SIS Provisioning Rules (Limited Availability)

If your district uses a SIS provisioning app to import courses and sections into Schoology, you may need to prevent some from syncing to Schoology. For example, if your SIS requires that you schedule periods such as Lunch or Study Hall as course sections, but they are not required to be in Schoology, you may set up rules that exclude them from the provisioning sync.

This article outlines how System Administrators can set up provisioning rules in Schoology, enabling you to filter courses and sections that you want to exclude from a sync.

This feature is currently in limited availability. If you are a System Administrator interested in enabling this feature for your organization, please reach out to your Schoology representative.

Create Provisioning Rules in Schoology

Create Rules from the SIS app

• We recommend setting up rules before syncing courses and sections.
• If you create rules mid-year for course sections that already exist in Schoology, teachers, and students are un-enrolled from the affected course sections upon the next sync. The rule does not delete the existing course sections. You will need to delete the course sections in Schoology if needed.

1. Click Apps in the header and click the SIS app.
2. Click Rules in the top menu.
3. Click Add New Rule to add a new filtering rule.
4. In the first drop-down menu, select Course title or Section title.
   In the second drop-down menu, choose from one of the four matching options:
   
   • Contains
   • Matches exactly
   • Starts with
   • Ends with

5. Enter the text that corresponds to the course or section in your SIS that you wish to exclude.
   
   

   

   The course/section title entered should correspond with the SIS Course Title and SIS Section Title. These are not case-sensitive.
6. Click Add Criteria to add additional filters to the rule. You can add as many criteria to a rule as necessary.
7. Click Add New Rule if you wish to add more rules.
8. Click Save Changes to save any new rules.
9. Click Generate Report to download a CSV file that lists all the courses and sections that your provisioning rules will affect.
10. Click Activate All Rules to enable the provisioning rules. The next sync between your SIS and Schoology will filter the courses affected by your provisioning rules and exclude them from the sync.

Editing and Deleting Rules

To edit a rule:

1. Click Apps in the header and click the SIS app.
2. Click Rules in the top menu.
3. Locate the rule and make any changes to the drop-down menus and text fields.
4. Click Save Changes to confirm.
5. Click Activate All Rules to enable the edited provisioning rule.

To delete a rule:

1. Click Apps in the header and click the SIS app.
2. Click Rules in the top menu.
3. Locate the rule you wish to delete and click the X to the far right.
4. Upon running a Sections sync, those sections associated with the deleted rule will be created if they do not already exist in Schoology. If they already exist in Schoology, student and staff enrollments will be re-populated.

Frequently Asked Questions

Can I create provisioning rules after syncing courses or sections?
We recommend setting up provisioning rules before syncing courses and sections from your SIS to Schoology. However, you may also set up and activate rules after the school term has begun. In this case, course members are un-enrolled from the affected courses and sections. The sync does not delete the courses and sections.

Can I apply rules to courses and sections that have already synced to Schoology?
Yes. You can follow the same instructions outlined in this article to create rules if the courses and sections have already synced to Schoology. Once the rule is applied and a Sections sync is run, the enrollments will be removed from the affected courses and sections. The sync does not delete the courses and sections.

Which SISes are supported for using the Rules tool?
The Rules tool is fully supported for integrations with PowerSchool, Skyward, eSchoolPlus, Infinite Campus, Aeries, SchoolTool, and Progressbook (via SIS Connect).

How do Rules affect customized course names/section names?
The permission Customize the imported course name has no effect on the Rules. If the Rule applies to a course or section title that has a customized name in Schoology, the sync will still locate and sync the correct course/section title as named in the SIS.

Can Rules be set up building specific?
No. At this time, Rules cannot be created per building.

Is there a limit to how many rules can be created?
No. There is no limit on rules.

What is the difference between Generate Report and Download Report?
The Generate Report tool exports a CSV file that lists all the courses and sections that your provisioning rules will affect. The Download Report tool exports a CSV file with the same information as the Generate Report tool. Additionally, if you hover over Download Report, the timestamp for the last time the report was generated will be displayed

The report contains the following information:

• School Name
• Item (Course or Section)
• Course Title
• Course ID
• Section Title (if applicable)
• Section School Code
• Rule Effect (Included or Excluded)
• Rule ID