Course and Section Management in Workday Student

Reference Guide

This reference guide for course and section managers provides instruction on creating and approving courses and course sections, adding and removing course tags, and managing reserved seat rules.

Overview

In Workday, courses have a singular academic unit owner. Most Danforth courses are owned by the school academic unit except for departments not in schools (e.g., ROTC courses). The School of Medicine course inventory owner is the department academic unit.

Courses are entered by school registrars, then approved by the Office of the University Registrar (OUR).

Except for fall 2025 and spring 2026, courses roll over semester to semester in Workday (e.g., fall to fall, spring to spring). Fall 2025 and spring 2026 have a copy of fall 2024 and spring 2025 as a foundation for building the course sections.

Anyone associated with a course needs an academic appointment – either a faculty appointment or course association appointment – as well as instructor eligibility. This set up is necessary in order to associate a person to the course. 

Course sections (typically known as classes) are the specific enrolled meeting time/location/instructor. In Workday, course sections are created by departments and school registrars. When a course section is created, Workday does not send automatic notifications. To stay aware of newly created course sections, school registrars and OUR will run Workday reports to verify and review new course sections before they are published.

It’s recommended to make most course section edits when a course section is in preliminary status. Errors occur when courses and course sections are edited after students have begun creating saved schedules and registering for an academic period.

If there are any adjustments to a published course section, they will route for approval. When school registrars edit course sections, their edits route to the OUR for approval. After publication, only school registrars can edit locations. If edited by departments, the change routes to both the respective school registrars and the OUR for approval.

OUR rolls over course sections based on prior course listings. Rolled-over course sections are edited for any adjustments by schools and units. Schools and departments will typically edit rolled-over course sections instead of creating a new course section from scratch. The Course Section Rollover In Workday Student tutorial includes additional context about the rollover process and steps on editing rolled-over course sections.  

When preliminary course sections are edited, the edits do not route for approval. Instead, reports are run before the course section rollover process begins and after the edits. Once edits are made, the two reports are compared and any changes are approved manually before the course sections are published.  

School registrars, those in departments, and OUR can cancel a course section. Course section cancellations route to school registrars and OUR for approval. If OUR or a school registrar initiate the cancellation, no approvals are needed.

Seats in course sections can be reserved for specific populations of students (called reserved capacity).  

Only OUR can create subjects and course tags.

Course materials will be defined via an integration using Follett during course section creation.

OUR provides additional course and section management guidance on their website.

Course numbering

All courses have a four-digit number scheme. Numbering should demonstrate a progression of difficulty and/or depth in coursework.

  • 1000 to 1999 indicates an introductory undergraduate course, usually without pre-requisites.
  • 2000 to 2999 indicates an introductory or intermediate undergraduate course, sometimes with pre-requisites.
  • 3000 to 3999 indicates an upper-level undergraduate course, often with a pre-requisite of a prior course or class standing (e.g., junior standing).
  • 4000 to 4999 indicates an undergraduate course or seminar with advanced content, in which a graduate student may be eligible to register.
  • 5000 to 9999 indicates a graduate course, in which advanced undergraduates may request to register.

Course numbers should not be used to account for academic requirements or degree auditing, or to indicate course details like instructional format (lecture, lab), instructional mode (in person, online), grading basis, pre/co-requisites, credit hours, etc. These components are accounted for elsewhere in the system either by specific fields or functionality. 

Course section status

The status of a course section is a helpful indicator for student registration.

Course section statusDefinition
PreliminaryWhen you first create a course section.
OpenWhen you publish a course section, making it available for student registration.
WaitlistWhen a published course section reaches its capacity and the waitlist opens.
HoldWhen the published course section is in the process of being cancelled. This status indicates that the course section is awaiting approval in the Student Course Section Cancel Event business process.
ClosedWhen a published course section reaches capacity.
Canceled When the Student Course Section Cancel Event business process completes.
Canceled: PreliminaryWhen a preliminary course section is canceled and not published.

Create a course

  1. In Workday, search for and select the Create Course task.
    • You can also find the task in the School Registrar Dashboard or the Course Management Dashboard.
  2. For Effective Date, enter the standard start date of the academic period you want the course to begin (e.g., for Spring 2026, select 12/26/2025). To find this date, you can use the View Academic Period Date Controls task.
  3. Click OK. In the next window, you will set the parameters for the course.
  1. For First Available, enter the first day of classes of the academic period you want to begin offering the course. To find this date, use the Academic Calendars page of the OUR website.
    • Course sections can only start on or after this date. It impacts academic requirements if a course is unavailable.
    • Warning: You’ll get an error message if the steps aren’t followed in the order below.  
  2. Leave the Last Available Date field blank. A last available date should not be entered at course creation unless there is already a time-limited offering; otherwise, this is entered only when you want to end a course and no longer offer it.
  3.  For Academic Level, select either graduate or undergraduate.
  4. For Typical Periods Offered, choose the academic period(s) the course will be offered. This field is required by WashU as it is important for reporting purposes and planning purposes.
    • Warning: Do not select the Create Academic Period option. Academic periods may only be added by Workday Student Support Team and OUR after routing through governance and testing.
  1. (Optional) Select the Hide Course checkbox if the course will not be offered for self-service student enrollment and is a placeholder experience that is not necessarily a part of the WashU curriculum but, rather, for tracking and supporting other experiences (e.g., study abroad placeholder and transfer credit courses).
    • Independent study and CAPS prison education courses should be hidden at the section rather than at the course level, since they are a part of the curriculum.
  2. Choose the owning academic unit. You can only select the academic unit that you are associated with.
    • Danforth courses are owned by the school academic unit. There are a few exceptions like for course offering units not in schools (e.g., ROTC courses). The School of Medicine course inventory owner is the department academic unit.
  3. Select the Course Inventory Owner box to assign course ownership to the chosen academic unit. This is always required.
  4. Select the Allowed to Offer checkbox. This is always required to ensure that the academic unit selected above can create course sections from this course.
  5. Ensure the Default Offering Percent that automatically populates as 100 remains at 100.
  1. For Allowed Locations, select all campus locations.
    • Warning: If campus locations are not selected, when course sections are created, classrooms cannot be properly assigned.
  2. Choose the subject. Only choose a subject that is offered by your school or unit.
    • The Major Programs mapping table includes a list of legacy’s major programs and their corresponding programs of study in Workday.
    • Warning: If you need a new subject, contact OUR. Do not create a new subject.
  3.  For Course Number, enter the associated course number following the university number guidelines. All courses should be four numeric digits long with the first digit denoting class level (e.g., enter 1001 in the field, not BIOL1001).
    • For more information, see the Course numbering section. 
    • Course number combinations can be used sometimes, in consultation with OUR and the Workday support team. 
  4. Do not click Add.
  1. Enter the course title and the abbreviated title.
    • Course titles should only include acronyms if they are commonly understood by both students and third parties. Limit dependent clauses to support rapid comprehension. Title length should be under 80 characters to display properly for system users and transcript readers.
    • Workday automatically generates the course title as the abbreviated title for the course. The abbreviated title shows on a student’s transcript.
  1. (Optional) Select the Special Topics Course checkbox if you want to create a special topics course. Arts & Sciences primarily uses special topics courses. 
    1. After selecting the Special Topics Course checkbox, click + Add and enter the Topic Title in the table row.  
    2. Add as many topic titles as you wish for this course. Only these entered topic titles can be selected when creating a course section for this course.
    3.  Course section titles will display as the course title followed by the selected topic title in parentheses.
  2.  Do not add course tags at the course level; instead, add them only at the course section level, unless you need to exclude the course from the Bulletin. That course tag can only be added to the courses, not sections.
    • (Optional) From Course Tags, select Office of the University Registrar:: Exclude from Bulletin to exclude the course from the Bulletin.
  3. (Optional) Select the Auto Generate Course Section Number checkbox if you standardize section numbers.  This will automatically generate section numbers when course sections are created.
  4. For Course Section Overrides, select All Overrides Allowed.
    • Course sections inherit certain course attributes automatically. This field specifies which inherited course attributes can be overridden when creating a course section.   
    • Because courses offered during an intersession do not have uniform start/end dates, when course sections are created, they need to have their start/end, and add/drop dates overridden.
  1. For Description, enter a course description.
    • Public means viewable in Workday, not the course bulletin. However this description is integrated into the Bulletin and the class schedule public website.
    • Exclude pre- and co-requisites and details about meeting patterns and modalities. Avoid special characters that may not work correctly in reports and downstream systems.
  2. In the Course Components table:
    1. Select only from the below instructional format options for the course sections. You can select more than one format.
      • Clinical: Medical/health programs only.
      • Discussion: Small-group section associated with a lecture course.
      • Experiential: Practicum, field work, music practice/performance.
      • Independent Study: Independent study, independent research, research project participation, journal publication.
      • Internship: Internship or co-op.
      • Laboratory: Research conducted under controlled conditions.
      • Lecture: Formal oral presentation.
      • Research: Systematic collection, documentation, analysis, and interpretation of data/information.
      • Seminar: Stand-alone, small discussion-oriented section.
      • Service Learning: Learning through community or public service.
      • Thesis: Thesis or dissertation work.
    2. For Allowed Delivery Modes, select hybrid, in-person, or online.
    3. Do not enter contact hours. This is monitored and maintained locally as a part of the curriculum processes.
    4. (Optional) To add additional formats, click + Add and complete the fields. 
    5. The Default Instructor Load Percentage automatically populates as 100.
    6. The Required Format and Controls Grading checkboxes are automatically checked for the first row. If adding additional rows, determine whether each Instructional Format should be required, and which should control grading. You can select only one instructional format to control grading.
  1. Confirm that the Location Not Required checkbox is deselected. Selecting this checkbox interferes with the EMS integration. Courses and course sections without traditional locations will have that represented in the delivery mode and other section details.
  2. For Credit Hour Type, select Credit Hours.
  3. For Minimum Credit Hours, enter the minimum hours for which a student can take the course. The Maximum Credit Hours field automatically populates based on minimum credits; however, you can change the maximum credit hours if it’s a larger number than the minimum credit hours.
    • Courses that do not allow variable credit should have the same minimum and maximum values (e.g., 3 minimum and 3 maximum).
    • If the number of units for billing or calculating financial aid load differs from the number of units earned (e.g., zero-unit remedial course can be billed for 3 units), OUR will select the Other Credit Hour Values checkbox. Only OUR should select this checkbox to ensure curriculum policies are updated and match compliance standards. Schools must request this from OUR well in advance to ensure coordination with financial aid, immigration, and campus services. 
  4. (Optional) If students can receive credit each time they complete the course, select the Repeatable for Additional Credit checkbox. This field impacts a student’s academic progress and is used to calculate load status for financial aid. All transfer placeholder courses should be marked as repeatable.
    1. Select the Repeatable for Additional Credit checkbox.
    2. For Maximum Attempts, enter the number of times the course is allowed to be repeated. Maximum attempts include the first registration. For example, if a student is allowed to take a course two times, enter one that includes their original registration as well as one more attempt.
    3. For Repeat Maximum Credit Hours, enter the total repeatable maximum credit hours including the first course registration. For example, if a course is three credits and a student can repeat the course once, the maximum credit hours are six which includes the first course registration plus the second attempt. This works well for repeatable courses like music lessons. Workday will prevent registration when the student exceeds the repeat maximum attempts and credits.
  5. Do not select the Unlimited Capacity checkbox. Courses that can have high enrollment should be listed with 999.  
  1. Enter the default course section capacity and default projected enrollment, if the limits are approved by the curriculum process.
    • The Default Projected Enrollment must be equal or greater than the Default Section Capacity to ensure appropriate classroom assignments and utilization.
  2. Do not enter the default wait list capacity during course creation.
    • Warning: Do not select the Manually Manage Waitlist Promotion checkbox. Selecting it will override the configured registration promotion schedule.
  3. Select the Allowed Grading Bases applicable to this course.
    • WashU grading bases include Quality Graded Credit, Audit, and Pass/No Pass Credit. Do not select other grading bases.
    • When multiple options are selected, students can choose their grading basis when registering for the course.
    • Students will either select a grading basis or it will automatically populate for them based on their academic unit or program.
  4. Do not select the Graded Anonymously checkbox.
  1. (Optional) Use the Eligibility Rule menu to configure prerequisites that restrict who can enroll in the course. Do not create a new eligibility rule. Only OUR and the Workday Student Support Team can create new eligibility rules.
    • Choices made regarding available overrides will affect whether school registrars assign eligibility rules here. If requirements are consistent for every section offering, the rule may be added here. If they vary by section, section overrides must be allowed above so that accurate eligibility rules can be added at the section level.
    • If the eligibility rules vary by course section, add them to the course section, not the course.
    • If selecting a class standing eligibility rule, the class standing can be inflated by pre-matriculation credits.
  2. (Optional) To configure Co-Requisite Courses, select the applicable courses that students must be enrolled in to enroll in this course.
    • Warning: Do not use the Course Fees or Additional Fees sections. Course fees are automated in Workday and must be added to course sections by Student Accounting before publication. Course section managers need to notify Student Accounting or their school financial offices (depending on the school) if a course section should have a course fee assessed.     
  3. For Public Notes, only enter notes sparingly to describe situations that Workday cannot.
    • For example, enter a public note to a) note alternate meeting dates or locations that cannot be scheduled in Workday, (b) describe course materials not available via traditional outlets such as Follet or Canvas, or (c) note limited details about the course topic if the title/course description allow variance by instance/instructor, such as identifying a time period of focus, genre, or current events focus. For more guidance, contact OUR.
  4. Lastly, review the course information for accuracy. Confirm that you have not entered anything for the following fields: Course FeesAdditional FeesCIP CodeEducational Taxonomy CodesLearning OutcomesCompetencies, Contact HoursGraded AnonymouslyPrivate Notes, and Course Materials
  5. Click Submit.
  6. The course routes to OUR for approval.
    • To view the status of a newly created course, use the SRPT0042 – Find Course Definition Details report. When created but not yet approved by OUR, it has an In Progress status. Once approved, the course will have an Approved status. 
  1. Once the course is approved, course sections can be created, and the course can be viewed in the SRPT0038 – Find Courses and SRPT0040 – Find Course Definitions reports.

End a course

In Workday, you cannot delete or cancel a course, but you can change its last available date. A course section can’t be created from the course after its last available date.

  1. In Workday, search for and select the SRPT0040 – Find Course Definitions report.
  2. Locate the course you want to end.
  3. Click on the course.
  4. Navigate to the Version History tab.
  5. From the Version table, locate the most recent course version and click Edit.
Displays ending a course offering by editing the last available date of the course version.
  1. For Last Available, enter the date to end the course. A course section can’t be created from the course after this date.
  2. Click Submit. This will update all the versions of the course to this end date.

Create a course section

Course sections (typically known as classes) are the registration-eligible offerings of courses, and include the specific times, days, date ranges in which the course offering takes place.  Several fields in the Create Course Section task are automatically populated based on how the course was configured. If a field cannot be edited, the Course Section Overrides section of the Edit Course task may need to be adjusted.  

Schools and units create new course sections each academic year. Already existing course sections are updated and rolled forward by OUR based on prior course listings, then schools and units edit those sections with any changes. Edits to a course section does not route for approval when in preliminary status. 

Navigate to the Edit or version a course definition and edit a course section definition section below for instructions on editing a rolled-over course section.

  1. In Workday, search for and select the Create Course Section task.
    • You can also find it in the School Registrar Dashboard or Course Management Dashboard.  
  2. Select the course for which you are creating a section. 
    • Courses have a single academic unit owner and are created prior to the section.
  3. Select the academic period the course section will be offered. While this field doesn’t have a red asterisk, OUR requires it to be completed.
    • Workday populates the Start Date based on the academic period that you select. 
    • Course sections cannot overlap academic periods. If creating a short course section, you must manually enter the relevant start and end date and ensure both fall within the standard academic period.  
  4. Click OK.
  1. Enter a section number in a two-digit format (e.g., 01, 02, 10). If the course was configured to have Workday automatically populate section numbers, the section number will automatically populate. 
    • Only enter the section number in this field, not the entire course code (e.g., enter 02 into the field, not BIOL101-02).  Course section numbers should be at least two digits, beginning with 01, 02, 03, etc. 
    • Courses with multiple components, including lecture, lab, and discussion can use letters for lab or discussion sessions. For these course sections, use numbers, then letters, then double letters.
      • For example, CHEM 1005 has a lecture and a lab component. The lecture sections would be 01, 02, 03, etc., and the lab sections would be A, B, C, etc. 
      • If a course has three components–lecture, lab, and discussion–then the lecture sections would be 01, 02, 03; the lab sections would be A, B, C; and the discussion sections would be AA, BB, CC. 
  2. Enter an end date. The end date automatically populates if an academic period was selected in step 3. Or, you can set this end date for a short course. 
    • Adding multiple will create sections that have the exact same meeting pattern, location and instructor. This doesn’t let you create multiple sections of a course with different meeting patterns, locations, and instructors. 
  3. The title and abbreviated title automatically populate based on course configuration.
  1. (Optional) If creating a section for a special topics course, select the appropriate Special Topic from the drop-down menu. 
  2. The Allowed Grading Bases field will automatically populate based on course configuration. While this field doesn’t have a red asterisk, OUR requires it to be completed.
    • Warning: Ensure the Graded Anonymously checkbox is not selected, and the Grid Configuration for Final Grade Roster and Grid Configuration for Interim Grade Roster fields are left blank. 
  3. (Optional) Eligibility rules automatically populate if configured at the course level. Select additional eligibility rule(s) to create additional pre-requisites for the course section. Do not create a new eligibility rule. Only OUR and the Workday Support Team can create new eligibility rules.
    • If the eligibility rules apply to all course sections, add them to the course, not the section. 
  4. Enter a section capacity to restrict the maximum number of students who can enroll in the course section. 
    • If the Section Capacity field does not appear, ensure the Unlimited Capacity checkbox is not selected. The Unlimited Capacity checkbox should never be selected. 
    • Warning: Be intentional when entering this number; changing this later will result in a required approval from OUR in order for the change to be published, as well as delays to room assignments. Lastly, if open seats have been offered to waitlisted students, the in-flight offers could be affected. 
  1. (Optional) Select the Reserved Capacity checkbox to hold a specific number of seats in the course section for a defined student population based on eligibility or student condition rules that have been created. Basic rules are based on class standing. Only OUR creates eligibility rules. There are specialty rules for the CSE and MD programs.
    1. Click the Add Row icon.  
    2. Select an Eligibility Rule to identify the student population that you are reserving seats for.  If selecting a class standing edibility rule, note that class standing can be inflated by pre-matriculation credits. Only select from the existing options. OUR and the Workday Support Team can create new eligibility rules.  
    3. Enter the number of seats to reserve in the Reserved Capacity column.  
    4. (Optional) Choose a Reserved Until Date to release unused reserved seats on. Unused seats will not automatically be released until the Release Remaining Reserved Capacity task is run. Note: If you add multiple eligibility rules, click the arrows in the Order column to specify the priority order for when students satisfy multiple rules. 
    5. To release reserved seats in a course section, run the Release Remaining Reserved Capacity task.
  2. For Wait List Capacity, enter the number of students allowed on the waitlist for the given course section. Limit this number to a reasonable proportion of the section capacity (e.g., limit the waitlist to 5 – 10% of section capacity to prevent students from waitlisting for an excessive number of sections/seats). 
    • Do not use waitlist functionality for subsections of course clusters.
  3. For Projected Enrollment, enter approximately how many students are expected to enroll in the given course section. The number must be equal to or greater than Section Capacity to ensure appropriate classroom assignments and utilization. 
  1. Do not select the Manually Manage Waitlist Promotion checkbox. Selecting it will override the configured registration promotion schedule.
  2. Select the Credit Hour Type. 
    • Automatically populates based on course definition. Ensure the minimum and maximum credit hours are correct. 
  3. Don’t select the Hide Course Section checkbox if the course section will be offered for self-service student enrollment. 
    • If the box is checked, the course section will be hidden from student registration. This functionality is typically used to create a course for study abroad placeholders or transfer credit purposes only. 
  1. For Description, review the description of the course section, including course content and learning objectives. The description should remain consistent with that of the course, unless there are section-specific details that are important to include. While this field doesn’t have a red asterisk, OUR requires it to be filled in.
  2. (Optional) Public Notes should be used sparingly to describe situations that Workday cannot. Some examples include entering a public note if a course section has alternative meeting dates or a location that can’t be scheduled in Workday. Or, describing course materials not available via traditional outlets such as Follet or Canvas. Public notes can also include course topic titles and course descriptions if there are variances among instructors (e.g., one instructor teaching a different genre/focus than the other course sections).
  3. (Optional) The Other Credit Hour Values checkbox can be selected if number of units used for billing or calculating financial aid load differs from the number of units earned for completing the course. This field should be configured at the course level and should not be altered from what has inherited from the course definition. Any corrections must be routed through OUR to ensure clarity with compliance requirements.   
  4. Do not use the Course Fees or Additional Fees sections. Course fees are automated in Workday and need to be added to course sections by Student Accounting prior to publication. Course section managers need to notify Student Accounting or their school financial offices (depending on the school) if a course section should have a course fee assessed.
  5. Click the Course Section Tags field and click By Category, then EMS Domain, and select the relevant EMS Domain.
    • When schools create a course section, they will enter a domain tag. OUR will then use an EMS integration to select the location for the section.   
    • If this course section will not require a classroom, select EMS Domain :: No Domain EMS.  
    • Warning: An EMS Domain must be added to every course section. While this field doesn’t have a red asterisk, OUR requires it to be completed.
  1. Click the Course Section Tags field again and click By Category, then Eval Template Full Term, and select the relevant Eval Template. Then, repeat for Eval Template Mid Term. While this field doesn’t have a red asterisk, OUR requires that every course section must have both an Eval Template Full Term and Mid Term selection. If not applicable, select the Exclude option.
  2. As necessary, choose additional course section tags.
    • If you are working with the Terra Dotta System (TDS), use course section tags to help manage study abroad placeholder courses. 
    • Academic requirements utilize course section tags to create smart lists.
    • Don’t select the Office of the University Registrar:: Exclude from Bulletin course tag. Only add this tag at the course level.
  1. For Published Instructor Roles, click By Type, then Assignable Role, and select Instructor and any other roles associated with the course section. While this field doesn’t have a red asterisk, OUR requires it to be completed.
    • For instructors and associated roles to appear in public-facing course listings (e.g., SRPT0039 – Find Course Sections report), you must select the roles in the Published Instructor Roles.
Displays the published instructor roles drop-down menu and the role choices.
  • For more information about Instructor roles in Canvas, refer to MyCanvas.
Instructor rolesWorkday capabilities
InstructorCan submit, change, and approve final grades
Can submit interim (midterm) grades
Can view their course section roster
Can view their teaching schedule
Can approve or deny a pre/co-requisite override request (dependent on school routing rules)
Visible to the student in the course section listing if selected as a Published Instructor Role
Graduate Student Course SupportCan submit final grades for instructor’s approval
Can submit interim grades
Can view their course section roster
Can view their teaching schedule
Visible to the student in the course section listing if selected as a Published Instructor Role
Undergraduate Student Course SupportVisible to the student in the course section listing if selected as a Published Instructor Role
Course Coordinator and GraderCan submit final grades for instructor’s approval
Can submit interim grades
Can view their course section roster
Can view their teaching schedule
Visible to the student in the public-facing course section listings if selected as a Published Instructor Role
Mentor*Can view their course section roster
Can view their teaching schedule
Not visible in the public-facing course section listings
*Mentor and Faculty Oversight roles have the same capabilities but are separated for Workday reporting purposes.
Faculty Oversight*Can view their course section roster
Can view their teaching schedule
Not visible in the public-facing course section listings
*Mentor and Faculty Oversight roles have the same capabilities but are separated for Workday reporting purposes.
  1. Choose the instructional format.
  2. Choose the delivery mode. Do not select any delivery mode other than Hybrid, In-Person, or Online.
    • Course sections that are experiential, feature individualized instruction, or are taught off-site, should default to In-Person Delivery Mode.    
  1. Click + Add to add a row in the Instructor Roles table.  
    1. Select the role.
    2. Select the instructor(s).  You can select multiple instructors in the same row.
      • Workday displays the names of individuals who have been given instructor eligibility. Instructor eligibility is automatically assigned to individuals with an academic appointment. 
      • If the person you need to assign as the instructor is not included on this list, confirm that the person has an academic appointment. If they don’t, add a course association appointment. If they already have an academic appointment, you should contact the support team. For more information, use the Associate People to Courses in Workday Student reference guide.
    3. To add another instructor role, such as a graduate course support role, click + Add to add a row in the Instructor Roles table.
  1. Click + Add to add a row in the Section Components table.  
    1. Choose a meeting pattern to determine when the course section will be offered. While this field doesn’t have a red asterisk, OUR requires it to be completed.
      • Warning: Only select a university approved meeting pattern. Contact OUR if a new meeting pattern is needed.
    2. Choose a location. Only registrars can choose a location during the course section creation process. Course section managers use the Set course section location directions.
      • Only pre-select a location if your school or unit is the owner of that room.
      • Warning: The Location Not Required checkbox should never be checked. If a classroom is not needed, you should select EMS Domain :: No Domain EMS above.
  1. Lastly, review the course section information for accuracy. Specifically confirm that you have not entered anything for the following fields: Educational Taxonomy Codes, Graded Anonymously, Grid Configuration for Final Grade Roster, Grid Configuration for Interim Grade Roster, Competencies, Private Notes, Estimated Resident Cost, Estimated Non-Resident Cost, Learning Outcomes, Bookstore URL, Course Materials, and Total Contact Hours for Course Section
    • Don’t manually enter a bookstore URL. It will automatically populate through an integration.
  2. Click OK and then click Done
    • Warning: You must now set the course section final exam date and time after clicking Done. Course section managers must specify the final exam date and time details for each course section, even if a course section does not have a final exam, before OUR publishes. There is a an option to select no final, for course sections that don’t have a final exam.  
  3. The course section now exists in a preliminary status. OUR is responsible for publishing. Until a course section is published, the course section will be in a preliminary status and students will not be able to see or register for the course section. 

Set course section location

After a course section has been created but prior to publication, course section managers can specify the course section location. After publication, only registrars can change the location.  

Set course section location prior to publication (for course section managers)

  1. In Workday, search for and select the SRPT0041-Find Course Section Definitions report.  
    1. Or search for and select the Find Available Instructional Locations report.
    2. Select the Course Section.
    3. For the Section Components, select the meeting pattern.
  2. If you’re using the SRPT0041 – Find Course Section Definitions report, locate the course section that needs a location. All course sections that have not been published by OUR will have a Preliminary status. To locate the course section, try filtering by the Preliminary section status.  
  3. Hover your cursor over the course section and the Related Actions will appear.  
  4. Click the course section’s Related Actions, hover over Course Section Definition, and then click Find Available Instructional Locations.  
Displays the find available instructional locations from the course section defintions menu.
  1. Workday displays the current course section you’re adding a location to.
    1. Ensure you’ve chosen the correct course section.
    2. For Section Components, select the section’s meeting pattern. Workday displays the meeting pattern determined during the course section creation process.
Displays the find available locations options of course section and section components.
  1. Navigate to the Available Instructional Locations table. 
  2. Choose your location by clicking the Select button.  
Displays the select button from the Available Instructional Locations table.
  1. Click OK.  
  2. Click Done.  

Set course section location after publication (for registrars only)

  1. In Workday, search for and select the SRPT0041 – Find Course Section Definitions report.
    1. Or search for and select the Find Available Instructional Locations report.
    2. Select the Course Section.
    3. For the Section Components, select the meeting pattern.    
  2. If you’re using the SRPT0041 – Find Course Section Definitions report, locate the course section to edit.  
    • Try filtering by the Open section status to locate the course section.   
  3. Click the course section’s Related Actions, hover over Course Section Definition, and click Edit.   
  4. Navigate to the Section Components table.  
  1. In the Location column:  
    1. Click X next to the current classroom location to delete it.  
    2. Choose a new location.  
  2. Click Submit.  
  3. The course section is routed to OUR for review and approval.  

Set course section final exam date and time

Before OUR publishes, course section managers must specify the final exam date and time details for each course section, even if a course section does not have a final exam. There are options to select no final, paper, presentation, or project for course sections that don’t have a final exam.  

Course section managers can also specify that the final exam date and time should be auto-assigned by OUR. 

  1. In Workday, search for and select the SRPT0041 – Find Course Section Definitions report.    
  2. Locate the Course Section to edit.  
    • All course sections that were recently created or rolled over and have not yet been published by OUR will be in a preliminary status. Try filtering by section status to locate the course section.   
  3. Click the course section’s related actions, hover over Course Section Definition, and click Maintain Scheduled Assessments
  1. Click + Add to add a row. 
  2. Select the Assessment Type. Course section managers must specify the final exam date and time details for each course section, even if a course section does not have a final exam, before OUR publishes. For sections with final exams, section managers must specify if the final exam date and time should be auto-assigned by OUR.
    • To have OUR assign a final exam date and time according to the University’s standard exam schedule:
      1. For the Assessment Type, select Standard Final Exam Date and Time.
      2. (Optional) select Delivery Mode.
      3. For Date, select the last date the class meets.
      4. For Start Time, enter the time the class regularly starts.
      5. For End Time, enter the time the class regularly ends.
      6. Do not enter the Location.
      7. After OUR completes the auto-assign process, the date and time for the final exam will be overridden and a location will be assigned.
    • To manually assign a final exam date and time:
      1. For the Assessment Type, select Standard Final Exam Date and Time.
      2. (Optional) select Delivery Mode.
      3. For Date, select the date of the exam.
      4. For Start Time, enter the time the exam starts.
      5. For End Time, enter the time the exam regularly ends.
      6. For Location, enter the exam location which should be the same room where the course section regularly meets.
    • If a course section doesn’t have a final exam:
      1. For the Assessment Type, select either No Final or Paper, Presentation, or Project.
      2. The system will still prompt for a date, start time, and end time which can be the last day and times of the course section.
        • For Date, select the date of the last day of the course section.
        • For Start Time, enter the regular start time of the course section.
        • For End Time, enter the regular ending time of the course section.
  3. Click OK.

Cancel a course section

In Workday, you can cancel a course section. If you cancel a course section that students are currently enrolled in, Workday drops student registrations and sends a notification to enrolled students. Before you cancel a course section, consider any consequences it may have on currently enrolled students. 

  • You must remove the classroom location and instructor(s) before you can cancel a course section.

Remove the classroom location and instructor

This allows the location to be available in the Find Available Instructional Locations task and instructors to show as available for other course sections. Otherwise, the location and instructor(s) are locked in and cannot be added to another course section.

  1. In Workday, search for and select the SRPT0041 – Find Course Section Definitions report.    
  2. Locate the course section that you want to edit. To locate the course section, try filtering by the section status.
  3. Hover your cursor over the course section, and the Related Actions button will appear. 
  4. Click the course section’s Related Actions button, hover over Course Section Definition, and then click Edit.
  5. To remove the assigned instructor(s), navigate to the Instructor Roles table and click – Remove Row for the row(s) with the instructor(s).
  6. To remove the classroom location, navigate to the Section Components table. In the Location column, click X next to the current classroom to delete it.
  7. Click Submit. This location and instructor cancellation will route to the Office of the University Registrar (OUR) for approval.
  8. Click Done.

Cancel the course section

After the location and instructor cancellation is approved, you can cancel the course section.

  1. In Workday, search for and select the Cancel Course Section task. 
  2. For Course Section, select the section that you want to cancel.
  1. Click OK
  2. For Reason, choose a reason why you want to cancel the course section. The options are low enrollment, instructor unavailability, and other.  
    1. If you select Other, enter an explanation in the Comment field.  
  1. Review the impacted registrations.
  2. Select the Confirm Course Section Cancellation checkbox.
  3. Click OK. Workday routes course section cancellations initiated by departments to school registrars and OUR for approval. Course section cancellations initiated by school registrars and OUR do not route for approval. OUR and any impacted students are notified when the course section is canceled.
  4. To see cancelled course sections, use the SRPT0041 – Find Course Section Definitions report and filter for sections with a cancelled status. 

Edit or version a course definition and edit a course section definition

  • For Spring 2025 and Summer 2025 course entry, do not edit nor version existing courses in Workday. Edits to existing courses should only occur in WUCRSL. You can create new courses in Workday but cannot edit nor version existing courses.

The course and course section definition is the administrator-facing, central source for data related to an individual course or course section. The SRPT0040 Find Course Definitions and SRPT0041 Find Course Section Definitions reports provide administrators with a roster of all courses offered at WashU and all course sections offered during a specific semester.

Edit or version a course definition

  1. In Workday, search for and select the SRPT0040 – Find Course Definitions report.  
  2. Click on a course to see its various components, such as credit hours and the owning academic unit. Other course components include: 
    1. Course tags 
      • Do not edit, remove, or update course tags at the course level, only at the course section level.
    2. Course Listing
      • Do not edit a course listing number if the course is used in a pre-requisite eligibility rule. Instead, submit a ServiceNow ticket to update the course listing number.
    3. Pre- and co-requisite courses 
    4. Course subjects 
    5. Credits
    6. Grading basis
    7. Course materials
  1. To edit a course, hover over the course title to reveal the Related Actions button. 
  2. Click the Related Actions button, hover over Course Definition, and then click Edit
  1. If you’re making substantial changes to the course definition (more than fixing grammar errors), you’ll need to make a version of the course by entering a new effective date.
    • The effective date controls whether you are overriding the existing course definition or creating a new version of the course definition and archiving previous versions.
      • If you leave the effective date field as is, this will override the existing course definition and be an edit to the course.
      • If you update the effective date, this will create a new version of the course. For reporting purposes, the effective date should be on or before the standard date of the academic period for the course. See OUR’s website on academic calendars with details on the first day of classes.     
    • Warning: When creating a new version of a course, do not change the first available date, which auto-populates to the course’s original first date and may even be from the early 2000’s or before. If you change this date, it changes all the first available dates on all versions.
    • Tip: You can see the version history under the Version History tab of the course definition. 
    • Tip: Students will only see the relevant version of the course during their registration-related activities (e.g., registering for course section, adding a course to a saved schedule, dropping or swapping a course section).    
  2. Make your desired changes and click Submit. Any edits route to OUR for approval before becoming effective. 

Edit a course section definition:

The SRPT0041 – Find Course Section Definitions report displays all course sections created within WashU. From this report, administrators can mass publish sections and manage the student view of course sections. 

The academic period of a course section can only be changed when in preliminary status. Once published, cancel the course section and create a new one with a new section number.

  1. In Workday, search for and select the SRPT0041 – Find Course Section Definitions report.  
  1. Select a course section to see the various course section components, such as the meeting pattern, instructor, and location of a course section.  Other course section components include: 
    1. Course capacity (the number of students who can enroll in the course, not the room capacity) 
    2. Reserved seating 
    3. Course tags
      • Do not remove course tags. Instead, contact OUR to remove a course tag.
    4. Course listing
      • Do not edit a course listing number if the course is used in a pre-requisite eligibility rule. Instead, submit a ServiceNow ticket to update the course listing number.
    5. Instructor roles 
  1. To edit a course section, hover over the course section title to reveal the Related Actions button.  
  2. Click the Related Actions button, hover over Course Section Definition, and then click Edit
  • Warning: If you are attempting to change the Meeting Pattern and the course section already has an assigned classroom, you may receive an error message. In this instance, delete the current assigned Location and follow your room selection process.
  1. Make your desired changes and click Submit. Any edits route to school registrars and OUR for review and approval. 

Approve changes to a course section

When a course section has been edited and is routed for review and approval, it will appear in your My Tasks inbox.  

  1. In Workday, select the My Tasks inbox on the homepage. 
  2. Select the item to review the details of the edited course section.  
  3. Click View Event Changes to view the modified content. 
Displays the View Event Changes when an course section approval is sent to a registrar or course section manager.
  1. Review the specific changes made to this course section. 
  2. (Optional) Click Event Details to review the entire course section definition.
  3. If the course section details are correct and able to be approved, click your browser’s back button and click Approve.  
  4. If the course section details are not correct and need to be corrected, click Send Back to return the course section to the editor. Selecting Deny cancels the business process and requires the process to start from the beginning, so it is encouraged to select Send Back instead. 

Cluster course sections

You can cluster multiple sections of one course or multiple sections of different courses, which indicates that students must take two course sections during the same term. For example, students who register for the lecture section of a course must also register for the discussion section of that same course.  

Course sections should be clustered while course sections are still in the preliminary status and have not yet been published by OUR.  Do not use waitlist functionality for subsections of course clusters.

School registrars and OUR can use the Find Course Section Clusters report to review and verify the course section clusters.  

Create course section clusters: 

  1. In Workday, search for and select the Maintain Course Section Clusters task. 
  2. Choose the academic period for the course sections you want to group. 
  3. For Courses to Cluster, select the course(s) you want to group sections of. You can cluster sections from different courses by entering multiple courses. 
  1. Once you’ve selected the course(s), click OK. 
  2. Click the Add Row icon twice to add two rows. 
  3. In the Instructional Format field, select the first instructional format you wish to group. 
  4. In the Course Sections field on the same row, select the desired course section. 
  5. In the second Instructional Format field, select the second instructional format you wish to group. 
  6. In the Course Sections field on the same row, select the desired course section.  
  1. (Optional) If you want to add multiple cluster options, click the + Add button located beneath the Section Clusters title. 
  1. Repeat steps 5 through 9 for the new cluster. 
  2. Once you’ve created all the clusters, click OK and then click Done. 

Remove course section clusters: 

  1. In Workday, search for and select Maintain Course Section Clusters task.  
  2. Choose the academic period for the course sections you want to group. 
  3. For Courses to Cluster, select the course(s) you want to remove the cluster for. 
  4. Click OK. 
  5. Next to the section cluster you want to remove, select the Vertical Related Actions button and click Remove
  1. Once you’ve removed the clusters, select OK and then Done. 

Overlap course sections

You can overlap two sections of a course that should share the exact same date range, meeting pattern, location, and instructor. Overlaps should only occur within the same school and between undergraduate and graduate sections of the same course.

Course sections can be overlapped after each course section has been created. Schools and departments should overlap course sections while course sections are still in the preliminary status and have not yet been published by OUR.   

  1. In Workday, search for and select the Find Course Sections to Overlap report.  
  2. Choose the academic period for the course sections to overlap. 
  3. Click OK.  
  4. Select the checkboxes next to the course sections you want to overlap. Sections should only be overlapped if they maintain the exact date range, meeting pattern, location, and instructor. 
  1. Click Manage Course Section Overlaps
  1. Select the checkbox for any of the configuration options desired for these sections: 
    • Create One Registration Roster: Combine rosters from the overlapping course sections for ease of roster management. Note that an instructor must have access to all course sections included to view the combined roster. 
    • Create One Grade Roster: Allows primary instructors to grade the course sections that they have permission to access in a single place. 
    • Create One Participation Roster: Do not select. WashU doesn’t track class participation in Workday.
    • Share Section Capacity: Allows any of the overlapped section populations to register. Don’t select if the section enrollment should be restricted to a specific population, such as class standing or program of study. Section capacity is also shared; for example, MATH4001-01 and MATH5001-02 both have a section capacity of 10. When a student registers for either course section, the section capacity for each section decreases to 9. 
  1. Select the Overlap checkbox for each section to overlap. 
    • For course sections to be added to an overlap group, they must not have any registrations or in-progress system events. 
  2. Click OK and Done.   

Reports

  • SRPT0038 – Find Courses  
  • SRPT0039 – Find Course Sections  
  • SRPT0040 – Find Course Definitions  
  • SRPT0041 – Find Course Section Definitions 
  • SRPT0042 – Course Definition Details 
  • SRPT0043 – Course Section Definition Details 
  • SRPT0601 – Course and Course Sections Status Denied
  • SRPT0619 – Course Section Conflicts by Academic Period
  • SRPT0081 – Courses with Pre or Co-Requisites 
  • SRPT0137 – Find Student Eligibility Rules 
  • SRPT0138 – Course Changes 
  • SRPT0139 – Course Section Changes 
  • SRPT0205 – Course Management Dashboard 
  • SRPT0268 – Sections by Course by Academic Period 
  • SRPT0088 – Smart Lists with Details  
  • SRPT0590 – Course Section Missing Scheduled Assessment
  • SRPT0639 – Courses on Student Saved Schedules

Related Resources