Coursedog: Assigning Meeting Patterns

Overview

This article provides step-by-step instructions on how department scheduler's can assign meeting patterns for their courses. These instructions discuss how to sort meeting patterns, assign multiple meeting patterns, and ignore double bookings. 

Requirements

Once sections have been assigned instructors, meeting times can be assigned to sections that align with the institution’s rules and instructors’ preferences. 

Instructions

You can assign Meeting Patterns manually by opening the section from within the Section Dashboard. As with instructors, there are two ways of doing so.

Step 1:

  • Open the section for the class you want to assign a meeting pattern to.

  • You can edit the section by clicking anywhere on the section row.

Section Dashboard showing Spring 2021 sections. The table lists two active sections: AAMS300 and AAMS303, both section 001, in Interdisciplinary Studies, with 3 credit hours each.

Step 2: Navigate to the “Meeting Patterns & Rooms” card.

Meeting Patterns & Rooms section with columns for Days, Start, and End. Options are to add a meeting pattern or set dates.

Step 3: 

  • Decide whether you will be using a Standard Meeting Pattern (a standard timeblock defined by the administration) or whether you will assign a Custom timeblock.

  • In most cases, we recommend using Standard Meeting Patterns to avoid warnings or violating rules.

  • To toggle between Standard and Custom Meeting Patterns, you can click the blue stopwatch icon. 

Step 4 (Option A - Standard Meeting Pattern):

  • To assign a Standard Meeting Pattern, select the blue “+ Meeting Pattern” button to open the meeting pattern modal.

  • Inside the modal, Coursedog provides an interface to select from University-approved timeblocks. Users can filter by days, times, or attributes at the top of the card or scroll through the list.

  • Coursedog helps determine a preference fit that pushes potential fits to the top. “Preference Fit” is impacted by instructor preferences, instances of double bookings (i.e. either room or instructor double bookings), and usage (if a meeting pattern has high usage, its preference fit will decrease).

  • Coursedog also sorts the time-blocks with the same preference fit by showing you the least used time-blocks first. This naturally nudges folks to schedule more effectively, while pushing to the top the best fits to save time.

  • “Usage” refers to the number of instances of that Meeting Pattern across all sections in the institution.

Select Meeting Pattern dialog with filters for days, times, and attributes. Four meeting patterns are listed: Monday, Wednesday, and Friday from 9:00–9:50 AM; 2:00–2:50 PM; 1:00–1:50 PM; and 11:00–11:50 AM. Each shows its usage count and preference fit. Options at the bottom are Use Custom Times, Select TBA, and Cancel.

Step 4 (Option B - Custom Meeting Pattern):

  • To assign a Custom (Non-Standard) Meeting Pattern, you will simply input the days and times for the section.

  • Using Non-Standard Meeting Patterns may result in warnings or trigger workflows, depending on your University's “Rules” settings. 

Schedule showing selected days Tuesday and Thursday, with a start time of 8:00 AM and an end time of 9:00 AM.

Editing BIO003-001. Warning: This section is not using standard meeting patterns.

Assigning Multiple Meeting Patterns

  • From the “Meeting Patterns & Rooms” card, you can assign multiple meeting patterns with varying start and end dates.

  • To do this, add multiple meeting patterns and then click the “Set Dates” button.

  • You will then be prompted to set start and end dates for each meeting pattern.

  • These dates take precedence over all dates associated with the term they are being scheduled for, so note that if they are scheduled outside of the term or part of term they are associated with, this could potentially cause issues.

    • Note that if you are editing meeting pattern start and end date within ‘Set Details’ a warning will appear if you are updating a reference date. This warning will not appear if you are editing meeting pattern start and end date within the Meeting Patterns & Rooms card

Sorting Meeting Patterns

  • If you are creating multiple Meeting Patterns in a single section or editing Meeting Patterns in a section with multiple Meeting Patterns – and those meeting patterns aren’t already in order – you can use the “Sort Meetings” button to sort the section’s Meeting Patterns.

  • This button becomes available when multiple Meeting Patterns exist and meetings are not already sorted. Clicking it will sort Meeting Patterns first by Start Date, then by Start Time.

  • Any changes to meeting order in Coursedog, whether by manually reordering or using the Sort Meetings button, can trigger an integration update so the new order is reflected in your Student Information System.

Meeting Patterns & Rooms table with three meeting schedules and a highlighted ‘Sort Meetings’ button.

Ignoring Double Bookings

PATH: Scheduling > Section Dashboard > (Click on Section to Edit)

If settings allow, under “Set Details” you can ignore all double booking conflicts caused by a specific meeting.   

Meeting Pattern Additional Information dialog showing meetings on Monday and Wednesday from 10:00 AM to 12:30 PM, with a start date of August 1, 2020, and an end date of October 9, 2020. The ‘Ignore Double Bookings’ option is set to Yes.