Terra Dotta Global Network Course Selection

Admin Console Operations Guide & Best Practices

System Overview

Current Configuration: Single lookup table containing all Global Network courses, organized by location and program with scrolling selection method, managed through the Admin Console.

Key System Components

1. Lookup Table Structure

  • Single table approach - All courses in one manageable location
  • Location + Program labels - Clear identification (e.g., [London Glob. Fin.])
  • Corequisites combined - Labs/recitations combined with main course in single row
  • Cross-listed courses separate - Different course codes as individual entries
  • Order management - Courses display in the order they were added or last edited
  • Hide functionality - Preserve historical data while removing from view
  • Admin Console management - Modern interface for easier maintenance

2. Required Permissions

  • System Settings: Lookup Tables - Required to access and manage lookup tables
  • This permission allows viewing, creating, editing, exporting/importing, and deleting lookup tables

3. Deployment Rules

Two primary rules manage questionnaire deployment:

Rule Phase Groups Terms
Domestic Semester Post-Decision Global Network - Domestic Spring, Fall, Summer, Year
International Semester Post-Decision Global Network - International Spring, Fall, Summer, Year

Admin Console Navigation

Helpful Tip: To verify you're in the Admin Console (not the classic "Administrative" view), click the Site Home icon in the top left. If you see "Admin Console" as an option, you're in the right place.

Navigating to Lookup Tables

Primary Navigation Path

Admin Console > Settings > Global Settings > Lookup Tables

  1. From the Admin Console dashboard, locate the Settings card
  2. Click on Global Settings
  3. Select Lookup Tables from the available options

Alternative: Navigation Menu

Use the Navigation Menu search bar:

  1. Set quick search to "Navigation"
  2. Type "Lookup Tables"
  3. Select the desired navigation path

Lookup Table Management Procedures

Creating a New Lookup Table

Method 1: Manual Creation

  1. Navigate to Admin Console > Settings > Global Settings > Lookup Tables
  2. Click the plus (+) icon within the Lookup Table modal
  3. In the Lookup Table Data modal, populate:
    • Lookup Table Name: "Courses Global Network"
    • Key: Course code (e.g., CS4535)
    • Value: Display text (e.g., [London Glob. Fin.] CS 4535 - Practicum)
    • Hide: Toggle ON to hide from applicants
  4. Click the plus (+) icon to add more entries
  5. Click Save when finished

Method 2: File Upload

  1. Navigate to Admin Console > Settings > Global Settings > Lookup Tables
  2. Click Create/Edit Data through a File toggle
  3. Download the template (if needed)
  4. Prepare your file with columns:
    • Key Column (course codes)
    • Default Value Column (display text)
    • Hide Column (0 for visible, 1 for hidden)
  5. Save as CSV (comma-delimited format)
  6. Click Browse to upload
  7. Check "First row contains column headers" if applicable
  8. Click Save

Adding Courses to Existing Table

Single Course Addition

Bulk Updates

Bulk Course Addition/Update Process

CSV File Format (as displayed in Excel)

A B C
Key Default Value Hide
BIOL2217+BIOL2218 [Oakland Pre-Med] BIOL2217+BIOL2218 - Integrated Anat & Physiol 1 w/Lab 0
CHEM2311+CHEM2312 [Oakland Pre-Med] CHEM2311+CHEM2312 - Organic Chemistry 1 w/Lab 0
ME2380+ME2381 [Seattle Aero] ME2380+ME2381 - Thermodynamics w/Rec 0
ARCH1310+ARCH1311 [Seattle Aero] ARCH1310+ARCH1311 - Buildings and Cities w/Rec 0
INTB2205 [London Glob. Fin.] INTB2205 - Bus Dec Mkng in Dev Cntry Envn 0
INTB2206 [London Glob. Fin.] INTB2206 - Decision Making Emerging Mkts 0

Managing Active Applications

Helpful Reminder: Changes to lookup tables affect all active applications immediately. Remember to communicate any changes to applicants who may be affected.

Important Note for Active Application Periods

Since student applications are currently open:

  • Use Hide = 1 for courses no longer offered (never delete)
  • Add new courses as they become available
  • Keep old format entries hidden if transitioning formats
  • Communicate changes via email to affected students
  • Document all changes with dates for reference

Handling Corequisites and Cross-Listed Courses

Corequisites (Labs/Recitations): COMBINE in Same Row

Format: [Location Abbrev.] MAIN+LAB - Title w/Lab

Examples:

  • [Oakland Pre-Med] BIOL2217+BIOL2218 - Integrated Anat & Physiol 1 w/Lab
  • [Oakland Pre-Med] CHEM2311+CHEM2312 - Organic Chemistry 1 w/Lab
  • [Seattle Aero] ME2380+ME2381 - Thermodynamics w/Rec
  • [Seattle Aero] ARCH1310+ARCH1311 - Buildings and Cities w/Rec
  • [Oakland AI Semi.] CS2500+CS2501 - Fundamentals of Computer Science 1 w/Lab

Reasoning:

  • Students must register for both components separately in SIS
  • Prevents students from selecting only lecture OR only lab
  • Character count stays well within 100-character limit
  • Improves data quality and reduces registration errors

Cross-Listed Courses: SEPARATE Rows

Format: Each course code gets its own entry with its specific title

Example:

  • [London Glob. Fin.] INTB2205 - Bus Dec Mkng in Dev Cntry Envn
  • [London Glob. Fin.] INTB2206 - Decision Making Emerging Mkts

Note: These are different courses that may be taken as alternatives, not the same course with two codes.

Reasoning:

  • Students register for one code OR the other, not both
  • Each course has its own unique content and title
  • Each department may track enrollments separately
  • Maintains clean reporting and data integrity

Editing Lookup Table Values

Important Notes:

  • You can only edit the value, not the key
  • Editing a value updates all existing selections
  • Changes are tracked in the system history
  • Example: Changing "Georgi" to "Georgia" updates all instances

Hiding Outdated Courses

  1. Navigate to the lookup table
  2. Find the course to hide
  3. Toggle the Hide option ON (or set Hide = 1)
  4. Save changes
  5. Note: This preserves historical data while removing from new selections

Course Format Guidelines

Important: The system uses specific formatting to ensure clear course identification and prevent registration errors. With applications currently open, all changes must preserve existing student selections.

Format Guidelines

Program Label Abbreviations

Program labels should use consistent abbreviations of program words. Examples:

  • "Global Finance" → "Glob. Fin."
  • "Marketing Strategy" → "Mktg. Strat."
  • "Business Administration" → "Bus. Admin."
  • "Computer Science" → "Comp. Sci."
  • "Pre-Medical" → "Pre-Med"
  • "Creative Fabrication" → "Creative Fab."
  • "Aerospace" → "Aero"
  • "Ecosystem Science" → "Ecosys."

Corequisite Format Standards

Pattern: [Location Abbrev.] MAIN+LAB - Title w/Lab

For Recitations: [Location Abbrev.] MAIN+REC - Title w/Rec

  • Use "w/Lab" for laboratory sections
  • Use "w/Rec" for recitation sections
  • Keep titles concise to stay under 100 characters
  • Use consistent course code format (MAIN+LAB)

Format Examples

Full Program Name Formatted Label Complete Display Example
Semester In London: Global Finance, Marketing, and Strategy [London Glob. Fin.] [London Glob. Fin.] INTB2205 - Bus Dec Mkng in Dev Cntry Envn
Semester In Oakland: Pre-Med and Pre-Health [Oakland Pre-Med] [Oakland Pre-Med] BIOL2217+BIOL2218 - Integrated Anat & Physiol 1 w/Lab
Semester In Seattle: Aerospace [Seattle Aero] [Seattle Aero] ME2380+ME2381 - Thermodynamics w/Rec
Semester In Oakland: Creative Fabrication and Urban Sustainability [Oakland Creative] [Oakland Creative] ARCH1310 - Contemporary Architecture
Semester In Oakland: The Engines of AI - Semiconductors [Oakland AI Semi.] [Oakland AI Semi.] CS2500+CS2501 - Fund. of Computer Science 1 w/Lab

Implementation Phases for Corequisite Changes

Phase 1: Preparation

  • Export current lookup table via Admin Console
  • Identify all corequisite pairs (labs/recitations)
  • Create combined entries in spreadsheet
  • Keep original separate entries with Hide = 0 temporarily
  • Add new combined format with Hide = 0

Phase 2: Implementation

  • Import updated table through Admin Console
  • Test both formats in test applications
  • Verify combined entries display correctly
  • Communicate changes to staff and students
  • Update questionnaire instructions

Phase 3: Transition

  • Set Hide = 1 for old separate lab/lecture entries
  • Monitor student submissions for confusion
  • Provide support for students looking for separate labs
  • Document any issues that arise

Phase 4: Completion

  • Verify all students using combined format
  • Archive old separate entries data
  • Update all documentation
  • Train new staff on combined format

Troubleshooting Guide

Common Issues & Solutions

Cannot Access Lookup Tables

Cause: Missing permissions

Solution:

  1. Verify you have System Settings: Lookup Tables permission
  2. Contact your system administrator to grant permission
  3. Check User Management settings in Admin Console

Import File Errors

Common causes and solutions:

  • Character limit: Values limited to 100 characters
  • File format: Use CSV (comma-delimited) format
  • Special characters: Be careful with commas in text values - use quotes if needed
  • Column headers: Check/uncheck "First row contains headers" appropriately

Duplicate Entries Appearing

Solution:

  1. Check for entries with same key but different values
  2. Use Hide = 1 for duplicates
  3. Cannot delete entries in use - must hide instead

Students Selecting Wrong Courses

Prevention:

  • Clear [City Prog. Abbrev.] labels
  • Combined corequisites prevent missing lab/recitation selections
  • Updated questionnaire instructions explaining combined entries
  • Consider grouping by location when possible

Common Issues After Implementation:

  • Students may look for separate lab entries (provide clear communication)
  • Cross-listed courses may confuse students (explain they select only one code)

Correction:

  1. Identify affected students via Application Finder
  2. Unreceive questionnaire
  3. Contact student to resubmit
  4. Document in student notes

Analytics & Reporting

Creating Course Demand Reports

Step 1: Access Analytics

Navigate to Admin Console > Applications > Analytics

Required permission: Query (Create/Edit)

Step 2: Create Query

  1. Click "All Queries" in left navigation
  2. Select "New Query"
  3. Choose Data Source: "Applications"
  4. Select Fields:
    • Application ID (required for batch actions)
    • Program Name
    • Term
    • Course Selection (Question responses)
    • Status
    • ******* Add others as necessary *******
  5. Group by: Program and Course
  6. Sort by: Course selection count (descending)

Step 3: Generate Report

  1. From Query List, click your query name
  2. Select "Create Report"
  3. Apply Filters:
    • App Cycle: Current term
    • Program Groups: Global Network
    • Status: Not Withdrawn
  4. Choose visualization: Bar chart or table
  5. Export options: Excel, CSV, or PDF

Lookup Table Reporting

Important Notes on Data Display

  • Standard Reports: Show the default value (user-friendly text)
  • Bulk Exports: Show the key (database value)
  • Analytics: Can display either key or value based on configuration

Templates & Examples

CSV Import Template (as displayed in Excel)

A B C
Key Default Value Hide
PHTH1260 [Oakland Pre-Med] PHTH1260 - The American Healthcare System 0
BIOL2217+BIOL2218 [Oakland Pre-Med] BIOL2217+BIOL2218 - Integrated Anat & Physiol 1 w/Lab 0
CHEM2311+CHEM2312 [Oakland Pre-Med] CHEM2311+CHEM2312 - Organic Chemistry 1 w/Lab 0
ME2380+ME2381 [Seattle Aero] ME2380+ME2381 - Thermodynamics w/Rec 0
CS2500+CS2501 [Oakland AI Semi.] CS2500+CS2501 - Fundamentals of Computer Science 1 w/Lab 0
INTB2205 [London Glob. Fin.] INTB2205 - Bus Dec Mkng in Dev Cntry Envn 0
INTB2206 [London Glob. Fin.] INTB2206 - Decision Making Emerging Mkts 0
ARCH1310+ARCH1311 [Seattle Aero] ARCH1310+ARCH1311 - Buildings and Cities w/Rec 0
Note on Keys for Combined Courses: Use the combined format (MAIN+LAB) as the key for corequisites. This ensures unique identification in the database.

Course Organization Spreadsheet (as displayed in Excel)

A B C D
Key Default Value Hide Notes
BIOL2217 [Oakland Pre-Med] BIOL2217 - Integrated Anat & Physiol 1 1 OLD - Replaced by combined entry
BIOL2218 [Oakland Pre-Med] BIOL2218 - Lab for BIOL 2217 1 OLD - Replaced by combined entry
BIOL2217+BIOL2218 [Oakland Pre-Med] BIOL2217+BIOL2218 - Integrated Anat & Physiol 1 w/Lab 0 NEW - Combined corequisite
INTB2205 [London Glob. Fin.] INTB2205 - Bus Dec Mkng in Dev Cntry Envn 0 Alternative business course option
INTB2206 [London Glob. Fin.] INTB2206 - Decision Making Emerging Mkts 0 Alternative business course option

Program Abbreviation Standards

Full Program Name Recommended Abbreviation Character Count
Semester In Oakland: Pre-Med and Pre-Health [Oakland Pre-Med] 17
Semester In Seattle: Aerospace [Seattle Aero] 14
Semester In London: Global Finance, Marketing, and Strategy [London Glob. Fin.] 19
Semester In London: Data Science and Technology [London Data Sci.] 18
Semester In Oakland: Tech & Innovation – Finance, Marketing, and Entrepreneurship [Oakland Tech] 14
Semester In Seattle: Cloud Computing [Seattle Cloud] 15
Semester In Portland: Mastermind Maine's Tech Stack [Portland Tech] 15
Semester In Oakland: The Engines of AI - Semiconductors [Oakland AI Semi.] 18
Semester In Oakland: Real World Technical Challenges and Social Impact [Oakland Tech Soc.] 19
Semester In Oakland: Creative Fabrication and Urban Sustainability [Oakland Creative] 18
Semester In Oakland: Ecosystem Science and Sustainable Management [Oakland Ecosys.] 17

Bulk Update Checklist

Pre-Implementation

Implementation

Post-Implementation

Managing Course Changes During Active Applications

When Courses Are No Longer Offered

When Adding New Courses

Communication Best Practices

Quick Reference

Navigation Paths

Task Path
Access Lookup Tables Admin Console > Settings > Global Settings > Lookup Tables
Analytics Admin Console > Applications > Analytics
Application Finder Admin Console > Applications > Application Finder
User Management Admin Console > Settings > User Management

Daily Tasks Reference

Task Time Navigation Risk
Add single course 5 min Global Settings > Lookup Tables > Edit 🟢 Low
Combine corequisites 10 min Global Settings > Lookup Tables > Edit 🟡 Medium
Bulk import courses 15 min Global Settings > Lookup Tables > Upload 🟡 Medium
Hide discontinued courses 10 min Global Settings > Lookup Tables > Edit > Hide 🟡 Medium (active apps)
Export for backup 2 min Global Settings > Lookup Tables > Export 🟢 Low
Course changes (active period) Variable Multiple steps + communication 🔴 High

Key Admin Console Features

  • Global Settings: Central location for all system configurations
  • Modal Interface: Lookup tables open in modal windows for easier editing
  • File Upload Toggle: Switch between manual entry and file upload
  • Search Functionality: Search within lookup tables for specific entries
  • Pagination: Handle large lookup tables with built-in pagination
  • File Format: Uses CSV (comma-delimited) format for imports

Best Practices Summary

  • Always backup before bulk updates
  • Combine corequisites (labs/recitations) into single rows to prevent registration errors
  • Keep cross-listed courses as separate entries
  • Use Hide = 1 instead of Delete to preserve historical data
  • Never delete courses during active application periods
  • Test changes with dummy applications
  • Communicate changes to all affected applicants promptly
  • Document all major changes with dates
  • Regular exports for backup purposes
  • Use consistent abbreviations in program labels
  • Monitor for courses that may change throughout the semester