Cidiscape User Guide Batches

Overview

The Batches section of Cidiscape allows you to:

group courses together in batches based on criteria you select
view a Batch's number of courses & associated team
edit a Batch's details
add or remove courses from existing batches
archive or delete batches

Interface

Select Manage in the upper right. Then choose Batches from the left. You will be able to view any existing Batches, add new Batches, and modify existing Batches.

The following panels will describe how to navigate the interface of this page:

Search for a Batch

You can easily search for the exact Batch you need, by locating the Search bar in the upper left and inputting your search term.

View and Edit a Batch

Select a Batch name from the list to view the courses that comprise a Batch, add or remove courses, and edit the Batch's name or Team assignments.

Sort the Batches Table

You may select the title of the Name, Courses, or Team columns on the Batches page to switch to Ascending order sorting of that column. Choose it a second time to sort by Descending order, or select another column's title to change which column is being sorted.

Perform Actions to a Batch

Select the kebab menu within the Actions column, to perform the following actions:

Manage Batch
Edit Batch Details
View in Courses Table
Archive Batch
Remove Batch

Choose Number of Batches to Display

The Rows Per Page area in the lower left allows you to adjust adjust how many Batches are visible on the Batch page at any time.

Select the desired number of Batches to view from the drop-down menu.

Instructions

Learn how to perform various tasks in this area of Cidiscape:

Create a new Batch

Each Batch can only be assigned to one Team, but you can create as many Batches as you would like.

To create a Batch:

Select the + Batch button in the upper right.
Input a Batch Name.
Select a Team, if desired, to give that Team access to this Batch.
Select the Create Batch button.

Edit a Batch

Either of these options will take you to the page where you can view and edit the Batch.

Option 1:

Select Manage in the upper right.
Choose Batches on the left.
Locate the Batch, and select its title.

Option 2:

In the Actions column, select the Kebab menu for any Batch.
Select Manage Batch.

Add Courses to a Batch

Once you've created a batch, you can add courses to track them:

From the Batches page in the Manage area, select the Batch.
Select the + Add Courses button.
Choose from the Term and Account filters on the left.
Select the Find Courses button.
Choose the courses you wish to include (up to 1,000 at a time).
Select the + Add Selected button.

While adding courses, you may sort the filtered results table by the following:

Title
Course ID
Course Code
SIS Course ID
Published Status

Batches-Add Batch Instructions.jpg

Archive a Batch

Archiving a Batch will hide it from the default view on the Batches page.

In the Actions column, select the Kebab menu for any Batch.
Select Archive Batch.

Restore an Archived Batch

Cidiscape Institutional Admins may restore archived batches to to their unarchived status, if needed. To do so:

Un-Archive Batches

In the lower left, beneath the Batch list, select Show Archived Batches.
Locate the Batch, and select its Kebab Menu in the Actions column.
Select Un-Archive Batch.

Remove a Batch

Cidiscape Institutional Admins can permanently delete Batches from Cidiscape. Courses within Canvas will not be affected by Batch deletion.

Select the Kebab menu for the Batch.
Select Remove.
Confirm removal by selecting the Remove button.

Permissions

We know that different users at your institution need differing levels of access to your data. In this table, you will find the levels of permissions available to each user role type, on the Batches page in Cidiscape.

This table identifies the Teams page permissions available to each user role type in Cidiscape.
Batches Page Action	Institutional Admin	Team Member: Is Admin	Team Member: Can Edit	Team Member: Read Only
Add a New Batch	Allowed	Allowed	Denied	Denied
Edit an Existing Batch	Allowed	Allowed	Denied	Denied
Delete a Batch	Allowed	Denied	Denied	Denied
Add Courses to a Batch	Allowed	Allowed	Allowed	Denied
Apply Actions to Selected Courses	Allowed	Allowed	Allowed	Denied
View Report	Allowed	Allowed	Allowed	Allowed
Apply Filters	Allowed	Allowed	Allowed	Allowed
Manage Columns on an Existing Batch	Allowed	Allowed	Allowed	Allowed
Export an Existing Batch	Allowed	Allowed	Allowed	Allowed
Archive an Existing Batch	Allowed	Denied	Denied	Denied
View Archived Batch	Allowed	Denied	Denied	Denied
Unarchive an Existing Batch	Allowed	Denied	Denied	Denied