76.
Fields
Course Information Section
This section displays course information by Course number, Description, and Department.
Marking Periods/Cycles/Periods Section
A number in a cell indicates the number of sections scheduled in that Period for that Marking Period/Cycle
for the selected course.
To view extended details, hover the mouse pointer over the cell. Two asterisks (**) display in a cell if multiple
course-sections are scheduled in the selected timeslot.
Totals Section
The totals section at the bottom of the Master Schedule pane displays the total number of course-sections
scheduled during each meeting time.
80
Master Schedule - Teacher Layout
Master Schedule - Teacher Layout
The Master Schedule - Teacher Layout pane allows you to view schedule information by teacher and to
export the data from the grid to an .xls file.
You can select from several different layout views to look at a teacher’s schedule, for example, to determine
when a teacher is free or to see the course-sections already scheduled. If more than one course-section is
scheduled in a timeslot, ** (double asterisk) displays at the top of the cell. Move the mouse pointer over the
cell to view details. To switch to a different layout view, right-click the Teacher Layout pane, then select the
appropriate layout view.
Sample Master Schedule - Teacher Layout Pane
Using the Master Schedule - Teacher Layout Pane
Select the type of layout view
Right-click the Teacher Layout pane, then select one of the following layout views:
Teacher/Course/Room
Displays the course, each section scheduled, and room assignment by period, cycle day, and marking period for each teacher when you move the mouse pointer over a cell.
81
Panes
Teacher/Course
Displays the course and each section scheduled by period, cycle day, and marking period for each
Teacher when you move the mouse pointer over a cell.
Teacher/Room
Displays the room assignment and course section by period, cycle day, and marking period for each
teacher when you move the mouse pointer over a cell.
Teacher/Sections
Displays the number of course-sections scheduled by period, cycle day, and marking period for each
Teacher.
82
Master Schedule - Teacher Layout
Max/Used Seats
Displays the maximum number of seats that can be scheduled and the number of seats used for each
teacher.
For information about other Master Schedule pane options, refer to Master Schedule on page 76.
Fields
Staff Information Section
This section displays teacher information by Staff ID, Staff Name, and Department.
Marking Periods/Cycles/Periods Section
Depending on the layout selected, the information that displays in each cell in this section may include the
number of sections scheduled in that Period for that Marking Period/Cycle for the teacher.
To view extended details, hover the mouse pointer over the cell. Two asterisks (**) display in a cell if multiple
course-sections are scheduled in the selected timeslot.
83
Panes
Master Schedule - Room Layout
The Master Schedule - Room Layout pane allows you to view schedule information by room and to export
the data from the grid to an .xls file.
You can select from several different layout views to look at a room’s schedule, for example, to determine
when a room is free or to see the course-sections already scheduled. If more than one course is scheduled
in a timeslot, ** (double asterisk) displays at the top of the cell. Move the mouse pointer over the cell to view
details.
Sample Master Schedule - Room Layout Pane
Using the Master Schedule - Room Layout Pane
Select the type of layout view
Right-click the Room Layout pane, then select one of the following layout views:
Room/Course/Teacher
To view the course, each section scheduled, and teacher assignment by period, cycle day, and marking period for each room when you move the mouse pointer over a cell.
84
Master Schedule - Room Layout
Room/Course
To view the course and each section scheduled by period, cycle day, and marking period for each
room when you move the mouse pointer over a cell.
Room/Teacher
To view the course, each section scheduled, and teacher assignment by period, cycle day, and marking period for each room when you move the mouse pointer over a cell.
Room/Sections
To view the number of course-sections scheduled by period, cycle day, and marking period for each
room.
85
Panes
Max/Used Seats
Displays the maximum number of seats that can be scheduled and the number of seats used for each
room.
For information about other Master Schedule pane options, refer to Master Schedule on page 76.
Fields
Room Information Section
This section displays room information by Room ID and Room Name.
Marking Periods/Cycles/Periods Section
Depending on the layout selected, the information that displays in each cell in this section may include the
number of sections scheduled in that Period for that Marking Period/Cycle for the room.
To view extended details, hover the mouse pointer over the cell. Two asterisks (**) display in a cell if multiple
assignments exist in the selected timeslot.
86
Master Schedule - Seat Layout
Master Schedule - Seat Layout
The Master Schedule - Seat Layout pane allows you to view the maximum number of seats in course-sections scheduled in the Master Schedule, arranged by Course; and to export the data from the grid to an .xls
file. Multiple layout views allow you to determine which course-sections are scheduled at the maximum seating capacity and which have seats remaining.
Note: The maximum seat count for a room is defined using the Room Information option in eSchoolPLUS
and displays in the Section Information pane for each course-section. The system checks the maximum
seats of the room against the default maximum seats from the scheduling configuration and displays a warning in the Conflicts pane if the room’s value has been exceeded.
When you click on a course in the Master Schedule - Seat Layout pane, the selected course displays highlighted in the Course Explorer pane. Likewise, when you click on a Course in the Course Explorer pane, the
selected course displays highlighted in the Master Schedule - Seat Layout pane. The corresponding course
information displays in the Course Information, Conflicts, and Student Schedules panes, as well.
The totals section at the bottom of the Master Schedule pane displays the total number of seats allotted for
course-sections scheduled in each meeting time (indicating the maximum number of students who can be
scheduled for this class in this meeting time) or the number of seats scheduled, depending on the layout
view selected (Max Seats or Used Seats, respectively). The totals section will not display in the Max/Used
Seats layout.
Sample Master Schedule - Seat Layout Pane
Using the Master Schedule - Seat Layout Pane
Select the type of layout view
Right-click the Seat Layout pane, then select one of the following layout views:
Max Seats
Displays the maximum number of seats that can be scheduled for each course.
87
Panes
Used Seats
Displays the number of seats used for each course.
Max/Used Seats
Displays the maximum number of seats that can be scheduled and the number of seats used for each
course.
For information about other Master Schedule pane options, refer to Master Schedule on page 76.
88
Master Schedule - Seat Layout
Fields
Seat Information Section
This section displays seat information by Course number, Description, and Department.
Marking Periods/Cycles/Periods Section
A number in a cell indicates the maximum seat count of the room in that marking period/cycle/period for the
course.
To view extended details, hover the mouse pointer over the cell. Two asterisks (**) display in a cell if multiple
assignments exist in the selected timeslot.
89
Panes
Section Information
The Section Information pane displays details about the course-section from the Master Schedule and allows you to access the Modify Section Information window by clicking the Modify link.
Sample Section Information Pane
Section Information Options
For field descriptions, refer to the Master Schedule topic in eSchoolPLUS online help.
Display or hide the Section Information pane
In the Panes section of the Home tab, click Section Info to toggle on or off displaying the Section Information pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
View course-section information
The fields in this pane display course-section information from the Master Schedule. You cannot edit information directly in this pane.
Modify course-section information
Click the Modify link. The application displays the Modify Section Information window in which you can
edit the information. For more information, refer to Modify Section Information on page 97.
90
Section Information
Toolbar Buttons
Button
Description
Click to display the course-section properties fields by the categories in which they have
been arranged.
Click to display the course-section properties fields in alphabetical order. Fields will not
be grouped according to categories in this view.
91
Panes
Sections
The Sections pane allows you to schedule new course-sections; to view sections that have been placed in
the schedule; to modify section information; to lock/unlock sections; and to delete sections.
From the Sections pane, you can access a window to modify section and session information. For more
information about using the Modify Section Information window, refer to Modify Section Information on page
97.
The grid displays every other period shaded; for example, you may see several sections that meet in the
same period grouped in white rows, then a section in gray.
In eSchoolPLUS online help, refer to the "About Course-Sections in the Master Schedule" topic.
Sample Sections Pane
Using the Sections Pane
Display or Hide the Sections Pane
In the Panes section of the Home tab, click Sections to toggle on or off displaying the Sections pane in
the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
Change default settings and display options for the Sections pane
Use the Section Settings tab to change default settings and display options for the Sections pane.For
more information, refer to Section Settings Tab on page 53.
Note: If your New Section Default MPs and Cycles settings are different than your Sections Display Settings, you may need to adjust your Sections Display Settings to display the appropriate information for
the course-sections you schedule.
Note: If you make any changes to the settings in the Section Settings tab, the Sections pane will be inaccessible until you click Apply or Cancel.
92
Sections
Add a course-section to the Master Schedule
1. In the Course Explorer pane, locate and click the course you want to place in the schedule. For information about searching for a course, refer to the procedure, Search for a course, in Course Explorer on page 72.
2. After the application loads the data for the course, you can review potential conflicts or click and drag
the course to the appropriate timeslot in the Sections pane.
•
If the Conflict Matrix information in eSchoolPLUS is current and potential conflicts exist for scheduling the course, you can click cells in the Sections pane to check for any course-sections that
may conflict with the course-section you are about to place. For more information about viewing
conflict information, refer to Conflicts on page 69.
•
Click and drag the course from the Course Explorer to the appropriate cell in the Sections pane
and view potential conflicts after placing a section in the Sections pane.
3. After you have placed the course-section, click
in the Course Explorer pane to refresh the data.
4. In the Sections pane, you can view the newly-created course-section.
•
The following Mark Reporting information from the Course Catalog record in eSchoolPLUS is
copied to the new course-section record:
Marks Are; Building Type; Course Level; Credit; Subject Area; Issue Marks; Include in Honor Roll;
and Include in GPA.
5. If you need to make any changes to course-section information, including modifying session information, click the cell containing the section you want to view and wait for the data to load, then rightclick the cell and select Modify. The application displays the Modify Section Information window. For
more information, refer to Modify Section Information - Course Information on page 99.
•
When you select Modify for a course-section you have just added and then select a staff member
in the Primary Staff field to replace the 0 - Staff assignment, the staff member’s default room is
automatically updated in the Room field when you press <Tab> to move to the next field.
Note: this applies only when you change the staff assignment from "0 - Staff" to a staff member.
If you subsequently change the staff member to another staff member, the Room field does not
change to the new staff member’s default room.
6. After you have finished making changes, click Save.
Delete a course-section
1. In the Sections pane, click the cell containing the section you want to delete and wait for the data to
load.
2. Right-click the cell and select Delete Section.
Note: When you delete a course-section, the application updates the number of scheduled sections
in the Course Explorer.
If you delete all course-sections of a course, the course also moves from the Scheduled tab to the
Unscheduled Courses tab in the Course Explorer.
93
Panes
Lock/Unlock a single course-section
Locking a course-section prevents the Master Schedule Builder from deleting this section and rescheduling it. The Master Schedule Builder will instead anchor this section in the selected meeting time, with
the selected resources, and schedule all other sections around it.
1. In the Sections pane, click the cell containing the section you want to lock or unlock and wait for the
data to load.
2. Right-click the cell and select Lock Section or Unlock Section.
Note: If an option is enabled, that option is currently not applied; i.e., if Lock Section is enabled, the
section is currently unlocked. You can also refer to the Locked field in the Section Information properties pane to view whether the section is locked.
If you want to lock or unlock all sections, use the Sections options on the Tasks tab.
Move a course-section to a different meeting time
1. Click the cell containing the section you want to move and wait for the data to load.
2. Drag and drop the section to the appropriate meeting time in the Sections pane.
Note: The marking period and cycle day times will remain the same.
3. The system will check the settings for the staff member assigned to the course-section.
•
If the Max Per Day and/or Maximum Contiguous rules are violated, a warning message will display.
•
If Allow Override is checked in the staff member’s Staff Building Information page in eSchoolPLUS, you will be able to place the course.
Note: If you attempt to move a course-section that consists of several sessions and/or spans several
timeslots, the system will only allow you to move the course-section if there are enough timeslots to accommodate the course-section. For example, if a course-section spans two periods, you cannot move
the course-section to begin in the last period of the day.
Move a session to a different meeting time
•
Shift+click the session, then drag and drop the session to the appropriate meeting time in the Sections pane.
Note: The marking period and cycle day times will remain the same.
Note: If you attempt to move a course-section that consists of several sessions and/or spans several
timeslots, the system will only allow you to move the course-section if there are enough timeslots to
accommodate the course-section. For example, if a course-section spans two periods, you cannot
move the course-section to begin in the last period of the day. A warning message will display at the
top of the Sections pane if you cannot move the session.
Delete a session
If a course-section has more than one session, you can delete a session.
94
Sections
1. Click the cell containing the session you want to delete and wait for the data to load.
2. Right-click the session and select Delete Session.
View conflict information
When you click a cell in the Sections pane, the Conflicts pane will display any conflicts with other courses
that have sections already placed in the same meeting time.
Note: The Conflict Matrix in eSchoolPLUS must be up-to-date in order for accurate conflict information
to display. Conflict information will not display in Whiteboard for courses excluded from the Conflict Matrix in the eSchoolPLUS Course Catalog record for the course (i.e., courses having a value of "N - Do
Not Include" in the Conflict Matrix field).
Modifying Section and Session Information from the Sections Pane
Modify course-section information
1. In the Sections pane, click the cell containing the course-section you want to modify and wait for the
data to load.
2. Right-click the section and select Modify. The Modify Section Information window displays.
•
If students have been scheduled in a session of this course-section, the system displays a notification dialog. Click OK to continue.
3. Enter the appropriate information in the Modify Section Information window, then click Save.
Modify session information
1. In the Modify Section Information window, click the row containing the session you want to modify.
The Detailed Session Information window displays. For more information, refer to Detailed Session
Information on page 105.
•
If students have been scheduled in the session, the system displays a notification dialog. Click
OK to continue.
2. Enter the appropriate information in the Detailed Session Information window, then click Save.
3. In the Modify Section Information window, click Save.
For more information about the session information fields, refer to Modify Section Information - Session Information on page 103.
Add a session
1. In the Sections pane, click the cell containing the section to which you want to add a session and wait
for the data to load.
2. Right click the section and select Modify. The Modify Section Information window displays.
3. In the Modify Section Information window, click New Session. A new row opens in the Session Information section.
4. Click a cell in the new session row. The Detailed Session Information window displays.
95
Panes
5. In the Detailed Session Information window, enter the appropriate information, then click Save.
6. In the Modify Section Information window, click Save.
For more information about the session information fields, refer to Modify Section Information - Session Information on page 103.
96
Modify Section Information
Modify Section Information
The Modify Section Information window allows you to change course-section information, as well as add,
modify, and delete session information.
Sample Modify Section Information Window - Regular Course
97
Panes
Sample Modify Section Information Window - Blockette Course
For detailed information about the information on this window, refer to the appropriate topic:
Modify Section Information - Course Information on page 99
Modify Section Information - Session Information on page 103
In eSchoolPLUS online help, refer to the "About Course-Sections in the Master Schedule" topic.
98
Modify Section Information - Course Information
Modify Section Information - Course Information
The Modify Section Information window allows you to change course-section information, as well as view
and add session information. The Course Information section displays course information from the eSchoolPLUS Course Catalog.
When you schedule a new course-section in Whiteboard, Mark Reporting information from the following
fields are copied from the Course Catalog record in eSchoolPLUS: Marks Are, Building Type, Course Level,
Credit, Subject Area, Issue Marks, Include in Honor Roll, Include in GPA.
For information about the Session Information section of this window, refer to Modify Section Information Session Information on page 103.
Sample Modify Section Information Window - Course Information Section
Fields
General Information Section
These fields identify the course and course-section.
Building
Building where the course-section meets.
Course
Code identifying the course.
Section
Number of the course-section. The system defaults 1 for the first section and the next sequential number
for each subsequent section.
You can modify the section number, for example, if you delete a course-section and want to preserve
sequential numbering.
Course Information Section
These fields provide general information on the course-section that applies to all sessions or blockettes.
The section’s Block Type field indicates whether the course-section is a regular course or block.
99
Panes
Description
Description of the course-section. [Character/255]
Gender Restriction
Gender of students who can be scheduled in the course-section.
Select:
M - Male Only
F - Female Only
B - Both
Track
Scheduling track of the course-section. This field applies to year-round buildings. Only students assigned to this track can be scheduled into the course-section.
Block Type
Determines how Student Scheduler processes this course-section.
N - Regular Course - indicates students are scheduled into the sessions of the course-section. You
must set up at least one session.
B - Block Course - indicates students are scheduled into the set of course-sections (blockettes) that
are associated with the block. Student Scheduler schedules the individual blockette course-sections,
not the block.
For blockette courses, the text C - Blockette Course displays. This is a regular course-section that is assigned as a blockette for at least one block course. This value is assigned by the system and cannot be
modified.
Part Of Block Course(s)
This field does not display if the course is not part of a block. List of the block(s) in which this blockette
has been included.
Maximum Seats
Maximum number of students that can be scheduled in the course-section. This value defaults from the
Scheduling Configuration. This field displays only for regular courses, not for block courses.
Fee
Amount to charge a student for enrolling in the course.
Note: The Student Fees package does not process this fee. Student Fees uses Fee Groups to charge
fees for courses.
Grad Req Credit Rule
If multiple subject areas are assigned to the course, indicates how credit should be applied to the subject
areas for graduation requirement.
100
Modify Section Information - Course Information
Select:
E - Evenly Divide Credit Among All Subject Areas - to divide the credit for the course across all listed
subject areas; for example, if the credit for Physics should be split between a lab science requirement
and a lecture science requirement.
F - Full Credit Goes To All Subject Areas - to apply the full credit for the course to all listed subject
areas; for example, if the credit for Physics should be applied to both the lab science requirement and
a lecture science requirement.
O - Fill Credit Into Subject Areas In Order - to apply the credit for the course to the first subject area
listed that still needs credits filled, then applying any remaining credit to the next subject area that
needs to be filled. For example, if a student takes a Modern Fiction course that is 1 credit, which can
be used to fulfill an English subject area requirement or Elective requirement, and the student needs
.25 credits for English, the first .25 credits will be applied to fill the English requirement and the remaining credit will then be applied to fill the subject area Elective requirement.
This field is display only when you are viewing current year courses.
Lock
Checked if the course-section is locked. Locking a course-section prevents the Master Schedule Builder
from deleting this section and rescheduling it. The Master Schedule Builder will instead anchor this section in the selected meeting time, with the selected resources, and schedule all other sections around it.
Department
Code identifying the department offering the course.
Study Hall
Checked if you intend to use Schedule Study Halls to fill open periods in students’ schedules with study
halls. Students do not request these courses. The Schedule Study Halls option automatically resolves
conflicts for study halls for the student so the student is scheduled for only days and marking periods that
are open in the student’s schedule.
Unchecked for regular courses and for study halls that are requested and scheduled like regular courses. Student Scheduler processes these course-sections.
Grade Restriction
Grade(s) of the students who can take this course-section.
Students who do not meet the grade restriction can be scheduled into a course only by a user with security to override the grade restrictions.
House Team
House team associated with the course-section. Make sure the students you want to schedule are on
the team you specify.
Duration Type
Determines the durations (such as, M - Marking Period or Q - Quarter) that a session can meet. You
select the specific periods in the Marking Periods field.
VoTec
Checked if this is a vocational-technical or career-technology course.
Average ID
The average type to use for average calculations.
101
Panes
Teacher Qualification
If a course-section in the Master Schedule has qualification requirement(s) listed in this field, the teacher
must have those qualifications to be considered qualified to teach that course.
If you assign a teacher to a course section in the Master Schedule and the teacher does not have the
appropriate credentials, you will receive a warning (users with the appropriate security can override the
warning). If more than one qualification is listed for a course, the teacher assigned to the course in the
Master Schedule must meet all requirements.
You can specify the default qualifications needed for a course in the Course Catalog in eSchoolPLUS.
102
Modify Section Information - Session Information
Modify Section Information - Session Information
The Session Information section of the Modify Section Information window allows you to view session information. If more than one session exists, multiple rows display in this section. You can view or modify session information by clicking the appropriate session row to open the Detailed Session Information window
for the selected session. For more information, refer to Detailed Session Information on page 105.
Sample Modify Section Information - Session Information Section
Using Session Information Section Options
Modify session information
1. In the Modify Section Information window, click the appropriate row in the Session Information section containing the information you want to change. The Detailed Session Information window displays on top of the Modify Section Information window with the field corresponding to the column you
clicked selected.
2. Edit the fields in the window as needed.
3. To save the updated session information, click Save on the Detailed Session Information window.
4. If you are finished making changes to the session and section information, click Save on the Modify
Section information window.
Add a session
1. In the Modify Section Information window, click New Session. A new row opens in the Session Information section.
2. Click a cell in the new session row. The Detailed Session Information window displays.
3. In the Detailed Session Information window, enter the appropriate information, then click Save.
For field descriptions, refer to Detailed Session Information on page 105.
4. In the Modify Section Information window, click Save.
Delete a session
1. In the Modify Section Information window, click the row containing the session you want to delete.
The Detailed Session Information window displays on top of the Modify Section Information window.
2. Verify the session information to make sure you want to delete the session.
103
Panes
3. Click Cancel. The Detailed Session Information window closes.
4. In the Modify Section Information window, click Delete Session. The application displays a confirmation dialog.
5. To delete the selected session, click Yes.
Fields
Session Information Section
These fields display information about the course session(s) scheduled for the course-section. When you
click a field in a row in this section, the Detailed Session Information window displays for the selected session, allowing you to view or modify session information.
Description
Description of this session of the course-section.
Start Period
Class period when the session begins.
End Period
Class period when the session ends. For a single-period session, the start and end periods are the
same.
Used Seats
Displays the maximum number of students scheduled in any of the session’s marking periods.
Primary Staff
ID and name of the staff member responsible for the course-section.
When you select Modify for a course-section you have just added and then select a staff member in the
Primary Staff field to replace the 0 - Staff assignment, the staff member’s default room is automatically
updated in the Room field when you press <Tab> to move to the next field.
Note: this applies only when you change the staff assignment from "0 - Staff" to a staff member. If you
subsequently change the staff member to another staff member, the Room field does not change to the
new staff member’s default room.
Secondary Staff
ID and name of the staff member providing support to the primary teacher.
Room
Code identifying the room number where the session meets.
Marking Periods
Indicates the marking periods in which the session meets.
Cycles
Indicates the cycle day(s) on which the session meets.
104
Detailed Session Information
Detailed Session Information
When you click New Session or a field in a row in the Session Information section of the Modify Section
Information window, the Detailed Session Information window displays for the selected session, allowing
you to view or modify session information.
After you make any changes to the information in this window, you must click Save or Cancel to return to
the Modify Section Information window.
Sample Detailed Session Information Window
Fields
Detailed Session Information Section
These fields define when and where the course session is scheduled.
Course
Code identifying the course.
Description
Description of this session of the course-section.
Start Period
Class period when the session begins. If you try to change the value in this field and students have been
scheduled in the session, the system displays a warning, which you can override if you have the appropriate security resource.
105
Panes
End Period
Class period when the session ends. For a single-period session, the start and end periods are the
same. If you try to change the value in this field and students have been scheduled in the session, the
system displays a warning, which you can override if you have the appropriate security resource.
Primary Staff
ID of the staff member responsible for the course-section. Table help for this field displays Staff ID, Staff
Name, Department, Number of Conflicts, Qualification, Max/Day, and Max Contiguous information.
•
If there are teacher qualifications specified for the course, the teacher must have these qualifications
in order for you to assign the teacher to the course-section. An alert displays in the corresponding
column if the teacher does not have the appropriate qualifications.
•
If the max per day rule is exceeded, or if the max contiguous rule is exceeded, an alert displays in
the corresponding column.
•
Whether you can save the record with such warnings depends on your security resources and whether overrides are allowed, as specified in the Staff Building Information page in eSchoolPLUS.
Secondary Staff
ID number of staff member providing support to the primary teacher. Enter ID, or click the desired ID in
the table help list.
Secondary Staff members will be able to access the course in Teacher Access Center.
•
If there are teacher qualifications specified for the course, the teacher must have these qualifications
in order for you to assign the teacher to the course-section. An alert displays in the corresponding
column if the teacher does not have the appropriate qualifications.
•
If the max per day rule is exceeded, or if the max contiguous rule is exceeded, an alert displays in
the corresponding column.
•
Whether you can save the record with such warnings depends on your security resources and whether overrides are allowed, as specified in the Staff Building Information page in eSchoolPLUS.
Room
Code identifying the room where the session meets. If the room is already assigned to another section
in the same meeting time, the application displays conflict information.
Marking Periods
Indicates the marking periods in which the session meets. If you try to change the value in this field and
students have been scheduled in the session, the system displays a warning, which you can override if
you have the appropriate security resource.
Cycles
Indicates the cycle day(s) on which the session meets. If you try to change the value in this field and
students have been scheduled in the session, the system displays a warning, which you can override if
you have the appropriate security resource.
Take Attendance
Checked if attendance should be taken for the session. Keep in mind that attendance is sometimes only
taken in the first session of a course-section.
106
Detailed Session Information
Mark Information Section
When you schedule a new course-section in Whiteboard, Mark Reporting information from the following
fields are copied from the Course Catalog record in eSchoolPLUS.
Marks Are
Indicates how the Mark Reporting System should process the course.
Select:
T - Retained for Transcripts - to create mark reporting records and store the records for transcripts. In
the field to the right you can specify the building types that will include this course on a transcript. For
example, if a middle school wants to print a transcript to keep a record of the student’s courses, but the
courses should not be included on the high school transcript, a building type indicating middle schools
should be used. Ctrl+click each building type to include or enter a comma-delimited list.
If you do not enter the building type, the course will not print on transcripts.
R - For Report Cards Only - to create mark reporting records, but not store the records for transcripts.
N - Not issued - to not create mark reporting records.
We recommend that you set the Marks Are value to T - Retained for Transcripts if you want to be able
to access an archive of the grades for the course. For example, in the 2008 school year, would you want
to be able to set the environment to 2007 and view the student’s marks for the course? If the answer is
yes, then you should set Marks Are to T - Retained for Transcripts. Otherwise, if you define the course
so that Marks Are is set to R - For Report Cards Only, the report card records will be deleted when the
Mark Reporting Year-End Rollover is run at the end of the year.
Building Type
The transcript building types for which this course should be included. When a transcript is printed, the
program selects the student’s courses with a building type that matches the Building type specified in the
Transcript View Setup. If you leave the field blank, the course is not printed on transcripts.
For example, if a middle school wants to print a transcript to keep a record of the student’s courses, but
the courses should not be included on the high school transcript, select a building type indicating middle
schools. Or, if selected middle school courses should print on both the middle school and high school
transcripts, then select both a middle school and high school building type on those courses.
Course Level
Indicates the level table that applies to the course in general. For example, if the course is an academic
course that uses a non-weighted grading scale, select the non-weighted level table for your building.
This level is used for the Assign Credits calculation, Average Calculation, Teacher Access Center Load
from Gradebook, and mark reporting reports that display information from the level table for the course.
Credit
Number of credits awarded for successfully completing the course.
Issue Marks
Checked if the mark type is reported for the session.
Include in Honor Roll
Set of fields that indicate whether this session is included in an honor roll calculation for an honor roll
type. Checked if the course session is included in the honor roll.
107
Panes
If the course is included in the honor roll, select the level table to use for the honor roll calculation. When
you move the mouse pointer over the appropriate field in the Level column, a drop-down button displays
for you to click and select the level table.
Include in GPA
Set of fields that indicate whether the course session is included in the GPA calculation for a GPA type.
Checked if the course session is included in the GPA.
If the course is included in the GPA, select the level table to use for the calculation. When you move the
mouse pointer over the appropriate field in the Level column, a drop-down button displays for you to click
and select the level table.
Graduation Requirements
Graduation requirement subject areas to which credit from this course should be applied. For current
year courses, the subject areas for a course are selected on the Course Catalog page.
When the graduation requirement calculation is run, the subject areas from the course catalog are copied to the current year Master Schedule. Several fields display for each graduation requirement.
Subject Order
The priority of this subject area when Divide Credit is set to O - Fill Subject Area Credits in Order. Order
1 will be filled first, order 2 next, and so forth.
Subject Area
Lists the subject areas that the course meets. For example, if a course can fulfill the graduation requirements for the English or Elective subject area, you would select the two subject areas.
Sub Area
Indicates the sub area where credits should be focused for the subject area. For example, for a foreign
language course, you may specify a sub area for the language so that you can require three credits for
foreign language with two credits required in the same language.
108
Student Status
Student Status
For the course selected in the Course Explorer window, the Student Status pane displays the students who
have been scheduled into the course successfully, as well as the students who have not been scheduled.
•
The Unscheduled Students section displays students who have requested the course but have not
yet been scheduled.
•
When you run the Student Scheduler, the students displayed in the Unscheduled Students section
that the scheduler was able to place into a section will move to the Scheduled Students section.
•
You can view students who have conflicts preventing them from being scheduled into the requested
course in the Conflicts pane.
Sample Student Status Pane
Student Status Options
Display or Hide the Student Status Pane
In the Panes section of the Home tab, click Student Status to toggle on or off displaying the Student
Status pane in the Whiteboard interface. An orange highlight on the button indicates the pane is displayed in the application workspace.
109
Panes
110
Index
A
Actions 46, 49, 52, 54
Auto Hide 33, 35
B
Block Information 58
Block Scheduling 26
Block Sections 60
Add New 63
Course Information 64
Modify Block Section 63
Modify Blockettes 67
Modify Session Information 67
Blockette Information 67
Borders 35
Button Descriptions 16
C
Color Scheme
Changing 49
Columns 50
Conflicts 69
List of Students 70
Course Catalog 56, 75
Course Conflicts 69
Course Explorer 72
Refresh 74
Search 73
Sort 74
Course Information 75, 80, 86
Modify Block Course Information 64
Course Layout
Master Schedule Grid 80
Course-Section Placement 92
Blocks 60
Cycle Days 53
Cycles 51, 80, 83, 86, 89
D
Default Settings 40
Defaults
Master Schedule Settings
Selecting Defaults 50
Sections
Selecting Defaults 53
Displaying Panes 32, 43, 48
Docking Panes 33
Doubleton
Filter 46
Dragging Panes 33
E
Environment 43
Export to Excel
Master Schedule Grid 77
F
Filters 46
Course Explorer Information 74
Create 78
Master Schedule 78
Remove 79
Float 34
Font 49
Changing Settings 49
Font Size 49
G
Grid
Master Schedule 76
Course Layout 80
RoomLayout 84
Seat Layout 87
Settings 50
Teacher Layout 81
Sections 92
H
Help Viewer
Using Help 16
Hiding Panes 32, 43, 48
Home Tab 43
111
I
Icon Descriptions 16
L
Layout 51
Master Schedule Settings 51
Layout Options 32
Default Settings 40
Manage Views 38
Master Schedule Grid 77
Load Default Settings 40
M
Manage Views 38
Marking Periods 51, 53, 80, 83, 86, 89
Master Schedule
Course Layout Grid 80
Room Layout Grid 84
Seat Layout Grid 87
Setting Defaults 50
Teacher Layout Grid 81
Master Schedule Grid 76
Display Options 77
Export to Excel 77
Filters 78
Master Schedule Section Information 59, 90
Master Schedule Settings Tab 50
Modify Section Information 97
Course Information 99
Modify Session Information 103
ModifySection Information 59, 90
Moving Panes 33
MS Settings Tab 50
N
New Section - Default Cycles 54
New Section - Default MPs 54
P
Panes
Auto Hide 33, 35
Displaying & Hiding 32, 43, 48
Docking 33
112
Dragging 33
Floating 34–35
Hide 35
Moving 33
Pinning 33
Title Bar Menu Options 35
Periods 51, 80, 83, 86, 89
Pin 33
Preferences Tab 49
R
Refresh Course Explorer 74
Resize Columns 35
Resize Panes 35
Room Conflicts 71
Room Layout
Master Schedule Grid 84
S
Schedule a Course 24
Scheduled Students 109
Search for a Course 73
Seat Information 89
Seat Layout
Master Schedule Grid 87
Section Information 90
View 59, 90
Section Settings
Selecting Defaults 53
Sections 92
Add Block Section 63
Blocks 60
Course Information 99
Modify 97
Modify Block Section 63
Modify Session 67, 103
Sections Settings Tab 53
Sections Display Settings 53
Sections Settings Tab 53
Session Information 67, 103
Set Environment 23, 43, 48
Show Only
Singletons and Doubletons 46
Singleton
Filter 46
Sort Course Explorer 74
Staff Information 83
Student Status 109
T
Tabs
Home 43
Master Schedule Settings 50
MS Settings 50
Preferences 49
Sections Settings 53
Tasks 48
View 45
Tasks Tab 48
Teacher Conflicts 71
Teacher Layout
Master Schedule Grid 81
Toolbar
Help Viewer 16
Totals
Master Schedule Course Layout 80
U
Unpin 33
Unscheduled Students 109
Using Help 16
V
View Section Information 59, 90
View Tab 45
Views
Manage Views 38
113
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement