{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by instructional planning and scheduling platforms. Features named by more than one draft are merged; source letters show which drafts named each feature. Site additions (source S) fill gaps none of the drafts covered, such as staffing teaching assistants and readers.","scope":"Covers course demand forecasting, pathway alignment, annual and term schedule planning, section optimization, faculty capacity and workload, and classroom allocation that decide which sections run and who teaches them, with the SIS as system of record for live sections and students, curriculum design and the published catalog out, and event or non-academic space scheduling only as the academic-room handoff.","vendors":["Ad Astra","Coursedog","Infosilem"],"groups":[{"k":"F","name":"Demand and pathways","ds":["1","2"],"desc":"How many seats each course needs, and which offerings keep students on their pathways."},{"k":"P","name":"Schedule planning","ds":["3","4"],"desc":"Building the annual and term schedule, right-sizing sections and adjusting during registration."},{"k":"R","name":"Faculty and space","ds":["5","6"],"desc":"Who teaches what, at what load, and in which rooms."},{"k":"E","name":"Shared enablers","ds":["7","8","9"],"desc":"The planner workspace, integration with the SIS and campus systems, and access and operations."}],"domains":[{"n":"1","name":"Course Demand Forecasting","desc":"Projects seat demand for each course and term from enrollment history, student progress and planning assumptions.","area":"Demand and Pathways","caps":[{"id":"1.1","n":"Forecast course demand","herm":["BC002"],"subs":[{"id":"1.1.1","n":"Historical enrollment trend projection","d":"Projects next-term and next-year seat demand per course from multi-year enrollment history.","cls":"Core","src":["C","G","P"],"herm":"BC002"},{"id":"1.1.2","n":"Student-need demand from degree progress","d":"Counts students who still need each course to graduate, using degree audit or plan data, to estimate demand.","cls":"Core","src":["C"],"herm":"BC046"},{"id":"1.1.3","n":"Headcount and intake assumptions","d":"Applies projected new, continuing and transfer headcount by program to the demand model.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"1.1.4","n":"Program and cohort demand roll-up","d":"Rolls demand up and down by program, college, cohort and student type.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"1.1.5","n":"Demand by modality, campus and time of day","d":"Splits forecast demand across online, hybrid and in-person delivery, campuses and day or evening slots.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"1.1.6","n":"Scenario forecasting","d":"Lets planners compare forecasts under different enrollment, retention or policy assumptions.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"1.1.7","n":"Forecast accuracy tracking","d":"Compares prior forecasts with actual census enrollment to show error by course and department.","cls":"Expected","src":["C","P"],"herm":"BC002"},{"id":"1.1.8","n":"Machine-learning demand prediction","d":"Predicts course demand from student-level behavior and outcome signals rather than trend lines alone.","cls":"Emerging","src":["C"],"herm":"BC002"},{"id":"1.1.9","n":"Pathway-driven demand","d":"Seats implied by degree maps and students at each stage of the program","cls":"Core","src":["G"],"herm":"BC046"},{"id":"1.1.10","n":"New-student and major-shift adjustment","d":"Incoming cohort and change-of-major volume change the demand","cls":"Expected","src":["G"],"herm":"BC002"},{"id":"1.1.11","n":"What-if on a program change","d":"A requirement edit shows the seat impact before it is approved","cls":"Expected","src":["G"],"herm":"BC002"},{"id":"1.1.12","n":"Registration pressure monitoring","d":"Tracks current registration, remaining seats, and waitlists to identify emerging capacity shortages or excesses.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"1.1.13","n":"Demand segmentation","d":"Separates projected demand by program, student level, campus, delivery mode, or other institutional planning groups.","cls":"Expected","src":["P"],"herm":"BC002"},{"id":"1.1.14","n":"Student requirement-based projections","d":"Projects course needs from completed coursework, outstanding requirements, and available student education plans.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"1.1.15","n":"Incoming and continuing cohort assumptions","d":"Adjusts forecasts for incoming students, retention, progression, stop-outs, and expected completions.","cls":"Expected","src":["P"],"herm":"BC002"},{"id":"1.1.16","n":"Multi-term demand forecasts","d":"Projects course and seat needs across the terms included in an annual planning horizon.","cls":"Expected","src":["P"],"herm":"BC002"},{"id":"1.1.17","n":"Forecast overrides","d":"Allows planners to adjust demand estimates while retaining the original estimate and the adjustment rationale.","cls":"Expected","src":["P"],"herm":"BC002"},{"id":"1.1.18","n":"Demand and capacity gap analysis","d":"Compares forecast seat demand with planned capacity to identify course-level shortages and surpluses.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"1.1.19","n":"Forecast assumptions and provenance","d":"Shows the source data, refresh date, assumptions, and calculation basis behind demand estimates.","cls":"Expected","src":["P"],"herm":"BC002"}]},{"id":"1.2","n":"Analyze enrollment signals","herm":["BC144"],"subs":[{"id":"1.2.1","n":"Fill rate and seat utilization analysis","d":"Shows enrollment against capacity for every section and course across terms.","cls":"Core","src":["C","P"],"herm":"BC227"},{"id":"1.2.2","n":"Waitlist and turnaway analysis","d":"Measures unmet demand from waitlists, closed-section attempts and registration errors.","cls":"Core","src":["C"],"herm":"BC144"},{"id":"1.2.3","n":"Low-enrollment and over-capacity flags","d":"Highlights courses and sections running well below or above their cap.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"1.2.4","n":"Course co-enrollment matrix","d":"Shows which courses students take together in a term so they can be kept free of time conflicts.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"1.2.5","n":"Repeat and failure demand","d":"Estimates added seat demand from repeats and withdrawals in high-failure courses.","cls":"Expected","src":["C"],"herm":"BC144"},{"id":"1.2.6","n":"Waitlist and unmet-demand signal","d":"Prior waitlists and closed sections raise the forecast","cls":"Expected","src":["G","P"],"herm":"BC144"}]}]},{"n":"2","name":"Pathway Alignment","desc":"Keeps the course offering aligned with program maps, cohort sequences and the courses students cannot graduate without.","area":"Demand and Pathways","caps":[{"id":"2.1","n":"Align offerings to pathways","herm":["BC002"],"subs":[{"id":"2.1.1","n":"Program map import","d":"Brings program maps and recommended term sequences in from the catalog or degree-planning system as planning input.","cls":"Core","src":["C"],"herm":"BC002"},{"id":"2.1.2","n":"Pathway course-to-term mapping","d":"Shows, for each pathway term, whether the required courses are offered in that term.","cls":"Core","src":["C"],"herm":"BC046"},{"id":"2.1.3","n":"Pathway gap detection","d":"Flags pathway courses that are missing, under-seated or offered in the wrong term.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"2.1.4","n":"Gateway and critical course protection","d":"Marks gateway or graduation-critical courses so planners cannot cut them without review.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"2.1.5","n":"Multi-year rotation planning","d":"Plans courses offered every other term or year and checks that pathways still complete on time.","cls":"Expected","src":["C"],"herm":"BC002"},{"id":"2.1.6","n":"Required-course coverage","d":"Every required course in a pathway has a seat in the planned year","cls":"Core","src":["G","P"],"herm":"BC002"},{"id":"2.1.7","n":"Sequence and term placement","d":"A course is offered in the term the map says students need it","cls":"Expected","src":["G"],"herm":"BC002"},{"id":"2.1.8","n":"Cross-program conflict","d":"Two programs that need the same scarce course in the same term","cls":"Expected","src":["G"],"herm":"BC002"},{"id":"2.1.9","n":"Existing pathway interpretation","d":"Uses existing program maps and degree requirements to determine when students need particular courses.","cls":"Core","src":["P"],"herm":"BC046"},{"id":"2.1.10","n":"Prerequisite and sequence checks","d":"Checks planned offering terms against existing prerequisite, corequisite, and course-sequence requirements.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"2.1.11","n":"Shared requirement demand consolidation","d":"Combines demand for courses serving multiple programs while avoiding duplicate counts for the same student need.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"2.1.12","n":"Co-needed course conflict analysis","d":"Detects time conflicts among courses that students or defined cohorts are likely to need together.","cls":"Core","src":["P"],"herm":"BC002"},{"id":"2.1.13","n":"Cohort timetable feasibility","d":"Checks whether a defined cohort can attend its required combination of planned sections.","cls":"Specialized","src":["P"],"herm":"BC002"},{"id":"2.1.14","n":"Completion-critical demand prioritization","d":"Identifies seat needs for students approaching completion so planners can prioritize constrained offerings.","cls":"Expected","src":["P"],"herm":"BC002"},{"id":"2.1.15","n":"Inferred pathway modeling","d":"Infers likely course-taking sequences from student records when explicit program maps are unavailable.","cls":"Emerging","src":["P"],"herm":"BC046"}]},{"id":"2.2","n":"Plan around student schedules","herm":["BC046"],"subs":[{"id":"2.2.1","n":"Student plan aggregation","d":"Totals courses on students' saved academic plans by term to show planned demand.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"2.2.2","n":"Bottleneck course identification","d":"Identifies courses whose shortage of seats delays progress for the most students.","cls":"Expected","src":["C","G","P"],"herm":"BC046"},{"id":"2.2.3","n":"Cohort block schedules","d":"Builds fixed blocks of conflict-free sections for cohorts, learning communities or first-year students.","cls":"Expected","src":["C"],"herm":"BC046"},{"id":"2.2.4","n":"Guaranteed schedule builder","d":"Constructs a full-term, conflict-free schedule pattern for a defined student population such as part-time evening students.","cls":"Specialized","src":["C"],"herm":"BC046"},{"id":"2.2.5","n":"Time-to-degree impact simulation","d":"Estimates how a proposed schedule change would affect on-time completion.","cls":"Emerging","src":["C"],"herm":"BC046"}]}]},{"n":"3","name":"Annual and Term Schedule Planning","desc":"Builds, reviews and publishes the annual and term schedule of sections before it is handed to the SIS.","area":"Schedule Planning","caps":[{"id":"3.1","n":"Build the schedule","herm":["BC027"],"subs":[{"id":"3.1.1","n":"Roll forward prior term or year","d":"Copies sections, meeting patterns and assignments from a prior term as the starting draft.","cls":"Core","src":["C"],"herm":"BC027"},{"id":"3.1.2","n":"Annual and multi-term schedule","d":"Plans all terms of an academic year, or several years, in one view.","cls":"Core","src":["C","G"],"herm":"BC027"},{"id":"3.1.3","n":"Section planning","d":"Creates, edits and cancels planned sections with course, credits, cap and component.","cls":"Core","src":["C"],"herm":"BC027"},{"id":"3.1.4","n":"Meeting patterns and standard time blocks","d":"Applies the campus standard meeting patterns and time blocks to sections.","cls":"Core","src":["C","G","P"],"herm":"BC027"},{"id":"3.1.5","n":"Parts of term and accelerated sessions","d":"Supports sub-terms, accelerated sessions and non-standard start and end dates.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.1.6","n":"Cross-listed and combined sections","d":"Links sections that share a room and instructor across courses or departments with a combined cap.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.1.7","n":"Linked components","d":"Ties lecture, lab, discussion and recitation sections so they are planned and registered together.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"3.1.8","n":"Instructional method and modality","d":"Records in-person, online, hybrid and HyFlex delivery for each section.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.1.9","n":"Enrollment caps and reserved seats","d":"Sets section caps and reserved seat counts by program, cohort or student group.","cls":"Expected","src":["C","P"],"herm":"BC227"},{"id":"3.1.10","n":"Section attributes and notes","d":"Carries attributes, fees flags and public notes that the SIS will publish with the section.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.1.11","n":"Prior schedule rollover","d":"Copies selected prior offerings into a new planning cycle with configurable treatment of assignments and exceptions.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.12","n":"Offering commitments","d":"Records committed, tentative, and contingent offerings before detailed section scheduling is complete.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.13","n":"Planning calendar and milestones","d":"Sets departmental deadlines, review windows, and annual or term schedule release milestones.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.14","n":"Proposed section editing","d":"Creates and edits proposed sections with course, term, capacity, delivery mode, and instructional assignment fields.","cls":"Core","src":["P"],"herm":"BC027"},{"id":"3.1.15","n":"Cross-listed and shared meetings","d":"Represents sections sharing instruction or meeting space while tracking their combined capacity and separate identities.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.16","n":"Multiple sessions and shortened terms","d":"Plans sections with different start dates, end dates, or session lengths within an academic term.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.17","n":"Hybrid meeting configurations","d":"Represents in-person and remote meeting components without allocating rooms to meetings that do not require them.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.18","n":"Planning baselines and versions","d":"Retains baseline plans and successive revisions for comparison across the planning cycle.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"3.1.19","n":"Protected assignments","d":"Locks selected sections, meeting times, instructors, or rooms against unintended changes during replanning.","cls":"Core","src":["P"],"herm":"BC027"},{"id":"3.1.20","n":"Schedule readiness checks","d":"Checks required fields, unresolved conflicts, and approval status before a plan is released to the SIS.","cls":"Core","src":["P"],"herm":"BC027"}]},{"id":"3.2","n":"Manage the scheduling cycle","herm":["BC027"],"subs":[{"id":"3.2.1","n":"Department submission windows","d":"Opens and closes planning windows by department, term and stage.","cls":"Core","src":["C","G"],"herm":"BC027"},{"id":"3.2.2","n":"Review and approval workflow","d":"Routes department drafts through chair, dean and registrar review before release.","cls":"Core","src":["C"],"herm":"BC027"},{"id":"3.2.3","n":"Post-publication change requests","d":"Captures changes after release as requests that are approved before they reach the SIS.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.2.4","n":"Schedule versions and comparison","d":"Saves schedule snapshots and compares drafts with each other or with the prior year.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"3.2.5","n":"Change history","d":"Records who changed each section attribute, when, and from what value.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.2.6","n":"Deadlines and reminders","d":"Notifies departments of upcoming deadlines and incomplete planning tasks.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.2.7","n":"Department scheduling workflow","d":"Units propose; the planner approves against the template","cls":"Expected","src":["G"],"herm":"BC027"}]},{"id":"3.3","n":"Enforce scheduling policy","herm":["BC027"],"subs":[{"id":"3.3.1","n":"Standard time block compliance","d":"Checks sections against the campus time block policy and flags non-standard patterns.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.3.2","n":"Prime-time distribution rules","d":"Limits the share of a department's sections in peak hours and reports compliance.","cls":"Expected","src":["C","G"],"herm":"BC027"},{"id":"3.3.3","n":"Contact hour and credit compliance","d":"Verifies that meeting minutes match credit hour and contact hour requirements.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"3.3.4","n":"Policy exception tracking","d":"Records approved exceptions to scheduling policy with a reason and approver.","cls":"Expected","src":["C"],"herm":"BC027"}]},{"id":"3.4","n":"Schedule final exams","herm":["BC223"],"subs":[{"id":"3.4.1","n":"Final exam schedule generation","d":"Assigns exam times from section meeting patterns or by optimization to avoid student conflicts.","cls":"Expected","src":["C"],"herm":"BC223"},{"id":"3.4.2","n":"Exam conflict and load detection","d":"Finds students with overlapping exams or too many exams in one day.","cls":"Expected","src":["C"],"herm":"BC223"},{"id":"3.4.3","n":"Common and combined exams","d":"Schedules shared exams across many sections of the same course.","cls":"Specialized","src":["C"],"herm":"BC223"}]}]},{"n":"4","name":"Section Optimization","desc":"Decides the number, size and timing of sections to meet demand at reasonable cost.","area":"Schedule Planning","caps":[{"id":"4.1","n":"Right-size section offerings","herm":["BC027"],"subs":[{"id":"4.1.1","n":"Recommended section counts","d":"Recommends how many sections of each course to offer from forecast demand and target fill rate.","cls":"Core","src":["C","G","P"],"herm":"BC027"},{"id":"4.1.2","n":"Section cap optimization","d":"Recommends caps that balance demand, room size and pedagogical limits.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"4.1.3","n":"Section consolidation candidates","d":"Identifies low-enrolled sections that could be merged without stranding students.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"4.1.4","n":"Instructional cost per section","d":"Estimates instructor and room cost per section and per credit hour.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"4.1.5","n":"Productivity and margin analysis","d":"Compares credit hours generated with instructional cost by course and department.","cls":"Specialized","src":["C"],"herm":"BC027"},{"id":"4.1.6","n":"Minimum viable offering protections","d":"Preserves required low-enrollment offerings or approved exceptions when evaluating consolidation or cancellation.","cls":"Expected","src":["P"],"herm":"BC027"}]},{"id":"4.2","n":"Optimize section timing","herm":["BC027"],"subs":[{"id":"4.2.1","n":"Student conflict minimization","d":"Places sections in time slots that minimize conflicts among courses students take together.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"4.2.2","n":"Time-of-day balancing","d":"Spreads sections across the day and week to relieve peak-hour pressure on rooms and students.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"4.2.3","n":"Automated timetable generation","d":"Generates a full term timetable from courses, instructors, rooms and rules with a solver.","cls":"Specialized","src":["C"],"herm":"BC027"},{"id":"4.2.4","n":"Multi-campus optimization","d":"Optimizes sections across campuses, accounting for travel time and campus-specific demand.","cls":"Specialized","src":["C","G","P"],"herm":"BC027"},{"id":"4.2.5","n":"AI scheduling recommendations","d":"Suggests specific add, cut and move changes with an explanation of expected impact.","cls":"Emerging","src":["C","P"],"herm":"BC027"},{"id":"4.2.6","n":"Add and cancel recommendation","d":"Open a section or cut a low-enrolled one, with the rule visible","cls":"Core","src":["G","P"],"herm":"BC027"},{"id":"4.2.7","n":"Time and room conflict check","d":"A proposed section does not collide with the student or the instructor","cls":"Core","src":["G","P"],"herm":"BC227"},{"id":"4.2.8","n":"Late-change impact","d":"What a cancel does to students already enrolled","cls":"Expected","src":["G","P"],"herm":"BC027"},{"id":"4.2.9","n":"Constraint-based time assignment","d":"Assigns section meeting times while respecting required student, instructor, and room constraints.","cls":"Core","src":["P"],"herm":"BC027"},{"id":"4.2.10","n":"Optimization objective weighting","d":"Balances configurable priorities such as student access, resource use, preferences, and schedule compactness.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"4.2.11","n":"Schedule distribution controls","d":"Enforces or evaluates institutional targets for section distribution across days, hours, and meeting patterns.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"4.2.12","n":"Infeasibility diagnostics","d":"Identifies conflicting constraints and unassigned sections when a feasible timetable cannot be produced.","cls":"Core","src":["P"],"herm":"BC027"},{"id":"4.2.13","n":"Resource disruption scenarios","d":"Tests the effect of enrollment shifts, instructor absences, or room closures on a proposed schedule.","cls":"Expected","src":["P"],"herm":"BC027"}]},{"id":"4.3","n":"Adjust during registration","herm":["BC021"],"subs":[{"id":"4.3.1","n":"Live enrollment monitoring","d":"Shows registration counts against caps and forecast during the registration period.","cls":"Core","src":["C","G"],"herm":"BC021"},{"id":"4.3.2","n":"Add-section triggers","d":"Flags courses whose waitlists or fill rates call for another section.","cls":"Expected","src":["C"],"herm":"BC021"},{"id":"4.3.3","n":"Cancel-section decision support","d":"Lists sections below minimum enrollment with affected students and alternatives.","cls":"Expected","src":["C"],"herm":"BC021"}]}]},{"n":"5","name":"Faculty Capacity and Workload","desc":"Plans instructor capacity, workload and teaching assignments for the schedule.","area":"Faculty Capacity","caps":[{"id":"5.1","n":"Maintain the instructor pool","herm":["BC178"],"subs":[{"id":"5.1.1","n":"Instructor roster","d":"Maintains the planning roster of faculty, adjuncts and graduate instructors fed from HR and the SIS.","cls":"Core","src":["C"],"herm":"BC178"},{"id":"5.1.2","n":"Teaching qualifications and credentials","d":"Records the courses or disciplines each instructor is qualified to teach and the credential basis for it.","cls":"Core","src":["C"],"herm":"BC178"},{"id":"5.1.3","n":"Availability and teaching preferences","d":"Captures instructors' unavailable times, preferred days and course preferences.","cls":"Expected","src":["C","G","P"],"herm":"BC178"},{"id":"5.1.4","n":"Leaves and sabbaticals","d":"Removes instructors on leave or sabbatical from capacity for the affected terms.","cls":"Expected","src":["C"],"herm":"BC178"},{"id":"5.1.5","n":"Adjunct and part-time pool","d":"Tracks available part-time instructors, their qualifications and term-by-term availability.","cls":"Expected","src":["C"],"herm":"BC178"},{"id":"5.1.6","n":"Qualification to course","d":"Who is approved to teach which course","cls":"Core","src":["G"],"herm":"BC178"},{"id":"5.1.7","n":"Course teaching eligibility","d":"Matches instructors to courses using recorded qualifications, authorizations, or departmental eligibility rules.","cls":"Core","src":["P"],"herm":"BC178"},{"id":"5.1.8","n":"Teaching preference matching","d":"Considers instructor preferences for courses, times, delivery modes, and locations when proposing assignments.","cls":"Expected","src":["P"],"herm":"BC178"}]},{"id":"5.2","n":"Plan teaching workload","herm":["BC174"],"subs":[{"id":"5.2.1","n":"Workload rules and load units","d":"Calculates teaching load from credits, contact hours or custom load units by contract type.","cls":"Core","src":["C"],"herm":"BC178"},{"id":"5.2.2","n":"Release time and buyouts","d":"Reduces expected teaching load for administrative, research or grant buyouts.","cls":"Expected","src":["C","P"],"herm":"BC174"},{"id":"5.2.3","n":"Overload and underload tracking","d":"Flags instructors above or below their expected load for the term or year.","cls":"Expected","src":["C","P"],"herm":"BC174"},{"id":"5.2.4","n":"Team teaching and split credit","d":"Splits load and credit among instructors who share a section.","cls":"Expected","src":["C","P"],"herm":"BC174"},{"id":"5.2.5","n":"Department capacity versus demand","d":"Compares available teaching capacity with the sections the forecast requires.","cls":"Expected","src":["C"],"herm":"BC174"},{"id":"5.2.6","n":"Collective agreement rules","d":"Applies union or contract limits on load, preps and assignment order.","cls":"Specialized","src":["C"],"herm":"BC174"},{"id":"5.2.7","n":"Workload balance","d":"Load across a unit, including overload and underload","cls":"Expected","src":["G"],"herm":"BC178"},{"id":"5.2.8","n":"Hiring signal","d":"Demand the current faculty cannot cover","cls":"Expected","src":["G"],"herm":"BC174"},{"id":"5.2.9","n":"Adjunct and overload budget","d":"Cost of covering the gap, against the instructional budget","cls":"Expected","src":["G"],"herm":"BC178"},{"id":"5.2.10","n":"Appointment-based teaching capacity","d":"Calculates available instructional capacity from appointment fraction, employment period, and teaching obligation.","cls":"Core","src":["P"],"herm":"BC174"},{"id":"5.2.11","n":"Instructional assistant coverage","d":"Plans teaching assistant or other supporting instructional assignments for sections that require them.","cls":"Specialized","src":["P"],"herm":"BC174"},{"id":"5.2.12","n":"Configurable workload calculation","d":"Calculates instructional workload using institutional rules for credits, contact hours, section types, and responsibility shares.","cls":"Core","src":["P"],"herm":"BC178"},{"id":"5.2.13","n":"Annual and term workload balancing","d":"Compares assigned workload with instructor obligations and limits across individual terms and the academic year.","cls":"Expected","src":["P"],"herm":"BC178"},{"id":"5.2.14","n":"Staffing gap forecasts","d":"Quantifies additional teaching capacity needed to deliver proposed offerings by department, term, or qualification.","cls":"Core","src":["P"],"herm":"BC174"},{"id":"5.2.15","n":"Workload history comparison","d":"Compares current planned workloads with prior assignments to support staffing and assignment decisions.","cls":"Expected","src":["P"],"herm":"BC178"}]},{"id":"5.3","n":"Assign instructors","herm":["BC178"],"subs":[{"id":"5.3.1","n":"Instructor-to-section assignment","d":"Assigns one or more instructors to each section with a role and load share.","cls":"Core","src":["C","P"],"herm":"BC178"},{"id":"5.3.2","n":"Assignment conflict detection","d":"Flags instructor double-bookings, unavailable times and qualification mismatches.","cls":"Core","src":["C"],"herm":"BC178"},{"id":"5.3.3","n":"Instructor schedule view","d":"Shows each instructor's full assignment schedule and load across terms.","cls":"Expected","src":["C","P"],"herm":"BC178"},{"id":"5.3.4","n":"Assignment recommendations","d":"Suggests qualified, available instructors for unstaffed sections.","cls":"Emerging","src":["C"],"herm":"BC178"},{"id":"5.3.5","n":"Graduate teaching assistant assignment","d":"Assigns teaching assistants to sections and components with hour limits.","cls":"Specialized","src":["C"],"herm":"BC178"},{"id":"5.3.6","n":"Adjunct appointment handoff","d":"Sends confirmed part-time assignments to HR to start the appointment or contract.","cls":"Expected","src":["C"],"herm":"BC178"}]},{"id":"5.4","n":"Staff instructional support","herm":["BC178","BC174"],"subs":[{"id":"5.4.1","n":"Allocation rules by enrollment","d":"Sets TA and reader hours from enrollment, section type and assessment load, such as one reader per 40 students or lab hours per section.","cls":"Core","src":["S"],"herm":"BC174"},{"id":"5.4.2","n":"Support budget pools","d":"Holds the TA and reader budget by department or college and shows committed, planned and remaining hours.","cls":"Expected","src":["S"],"herm":"BC174"},{"id":"5.4.3","n":"Request and approval workflow","d":"Lets departments request support for a section and routes it to the chair and college for approval.","cls":"Core","src":["S"],"herm":"BC178"},{"id":"5.4.4","n":"Candidate pool and eligibility","d":"Lists eligible graduate and undergraduate students with qualifications, prior assignments and hour caps, including visa limits.","cls":"Expected","src":["S"],"herm":"BC178"},{"id":"5.4.5","n":"Conflict-of-interest check","d":"Flags a reader or TA who is enrolled in, or closely tied to students in, the course they would support.","cls":"Specialized","src":["S"],"herm":"BC028"},{"id":"5.4.6","n":"Handoff to HR appointment","d":"Sends approved assignments to HR to create the appointment or hourly job with the right funding.","cls":"Core","src":["S"],"herm":"BC178"},{"id":"5.4.7","n":"Course role provisioning","d":"Grants the LMS teaching assistant or grader role once training is complete, and removes it at term end.","cls":"Expected","src":["S"],"herm":"BC026"},{"id":"5.4.8","n":"Training completion gate","d":"Holds grade access until FERPA and grading-practice training is complete.","cls":"Specialized","src":["S"],"herm":"BC028"},{"id":"5.4.9","n":"Mid-term reallocation","d":"Moves hours between sections when enrollment changes after the add/drop deadline.","cls":"Expected","src":["S"],"herm":"BC174"}]}]},{"n":"6","name":"Classroom and Space Allocation","desc":"Assigns instructional rooms to sections and measures how teaching space is used.","area":"Space Allocation","caps":[{"id":"6.1","n":"Maintain the room inventory","herm":["BC227"],"subs":[{"id":"6.1.1","n":"Instructional room inventory","d":"Keeps rooms, capacities and buildings in sync with the facilities space inventory.","cls":"Core","src":["C","G","P"],"herm":"BC227"},{"id":"6.1.2","n":"Room features and technology","d":"Records seating type, technology and other features that sections can require.","cls":"Core","src":["C","G"],"herm":"BC227"},{"id":"6.1.3","n":"Accessibility attributes","d":"Records accessible seating, entrances and equipment so rooms can meet accommodations.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.1.4","n":"Room ownership and priority","d":"Defines department-controlled and general-pool rooms and who gets first claim on each.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.1.5","n":"Building travel time","d":"Stores walking or travel time between buildings for back-to-back scheduling.","cls":"Expected","src":["C","P"],"herm":"BC227"},{"id":"6.1.6","n":"Accessibility-related room constraints","d":"Applies necessary accessible-room and location requirements without exposing unnecessary personal information.","cls":"Core","src":["P"],"herm":"BC227"},{"id":"6.1.7","n":"Departmental room priorities","d":"Applies departmental ownership, priority windows, and shared-room allocation rules.","cls":"Expected","src":["P"],"herm":"BC227"},{"id":"6.1.8","n":"Space shortage analysis","d":"Identifies unmet academic room needs by time, location, capacity, or instructional room type.","cls":"Expected","src":["P"],"herm":"BC227"}]},{"id":"6.2","n":"Assign rooms to sections","herm":["BC227"],"subs":[{"id":"6.2.1","n":"Section room requirements","d":"Captures each section's required capacity, features, building and room preferences.","cls":"Core","src":["C"],"herm":"BC227"},{"id":"6.2.2","n":"Automated room optimization","d":"Assigns rooms to all sections at once to meet requirements and maximize fit.","cls":"Core","src":["C","P"],"herm":"BC227"},{"id":"6.2.3","n":"Manual assignment with conflict checking","d":"Lets schedulers assign or change a room with live conflict and capacity checks.","cls":"Core","src":["C"],"herm":"BC227"},{"id":"6.2.4","n":"Accommodation-driven room changes","d":"Moves sections to rooms that meet an instructor's or student's accessibility accommodation.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.2.5","n":"Fit ratio rules","d":"Enforces minimum and maximum enrollment-to-capacity ratios when assigning rooms.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.2.6","n":"Bulk reassignment","d":"Reassigns many sections at once when a room or building goes offline.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.2.7","n":"Clinical and off-site placement scheduling","d":"Schedules clinical, field and off-site instructional placements with site capacity limits.","cls":"Specialized","src":["C"],"herm":"BC227"},{"id":"6.2.8","n":"Optimization run","d":"Assign rooms across the schedule against the rules","cls":"Expected","src":["G"],"herm":"BC227"},{"id":"6.2.9","n":"Manual room selection","d":"Lets authorized planners select or override room assignments from a filtered list of feasible spaces.","cls":"Core","src":["P"],"herm":"BC227"},{"id":"6.2.10","n":"Room stability and proximity preferences","d":"Favors consistent rooms and practical building proximity for related meetings when feasible.","cls":"Expected","src":["P"],"herm":"BC227"},{"id":"6.2.11","n":"Clinical and external instructional placements","d":"Allocates instructional placements using external site capacity, supervision limits, and site availability.","cls":"Specialized","src":["P"],"herm":"BC227"}]},{"id":"6.3","n":"Analyze space use","herm":["BC227"],"subs":[{"id":"6.3.1","n":"Room hour utilization","d":"Reports scheduled hours against available hours by room, building and time of day.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.3.2","n":"Seat fill utilization","d":"Reports enrollment against room capacity to show oversized and undersized assignments.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.3.3","n":"Underused space reporting","d":"Identifies rooms and times consistently left empty or poorly filled.","cls":"Expected","src":["C"],"herm":"BC227"},{"id":"6.3.4","n":"Space planning scenarios","d":"Models the effect of renovations, closures or new buildings on the schedule.","cls":"Specialized","src":["C"],"herm":"BC227"},{"id":"6.3.5","n":"Room availability and closures","d":"Excludes unavailable dates and times caused by maintenance, closures, or authorized existing reservations.","cls":"Core","src":["P"],"herm":"BC227"}]},{"id":"6.4","n":"Hand off academic rooms","herm":["BC126"],"subs":[{"id":"6.4.1","n":"Academic room handoff to event scheduling","d":"Releases academic rooms and times not needed for classes to the event scheduling system.","cls":"Expected","src":["C","G","P"],"herm":"BC227"},{"id":"6.4.2","n":"Academic priority holds","d":"Holds academic rooms through the scheduling window so events cannot take them first.","cls":"Expected","src":["C","P"],"herm":"BC126"},{"id":"6.4.3","n":"Event conflict sync","d":"Keeps class and event bookings in one room calendar so neither double-books the other.","cls":"Expected","src":["C"],"herm":"BC126"}]}]},{"n":"7","name":"Planner and Department Workspace","desc":"Gives department planners and central schedulers the views and tools to do the work.","area":"Planner and Department Experience","caps":[{"id":"7.1","n":"Work the schedule","herm":["BC027"],"subs":[{"id":"7.1.1","n":"Department planning workspace","d":"Shows a department its sections, assignments, rooms and open tasks for a term in one place.","cls":"Core","src":["C","P"],"herm":"BC227"},{"id":"7.1.2","n":"Calendar and grid views","d":"Displays sections by time grid for a room, instructor, course or cohort.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"7.1.3","n":"Search, filter and bulk edit","d":"Finds sections by any attribute and edits many at once.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"7.1.4","n":"Inline comments and discussion","d":"Lets planners and reviewers comment on sections and resolve questions in place.","cls":"Expected","src":["C"],"herm":"BC027"},{"id":"7.1.5","n":"Notifications","d":"Alerts users to approvals, conflicts and changes that affect them.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"7.1.6","n":"Accessible interface","d":"Meets WCAG 2.1 AA so planners using assistive technology can do the work.","cls":"Expected","src":["C","P"],"herm":"BC027"},{"id":"7.1.7","n":"Department self-service","d":"A unit builds its sections inside the rules","cls":"Core","src":["G"],"herm":"BC027"},{"id":"7.1.8","n":"Approval on an exception","d":"A rule break routes; it does not silently pass","cls":"Expected","src":["G"],"herm":"BC027"},{"id":"7.1.9","n":"Structured planning requests","d":"Collects section requests, instructor availability, room needs, and planning justifications through validated forms.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"7.1.10","n":"Shared planning comments","d":"Keeps contextual discussions and decision notes attached to the relevant planning item.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"7.1.11","n":"Submission and approval routing","d":"Routes departmental plans and proposed changes through designated academic and administrative reviewers.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"7.1.12","n":"Exception review","d":"Captures requests to override planning rules and records the approving authority and rationale.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"7.1.13","n":"Cross-department issue coordination","d":"Assigns shared planning conflicts to responsible parties and tracks their resolution.","cls":"Expected","src":["P"],"herm":"BC027"},{"id":"7.1.14","n":"Private schedule previews","d":"Shares proposed schedules with authorized reviewers before approved changes are released to the SIS.","cls":"Expected","src":["P"],"herm":"BC027"}]},{"id":"7.2","n":"Report and analyze","herm":["BC211"],"subs":[{"id":"7.2.1","n":"Standard planning reports","d":"Provides ready-made reports on fill, utilization, load and policy compliance.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"7.2.2","n":"Dashboards","d":"Shows key planning measures by term, department and college.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"7.2.3","n":"Ad hoc report builder","d":"Lets users build and save custom reports from planning data.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"7.2.4","n":"Data export","d":"Exports any view or report to spreadsheet or CSV.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"7.2.5","n":"Natural-language planning assistant","d":"Answers planners' questions about demand, fill and space in plain language.","cls":"Emerging","src":["C"],"herm":"BC211"},{"id":"7.2.6","n":"Scenario compare","d":"Two annual plans side by side on seats, load, and rooms","cls":"Expected","src":["G"],"herm":"BC211"}]}]},{"n":"8","name":"Integration","desc":"Moves courses, students, instructors, rooms and finished sections between the planning system and campus systems.","area":"Integration, Security, and Operations","caps":[{"id":"8.1","n":"Integrate with the SIS","herm":["BC201"],"subs":[{"id":"8.1.1","n":"Course inventory import","d":"Imports active courses and their attributes from the SIS as the planning catalog.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.1.2","n":"Section publish to the SIS","d":"Writes approved sections, meetings, instructors and rooms to the SIS as the live record.","cls":"Platform","src":["C","G","P"],"herm":"BC201"},{"id":"8.1.3","n":"Enrollment and waitlist feed","d":"Receives registration counts and waitlists from the SIS on a schedule or in near real time.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.1.4","n":"Student and degree progress feed","d":"Receives student program, history and degree audit data for demand analysis.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.1.5","n":"SIS change reconciliation","d":"Detects and reports differences between the plan and the live SIS sections.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.1.6","n":"Curriculum and pathway feed","d":"Approved courses and maps, not a second catalog","cls":"Core","src":["G"],"herm":"BC201"},{"id":"8.1.7","n":"SIS reference and student data ingestion","d":"Imports authoritative course identifiers, terms, live sections, enrollment, and permitted student planning data from the SIS.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"8.1.8","n":"Degree audit and pathway data interfaces","d":"Imports existing requirements, completion status, and program maps without authoring curriculum or catalog content.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"8.1.9","n":"Integration validation and reconciliation","d":"Validates identifiers and records, reports failed transfers, and supports retry and reconciliation of discrepancies.","cls":"Platform","src":["P"],"herm":"BC201"}]},{"id":"8.2","n":"Integrate with other campus systems","herm":["BC201"],"subs":[{"id":"8.2.1","n":"HR and faculty data integration","d":"Receives employee, appointment and leave data from HR and returns adjunct assignments.","cls":"Platform","src":["C","G"],"herm":"BC201"},{"id":"8.2.2","n":"Facilities space integration","d":"Receives rooms and features from the facilities space inventory.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.2.3","n":"Event scheduling integration","d":"Exchanges room availability and bookings with the event scheduling system.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.2.4","n":"Degree planner integration","d":"Receives student academic plans and program maps from degree-planning tools.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.2.5","n":"Documented APIs","d":"Provides documented, versioned APIs for reading and writing planning data.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.2.6","n":"Data warehouse feed","d":"Delivers planning and utilization data to the institutional data warehouse.","cls":"Platform","src":["C"],"herm":"BC201"},{"id":"8.2.7","n":"Source-of-truth and conflict rules","d":"Defines field ownership and resolves conflicting changes between the planning system and authoritative sources.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"8.2.8","n":"HR and appointment data interfaces","d":"Imports instructor identity, appointment, affiliation, and availability inputs needed for teaching capacity planning.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"8.2.9","n":"Facilities and event handoff interfaces","d":"Exchanges room attributes, academic occupancy, and released room availability with facilities or event systems.","cls":"Platform","src":["P"],"herm":"BC201"},{"id":"8.2.10","n":"API and batch data exchange","d":"Supports documented APIs and scheduled file transfers for approved inbound and outbound planning data.","cls":"Platform","src":["P"],"herm":"BC201"}]}]},{"n":"9","name":"Security and Operations","desc":"Controls access, configuration, service operation and exit for the planning system.","area":"Integration, Security, and Operations","caps":[{"id":"9.1","n":"Control access","herm":["BC139"],"subs":[{"id":"9.1.1","n":"Single sign-on","d":"Signs users in through the campus identity provider using SAML or OIDC.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"9.1.2","n":"Role-based access by unit","d":"Limits what each user can see and edit by role, department, college and campus.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"9.1.3","n":"Audit logging","d":"Logs sign-ins, data changes and administrative actions for review.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"9.1.4","n":"Student data privacy controls","d":"Restricts student-level data to authorized roles in line with FERPA.","cls":"Platform","src":["C"],"herm":"BC139"},{"id":"9.1.5","n":"SSO and unit-scoped edit","d":"A department edits its own schedule","cls":"Core","src":["G"],"herm":"BC139"},{"id":"9.1.6","n":"Plan version and audit","d":"Who changed a section count or a room rule","cls":"Core","src":["G"],"herm":"BC139"},{"id":"9.1.7","n":"Plan export","d":"The annual plan can leave with the institution","cls":"Platform","src":["G"],"herm":"BC139"},{"id":"9.1.8","n":"Institutional authentication","d":"Uses institutional single sign-on and supports the institution's multifactor authentication requirements.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"9.1.9","n":"Role and organizational access controls","d":"Restricts viewing, editing, approval, and administration by role, department, campus, and authorized data scope.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"9.1.10","n":"Sensitive data protection","d":"Protects student and personnel data through encryption, data minimization, and restricted exposure of identifying details.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"9.1.11","n":"Retention and deletion controls","d":"Applies institutional retention periods and authorized deletion to planning records and imported sensitive data.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"9.1.12","n":"AI data-use controls","d":"Controls whether planning data may be processed by AI services or used for model training and records applicable settings.","cls":"Platform","src":["P"],"herm":"BC139"}]},{"id":"9.2","n":"Configure and run the service","herm":["BC204"],"subs":[{"id":"9.2.1","n":"Rules and policy configuration","d":"Lets administrators set time blocks, workload rules, room rules and workflows without code.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"9.2.2","n":"Test environment","d":"Provides a non-production environment for testing configuration and integrations.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"9.2.3","n":"Hosting, availability and support","d":"States hosting location, uptime commitment, backup and support response.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"9.2.4","n":"Data export and exit","d":"Exports all planning data and history in open formats at contract end.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"9.2.5","n":"Configuration over a local fork","d":"Rules survive the vendor release","cls":"Platform","src":["G"],"herm":"BC204"},{"id":"9.2.6","n":"Planning rule configuration","d":"Configures institutional constraints, preferences, workload formulas, and validation thresholds without changing application code.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"9.2.7","n":"Organizational and calendar configuration","d":"Configures departments, campuses, academic years, terms, sessions, and reusable meeting patterns.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"9.2.8","n":"Workflow and form configuration","d":"Configures input forms, required fields, approval paths, and notification rules for institutional planning processes.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"9.2.9","n":"Operational monitoring and support","d":"Reports service health, data refresh status, job failures, and support incidents affecting planning operations.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"9.2.10","n":"Backup and recovery","d":"Restores planning data and service operation using documented backup, recovery, and continuity procedures.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"9.2.11","n":"Planning cycle performance","d":"Supports documented record volumes, concurrent planner activity, and optimization run times for institutional planning deadlines.","cls":"Platform","src":["P"],"herm":"BC204"}]}]}],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)","S":"Site addition: written for this site to cover teaching assistant and reader staffing, which none of the three drafts addressed"}}