Course Planner

The UW Extended Campus Course Planner is an in-house tool used for scheduling course development and resource planning. It is an important tool as it helps to align the efforts of various business units within the organization, including media services, learning technology, instructional design, and program management, ensuring that everyone is on the same page.


General Information

This section provides a high-level overview of the planner. For technical how-to’s, jump to the Technical Guide section.

Access and Ownership

The Course Planner lives at https://apps.uwex.edu/course-planner and and is viewable by anyone with the URL. Data can only be changed by logging into the Course Planner.

Program Managers sign in with a Google account that has been verified and approved by the Media Services Team. If you are Program Manager and have not had your Google account added to the Course Planner then reach out to Nick Meyer (nick.meyer@uwex.wisconsin.edu).

Click the Sign In button in the upper right corner to sign in.

Views

The five main views of the Course Planner can be found in the middle or left side of the home screen. Each one displays course development schedules in a unique way.

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Course Matrix

Course Matrix is the main development view. It is a standard spreadsheet style layout with columns and rows.

Each program can be accessed by selecting the Program dropdown menu.

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Development Period

Development Period is a card style view that shows which courses are scheduled for development for each program for a given development period.

The Development Period range can be changed by adjusting the Range dropdown menus.

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Campus Partner

Campus Partner is a card style view that highlights developments based upon campus partner. The information is filtered by fiscal year and is grouped by program.

The campus partner and fiscal year can be changed by adjusting the dropdown menus.

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Program

Program is a card style view that highlights developments based upon the program over a fiscal year range.

The program and fiscal year range can be changed by adjusting the dropdown menus.

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Collaborator

Collaborator is a card style view that shows developments based upon a specific collaborator over a time period.

You can change the Collaborator, Person, and Range by adjusting those dropdown menus. You can also view data by Year or Program by changing the View By dropdown menu.

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Dashboard

The Dashboard is where data can be added or modified. This includes…

  • Programs
  • Courses
  • Program Managers
  • Instructional Designers
  • Faculty
  • Media Leads
  • Campuses

To get to the Dashboard click the nine square icon ... in the bottom left corner.

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Technical Guides

In this section, you’ll find guides for the most common actions in the course planner.

Add a New Program, Course, Campus, or Collaborator

The example below demonstrates adding a new faculty, but steps are the same for all the other categories (course, campus, etc).

  1. Click the Dashboard icon ... in the bottom left corner.
  2. Click the Faculty icon ...
  3. Select the blue + button ... in the upper right corner under the sign out button.
  4. Fill out all of the text fields and click the Add button. Now, when you go to attribute this faculty to a development they will show up as an option in the dropdown menu.

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Scheduling a Course Development

You can schedule a new or revision development by following the steps below.

  1. Navigate to the Course Matrix View
  2. ...

  3. Select your Program from dropdown menu
  4. Find the Course and Semester you’d like to add the development to and click the blank slot to add the development.
  5. ...

  6. You can navigate forward or backward in time by selecting the forward/backward buttons ... on the left and right sides of the columns.
  7. Select New or Revision
  8. ...

  9. Now the development will be added with the default Go Live being the succeeding semester.
  10. The question mark icon indicates that a faculty has not been assigned to the development yet. Click it to bring up development information.
  11. ...

  12. Click the Edit button to add information to all of the categories.
  13. Fill out each category and click Save button to save the changes.
  14. ...

  15. Now your entry will show a person icon because it now has a faculty assigned to it.
  16. ...

To change a course development from new to revision or vice-versa click on New/Revision and select the other option. A course development can also be removed by selecting Clear.

Modify Course Development

Change New/Revision or Remove Development

  1. First, navigate to the Course Matrix view. Changing new/revision status or removing a development can only be done from the Course Matrix view.
  2. ...

  3. Locate the development you’d like to change and click on New/Revision and select the other option. A course development can also be removed by selecting Clear.
  4. ...

Change Course Development Details

  1. The details of a course development can be changed in any view. First, find the development you’d like to modify and click the question mark or person icon. The question mark icon indicates that the development does not have a faculty attributed to it yet.
  2. Click the Edit button ...
  3. Change any information you need to and click Save. If you can’t find what you’re looking for in any of the drop menus you’ll need to add it. Refer to the Add a new program, course, campus, or collaborator guide.
  4. ...

Troubleshooting

Having issues with the Course Planner? Try the below steps.

  1. Check to make sure your browser’s view is set to 100%
  2. If you’re viewing the Course Planner in a side-by-side or split screen view then try viewing the Course Planner in a browser on its own.
  3. Sign out, clear your browser cache, restart your browser, and then sign back in.

If none of the above steps help then please submit an IT ticket.

Published on January 19, 2023 at 12:50:25 pm CST. Last modified on January 19, 2023 at 12:50:25 pm CST.