Instructor Role, Access, and Workload Assignments in ConnectCarolina

The following guidelines were developed to assist department scheduling officers with assigning instructor roles, grading access, and workload percentages in the Schedule of Classes page in ConnectCarolina. Questions can be sent to the Scheduling Office at scheduling_office@unc.edu.

Class Component Types	Description	Section Numbers
Lecture	A class in which an instructor presents the main body of course material.	001-299 (on-campus) 01M-09M (Maymester)
Laboratory (Lab)	A class where the lecture material is applied in small group situations such as experiments, assignments, and projects. Labs usually meet for 2-3 hours per week.	400-599
Recitation	A small discussion class designed to reinforce main ideas from lectures and offer more individualized attention to students.	600-850

Note: For a full list of section numbers and their uses, please refer to University Policy Memorandum #4.

Instructional Roles	Description
Primary Instructor	The individual with primary teaching and grading responsibility for a component. This includes a lecture, lab or recitation component. This individual should always have the majority (80% or more) of the workload.
Secondary Instructor	Used infrequently. The individual has less than 50% of the overall teaching and grading responsibility for a component.
Teaching Assistant	Normally a graduate student with grading and/or administrative responsibilities for a component, but no responsibility for instruction.

Note: Graduate students with primary teaching responsibility for a lab or recitation should be coded as “Primary Instructor” for that section.

Administrative Roles	Description
Proxy or Dean Designate	Administrative role with no teaching responsibility. Allows user to enter grades on behalf of a primary instructor.

Note: Rarely used. Staff such as Student services managers (SSMs) should not be listed as proxies. SSMs can access class rolls through the Curriculum Management tab in ConnectCarolina. Instructors can also add staff to the class Canvas or Sakai site manually if necessary.

Access Types	Description
Approve	Most inclusive access; ability to enter and approve grades. Each graded section must have at least one approver. Only primary instructors and dean designates can be given approval access.
Grade	Ability to enter grades. Only access available to Teaching Assistant, Secondary Instructor and Proxy roles.

Scenarios

All active sections that have enrolled students must include a primary instructor of record. Additional instructors can be added in the below configurations according to the department’s needs. The total instructional role workload for any component should not exceed 100%.

A. Graded Component (Lecture or Lab) with 1 Instructor

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Instructor	Lecture	Primary Instructor	Approve	100%	Prof (all), Lecturer, Grad Teaching Fellow

Note: Graduate students with primary responsibility for instruction and grading (also known as “teaching fellows”) should be coded as Primary Instructor, not Teaching Assistant for their sections.

B. Graded Component (Lecture or Lab) with 2+ instructors (contributing equally)

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	50%	Prof (all), Lecturer, Grad Teaching Fellow
Main Instructor	Lecture	Primary Instructor	Approve	50%	Prof (all), Lecturer, Grad Teaching Fellow

Note: The 100% workload should be distributed evenly by the number of Primary instructors (i.e. 33.3% for three PIs).

C. Graded Component (Lecture or Lab) with 2+ instructors, with different teaching contributions

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	90%	Prof (all), Lecturer, Grad Teaching Fellow
Limited instructor	Lecture	Secondary Instructor	Grade	10%	Prof (all), Lecturer, Grad Teaching Fellow Various

D. Graded Component (Lecture or Lab) with 1 Instructor and 1+ TAs

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	90%	Prof (all), Lecturer, Grad Teaching Fellow
Assistant	Lecture	Teaching Assistant	Grade	5%	Grad Teaching Assistant
Assistant	Lecture	Teaching Assistant	Grade	5%	Grad Teaching Assistant

E. Lecture with non-graded component (recitation or lab) & TAs not listed on lecture

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	100%	Prof (all), Lecturer, Grad Teaching Fellow
Instructor	Lab/Recitation 1	Primary Instructor	Grade	100%	Grad Teaching Assistant
Instructor	Lab/Recitation 2	Primary Instructor	Grade	100%	Grad Teaching Assistant

Note: Primary instructors of the lecture component are not required to be listed on the lab/recitation components. If lecture instructors want access to recitation sections, they should be listed on the recitation as “Secondary instructor” with “Approve” access and a 1% Workload.

F. Lecture with non-graded component (recitation or lab) & TAs not listed on lecture & Lab/Rec Director assigned

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	100%	Prof (all), Lecturer, Grad Teaching Fellow
Lab Director	Lab/Recitation 1	Secondary Instructor	Approve	10%	Various
Instructor	Lab/Recitation 1	Primary Instructor	Grade	90%	Grad Teaching Assistant
Lab Director	Lab/Recitation 2	Secondary Instructor	Approve	10%	Various
Instructor	Lab/Recitation 2	Primary Instructor	Grade	90%	Grad Teaching Assistant

Note: The workload percentage for a lab director should be 10% for each section. The combined total percentage does not need to equal 100%

G. Lecture with non-graded component (recitation or lab) AND TAs are listed on lecture (not required)

Function	Component	Instructor Role	Access	Workload	Potential Job Titles
Main Instructor	Lecture	Primary Instructor	Approve	98%	Prof (all), Lecturer, Grad Teaching Fellow
Grade Entry	Lecture	Proxy	Grade	1%	Grad Teaching Assistant
Grade Entry	Lecture	Proxy	Grade	1%	Grad Teaching Assistant
Instructor	Lab/Recitation 1	Primary Instructor	Grade	100%	Grad Teaching Assistant
Instructor	Lab/Recitation 2	Primary Instructor	Grade	100%	Grad Teaching Assistant

Note: It is not recommended to include graduate students as TA’s on the lecture component if they also have responsibility for recitation/lab sections. If a lecture association is desired, you may include them as proxies with a 1% workload each.

Sakai and Canvas Access

Q: Do certain roles in ConnectCarolina translate into roles in Sakai or Canvas?
A: Yes, roles in ConnectCarolina will transfer into Sakai and Canvas automatically. Sakai syncs three times a day. Canvas syncs hourly.

Q: Are there other ways of assigning someone to Sakai and Canvas without assigning them an instructional role in ConnectCarolina?
A: Yes, but this should only be used after Connect Carolina closes in a semester. In Sakai, the Instructor role can add a Teaching Assistant or Instructor to the site; however, for TAs there are additional steps to allow full grading access. In Canvas, a Teacher role can add any user with an active ONYEN in the role of Teaching Assistant or Teacher. When manually adding TAs to Sakai and Canvas, Instructors are taking responsibility for adherence to FERPA.

Q: Are there different levels of access in Sakai and Canvas?
A: Yes, in Sakai there are Instructors and Teaching Assistants. In Canvas, there are Teachers and Teaching Assistants. Other roles also exist, but these are the primary instructional roles. Instructors/Teachers have a higher level of access than Teaching Assistants.