1. CM_AD_315 Booking Rules v3 1 Booking Rules CM_AD_315

2. CM_AD_315 Booking Rules v3 2 Unit 1 – Booking Rules Overview Unit 2 – Adding Rules Unit 3 – Deleting Rules Summary Course Content

3. CM_AD_315 Booking Rules v3 3 Learning Objectives By the end of this course, you will be able to: Understand Booking Rules Display Booking Rules Add Booking Rules to a Section Add Booking Rules to a Course Remove Booking Rules from a Section Remove Booking Rules from a Course

4. CM_AD_315 Booking Rules v3 4 Prerequisites and Roles Prerequisites  UK_100 IRIS Awareness & Navigation  CM_200 Student Lifecycle Management Overview  CM_AD_300 Event Planning Roles  Authorized users responsible for creating or modifying events and event packages

5. CM_AD_315 Booking Rules v3 5 Booking Rules Booking Rules may be accessed via Student Administration tab on the myUK portal In order to access booking rules, you need:  To complete the CM_AD_315 Booking Rules course and pass the assessment  To be designated as a person with the responsibility to view, create, and change event packages  To sign a Statement of Responsibility (SOR) form located at http://www.uky.edu/IRIS If you do not have access, please work with your college contact to get this access assigned  The college contact list is located at http://www.uky.edu/IRIS/CM/cm-group.html

6. CM_AD_315 Booking Rules v3 6 Access to Booking Rules Depending on the user’s role, access to the Booking Rules on myUK can be reached through one of these paths For Registrar role, the menu path is Student Administration  Administrative Services  Registrar  Booking Rules

7. CM_AD_315 Booking Rules v3 7 Access to Booking Rules For Administrator role, the menu path is Student Administration  Administrative Services  Administrators  Booking Rules

8. CM_AD_315 Booking Rules v3 8 Unit 1 Overview

9. CM_AD_315 Booking Rules v3 9 Unit 1 - Overview Rule Types Displaying Rules  Linked to a Specific Section  Linked to a Course

10. CM_AD_315 Booking Rules v3 10 Booking Rules Overview The restrictions on courses and sections that control registration access are known as Booking Rules Authorized personnel maintain Booking Rules via the myUK portal Restrictions may be maintained at the course level or the section level

11. CM_AD_315 Booking Rules v3 11 Booking Rules Overview Course Level Restriction  If a restriction is maintained at the course level, all sections of the course will inherit the restriction Section Level Restriction  If a restriction is maintained at the section level, the restriction will apply only to the selected section of the course

12. CM_AD_315 Booking Rules v3 12 Rule Types There are four types of Booking Rules that can be maintained via myUK Classification Restrictions  Can be used to restrict registration by including or excluding students, according to their progression classification  These restrictions can be maintained for a single progression classification or multiple classifications Major/Minor Restrictions  Can be used to restrict registration by including or excluding students, based upon their majors or minors

13. CM_AD_315 Booking Rules v3 13 Rule Types College Restrictions  Can be used to restrict registration by including or excluding students, based upon their college Rule Containers/Special Rules  Can be used to add special restrictions such as Controlled Enrollment, Teacher Education Program, Engineering Program Paducah, etc.

14. CM_AD_315 Booking Rules v3 14 Rule Types Course level and section level restrictions of the same rule type cannot be mixed Instead, such restriction situations must be maintained at the section level Three Rule Types (Classification, Major/Minor, and College Restrictions) are term-specific They do not automatically become available to future terms Special Rules are valid for the life of the course (Module) or section (Event Package)

15. CM_AD_315 Booking Rules v3 15 Rule Types All rules are linked to the system Object ID of the course or section If a new section is created for an upcoming term in Event Planning, a new system ID is assigned (a new “Section 001” is created) As a result, any rules attached to the previous Section 001 will not carry forward to the new one Rules must be added and maintained on the new section

16. CM_AD_315 Booking Rules v3 16 Displaying Specific Section Linked Rules If restrictions exist on a section of a course, the restrictions can be displayed by completing the following steps Select the correct year and term Enter the course prefix and number

17. CM_AD_315 Booking Rules v3 17 Displaying Specific Section Linked Rules Click on Search When the course is found, click on View Sections to see a list of the available sections Click on the desired section to view a list of rules assigned to that section

18. CM_AD_315 Booking Rules v3 18 Displaying Specific Section Linked Rules If there are rules maintained on the section, they will be displayed below the Course and Section The example above displays the rules linked to SOC 101 Section 003 (in the test system)

19. CM_AD_315 Booking Rules v3 19 Displaying Specific Section Linked Rules This section has seven rules:  It is subject to Controlled Enrollment  Limited to Sociology and Early Childhood Education majors  Limited to students in Arts & Sciences and Education  Limited to Freshmen and Sophomores

20. CM_AD_315 Booking Rules v3 20 Displaying Specific Section Linked Rules Note that the rule restricting the course to SOCI majors is maintained at the course level, rather than the section level  This is indicated by “All Section(s)” in the Sections column of the restriction  The Remove icon in the Remove column is missing  Rules maintained at the course level cannot be removed at the section level

21. CM_AD_315 Booking Rules v3 21 Displaying Specific Section Linked Rules If no rules are maintained on a course, a system message will be displayed

22. CM_AD_315 Booking Rules v3 22 Displaying Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To display rules maintained at the course level by using the following steps

23. CM_AD_315 Booking Rules v3 23 Displaying Rules Linked to a Course Select the correct year and term Enter the course prefix and number Click on the Search button

24. CM_AD_315 Booking Rules v3 24 Displaying Rules Linked to a Course Click on the course link Any existing restrictions will display below the course

25. CM_AD_315 Booking Rules v3 25 Displaying Rules Linked to a Course If no rules are maintained on a course, a system message will display

26. CM_AD_315 Booking Rules v3 26 Unit 2 Adding Rules

27. CM_AD_315 Booking Rules v3 27 Unit 2 – Adding Rules Linked to a Specific Section of a Course  Adding College Restrictions  Adding Classification Restrictions  Adding Major/Minor Restrictions  Adding Rule Containers/Special Rules Linked to a Course

28. CM_AD_315 Booking Rules v3 28 Adding Rules Linked to a Specific Section Select the correct year and term Enter the course prefix and number Click on the Search button

29. CM_AD_315 Booking Rules v3 29 Adding Rules Linked to a Specific Section When the course is found, click on View Sections Click on the desired section to view a list of rules assigned to that section Add Rules

30. CM_AD_315 Booking Rules v3 30 Adding College Restrictions Scroll down to the College Rules area Click on the desired college rule Click on Add

31. CM_AD_315 Booking Rules v3 31 Adding College Restrictions To add multiple colleges at one time, hold down the Ctrl key and click each college Click on Add

32. CM_AD_315 Booking Rules v3 32 Adding College Restrictions Once rules have been added successfully, they will appear in the list of active rules for the section at the top of the screen

33. CM_AD_315 Booking Rules v3 33 Adding College Restrictions To exclude students in a particular college, select the college Change the radio button from Include to Exclude Click on Add

34. CM_AD_315 Booking Rules v3 34 Adding Classification Restrictions Scroll down to the Classification Rules area Click on the desired Classification(s) Click on Add

35. CM_AD_315 Booking Rules v3 35 Adding Classification Restrictions To add multiple classifications at one time, hold down the Ctrl key and click on each classification Click on Add

36. CM_AD_315 Booking Rules v3 36 Adding Classification Restrictions To exclude students in a particular classification, select the classification Change the radio button from Include to Exclude Click on Add

37. CM_AD_315 Booking Rules v3 37 Adding Major/Minor Restrictions Scroll down to the Major Rules area Key the four-character major code for the restriction Click on Search

38. CM_AD_315 Booking Rules v3 38 Adding Major/Minor Restrictions If a match is found, the major code will appear in a list below the Search field To add it to the course restriction, click on the Add icon

39. CM_AD_315 Booking Rules v3 39 Adding Major/Minor Restrictions There may be multiple matches Selection of one results in the application of the rule to all

40. CM_AD_315 Booking Rules v3 40 Adding Major/Minor Restrictions To exclude students in a particular major, select the major Change the radio button from Include to Exclude Click on the Add icon

41. CM_AD_315 Booking Rules v3 41 Adding Rule Containers/Special Rules Scroll down to the RC Rules area Key some text associated with the rule to be added  For example, “Control” for Controlled Enrollment, “TEP” for Teachers Education Program, or “EPP” for Engineering Program Paducah

42. CM_AD_315 Booking Rules v3 42 Adding Rule Containers/Special Rules Click on Search If unsure of text to use, simply enter an asterisk (*) for a wildcard search to pull up all Rule Containers

43. CM_AD_315 Booking Rules v3 43 Adding Rule Containers/Special Rules If a match is found, the Rule Container will appear in a list below the search field To add it to the course restriction, click on Add icon

44. CM_AD_315 Booking Rules v3 44 Adding Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To add rules maintained at the course level, follow the steps below Select the correct year and term Enter the course prefix and number Click on Search

45. CM_AD_315 Booking Rules v3 45 Adding Rules Linked to a Course Click on the course link Add Rules by scrolling down in each area Follow the same procedure as outlined for adding restrictions linked to course sections Click on Add

46. CM_AD_315 Booking Rules v3 46 Unit 3 Removing Rules

47. CM_AD_315 Booking Rules v3 47 Unit 3 – Removing Rules Linked to a Specific Section of a Course Linked to a Course

48. CM_AD_315 Booking Rules v3 48 Removing Rules Linked to a Specific Section If restrictions exist on a section of a course, the restrictions can be displayed and removed by completing the following steps Select the correct year and term Enter the course prefix and number Click on Search

49. CM_AD_315 Booking Rules v3 49 Removing Rules Linked to a Specific Section When the course is found, click on View Sections to see a list of the available sections Click on the desired section to view a list of rules assigned to that section

50. CM_AD_315 Booking Rules v3 50 Removing Rules Linked to a Specific Section To remove a rule, click on the Remove icon in the Remove column

51. CM_AD_315 Booking Rules v3 51 Removing Rules Linked to a Course Rules maintained at the course level are inherited by all sections of the course To display and remove rules maintained at the course level, follow the steps below Select the correct year and term Enter the course prefix and number Click on Search

52. CM_AD_315 Booking Rules v3 52 Removing Rules Linked to a Course Click on the course link Existing course restrictions will display To remove a rule, click on the Remove icon in the Remove column

53. CM_AD_315 Booking Rules v3 53 Reminders Course level and section level restrictions of the same rule type cannot be mixed Colleges must create restrictions for courses and/or sections for each term Access to Booking Rules is limited to a small group of college users

54. CM_AD_315 Booking Rules v3 54 Booking Rules Contacts Questions regarding Booking Rules should be directed to Bruce Manley and his staff at 257-3107 Questions regarding logging on, authorizations, etc. should be directed to IRIS at 257-6023

55. CM_AD_315 Booking Rules v3 55 Booking Rules Contacts Contact the Customer Service Center (7-1300, option 1) or local IT expert if you:  Need an AD password  Go to the Enterprise Portal and it is not responding  The IRIS session that you are running is suddenly terminated and you cannot regain access

56. CM_AD_315 Booking Rules v3 56 Booking Rules Help Websites myHelp website:  http://myHelp.uky.edu/rwd/HTML/CM.html  Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, CM Frequently Asked Questions, CM Reference Manual, and other job aids IRIS website  http://www.uky.edu/IRIS/CM/  CM News, CM Reference Manual

57. CM_AD_315 Booking Rules v3 57 Other CM Courses CM_AD_300 Event Planning CM_AD_340 Program of Study & Majors  Register at http://myhelp.uky.edu/training/ IRIS CM Web Courses available at http://myhelp.uky.edu/rwd/HTML/CM.html  CM_AD_310 Student Records  CM_AD_320 Booking  CM_WP_210 Grading  CM_WP_220 Overrides  CM_WP_310 Advising  CM_BEX_300 Business Warehouse Campus Management BEx-Web Reporting

58. CM_AD_315 Booking Rules v3 58 Course Summary You are now able to: Understand Booking Rules Display Booking Rules Add Booking Rules to a Section Add Booking Rules to a Course Remove Booking Rules from a Section Remove Booking Rules from a Course