1. Click on School. Then click on Years & Terms. Click on New and create the 2014-2015 school year.

2. Go to District. Click on courses. Use the filter to select the courses available for your school. Make the courses for your school available for the 2014-2015 year.

3. Go to PowerScheduler. Click on Auto Scheduler set up.

4. Follow the wizard through to completion, entering your start/stop dates for all of the terms. For Loads, make sure that the Radio button is LOAD not Build and Load.

5. Click on years and terms. We want to change the name Full Year to a meaningful academic name. Click on the blue Full Year. In the next screen change Full Year to 2014-2015. Change the abbreviation to 14-15. Keep this under 6 characters.

6. Set your Schedule Year. Go to Functions, Set Schedule year.

7. Verify all terms by going to Years And Terms, then click on Edit terms, then open up each term. The year should show 2400, Semester 1 should show 2401, Semester 2 should show 2402. Do not continue until you know for certain that Set schedule year is done and happy.

8. Click on Scenario

9. Click on the Blue link under the heading Build Scenario. Make sure that the top radio button is set to LOAD ONLY. If the course catalog is empty, the use the pull down and select 2014-2015 Catalog, you may have to create the course catalog first. This will associate the course catalog to the scenario. Click Submit.

10. Copy your master schedule.

11. Click on years and terms again. The copy brought over all of the dates from last year. You must re-edit your years and terms to match the dates that you entered in the auto scheduler set up. You will do this by staying in Scheduler, going to years and terms under Scheduling Setup, click on EDIT TERMS and change each date. Change the Year to 2014-2015. Change the abbreviation to 14-15. Use 6 or less characters for the abbreviation.

12. Make sure that all of the terms copied over are available to be seen in any of the associate boxes. To do this, click on Scenario, click on the blue link under Build Scenario, click on the Associate button next to Terms, make sure that each term that you want to use has a check in the checkbox, click submit in that window, then click submit in the scenario.

13. Go get a coffee, call a friend, plan something fun.

14. Manage your NEW courses next. Add new courses, retire (do NOT DELETE) old courses.

15. Run, print and file your course list report. Use auto fill courses to verify that the schedule this course checkbox is turned on for all of the courses.

16. Run, print and save your rooms report and make sure that all of the data is in and accurate.

17. Working with Student Information. Trip to the Live side. Grade_Level < your highest grade. Under student functions, select NEXT SCHOOL INDICATOR. Select the correct school and then click submit.

18. Auto fill student scheduling preferences. Go back into Scheduler, Functions, Auto Fill Student Information. Fill in the fields and then click submit.

19. Define your teacher information. Don’t yet know who your new teachers are? Then set up New Hire teachers and define them ro use the old teachers. You can change them later. Make sure that the field Sched_Schedule is checked for every teacher that you want the engine to see as ‘available for scheduling’.

20. Run Teacher list from the Pre-build reports. Print and file this report too.

21. Create your course groups and course group screens by grade level. This screen set up handles alternates. Middle Schools may just want to MASS ADD REQUESTS (not enroll) students into their requests.

22. Begin working on your Scheduling Setup data. Using the Left hand navigation bar as your guide, start with Buildings and work down through those. Usually Teams are added for middle schools.

23. Manually adjust your master schedule.

24. Define your Load constraints. Use online help should you have any questions regarding how to create the constraint.

25. Validate. Validation DOES require the engine to be installed.

26. Run Reports – Course List, Rooms List, Course request tally, Student List, Teacher List.

27. Load Students. View the Load Error Log, choose (Q) next to Load.

28. Import.

29. Run Post-Build Reports.

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