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What You Should Be Doing with Master Schedule but May Not Know PRESENTED BY LEANNE VITANZO AND LAURIE JO CLARK
About to get schooled on scheduling by Laurie Jo and Leanne! #bbcon 
2 #bbcon 
Tweet this now
Save a Scheduling Scenario!! 
3 #bbcon
Scheduling Scenarios – Save Often 
•Scheduling > Save a Scheduling Scenario 
•Name the Scenario with something that will explain when it was done and use the Description if more information is needed. 
4 #bbcon
Creating Classes 
5 #bbcon
Creating Class Options – 1 easy option 
•Make sure your target number of classes is correct for every course. 
•Go to Scheduling > Edit Master Schedule > Summary View 
•Check the Classes per Term > Target > make any necessary changes > Update All Course Records 
•Create Classes 
•Choose to create the classes based on the Target number of classes and also to Create target number of classes for courses without requests. 
6 #bbcon
Use Generate Master Schedule to do the work 
7 #bbcon
Find Free Teachers and Rooms 
8 #bbcon 
Not sure who can teach that class? The Education Edge can tell you! 
Open a class – Go to the Meetings tab – Use Find Free – or display availability!
Lower School Scheduling – not just for Upper Schools 
9 #bbcon
Use a Scheduling Rule 
•Same Section or Follow the Teacher 
•Configuration > Registrar Setup > Scheduling Rules > 
•Other rules can include 
•Using – Options - 
•Same Blocks, Time, Days, Teachers, Rooms, Sections 
•Different Days, Teachers, Time, Block 
•Before Meetings 
•After Meetings 
•Immediately Before Meetings 
•Immediately After Meetings 
•Consecutive Meetings 
10 #bbcon
Add the Scheduling Rule to one Course 
•Records > open Course (like 01 Homeroom) > Rules – list all the other courses the students must take 
11 #bbcon
Use Homeroom Teacher 
•Add Homeroom teacher on Bio 1 tab of Student records 
12 #bbcon
Load Students into Homeroom Class 
•Scheduling > Edit Master Schedule > double click to open the class > Students > Load Students > by Homeroom Teacher 
13 #bbcon
Generate Student Schedules 
•Scheduling > Generate Student Schedules > filter by Grade Level 
14 #bbcon
How to choose a class to fit into a student’s schedule 
15 #bbcon
Finding a section without conflicts that isn’t full 
•Scheduling > Enter Course Requests by Student > Search for the Student > click in the course row under the class column > Select a Class > Find Now 
16 #bbcon
Hidden Gems!  
17 #bbcon
Course Requests 
•Students can request (or even enroll) in courses for the upcoming term! 
•Save time by not entering all of these requests 
•Configuration > NetClassroom > Registration Setup 
18 #bbcon
Should a course category be Standard, Transfer, or Mandatory? 
•Standard – for almost all courses 
•Transfer – for courses taken at another school, where grades need to be recorded 
•Mandatory – be very careful – any course listed as Mandatory for the grade level will automatically be added as a request. You say English 9 is required for every 9th grader? If there is even a remote possibility that the course is not required, then do NOT use Mandatory. 
•Once a course has been set up as Standard, Transfer, or Mandatory, it cannot be changed without creating a new course. 
19 #bbcon
Tracking Schedule Changes – and viewing them! 
•Academic year setup lets you decide when you want changes to be tracked. 
•Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 
20 #bbcon
Tracking Schedule Changes – and viewing them! 
•Academic year setup lets you decide when you want changes to be tracked. 
•Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 
21 #bbcon
Tracking Schedule Changes – and viewing them! 
•Academic year setup lets you decide when you want changes to be tracked. 
•Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 
22 #bbcon
Tracking Schedule Changes – and viewing them! 
•Print only those schedules that have changes 
23 #bbcon
Generate one student’s schedule 
•Scheduling > Enter Course Requests by Student > search for the student > Generate Schedule > Schedule Now 
24 #bbcon
View a Students Schedule 
•Scheduling > Enter Course Requests by Student – search for the student > right click > View Student Schedule 
25 #bbcon
Filter on Course Choices by Grade Level 
26 #bbcon
27 #bbcon 
Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 
Are you pumped up and ready to go?

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What You Should Be Doing with Your Master Schedule

  • 1. What You Should Be Doing with Master Schedule but May Not Know PRESENTED BY LEANNE VITANZO AND LAURIE JO CLARK
  • 2. About to get schooled on scheduling by Laurie Jo and Leanne! #bbcon 2 #bbcon Tweet this now
  • 3. Save a Scheduling Scenario!! 3 #bbcon
  • 4. Scheduling Scenarios – Save Often •Scheduling > Save a Scheduling Scenario •Name the Scenario with something that will explain when it was done and use the Description if more information is needed. 4 #bbcon
  • 6. Creating Class Options – 1 easy option •Make sure your target number of classes is correct for every course. •Go to Scheduling > Edit Master Schedule > Summary View •Check the Classes per Term > Target > make any necessary changes > Update All Course Records •Create Classes •Choose to create the classes based on the Target number of classes and also to Create target number of classes for courses without requests. 6 #bbcon
  • 7. Use Generate Master Schedule to do the work 7 #bbcon
  • 8. Find Free Teachers and Rooms 8 #bbcon Not sure who can teach that class? The Education Edge can tell you! Open a class – Go to the Meetings tab – Use Find Free – or display availability!
  • 9. Lower School Scheduling – not just for Upper Schools 9 #bbcon
  • 10. Use a Scheduling Rule •Same Section or Follow the Teacher •Configuration > Registrar Setup > Scheduling Rules > •Other rules can include •Using – Options - •Same Blocks, Time, Days, Teachers, Rooms, Sections •Different Days, Teachers, Time, Block •Before Meetings •After Meetings •Immediately Before Meetings •Immediately After Meetings •Consecutive Meetings 10 #bbcon
  • 11. Add the Scheduling Rule to one Course •Records > open Course (like 01 Homeroom) > Rules – list all the other courses the students must take 11 #bbcon
  • 12. Use Homeroom Teacher •Add Homeroom teacher on Bio 1 tab of Student records 12 #bbcon
  • 13. Load Students into Homeroom Class •Scheduling > Edit Master Schedule > double click to open the class > Students > Load Students > by Homeroom Teacher 13 #bbcon
  • 14. Generate Student Schedules •Scheduling > Generate Student Schedules > filter by Grade Level 14 #bbcon
  • 15. How to choose a class to fit into a student’s schedule 15 #bbcon
  • 16. Finding a section without conflicts that isn’t full •Scheduling > Enter Course Requests by Student > Search for the Student > click in the course row under the class column > Select a Class > Find Now 16 #bbcon
  • 17. Hidden Gems!  17 #bbcon
  • 18. Course Requests •Students can request (or even enroll) in courses for the upcoming term! •Save time by not entering all of these requests •Configuration > NetClassroom > Registration Setup 18 #bbcon
  • 19. Should a course category be Standard, Transfer, or Mandatory? •Standard – for almost all courses •Transfer – for courses taken at another school, where grades need to be recorded •Mandatory – be very careful – any course listed as Mandatory for the grade level will automatically be added as a request. You say English 9 is required for every 9th grader? If there is even a remote possibility that the course is not required, then do NOT use Mandatory. •Once a course has been set up as Standard, Transfer, or Mandatory, it cannot be changed without creating a new course. 19 #bbcon
  • 20. Tracking Schedule Changes – and viewing them! •Academic year setup lets you decide when you want changes to be tracked. •Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 20 #bbcon
  • 21. Tracking Schedule Changes – and viewing them! •Academic year setup lets you decide when you want changes to be tracked. •Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 21 #bbcon
  • 22. Tracking Schedule Changes – and viewing them! •Academic year setup lets you decide when you want changes to be tracked. •Schedule changes screen lets you see what changes were made and by whom they were made, even add comments! 22 #bbcon
  • 23. Tracking Schedule Changes – and viewing them! •Print only those schedules that have changes 23 #bbcon
  • 24. Generate one student’s schedule •Scheduling > Enter Course Requests by Student > search for the student > Generate Schedule > Schedule Now 24 #bbcon
  • 25. View a Students Schedule •Scheduling > Enter Course Requests by Student – search for the student > right click > View Student Schedule 25 #bbcon
  • 26. Filter on Course Choices by Grade Level 26 #bbcon
  • 27. 27 #bbcon Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. Are you pumped up and ready to go?