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SRB SIS Knowledge Base

Subject Resolution

Version 5 - Subject Resolution in StudentsAchieve


Subject Resolution is a tool which aims to simplify the configuration and maintenance of all StudentsAchieve tools. 

All class sections within the application are associated to a course type.  Course type values are automatically populated from Student Information System (SIS) data during integration.  The consistency, integrity and the size of the course type data provided by the SIS often creates unneeded complexity within the application.   Subject Resolution provides the means to easily group course types from multiple grades under single Subjects.  Subjects may be divided into specializations.  

Subjects and specializations may then be used to configure various aspects of the application.  The most notable uses for subjects are that of Template Mapping and Curriculum Mapping.

This document will explain how to:

1.   Create subjects and specializations.

2.   Create subject profiles which automatically associate groups of course types to a single subject and specialization. 

3.   Review existing classes and course types in the system and ensure they are resolved to the appropriate subject and specialization.

4.   Map one or multiple templates to a subject and specialization.

Note: The previous mechanisms for template mapping remain functional within StudentsAchieve.  All customers are however encouraged to use Subject resolution to map their templates.


To access the subject resolution navigate to Manage -> Entities -> Subjects


Creating Subjects and Specializations

The Subjects tab is used to create the subject that will be resolved to specific course types in order to have the appropriate template mapped to that course.

Subjects should be created according to your gradebook configuration needs.  There is no need to mirror the setup found within your SIS. 

Subjects should not be grade specific (e.g. Math Grade 3).  The ability to use only a subset of grades within a subject will be supplied at a later step.

You will also have the ability to add Specializations to the subjects you are creating.  Specializations may be used if different branches of a subject need to be treated differently by the gradebook.  For example, if Math Pure used a curriculum or templates that differ from a the regular program, a single subject with two specializations could be created. 

The best approach is to create a simple set of subjects without any specializations and to expand the set as needed.

The “General Subject” is included as a default value and will be automatically associated to all course types and classes which do not resolve to another subject.

Creating a new Subject

Selecting the Add icon  opens a dialog box with text fields that allow the user to enter a Subject name and Specialization name. Subjects can have specializations to further refine the resolution process to course types with specialized curriculums. The Subject name is required, the Specialization name is not. If the Specialization field is left blank, the subject will be created as a general specialization for that subject.  Depending on the local setup, a subject will be created for each of the core competencies. E.g. Math, Science, Language, PE, Music, Health, History/ Social Studies, and Art.

NOTE: Specializations are not meant to be used to define grade levels. Grade levels can be defined in a latter step.  E.g. the Subject of French can be used and it can have two specializations; Core, and Immersion. The reason to create a specialization is to allow different templates to be associated with the different French strands or course types. For the vast majority of clients you will not need to declare specializations and it is recommended that this field be left blank.

Editing a Subject

Click the edit icon  next to the record to be edited. The following dialog box will open with the appropriate subject and specialization already filled in.

Deleting a Subject

Select the record(s) to be deleted by checking the box to the left of the record and select the Delete icon. Multiple records can be deleted at the same time. A dialog box will appear in order to confirm the selected Subject/Specializations should be deleted.

Subjects cannot be deleted if the profiles exist or if the subject is used by the template system or the curriculum system.   Clicking the "View" link under the Templates and Curriculum columns will display reports showing where the specific subject is currently being used.

Creating Subject Profiles: Subject Resolution

Subject Resolution is used to associate groups of course types to a specific subject and specialization. Profiles are created which use wild cards to match patterns of course types. The percent (%) symbol represents 0 or more characters and the underscore (_) represents any single character. The General Subject with no specialization will match to all course types and is included by default.

Adding a Subject to Course Type Resolution

From the drop down list in the Subject Resolution screen, choose the subject to be resolved to a course type and select the add icon .
When clicked, a dialog box appears which allows for the selection of the appropriate school board, school, and subject specialization for which the profile will apply.  If schools follow a course naming standard, the recommended approach is to set the school level to all, and create the profile across all schools.

Super administrators may create and edit profiles for all school boards.  Schoolboard administrators may only create and edit profiles that apply to their school board. School administrators may only create and edit profiles that apply to their school.  This security mechanism allows administrators to delegate the creation of profiles without taking the risk of creating conflicts in how subjects are used across the system.

To create a profile, a user can filter by the Class ID, Class Name, or Class Type. Use the Preview Course Types and Preview Teacher Classes to see the effectiveness of the filtering criteria used.

The profiles are dynamic.  They will apply to new course types as they are added to the system.  This removes the need to update the system every time changes occur within the SIS.  Care must be taken to ensure that the profiles match the course type naming structure used inside the SIS.

In the above example English course types is being associated to this English Subject.

The following is another example of using specializations. In this example wild cards are used to differentiate the core French from the French immersion specializations. First, the French Core classes are associated with this specialization.

The following indicates how Immersion Classes can now be associated with the appropriate template.


After having created the Subject Resolution link for the French Language Subject the following appears:

Editing a Profile

Click the edit icon next to the profile to be edited and change the criteria in order to change the course types and teacher classes the profile will apply to.

Deleting a Profile

Select the check box next to the record(s) to be deleted and click the Delete icon. Confirmation is required to delete the selected profiles.


Reviewing the results: Resolution Analysis

The Resolution Analysis tab is used to validate that the system's existing course types and class sections resolve to the expected subject, according the profiles previously created.

Two reports are available to review the result of subject resolution for existing class sections or course types. 

As the reports can be quite large, the school board drop down list and school check list can be used to filter their contents. Click the View Teacher Class Resolution Analysis and the View Course Type Resolution Analysis buttons to view reports for the subject to teacher class/course type resolution respectively.


Teacher Class Resolution Analysis: This is used to show all class sections in the current track with their associated subject profiles. This report can be used to check to make sure that all course sections have a profile associated with them.

Course Type Resolution Analysis: Similarly to the teacher class resolution analysis, this report will list all course types and their associated Subjects. Older course codes which are no longer in use may be hidden from the report.

Template Mapping

The template mapping will allow templates to be associated with the subjects declared above.

A template can be mapped to one or more subjects and specializations from its configuration window.

Select the template you which to map to a subject using the class selector and then navigate to Manage -> Classes -> Class Configuration.

Go to the Template Setup Tab, and then the subject linking subtab. Select the Template Setup tab and the Subject Linking sub Tab.

Creating and Editing Subject to Template Mappings

To add/edit grades and effective date to a subject, select the school board and school from the drop down lists and click the Edit link next to the subject. Select the grades that the subject/specialization will apply to in the selected school board and school. Use the date picker to select the date the mapping will become effective. The mapping will apply to class sections that have a start date is after the configured date.  The Effective Date is required. To apply the mapping to all schools, select the “All” option in the list.

If mapping is created for all schools, it can be overwritten with a locally applicable mapping rule that is more specific. To do this, select a specific school and apply another rule. The more specific rule will automatically be used to map the template. In the example below the grades 1,2,3 with the Effective Date of 8/31/2010 has been created for the specified school and the grades 1,2,3,4,5,6 with the Effective Date of 8/31/201 was specified for all schools. The rule at the top of the list for the subject/specialization is more specific than those below it and will be used to resolve the template mapping.

Teacher Selected Templates

The new Subject resolution system has been created such that if the system detects multiple templates associated with the Subject and Specialization the Teacher will be prompted to select the correct template to use with their class section. For a teacher to be prompted to select a template, link two different templates to the same subject and specialization using the exact same effective date for both rules.

An example will be used to show how this functionality can be used to support semester vs. non-semester classes. The "General Subject" subject will be used.

The appropriate templates and grade levels are linked to the general subject using the same effective date.



Since the system will detect that there are multiple templates linked to the same Subject, Specialization, and date. As such it will prompt the teacher to select the correct template.


Once the teacher clicks on the appropriate template, the selected template is imported and the class section is ready for use.