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Schedule Builder Access & Training

How do I obtain access to Schedule Builder?

The Schedule Builder applications require specific access in myWSU. Your department signing authority must request this for you PRIOR to the training. This access will be temporarily granted for the "myWSU: Schedule Builder" training class. When you have successfully completed your training, your access will be granted permanently. 


The Training Process: Overview

  1. Request Access to the Schedule Builder applications from Crimson Service Desk (CSD).
  2. Sign up for the Schedule Builder Training.
  3. Prepare for class. Watch our videos, read the manual.
  4. Join the Department Schedule listserv to stay current on events.

The Training Process: Details

1. IMPORTANT! Request Schedule Builder access for the training class

Request Schedule Builder access via the Crimson Service Desk jira portal.

  • Select the Staff button.
  • Select myWSU Access Request.
  • Area Authority is your department/unit area authority.
  • In the Description field include the following information for the departments, subjects, or college that you will be responsible for scheduling and maintaining the Schedule of Classes:

    • College, Department Name, or Academic Organization.
    • Subjects. Example: CHEM, BIOLOGY, etc.
    • Campuses. All department schedulers have view only access to courses on all campuses. You will need edit access to update the schedule of classes on another campus. Most campuses prefer that department schedulers go through the department or campus schedulers on their campus instead up updating the course schedule directly.
    • Roles. Department Schedulers need the following roles in myWSU:
      • WSU CS SR42 Access to myWSU for Maintain Schedule of Classes and other applications.
      • WSU CS SR43 Reserve Capacity Add a defined Reserve Capacity in Maintain Schedule of Classes.
      • W BI SCHEDULER OBIEE Schedule Builder Dashboard
      • WSU CS SR 06 CM Instr Advisor Instructor/Advisor Table
  • Once created, share your request with  jill.freuden@wsu.edu and your supervisor in your request.

Overall access is granted by the Registrar's Office. Your access must be requested PRIOR to attending class; you will not be able to follow along in the class. You'll be given temporary access for the class; the access will become permanent once you complete training. Access to department subjects will be approved by your area authority. More Information on Schedule Builder Roles

2. Schedule Builder Training Class

myWSU: Schedule Builder Training is required for permanent Schedule Builder application access. This is a hands-on training and you will have the best experience if you can be interactive. The classes are currently conducted via Zoom. We recommend a microphone and two monitors. You will can to see our presentation and work in myWSU at the same time. If you have questions, you will be able to share your screen with Zoom. Sign-up for Schedule Builder Training.

You will learn:

  • How to access the Schedule Builder applications
  • How to create a default Room Search Event in 25Live Pro
  • Scheduling policies and procedures
  • Tips and shortcuts to save time

3. Prepare for class

Department schedulers have complicated jobs and most are scheduling as just one of several roles. We provide reference materials to answer questions that you'll have before and after training. Please review the materials before you attend class.

Training Videos

We have started to create our own Panopto training videos. You'll find them at Instructions > Videos. We currently have videos & transcripts for:

Alternative: The old UPK training videos are still available but do not have sound. See the right sidebar for instructions on using them.

Academic Scheduling Handbook

The Academic Scheduling Handbook is a comprehensive guide for Department Schedulers. You can also find a link on our homepage.

Our website, especially the Schedule Builder pages

This website was designed to be a resource for Schedulers at WSU. You'll find information about:

4. Join the Department Scheduler Listserv

The Schedulers_dept listserv is the primary communication device for Department and Campus Schedulers. We send out periodic newsletters to provide additional training and update schedulers on current procedures and information. We post previous newsletters on our website.


Schedule Builder Roles

Role Number Role Name Description Notes
SR 06 WSU CS SR 06 CM  Instr Advisor Add Instructors to the Instructor/Advisor Table. Needed to add new instructors in Maintain Schedule of Classes.
SR 07 WSU CS SR 07 CM Catalog View Gives view-only access to Catalog detail information Provides access using Acad Org security
SR 08 WSU CS SR 08 CM Sched View Gives view-only access to Class Schedule detail information Provides access using Acad Org security.  Not needed when SR 41, SR 42 or SR 46 given
SR 41 WSU CS SR 41
Dept Coll Proofer

Allows maintenance of class schedule information. 

The Comments field is not visible.

Needed when approval performed by someone else.
Provides access using Acad Org security
SR 42 WSU CS SR 42 Academic Schedule

Combines maintenance of class schedule and approval of class sections ready for campus scheduler review.
Department Scheduler

Needed when maintenance and approval performed by same person.
Provides access using Acad Org security
SR 43 WSU CS SR 43
Reserve Capacity
Access to Reserve Capacity in Maintain Schedule of Classes Needed to update Reserve Capacity
SR 46 WSU CS SR 46
Dept Coll Approver
Allows approval of class sections ready for campus scheduler review Needed when maintenance performed by someone else.
Provides access using Acad Org security
BI_SCHEDULER  W BI SCHEDULER

OBIEE Access to the Schedule Builder Dashboard

Needed to see the Schedule Builder Dashboard

 

Schedule Builder Training

Previously recorded video of SB Training Recorded 4/23/20.

UPK "Print it!" Instructions 

The UPKs are an old series of videos for learning Schedule Builder concepts. They were created using Adobe Flash Player, which is no longer available, but you can read the transcript and follow the instructions in myWSU.

  • Navigate to the Student UPKs from the sidebar of the Registrar home page or follow this link.
  • Select "Schedule Builder" then open the files that start with SR 42 for Department Schedulers and SR 43 to learn about Reserve Capacity.
  • Select a file, read the basic information in the yellow area, then open the HTML section labeled Print It! to see written instructions. Print them and follow the instructions in myWSU. You may not have access to edit fields until the day of your Schedule Builder training, but you should be able to view the applications in myWSU.

UPK Print It! location

UPK InstructionsUPK Instructions

Schedule Builder Access and Training
Academic Room Scheduling