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
- Sign up for the Schedule Builder Training (find the link below).
- Request Access to the Schedule Builder applications from Crimson Service Desk (CSD).
- Prepare for class. Watch our videos, read the manual.
- Join the Department Schedule listserv to stay current on events.
The Training Process: Details
Though you'll want to schedule your Schedule Builder training class first, do request your myWSU access with CSD as soon as you have your date. They will hold your access until that date.
1. 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.
Training includes:
- How to access the Schedule Builder applications
- Resources and Instructions
- Scheduling policies and procedures
- Tips and shortcuts to save time
2. 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 signature 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:
- Date of your Schedule Builder Training Class (you signed up in the first step)
- College, Department Name, or Academic Organization you will schedule for.
- Subjects that you will schedule. Example: CHEM, BIOLOGY, etc.
- Campuses that you need access to schedule at. 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 (copy the list below). 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
- Do you need to be able to approve grades for your subjects? New for 2022! You will need the role:
- WSU CS SR58 Post Grades
- 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
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:
- Access and Training Overview
- Schedule Builder Application Overview
- Maintain Schedule of Classes Overview
- Adding a Section in Maintain Schedule of Classes (3 part series)
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:
- Current Announcements
- Deadlines
- Exam regulations, Rule 80, Rule 81, and Final Exam information
- Schedule Builder detailed training and instructions
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. |
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 : Very old information
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.
