{"id":483,"date":"2023-07-25T14:09:00","date_gmt":"2023-07-25T21:09:00","guid":{"rendered":"https:\/\/inside.ewu.edu\/clss-new\/?page_id=483"},"modified":"2023-11-07T16:16:56","modified_gmt":"2023-11-08T00:16:56","slug":"submitting-schedules-for-approval","status":"publish","type":"page","link":"https:\/\/inside.ewu.edu\/clss\/submitting-schedules-for-approval\/","title":{"rendered":"Submitting Schedules for Approval"},"content":{"rendered":"<div class=\"gb-container gb-container-c954c178\"><div class=\"gb-inside-container\">\n<div class=\"gb-grid-wrapper gb-grid-wrapper-a3636f02\">\n<div class=\"gb-grid-column gb-grid-column-94ce7fdf\"><div class=\"gb-container gb-container-94ce7fdf\"><div class=\"gb-inside-container\">\n<div class=\"gb-container gb-container-7f9da3ef\"><div class=\"gb-inside-container\">\n<div class=\"gb-grid-wrapper gb-grid-wrapper-a596e468\">\n<div class=\"gb-grid-column gb-grid-column-864a546f\"><div class=\"gb-container gb-container-864a546f\"><div class=\"gb-inside-container\">\n<div class=\"gb-container gb-container-9fde304e\"><div class=\"gb-inside-container\">\n\n<h1 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">Submitting Schedules for Approval<\/mark><\/h1>\n\n\n\n<p><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-contrast-color\">Validation runs tests on a set of rules set by the institution to verify that offerings are using resources to maximum efficiency. Rules are set and modified by the institution&#8217;s CLSS administrator.<\/mark><\/p>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-a4b40a11\">\n\n<a class=\"gb-button gb-button-a49c058e gb-button-text\" href=\"https:\/\/cpac.ewu.edu\/wen\" target=\"_blank\" rel=\"noopener noreferrer\">Login to CLSS<\/a>\n\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-33030a29\"><div class=\"gb-container gb-container-33030a29\"><div class=\"gb-inside-container\">\n<style>.kb-table-of-content-nav.kb-table-of-content-id_a5cefd-d7 .kb-table-of-content-wrap{padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kb-table-of-content-nav.kb-table-of-content-id_a5cefd-d7 .kb-table-of-contents-title-wrap{padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.kb-table-of-content-nav.kb-table-of-content-id_a5cefd-d7 .kb-table-of-contents-title{font-weight:regular;font-style:normal;}.kb-table-of-content-nav.kb-table-of-content-id_a5cefd-d7 .kb-table-of-content-wrap .kb-table-of-content-list{font-weight:regular;font-style:normal;margin-top:var(--global-kb-spacing-sm, 1.5rem);margin-right:0px;margin-bottom:0px;margin-left:0px;}<\/style>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n<div class=\"gb-container gb-container-544bdc95\"><div class=\"gb-inside-container\">\n<div class=\"gb-grid-wrapper gb-grid-wrapper-b727e477\">\n<div class=\"gb-grid-column gb-grid-column-6b916f1e\"><div class=\"gb-container gb-container-6b916f1e\"><div class=\"gb-inside-container\">\n\n<h2 class=\"wp-block-heading\">Validating Department Schedules<\/h2>\n\n\n\n<p>A user may click the Validate button at any time to view the errors, warnings, and workflows for the scheduling unit. The scheduling unit will not be submitted without taking the following steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the CLSS Instances screen<\/li>\n\n\n\n<li>Click to open an instance<\/li>\n\n\n\n<li>Double-click to open a scheduling unit<\/li>\n\n\n\n<li>Click the Validate button<\/li>\n\n\n\n<li>Click one of the following buttons:\n<ol class=\"wp-block-list\">\n<li>Click the Close button to return to editing without submitting (if there are errors, this will be the only available option)<\/li>\n\n\n\n<li>Click the Submit Now button to submit the scheduling unit (this option will appear if there are only warnings or if the scheduling unit was valid)<\/li>\n\n\n\n<li>Click the Start Workflow button to submit the scheduling unit through workflow (this option will appear if any rules require workflow; workflow will be completed before any data is moved to the Banner)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Rules<\/h2>\n\n\n\n<p>Some error messages in CLSS are set by Rules and are intended to require users to change offering information. CLSS has three rule error types: <strong>Error<\/strong>, <strong>Warning<\/strong>, and <strong>Workflow<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Workflows<\/h2>\n\n\n\n<p>Workflow indicates that the section or scheduling unit may be saved as is, but approval will be required to complete entry of the schedule into the Banner. The workflow description will give the rationale. The <strong>Start Workflow button <\/strong>will appear when validating a scheduling unit as a whole in Design Mode. When saving a section in Design Mode, the workflow indicator will show, but the <strong>Save As-Is button <\/strong>will display. In Design mode, all workflow takes place at one time for the entire scheduling unit. In Refine Mode, when the section is saved, the <strong>Start Workflow button<\/strong> will appear, and the section must be sent through workflow on its own.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Warnings<\/h2>\n\n\n\n<p>A Warning indicates that the section or scheduling unit may be saved, but caution should be taken before completing the schedule. The warning description will give the rationale and may list possible issues that may arise from this section. The <strong>Save As-Is Button <\/strong>will appear if the validation only required a warning and not a workflow or error. Warnings do not require any further workflow or approval to be saved.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Errors<\/h2>\n\n\n\n<p>An Error indicates that the section or scheduling unit may not be saved as is. The error description will give the rationale and possible solutions to the error. The <strong>Save As-Is <\/strong>or <strong>Start Workflow<\/strong> <strong>buttons<\/strong> will not be available if there is an error present. To save the section, correct the error, then attempt to save again.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Approving Sections &amp; Scheduling Units<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Edit<\/strong><\/h5>\n\n\n\n<p><span style=\"text-decoration: underline;\"><strong>Edit the Section or Scheduling Unit<\/strong><\/span><strong>:<\/strong> Click <strong>Edit <\/strong>to make changes to the Section or Scheduling Unit. This will open CLSS in a new tab and automatically open the Section or Scheduling Unit needing to be edited.&nbsp; An accepted general practice is that after editing the Section or Scheduling Unit approve the Section or Scheduling Unit to send it to the next step in the workflow<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Rollback<\/strong><\/h5>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Rollback the Section or Scheduling Unit<\/span>:<\/strong> Click<strong> Roll Back<\/strong> to send the page back to a previous editor or approver. A prompt will appear to make comments about why the page is being rolled back. Make comments in the space provided and click Rollback in the new window.&nbsp; The page will then be removed from the Pages Pending Approval section<\/p>\n\n\n\n<p>When changes are rolled back in workflow, the following behavior is expected:<\/p>\n\n\n\n<p><strong>Design mode: <\/strong>The whole scheduling unit would be rolled back, including all the changes. If the scheduling unit is rolled back to the initiator, thus leaving workflow, the scheduling unit must be validated and re-submitted in order to move from Design mode to Refine mode.<\/p>\n\n\n\n<p><strong>Refine mode:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Individual sections that are sent back to a prior step in workflow maintain the changes made by the initiator.<\/li>\n\n\n\n<li>Existing sections (do exist in the Banner) that are rolled back to the initiator, thus leaving the workflow, would revert back to the Banner state the next time the section is opened, or when the overnight refresh occurs. This behavior occurs when the institution has the CLSS bridge.<\/li>\n\n\n\n<li>New sections (do not exist in the Banner) that are rolled back to the initiator, thus leaving workflow, would remain in CLSS with the NEW designation, and do not get removed with the overnight refresh. Changes can then be made by the initiator, and at save the section will trigger the workflow again if the previous issue persists, or will save and attempt to bridge if no error\/workflow messages are triggered.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Approve<\/h2>\n\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-098f9c21\"><div class=\"gb-container gb-container-098f9c21\"><div class=\"gb-inside-container\">\n<div class=\"gb-container gb-container-2368840a\"><div class=\"gb-inside-container\">\n\n<h2 class=\"wp-block-heading\">Need Help? Submit a Ticket!<\/h2>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-65b60ee4\">\n\n<a class=\"gb-button gb-button-5215cf45 gb-button-text\" href=\"mailto:regschedule@ewu.edu\">Submit a Ticket<\/a>\n\n<\/div>\n\n<div class=\"gb-container gb-container-e09834c6\"><div class=\"gb-inside-container\">\n\n<script type=\"text\/javascript\" src=\"\/\/25livepub.collegenet.com\/scripts\/spuds.js\"><\/script>\n<script type=\"text\/javascript\">\n$Trumba.addSpud({\nwebName: \"clss-site-calendar\",\nspudType : \"upcoming\" });\n<\/script>\n\n<\/div><\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-a53ad295\">\n\n<a class=\"gb-button gb-button-f2f9a7e2 gb-button-text smooth-scroll\" href=\"https:\/\/inside.ewu.edu\/records-and-registration\/calendar\/\" target=\"_blank\" rel=\"noopener noreferrer\">Academic Calendar<\/a>\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">Resources:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/inside.ewu.edu\/cpac\/\" data-type=\"URL\" data-id=\"https:\/\/inside.ewu.edu\/cpac\/\">Curriculum (CPAC)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/catalog.ewu.edu\/\" data-type=\"URL\" data-id=\"https:\/\/catalog.ewu.edu\/\">Catalog<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/inside.ewu.edu\/records-and-registration\/\" data-type=\"URL\" data-id=\"https:\/\/inside.ewu.edu\/records-and-registration\/\">Records &amp; Registration<\/a><\/li>\n<\/ul>\n\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n\n<p><strong><span style=\"text-decoration: underline;\">Approve<\/span>:<\/strong> Click <strong>Approve <\/strong>to send the page on to the next step in the workflow and remove the page from the Pages Pending Approval Section<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Approve: Click Approve to send the page on to the next step in the workflow and remove the page from the Pages Pending Approval Section<\/p>\n","protected":false},"author":15075,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"wpo365_audiences":[],"wpo365_private":false,"footnotes":""},"class_list":["post-483","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/pages\/483"}],"collection":[{"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/users\/15075"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/comments?post=483"}],"version-history":[{"count":5,"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/pages\/483\/revisions"}],"predecessor-version":[{"id":1027,"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/pages\/483\/revisions\/1027"}],"wp:attachment":[{"href":"https:\/\/inside.ewu.edu\/clss\/wp-json\/wp\/v2\/media?parent=483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}