This chapter provides an overview of enrollment requisite setup and maintenance and discusses how to:
Define requisite program statuses.
Define tests for use in requisites.
Define student groups for use in requisites.
(Optional) Define requisite conditions.
(Optional) Define entity groups for use in requisites.
Define enrollment requirement groups.
Define enrollment requirements.
Define enrollment course lists.
View enrollment requisite summary information.
Generate a reverse engineering report.
Generate the Enrollment Requirement Group report.
Generate the Requirement report.
Generate the Entity Group Table and Condition Table reports.
In Student Records, two levels are available at which you can create enrollment requisites and requirements:
Enrollment Requirement Groups, which handle requirements for specific courses or class reserve capacities.
(Optional) Enrollment Requirements (with or without course lists), which handle complicated requisite rules.
Most likely, you can meet 90 percent of your requisite needs with the Enrollment Requirement Group component alone.
See Also
Setting Up Academic Requirement Groups
Setting Up Academic Requirements
Setting Up Academic Course Lists
Depending on the structure and complexity of your enrollment requirement groups, you must first define the following data:
Academic institutions.
Requisite program statuses.
(Optional) Tests for requisites.
Student Groups for requisites.
(Optional) Requisite conditions.
(Optional) Enrollment requirements.
(Optional) Enrollment course lists.
(Optional) Entity groups.
(Optional) Requirement designations.
(Optional) Courses.
This section discusses how to define valid academic program statuses for use in requisite checking.
Page Name |
Definition Name |
Navigation |
Usage |
Define Requisite Prog Status |
SSR_ENR_RPT_TYPE |
Curriculum Management, Enrollment Requirements, Define Requisite Prog Status, Define Requisite Prog Status |
Enter valid academic program statuses for use in Enrollment Requisites conditions. |
Access the Define Requisite Prog Status page (Curriculum Management, Enrollment Requirements, Define Requisite Prog Status, Define Requisite Prog Status).
Use this page to identify valid program statuses for an institution. The statuses that are defined on this component are considered valid for enrollment requisites using conditions that specify academic programs, plans, or sub-plans. The requisite checking process evaluates only programs, plans, or subplans for which the student's current (for the enrollment term) academic program status matches one of the statuses defined here.
Effective Date |
Enter the date for which the program status is effective for requisites. |
Program Status |
Enter the valid program statuses for the assigned effective date. |
Note. In most cases, you will need to define only one status here (ACTV). Adding any other non-active program statuses allows requisite conditions based on academic program, plan and sub plans to be satisfied by non-active students.
This section discusses how to define tests for use in enrollment requisites.
Page Name |
Definition Name |
Navigation |
Usage |
SSR_REQ_COND_TEST |
Curriculum Management, Enrollment Requirements, Define Tests for Requisites, Define Tests for Requisites |
Set up test information for use in conditions in enrollment requirement groups and requirements. |
Access the Define Tests for Requisites page (Curriculum Management, Enrollment Requirements, Define Tests for Requisites, Define Tests for Requisites).
Use this page to identify the tests and related data that you want to use in conditions in enrollment requirement groups and requirements. The Test IDs are already defined in the Test Tables component. Here, you are identifying which Test IDs and related data that you want to use in enrollment requisites.
Important! If you want to use test scores in academic requirements, you must define your Test IDs and related data in the Define Tests for Advisement component.
See Setting Up Optional Advisement Data.
Note. Tests defined in this component are saved with a requirement usage code of ENR. Users can retrieve such rows using this component only.
Test ID |
Select the Test ID (such as ACT, GMAT, or GRE) that you want to use in enrollment requirement groups or enrollment requirements. The system displays values defined on the Test Tables page. This field is unavailable for entry unless you are in Add mode. |
Status |
Select the status of the report identifier. Values are: Active: Select when adding a new report identifier. Inactive: Select only if your institution no longer uses this report identifier. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modification to these values will require a substantial programming effort. |
Months Valid |
Enter the number of months for which a test score can be considered valid. An empty (blank) field is interpreted to mean that the test is always valid. |
Test Score Method |
Select the test score method. Values are: Average of All Scores Taken: Select to have the enrollment engine average scores for a given test when it processes the test for a condition in an enrollment requirement or requirement group. First Test Taken: Select to have the enrollment engine use the test score with the earliest date when it processes the test for a condition in an enrollment requirement or requirement group. Highest Score: Select to have the enrollment engine use the highest score for a given test when it processes the test for a condition in an enrollment requirement or requirement group. Last Test Taken: Select to have the enrollment engine use the score from the last test date taken when it processes the test for a condition in an enrollment requirement or requirement group. Lowest Score: Select to have the enrollment engine use the lowest score for a given test when it processes the test for a condition in an enrollment requirement or requirement group. |
Enable User to Override Method |
By default, this check box is cleared, which means that the user is unable to change this value for this test ID in the Enrollment Requirement, Enrolment Requirement Group, or Define Requisite Conditions component pages. Select this check box if you want to enable a user to change the Test Score Method field value on the enrollment requirement or enrollment requirement group components. This check box label is defined in the Message Catalog. You can change this label as needed. |
Enable User to Override Months |
By default, this check box is cleared, which means that the user is unable to change the Months Valid field value in the academic requirement or academic requirement group component pages. Select this check box if you want to enable a user to change the Test Score Method field value on the Enrollment Requirement, Enrolment Requirement Group, or Define Requisite Conditions components. This check box label is defined in the Message Catalog. You can change this label as needed. |
Data Source |
Select one or more valid data sources (American College Testing, for example) for the test ID you are defining. Values for this field are delivered with your system as translate values. You can modify these translate values. The delivered testing agency values that appear here are American College Testing, College Board, Educational Testing Services, and Law School Admission Services. These are the data sources that will be considered as valid when processing a test score in an enrollment requirement or requirement group. |
See Also
Setting Up External Test Score Loads
Setting Up Optional Advisement Data
Setting Up Academic Requirements
This section discusses how to define student groups for use in enrollment requisites.
Page Name |
Definition Name |
Navigation |
Usage |
SSR_VALID_STDNT_GR |
Curriculum Management, Enrollment Requirements, Define Requisite Student Group, Define Requisite Student Group |
Enter student groups for use in enrollment requisites. |
Access the Define Requisite Student Group page (Curriculum Management, Enrollment Requirements, Define Requisite Student Group, Define Requisite Student Group).
Use this page to identify the student group codes that you want to use in conditions in enrollment requirement groups and requirements.
Note. Student groups that are defined in this component are saved with a requirement usage code of ENR.
Effective Date |
Enter the date for which the student group is effective. |
Student Group |
Enter the valid student group or groups for the assigned effective date. |
This section provides an overview of conditions for use in enrollment requisites and discusses how to define them.
When you want to create an enrollment requisite that contains a condition, you select a value from the list of delivered "standard" condition codes (Cumulative Grade Point Average, for example). For example, you might set up a course prerequisite whose condition is that the student's cumulative GPA is greater than 3.0.
Requisite conditions enable you to create conditions that are more complex and then use those as conditions in an enrollment requirement or requirement group. They enable you to use multiple standard conditions (student group equals athlete and academic standing is good, for example), user programmable conditions (a milestone, for example), or a combination thereof. For example, you might set up a requisite condition whereby academic level must be less than sophomore and that the SAT math score must be greater than or equal to 650.
A condition specification (requisite condition) is a condition that includes connector types, lines, process types, parameters, and controls. It can also be referenced by another requisite condition. Using Boolean logic, requisite conditions can be combined within a condition specification to create more complex requisite conditions. For example, you could create two requisite conditions, and then point to these from a third requisite condition. Requisite condition #1 equals academic level = freshman and cum GPA>=2.0. Requisite condition #2 equals sophomore and cum GPA>=2.5. Requisite condition #3 equals requisite condition #1 OR requisite condition #2.
Page Name |
Definition Name |
Navigation |
Usage |
RQ_CONDITION |
Curriculum Management, Enrollment Requirements, Define Requisite Conditions, Define Requisite Conditions |
Define the conditions for use in enrollment requirements or enrollment requirement groups. |
Access the Define Requisite Conditions page (Curriculum Management, Enrollment Requirements, Define Requisite Conditions, Define Requisite Conditions).
Condition Specification |
This is an arbitrary number that is unique for each condition specification. You can use this condition specification as a condition in an enrollment requirement or enrollment requirement group. |
Description |
Enter a description for the condition specification that you want to establish. The description appears on the enrollment requisite (requirement group) summary, enrollment requirement summary, the enrollment advisement report, the requisite requirement report, and the reverse engineering report. |
Short Description and Long Description |
Enter descriptions for the condition specification that you want to establish. These descriptions are used for documentation purposes only. |
Academic Institution |
Select the academic institution. Each condition specification is associated with only one academic institution. |
Connector Type |
Select the main connector type for this condition specification. Values are: None, AND, and OR. (None converts to AND.) The connector type indicates the Boolean operator to be used in the equation that contains the condition lines. |
Condition Line Sequence |
This number indicates the order in which the condition lines are evaluated. The condition line sequence number is automatically assigned, but can be overridden by the user. |
Condition Process Type |
Select a condition process type. Values are: Standard Condition: Indicates that the condition is one of the delivered, standard conditions. This is the default field value. If you use this type, then the condition code field is available. User Programmable Condition: Indicates that the condition is a user programmable condition. If you select User Programmable Condition, the Condition Process Identifier field becomes available. If you select the condition process type User Programmable Condition, and the condition process identifier of Milestone Check, then you are presented with additional fields. Use these to specify the details about the milestone for use in this dynamic condition. |
Condition Code |
If you select the Condition Process Type field value of Standard Condition, then select one of the following delivered translate values: None: Indicates no field value. Academic Level: Indicates the year of study. For example, valid values include freshman and sophomore. This value is evaluated against the student based on whatever As of Date field value is specified at run time. Academic Plan: Indicates the area of study, for example, a major or minor within the academic program. Some plans are subdivided into sub-plans. Academic Plan and Primary Academic Plan reference the exact same plan when the student has one plan only. Academic Plans: Indicates that all of a student's plans are part of the equation. Academic Program: Indicates the program of study to which a student applies and is admitted. Academic Program and Primary Academic Program reference the exact same program when the student has one program only. Academic Programs: Indicates that all of a student's academic programs are part of the equation. Academic Standing: Indicates a student's standing at the institution. For example, values might include good standing, probation, and dismissal. You define values in the Academic Standing table. This value is evaluated against the student based on the as of date that you specify at run time. Academic Sub-Plan: Indicates a further specialization within the academic plan. Academic Sub-Plans: Indicates that all of a student's sub-plans are part of the equation. Cumulative Grade Point Average: A student's cumulative grade point average (derived from the students term history cumulative statistics, in conjunction with the processing as of date). Dynamic Condition: Indicates a dynamic condition that has been previously created in the Define Dynamic Condition component. Primary Academic Plan: Indicates a student's primary academic plan. The primary academic plan is designated by the lowest plan sequence number on the Student Plan page. For example, under a program of LAU, a student might have two plans, Psychology and Classics Minor. If Psychology has a plan sequence number of 10 and Classics Minor has a plan sequence number of 20, then Psychology is the primary academic plan. On the Student Plan page, student career number 0 is the primary career. Important! The primary academic plan is designated by the lowest plan sequence number on the Student Plan page, and the primary academic program is designated by the lowest career sequence number on the Student Program page. However, when a student has multiple programs (containing multiple plans), the primary academic plan is not necessarily the lowest plan sequence number under a given program, but it is that plan with the lowest plan sequence number under the program with the lowest student career number. For example, under a program of Liberal Arts Undergraduate (attached to a student career number of 0), a student has a plan of Psychology with a plan sequence number of 10. The same student has a plan of Art with a plan sequence number of 10 under a program of Fine Arts Undergraduate (attached to a student career number of 1). Both plans have a plan sequence number of 10, but the plan under the program with the lowest career number is the primary plan. In this example, the primary plan is Psychology, which is tied to a student career number of 0 through the Liberal Arts Undergraduate program. Primary Academic Program: Indicates a student's primary academic program. The primary academic program is the program designated by the lowest career sequence number. On the Student Program page, student career number 0 is the primary career. Student Group: Indicates a grouping of students. For example, values might include athlete and veteran. You define values in the Student Group table. Student Groups: Indicates that all of the student groups containing a student are part of the equation. Test Score: Select to use a test score as a condition. If you select this field value, the following additional fields appear: Test ID, Test Component, Condition Operator, Test Score, Months Valid, and Test Score Method. Months Valid and Test Score Method are editable according to the setup on the Define Tests for Advisement page. If you select User Programmable Condition, the Condition Process Identifier field becomes available. Select the appropriate value for the condition process. The delivered values are: 0001 (Milestone Check), 0002 (Internal Degree Check), and 0003 (External Degree Check). Milestone Check verifies whether a milestone is completed, in progress, or not completed. Internal Degree Check verifies whether a student has received a degree from the home institution. External Degree Check verifies whether a student has received a degree from another institution. Note. You can create additional condition process identifier field values in the Condition Processes table. Delivered field values are numbered from 1 through 500. Client-added values should be numbered above 500. |
Condition Operator |
Values are: Equal, Greater Than, Greater or Equal, In, Less Than, Less or Equal, Not Equal, and Not In. None is the same as Equal. The operators of In and Not In are for use with requisite entity groups and so are available only when you select the following condition codes: Academic Plan, Academic Plans, Primary Academic Plan, Academic Program, Academic Programs, Primary Academic Program, Academic Sub Plan, Academic Sub Plans, Student Group, and Student Groups. If you select the operator In or Not In, the Condition Data field prompts on requisite entity groups that you set up using the Requisite Entity Groups component. Note. A student with a null set of entities is always considered true for all plurals of that entity for both In and Not In because the null set is included in all entity groups and all entity group complements. Operators are not used if the precondition is Dynamic Condition. If the precondition is Dynamic Condition, then select one of the dynamic conditions that you previously created in the Define Dynamic Condition component. |
Condition Data |
The system prompts you with values based on your selections in the Condition Code and Condition Operator fields. |
Academic Institution |
If applicable, enter the academic institution. Each condition line detail is associated with only one academic institution. |
Academic Career |
If applicable, enter the academic career that contains the academic program that is associated with this condition line detail. |
Academic Program |
If applicable, enter the academic program that is associated with this condition line detail. |
Academic Plan |
If applicable, enter the academic plan that is associated with this condition line detail. |
Milestone |
Enter the milestone that must be achieved to satisfy this condition line detail. For example, a milestone could be an audition, qualifying exam, or thesis. You define milestones in the Milestone table. |
Milestone Complete |
Select the appropriate milestone. Values are: None: Indicates that the field is not applicable. Completed: Indicates that the student must complete this milestone to satisfy the condition line detail. In Progress: Indicates that the student must be working towards completing the milestone to satisfy the condition line detail. Not Completed: Indicates that the student must not have completed this milestone to satisfy the condition line detail. |
Milestone Level |
Enter the minimum level for this milestone. Some examples of milestone levels are honors, undergraduate, or graduate. |
Minimum Grade Points |
Enter the minimum grade points that are acceptable to complete this condition line detail. |
Milestone Title |
Enter a descriptive phase as the milestone title. Use this field for documentation purposes only. |
If the condition process type is User Programmable Condition and the condition process identifier selected is External Degree Check or Internal Degree Check, the user then must select a degree.
Degree |
Enter the degree that must be obtained to satisfy the condition line. |
If you select the condition process type of standard condition and the condition code of Test Score, the appearance of the page changes.
Test ID |
Select a Test ID from those defined on the Define Advisement Tests page. |
Test Component |
The selection options are based on the Test ID selected. |
Condition Operator |
Identifies what type of comparison is to be applied to the condition data. Possible condition operators include: None, Less or Equal, Greater or Equal, Equal, Greater Than, Less Than, and Not Equal. Make sure that you use an operator that makes sense in the equation. Values for this field are delivered with your system as translate values. Do not modify these values. Any modifications to these values require a substantial programming effort. |
Test Score |
Enter a score required for the test component and condition operator selected. |
Months Valid |
The value indicates the number of months for which a test score is valid. This field is available for editing based on the setup on the Define Tests for Advisement page. |
Test Score Method |
Values are: Average of All Scores Taken: Select to have the advisement engine average scores when it processes the tests for a condition in an enrollment requirement or requirement group. First Test Taken: Select to have the advisement engine use the test score with the earliest date when it processes the tests for a condition in an enrollment requirement or requirement group. Highest Score: Select to have the advisement engine use the highest score for a given test when it processes the tests for a condition in an enrollment requirement or requirement group. Last Test Taken: Select to have the advisement engine use the score from the date of the last test taken when it processes the tests for a condition in an enrollment requirement or requirement group. Lowest Score: Select to have the advisement engine use the lowest score for a given test when it processes the tests for a condition in an enrollment requirement or requirement group. |
When you select the Calculate Test Score check box, other fields become available so that you can define the details of the calculation to be performed when the dynamic condition is used in an enrollment requirement or enrollment requirement group.
Test Component Taken Option |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. Valid values are: Tests Taken on Different Dates and Tests Taken on Same Date. |
Test ID |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. These prompt from the Test IDs defined on the Define Advisement Tests page. |
Condition Operator |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. Identifies what type of comparison is to be applied to the condition data. Possible condition operators include: None, Less or Equal, Greater or Equal, Equal, Greater Than, Less Than, and Not Equal. Make sure that you use an operator that makes sense in the equation. Values for this field are delivered with your system as translate values. Do not modify these values. Any modifications to these values require a substantial programming effort. |
Calculation Method |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. Valid values are: Average of the Components and Sum of the Components. |
Score Required |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. Enter a valid score required as it relates to the values selected in the preceding fields. |
Months Valid |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. This field is available for editing based on the setup on the Define Tests for Advisement page. The value indicates the number of months for which a test score is valid. |
Test Score Method |
This field appears in the Condition Details group box only when the Calculate Test Score check box is selected. Values are: Average of All Scores Taken: Select to have the advisement engine average scores when it processes the tests for a condition in an enrollment requirement or requirement group. First Test Taken: Select to have the advisement engine use the test score with the earliest date when it processes the tests for a condition in an enrollment requirement or requirement group. Highest Score: Select to have the advisement engine use the highest score for a given test when it processes the tests for a condition in an enrollment requirement or requirement group. Last Test Taken: Select to have the advisement engine use the score from the date of the last test taken when it processes the tests for a condition in an enrollment requirement or requirement group. Lowest Score: Select to use the lowest score for a given test when tests for a condition in an enrollment requirement or requirement group are processed. |
Condition Line Sequence |
Appears by default, starting with the number 1. Each condition line must have a unique condition line sequence value. |
Test Component |
This field appears in the Condition Lines group box only when the Calculate Test Score check box is selected. The selection options are based on the Test ID selected. |
Minimum Score |
This field appears in the Condition Lines group box only when the Calculate Test Score check box is selected. Enter the minimum acceptable score for the test component identified for the condition line sequence. |
See Also
This section discusses how to define entity groups for use in enrollment requisites.
Entity groups are similar items (programs, plans, subplans, or student groups) that are grouped together to be used in a condition. An example is that you have a requisite for a course that states a student must be enrolled in one of five plans to enroll in the course. To make this a simple condition, the five plans are placed into an entity group. When the condition is defined, it states that academic plans must be in the entity group. This allows for many similar objects to be grouped together for comparison.
Page Name |
Definition Name |
Navigation |
Usage |
SSR_RQ_ENTITY_GRP |
Curriculum Management, Enrollment Requirements, Define Requisite Entity Groups, Define Requisite Entity Groups |
Define the academic entity group to be used as a precondition or condition requirement. |
Access the Define Requisite Entity Groups page (Curriculum Management, Enrollment Requirements, Define Requisite Entity Groups, Define Requisite Entity Groups).
Note. Entity groups that are defined in this component are saved with a requirement usage code of ENR.
Entity Group |
This system generated number is unique for each entity group. It can be used to build a condition at the enrollment requirement group or enrollment requirement level. |
Effective Date |
The latest effective date that you enter for the entity group is used during processing. |
Academic Institution |
Select the academic institution. Each entity group is associated with only one academic institution. |
Description |
Enter a description for the entity group. The description appears in the enrollment requirement group and enrollment requirement summaries. |
Entity Group Type |
Select the entity group type that indicates the type of items that are contained in the group. This field value determines what information appears in the Entity Group Item Detail group box. Program is the default value. |
Entity Group Item Detail
This group box lists the details (entities) in this requisite entity group. An entity group item number is a sequential line number that the system automatically assigns to each item in the entity group. You can override the number. The system automatically supplies the description.
This section provides an overview of enrollment requirement group setup and discusses how to:
Define enrollment requirement groups.
Define overall requisite parameters.
Define requisite details.
Define requisite detail level parameters.
Enrollment requirement groups encompass requisites based on a variety of factors including grade point average and units, courses, and much more. Virtually every prerequisite or corequisite that your institution has for courses can be satisfied with the Enrollment Requirement Group component alone.
Enrollment requirement groups are also used for reserve capacity portions of classes. You can create enrollment requirement groups which are later attached to classes designating a reserve capacity for students who meet a certain criteria (for example, you can set aside 10 seats in a class for students with a certain academic level, cumulative GPA, number of units earned, and so on).
You attach enrollment requirement groups to courses in the course catalog, and you can override these requisite rules or append them on a class-by-class basis when you create the schedule of classes. One course catalog offering can refer to one enrollment requirement group rule, but that rule can contain multiple course requisites and noncourse enrollment restrictions (such as condition requirements). Multiple course offerings can use the same enrollment requirement group or different ones. Reusability, and thus a reduction in data entry and maintenance, is a valuable aspect of this feature.
Of course, a number of ways are available for you to structure your course requisites. Many times more than one "correct" way exists to structure requisites using a combination of enrollment requirement groups and enrollment requirements (which we review later in this section). We review examples of course requisite setup in this section as well.
Here is a high-level overview of how to create a simple enrollment requirement group or reserve capacity:
Create a description of the enrollment requirement group on the Course Requisite page.
Determine whether parameters such as minimum GPA, units, or number of courses are an attribute of the requirement on the Requisite Parameters page.
Enter any other parameters of the requisite such as a course, a range of courses, a student attribute (such as program or plan), and so on, on the Requisite Detail page.
Determine whether any course validation parameters exist for the requisite courses on the Requisite Detail Parameters page.
Attach the enrollment requirement group to a course offering on the Course Catalog - Offerings page (as a requisite); or attach the enrollment requirement group to a course on the Schedule of Classes - Reserve Cap (Schedule of Classes - Reserve Capacity) page (as a reserve capacity).
Page Name |
Definition Name |
Navigation |
Usage |
CRSE_REQUIS_RESTR |
Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Course Requisite |
Describe the enrollment requirement group. The system generates a unique numeric identifier for the group, although you can enter your own number for the group. |
|
CRSE_RQS_RSTR_PARM |
Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Parameters |
Specify overall GPA and unit requirements for all of the requisite detail lines in the group. The GPA, course and unit minimums that are entered apply to the overall course restrictions for the classes that are specified in the subsequent requirement pages. |
|
CRSE_RQS_RSTR_DET |
Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Detail |
Link the actual courses or noncourse requirements to the enrollment requirement group. The page is similar to the Academic Requirement Group - Detail page in PeopleSoft Academic Advisement. |
|
CRSE_RQS_DET_PRM |
Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Detail Parameters |
Further define the details of Course or Wild Card Course group line types. |
Access the Course Requisite page (Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Course Requisite).
Effective Date |
Enter an effective date for this enrollment requirement group. The effective date must be equal to or less than the effective date of the course to which this course requisite is attached. Note. The system accesses the enrollment requirement group rules based on the start date of the term for which the requisite checking occurs. As long as your effective date is less than or equal to the term start date and the status is Active, the enrollment posting process checks this rule. |
Status |
Select a status for this enrollment requirement group. Select Active when adding a new enrollment requirement group. Select Inactive only if your institution no longer wants to use this enrollment requirement group. Note. If you want to inactivate an enrollment requirement group, you need to delete the number for that enrollment requirement group from each course to which it is attached on the Catalog Data page. |
Description, Short Description, and Long Description |
Enter a description, short description, and long description for the enrollment requirement group. |
Report Description and Report Long Description |
Enter a report description and long description for the enrollment requirement group to be used by the enrollment requirement checking processes. |
Academic Institution |
The system populates the academic institution field by default. You can change the value. |
Academic Group, Subject Area, and Catalog Nbr (catalog number) |
The system does not include these values in the analysis of the requirement group. These values are helpful tools for searching the database for the appropriate requirement group to attach to a course. You may want to use these fields to signify the course to which the requisite is attached, or to specify department ownership of the requisite. |
Enable Catalog Print |
Select this check box to display the long description of the enrollment requirement group in the course catalog. |
Access the Requisite Parameters page (Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Parameters).
Course Credit Parameters
Course credit parameters are overall criteria that the system uses in the evaluation of all combined requisite detail lines.
Minimum GPA (minimum grade point average) |
Enter the overall minimum GPA for classes that are selected to meet this requirement. |
Minimum Units |
Enter the total minimum units for the classes that are selected to meet this requirement. |
Minimum Courses |
Enter the total minimum courses for the requirement. |
Default for Detail Level
Min Grade Points/Units (minimum grade points/units) |
The system uses the minimum grade points per unit value as a filter in the requisite checking process. This technique is used to simplify and generalize the comparison logic. The minimum grade point/unit value is the minimum grade points that are required for any individual class that is selected to meet the requirement. The system includes a student's in-progress work as counting toward the minimum. |
Detail Selection Parameters
Connector Type |
For enrollment requirement groups with more than one requisite detail line, select the appropriate connector type. The connector type indicates whether the student must meet all of the requirement line detail conditions (AND) or whether the student only needs to meet one of the requirement line details (OR). This value is used as the connector default on the Requisite Detail page when rows are inserted. |
Access the Requisite Detail page (Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Detail).
Refresh Parentheses |
This button is available only when you add a new detail line. Click this button to refresh the parentheses setting. You cannot explicitly set parentheses to group detail rows. If the main connector type is AND, then the system automatically groups ORs together with parentheses. For example, if A or B and C or D is entered, then the implied statement is (A or B) and (C or D). If the main connector type is OR, then the system automatically groups ANDs together with parentheses. For example, if A or B and C or D is entered, then the implied statement is A or (B and C) or D. |
Line |
The system generates the line number. The number determines the order in which the system evaluates the detail lines. You can change the number, but no two lines can have the same number. |
Group Line Type |
Select the requirement line type. The group line type that you select determines the format for this line. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modification to these values requires a substantial programming effort. The four group line types are:
|
Report Description and Report Long Description |
Enter a report description and long description for the requisite detail to be used by the enrollment requirement checking processes. If neither of the fields is populated, the enrollment requirement checking processes generate a default description based on the data on the page. |
This table show the way the fields on this page change, depending on the group line type that you select:
Group Line Type |
Fields That Appear |
Fields That Are Hidden |
Condition |
Note. The Condition Operator and Condition Data fields appear after you select the condition code. |
|
Condition |
If you select a condition code of Dynamic Condition: Condition Data |
|
Condition |
If you select a condition code of test score:
|
|
Course |
|
|
Requirement |
Requirement |
|
Wild Card Course |
|
|
Include Equivalent Courses |
Select for the system to include in its evaluation both the course ID that you specify and all courses that are set up as equivalent to the selected course ID for this requirement. If you select this check box, the following fields become unavailable: Term, Associated Class, and Topic ID. Clear this check box to further narrow your course parameters with the Term, Associated Class, and Topic ID fields. For example, you can specify not only the course ID, but also the term in which the specific course must be taken to fulfill the requisite. |
Term |
Enter the term in which the student must take the course that you specify for the course to be used in this enrollment requirement group. Leave this field blank to return all values. |
Associated Class |
Enter the associated class number (of the course that you specify) that the student must take for the course to be used in this enrollment requirement group. For class associations, indicate a term to prompt off valid values. Leave this field blank to return all values. Note. You cannot enter 9999, because this special associated class number can be associated with any other associated class number and is never an enrollment section. |
Topic ID |
Enter the topic ID (of the course that you specify) that the student must take for the course to be used in this enrollment requirement group. This field prompts from the topics defined in the course catalog. Leave this field blank to return all values. |
Requisite Type |
Specify whether this requirement line is a prerequisite or a corequisite. A prerequisite is something that a student must complete before the start date of the desired class. If you use an enrollment course list (as part of an enrollment requirement), you can allow in-progress coursework to fulfill prerequisites. A corequisite is something that a student can complete prior to, or at the same time as, the desired class. Conditions are always set up as prerequisites in the background. Students either meet the condition at the time of enrollment (which means that they currently have the required condition), or they do not. |
Access the Requisite Detail Parameters page (Curriculum Management, Enrollment Requirements, Enrollment Requirement Groups, Requisite Detail Parameters).
Note. This page is necessary only if you have a line type of course or wild card course on the Requisite Detail page.
Minimum Units |
Enter the minimum units that are required for the course or the wildcard course for this requisite detail line. |
Min Units/Course (minimum units per course) |
Enter the minimum units per course value to indicate the minimum number of units that a single course must be worth to be evaluated. For example, if you set this to 3, the system picks up only courses that are worth three units or greater. If the system finds a course on the student's record that matches the course on the Requisite Detail page, but it is only two units, the course will not be used to meet the requisite. |
Minimum Courses |
Enter the minimum number of courses that are required of the course or wild card course that you specify. For example, if you set this to 2, the system looks for at least two courses of the course or wild card course that you specify. When the system finds at least two courses that match your requisite detail line, the requisite is satisfied. |
Min Grade Points/Unit (minimum grade points per unit) |
Enter the minimum grade points per unit that each course must have to be used to satisfy the course requisite. For example, if you set this to 7, then each course must be a grade C or greater to be evaluated (.7 × 3 units = 2.1, or a grade of C). |
Transfer Level Allowed |
Enter a transfer-level-allowed value that indicates what type of transfer credit (if any) is acceptable. Values are: Always Allow: All applicable transfer credit can be used to satisfy the requisite. Never Allow: Transfer credit can never satisfy the requisite. Two Year Institution Only: Only transfer credit from two-year institutions can be used to satisfy the requirement. On the School Data page, an institution can be identified as a two- or four-year institution. |
Requirement Designation |
Select the requirement designation that each course for this requisite detail line must possess to be evaluated. For example, if you specify a wild card course list of ARCH 4## on the Requisite Detail page, then specify a requirement designation of DSGN on the Requisite Detail Parameters page. Only ARCH 400 - level courses that have a designation of DSGN (with a grade of Satisfied) meet this requisite. Requirement designation values are defined on the Requirement Designation Table page. |
Valid Begin and Valid End |
Enter valid begin and valid end dates to specify the date range when the courses must be taken to satisfy the requisite. Leaving these fields blank means that it does not matter when the courses are taken. When the system compares the date range, it uses the start and end dates of the term in which the course was taken. For transfer courses, the system uses the start date and end date of the articulation term. |
Course must be GPA Material |
Select this check box to require that courses evaluated for this requisite must be applied toward the student's career GPA calculation. For instance, any courses that a student took for a pass/no pass grade basis would not be evaluated, as typically this grade basis does not have the Include in GPA check box selected on the Grading Scheme Table page. |
Test Credit is Allowed |
Select this check box to allow test credit courses to be evaluated. |
Other Credit is Allowed |
Select this check box to allow other credit courses to be evaluated. |
Exclude In-Progress Credit |
If the course that the student takes to satisfy this requisite must be fully graded for the system to consider it valid, select this check box. If this check box is cleared, the system will include in analysis and pass all parameters any nongraded courses, as well as any graded courses that have the In-Progress flag enabled (such as incomplete courses), and that match the course ID or wild card course on the Requisite Detail page. Leaving this check box cleared is the least restrictive, and allows for maximum user/student flexibility. |
The enrollment requirement group feature is robust. While reviewing the Academic Advisement documentation will significantly enhance your knowledge of enrollment requirement groups, we review some examples in this section of how to set up the Requisite Detail page.
You can create course requirements many ways, and usually more than one way exists to create any particular course requirement. Some of the complex examples use the enrollment requirement and course list features, documented later in this section.
Course or Condition Requisite
At PSUNV, Psychology 288, Neuropsychology, requires that students have either passed Psychology 124 or declared a primary academic plan of psychology. In this example, Psychology 124 is a course prerequisite, and the primary academic plan of psychology is a condition prerequisite. Notice that for the condition, the Requisite Type field becomes unavailable for entry. This is because the system is populating the field to prerequisite in the background.
The Requisite Detail page has two requisite lines, joined together with an "or" statement:
Wild-Card Course Requisite
At PSUNV, Education 338, Development of Reading Skills, requires a prerequisite of any Education 200-level course, and Psychology 240. In this example, the Education 200 level course is specified as a Wild Card Course prerequisite, and Psychology 240 is a regular Course prerequisite.
The Requisite Detail page would have two requisite lines, joined together with an "and" statement:
Requirement, Course, and Course List Requisite
At PSUNV, Biology 231, Neurobiology, requires Biology 1 and 2 (as almost all biology courses require), as well as Chemistry 101 and 102. Because the requisite of Biology 1 and 2 will be used repeatedly for virtually every biology course, we developed an enrollment requirement called Biology 1 and 2. Within that enrollment requirement is a course list of Biology 100 and 101. In our Biology 231 enrollment requisite group we define a group line type of Requirement that points to the Biology 1 and 2 requirement, as well two group line types of Course for Chemistry 101 and Chemistry 102.
Note. Alternative ways are available of defining such a requisite scenario without using course lists, but this is one way that you can define these requisites.
After we defined a Biology 1 and 2 course list and an enrollment requirement, we created the enrollment requirement group, entering the following detail lines on the Requisite Detail page. The page has three detail lines: one for the enrollment requirement of Biology 1 and 2, one for the course requirement of Chemistry 101, and the last for the course requirement of Chemistry 102:
On the preceding page:
This requisite is considered first by the system because the line number is 0010, the lowest number in our detail lines.
The group line type is Requirement.
The requirement is Biology 1 and 2 (Biology 1 and Biology 2).
These are in a course list because they will be used repeatedly together as a prerequisite requirement in a large number of courses.
The requisite type is Pre-Requisite.
The second and third detail lines appear like this:
On the preceding page:
The connector type is AND because this rule must be fulfilled along with the Biology 1 and 2 requirement.
The line number is 0020. The system evaluates this rule second, because one rule line is preceding it.
The group line type is Course.
The course ID represents Chemistry 101.
The third detail line for Chemistry 102 is exactly like the preceding sample page.
Condition and Wild-Card Course Requisite, Exclude In-Progress Credit
At PSUNV, for a student to enroll in HONORS 499, he or she must have a verifiable cumulative GPA of greater than or equal to 3.0.
To create an enrollment requirement group for this course prerequisite:
On the Course Requisite page, enter the necessary data.
On the Requisite Parameters page, enter 1 in the Minimum Course field.
On the Requisite Detail page, create two detail lines and attach as a requisite to HONORS 499.
For the first detail line, create a condition of cumulative GPA greater than or equal to 3.0.
For the second detail line, set the connector type to And, then select a group line type of Wild Card Course.
On the Wild Card Course Detail Requisite Detail page, select the Exclude In-Progress Credit box.
This requisite verifies that not only does the student have a cumulative GPA of greater than or equal to 3.0, but that the student is not a first semester student with no courses completed at all.
If you decide to include in-progress credit, then even those students who have no coursework completed, but at least one course in progress, will meet this requisite. This assumes that the student will not only complete his or her in-progress credit, but will also complete the in-progress credit with the required GPA.
If you want to be more conservative with this requisite and really ensure that the student has a proven track record, be sure to select the Exclude In-Progress check box on the Requisite Detail Parameters page.
Condition and Course Requisite, Exclude In-Progress Credit
At PSUNV, a total of five seats are reserved in Advanced Fiction Writing 2 for students who have a verifiable GPA of greater than or equal to 3.0 and have passed Advanced Fiction Writing 1 with a grade of A.
To create an enrollment requirement group for this reserve capacity check:
On the Course Requisite page, enter the necessary data.
On the Requisite Parameters page, enter 1 in the Minimum Course field.
On the Requisite Detail page, create two detail lines and attach as a reserve capacity to Advanced Fiction Writing 2 on the Schedule of Classes - Reserve Cap page.
For the first detail line, create a condition of cumulative GPA greater than or equal to 3.0.
For the second detail line, set the connector type to And, select a group line type of Course, select the course ID for Advanced Fiction Writing 1, and select a requisite type of Pre-Requisite.
On the Detail Parameters page, select the Exclude In-Progress Credit box, and enter a minimum grade point per unit of 4.0.
This requisite line ensures that, if the system finds Advanced Fiction Writing 1 on the student's record, the student has completed the course and earned a grade of A.
If you decide to include in-progress credit, then a student with Advanced Fiction Writing 1 in-progress (but not yet completed or graded) will meet the reserve capacity, and the system will allow this student to enroll. Sometimes you may want to be this liberal, but in the instance here, we require that the course be verifiably an A grade.
Course Requisite, Include In-Progress Credit
At PSUNV, for a student to register for ECON 205, the student must either currently be enrolled in ECON 115, or have completed ECON 115 with a C grade or better.
To create an enrollment requirement group for this requisite:
On the Course Requisite page, enter the necessary data.
On the Requisite Parameters page, enter 1 in the Minimum Course field.
On the Requisite Detail page, create one detail line and attach as a requisite to ECON 205.
For this detail line, select a group line type of Course, select the course ID for ECON 115, and select a requisite type of Pre-Requisite.
On the Requisite Detail Parameters page, enter a minimum grade point per unit of 2.00 and leave cleared the Exclude In-Progress Credit box.
This requisite enables both students with ECON 115 in-progress and students with ECON 115 completed with a C grade or higher to fulfill the requisite.
Condition Requisite, Include In-Progress Coursework
At PSUNV, all students with a cumulative GPA of 3.5 and higher may register for EDUC 100 (first semester freshmen with no verifiable GPA at all are also eligible).
To create an enrollment requirement group for this requisite:
On the Course Requisite page, enter the necessary data.
On the Requisite Parameters page, enter any necessary data.
On the Requisite Detail page, create one detail line and attach as a requisite to EDUC 100.
For this detail line, create a condition of cumulative GPA greater than or equal to 3.5.
This requisite will be satisfied by students with some graded coursework (all of which averages greater than 3.5 GPA), as well as by first semester freshmen with no coursework completed at all. This is because a null value passes all parameters.
Example of Maximum Unit Limit for Enrollment
At PSUNV, students can take no more than 12 units of physical education courses. If students attempt to enroll in a physical education course that takes them over the 12-unit limit, their enrollment is blocked by a prerequisite requirement.
To create this maximum unit enrollment requisite:
Create an enrollment course list that references all physical education courses (wild card or course by course).
Set up any course parameters. Enter minimum grade point per unit values for each course if you want to count only physical education courses that were successfully completed. If you also want to limit F graded courses, you can leave this field clear.
Create an academic requirement that has a line item page line type of Course Requirement.
Set the Credit Include Mode field to Verify, and the Maximum Units Allowed field to 12.00.
Be sure this is set to Verify. This is the power that regular ENR usage enrollment requirements do not have.
Point to your enrollment course list on the Line Item Detail page.
Create an enrollment requirement group that points to the academic requirement.
Attach this requirement as a corequisite.
Attach this enrollment requisite to all physical education courses.
This section provides an overview of enrollment requirements and discusses how to:
Define enrollment requirements.
Define overall enrollment requirement parameters.
Define enrollment requirement line types.
Define line item parameters.
Define line item course detail.
Enrollment requirements are for more complicated requisite needs, and are also great tools for reusability. Create enrollment requirements only if you are using the Requirement group line type in an enrollment requirement group. You can use enrollment requirements in conjunction with other enrollment-requirement group line types.
To fully understand enrollment requirements, read "Setting Up Academic Requirements" in the PeopleSoft Academic Advisement 9.0 PeopleBook. The pages in PeopleSoft Academic Advisement mirror those in Student Records but with additional functionality. You can set up enrollment requirement groups that reference academic requirements (in the event that you need to take advantage of their complex functionality), so we suggest that you learn as much about them as possible.
Here is a high-level overview of how to define an enrollment requirement:
Evaluate your need to use the group line type of Requirement on the Requisite Detail page.
Enter a description of the enrollment requirement on the Enrollment Requirement page.
Determine whether GPA, units, or courses are part of the requirement on the Parameters page.
Select a requirement line type and enter a description on the Line Item page.
Enter course credit parameters on the Line Item Parameters page.
If you're using a course list, create it in the course list component, and add the course list number on the Line Item Detail page.
Note. If you are going to select the line type of condition and specify a dynamic condition or test score, then you must first have set up dynamic conditions and valid test IDs on the Define Requisite Conditions component and Define Tests for Requisites component, respectively.
Page Name |
Definition Name |
Navigation |
Usage |
CRSE_REQUIREMENT |
Curriculum Management, Enrollment Requirements, Enrollment Requirements, Enrollment Requirement |
Describe the enrollment requirement. |
|
CRSE_RQRMNT_PARM |
Curriculum Management, Enrollment Requirements, Parameters |
Enter overall GPA and unit requirements for the requirement. |
|
CRSE_RQRMNT_LINE |
Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item |
Define the requirement line type. |
|
CRSE_RQ_LINE_PARM |
Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item Parm |
Specify the unit and GPA requirements for the line type. The fields that appear on the page depend on the line type that you select on the Line Item page. |
|
CRSE_RQ_LN_DETAIL |
Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item Detail |
Link course lists, derived course lists, and conditions to your line items. The page controls that appear on the page depend on the line type that you select on the Line Item page. |
Access the Enrollment Requirement page (Curriculum Management, Enrollment Requirements, Enrollment Requirements, Enrollment Requirement).
Effective Date |
Enter an effective date for this enrollment requirement. The effective date must be equal to or less than the effective date of the enrollment requirement group to which this course requisite is attached. Note. The system accesses the enrollment requirement rules based on the start date of the term for which the requisite and restriction checking occurs. As long as your effective date is less than or equal to the term start date, and the status of the enrollment requirement is Active, the system checks the rule in the enrollment process. |
Status |
Select a status for this requirement. Select Active when you add a new requirement. Select Inactive only if your institution will no longer use this requirement. Note. If you want to inactivate a requirement you also need to remove any reference to the requirement number on the Requisite Detail page. To determine which enrollment requirement groups reference a particular requirement, run the reverse engineering report. |
Report Description and Report Long Description |
Enter a report description and long description for the enrollment requirement to be used by the enrollment requirement checking processes. The report fields are hidden when the group line type is set to Requirement. In this case, the report descriptions are defined within the Enrollment Requirements component. |
Academic Institution |
The system populates this field by default when you access the page. You can change this value. The institution determines the enrollment requirement groups that can reference this requirement. |
Academic Group, Subject Area, and Catalog Nbr (catalog number) |
Academic group, subject, and catalog number are not used by the system in the analysis of the requirement, but are helpful tools for when you are searching the database for the appropriate requirement to attach to an enrollment requirement group. You may want to use these fields to signify the course to which the requisite will be attached, or to specify department "ownership" of the requisite. These values are optional. |
Access the Parameters page (Curriculum Management, Enrollment Requirements, Enrollment Requirements, Parameters).
Course Credit Parameters
Course credit parameters are overall requirements for all line items. These fields are optional.
Minimum GPA (minimum grade point average) |
Enter the overall minimum GPA that all classes that are selected to meet this requirement must satisfy. |
Minimum Units |
Enter the total minimum units that all classes that are selected to meet this requirement must satisfy. |
Minimum Courses |
Enter the total minimum courses that all classes that are selected to meet this requirement must satisfy. |
Default for Detail Level
Min Grade Points/Unit (minimum grade points per unit) |
The system uses the value that you enter as a filter in the evaluation process. This technique is used to simplify and generalize the comparison logic. The minimum grade points per unit are the minimum grade points that are allowed for any individual class enrollment that is selected to meet the requirement. |
Detail Selection Parameters
Connector Type |
Select the appropriate connector type. The connector type indicates whether the student must meet ALL of the requirement detail conditions (AND) or whether the student needs to meet only one condition (OR). This page control is used as the connector default on the Requirement Line Item page when you insert rows. |
Access the Line Item page (Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item).
Line |
The number determines the order in which the system evaluates the detail lines. The system generates a sequential line number. You can override the number, but it is best to insert the rows in the correct order. |
Line Type |
The line type that you select determines the format for this line, and it also determines the fields that become available for entry on the Line Item Detail page and Line Item Parm page. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modification to these values requires a substantial programming effort. Each line type value is defined in the PeopleSoft Academic Advisement 9.0 PeopleBook. |
Report Description and Report Long Description |
Enter a report description and long description for the line item to be used by the enrollment requirement checking processes. |
Access the Line Item Parm page (Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item Parm).
If the line type is Condition, no fields appear on the Line Item Parm page.
Minimum GPA (minimum grade point average) |
Enter the minimum GPA that is the minimum overall GPA requirement for classes that are selected to satisfy this requirement. (For example, if a requisite states that the student needs to take four Math 100-level classes with an overall GPA of 3.00 for a total of 12 units, then enter 3.00 in this field.) Any existing value in the Minimum GPA field on the Parameters page is supplied by default to the Line Item Parm page when you add a requirement line. |
Minimum Units |
Enter a value that represents the minimum total units for the courses that are selected to satisfy this requirement. If this line item references a course list, then the number of units represents the total number of units that all courses found on the student's record (that match the course list) must be worth. |
Minimum Courses |
Enter value that represents the minimum number of courses that are required for this requirement. If this line item references a course list, then the number of courses represents the total number of courses that all courses found on the student's record (that match the course list) must be worth. |
Maximum Units Allowed |
Enter a value that represents the maximum number of units that can be evaluated for this requirement. This is not a way to verify whether a student has exceeded a unit limit. This is a way to limit what is evaluated. |
Maximum Courses Allowed |
Enter a value that represents the maximum number of units that can be evaluated for this requirement. This is not a way to verify whether a student has exceeded a course count limit. This is a way to limit what is evaluated. |
Min Grade Points/Unit (minimum grade points per unit) |
Enter the minimum grade points per unit that each course must have to satisfy the enrollment requirement. For example, if you set this to 2.0, then each course that is evaluated must be a grade C or greater. If a course is evaluated that does not meet this minimum, the requisite is not satisfied. |
See Also
Specifying Requirement Line Item Parameters
Access the Line Item Detail page (Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item Detail).
Line Detail Sequence |
The system assigns a sequential number to a specific line detail. You can have multiple detail line sequences under a single line number. The line detail sequence affects the order in which the system evaluates each line item detail. Those with the lowest number are evaluated first. |
Line Detail Type |
Select the line detail type value that indicates the type of line detail. Values are: CLST: Indicates a static course list that can be used to satisfy the requirement. DLST: Indicates a dynamic, user-defined course list that the system draws from a subset of a student's transcript or academic record. |
Course List |
Appears with a line detail type of CLST. Enter the course list number that indicates a grouping of classes that the system can evaluate. |
Derived Course List |
Appears with a line detail type of DLST. Enter the derived course list that indicates a type of class that the system can draw from a subset of the student's transcript or academic record. |
List Include Mode |
Appears if you have multiple line item detail rows. Indicates how a previous line detail sequence interacts with a new line detail sequence. (This field is available for every line except the first one.) Choices include: Y, indicating union; I, indicating intersection; and N, indicating subtraction. |
List Recall Mode |
Appears with a line detail type of DLST. Indicates the conditions that the system uses to select courses from the student's transcript. |
View |
Appears with a line detail type of CLST. Click the View button to access the course list summary where you can review the course list details. |
See Also
Setting Up Requirement Line Item Detail
This section provides an overview of enrollment course lists and discusses how to:
Create course list descriptions.
Link courses to the course list.
Define details of courses in the course list.
Create enrollment course lists only when you are creating enrollment requirements that have a course list requirement. Enrollment course lists should be set up before enrollment requirements are established.
Enrollment course lists and enrollment derived course lists are available. Enrollment course lists are static predefined lists of courses. Enrollment derived course lists are dynamically generated course lists as identified in a particular student's transcript. You can attach both types of course lists to enrollment requirements and can specify how many courses from the list (static or dynamic) are needed to satisfy specific enrollment requirements. Course lists and derived course lists are also used in the Academic Advisement application as a precursor for academic requirements.
Here is a high-level overview of how to define an enrollment course list:
Create the enrollment course list description on the Course List Description page.
Specify courses for the enrollment course list on the Course List Detail page, including a range of wild card courses.
Enter the parameters of each course list on the Course List Parameters page.
See Also
Setting Up Academic Course Lists
Page Name |
Definition Name |
Navigation |
Usage |
RQ_COURSE_LIST_ENR |
Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Description |
Describe the course list. |
|
RQ_CRSE_LIST_DET |
Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Detail |
Link the actual courses to the course list. A course is specified either by a unique course ID or by using the wild card indicator. |
|
RQ_CRSE_LST_DPR2 |
Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Parameters |
Define the details of units, GPA, and other information for each course in the course list. |
Access the Course List Description page (Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Description).
Course List |
The system generates a unique course list number each time that you add a new course list. You should use the system-generated course list number rather than entering your own course list number. |
Effective Date |
Enter an effective date for this course list. The effective date must be equal to or less than the effective date of the enrollment requirement to which this course list is attached. |
Status |
Select a status for this course list. Select Active when adding a new course list. Select Inactive only if your institution will no longer be using this course list. If you want to inactivate a course list, you will also need to remove all references to the course list on active Requirement Line Item Detail pages. To identify which Requirement Line Item Detail pages reference a particular course list, run the Reverse Engineering report. |
Academic Institution |
The system supplies the academic institution by default. In Add mode, you can change this value. |
Academic Career, Academic Group, Subject Area, and Catalog Nbr (catalog number) |
Academic career, academic group, subject, and catalog number are not used by the system in the analysis of the course list, but are helpful tools for when you are searching the database for the appropriate course list to attach to an enrollment requirement. You may want to use these fields to signify the course to which the course list will be attached, or to specify department "ownership" of the course list. |
Access the Course List Detail page (Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Detail).
Fetch |
When you access this component, the system loads only effective-dated rows, without any detail. This is to enhance performance for those course lists that have hundreds of course sequence rows. Click the Fetch button to retrieve and display the course sequence data, including the related detail parameters for the effective-dated row. |
Course Sequence |
This number acts as a course specification, indicating either a specific course ID or a group of equivalent courses. Each course sequence number indicates a unique component of the course list and can be arbitrarily assigned except when you are using a line type of sequential restriction on the Requirement Line Item page. If the sequence is important, enter the correct course order here so that the student must take the courses in the specified order. |
WildCard Indicator |
Select this check box to indicate a wild card course, rather than a specific course ID. |
Academic Group |
Appears if you select the WildCard Indicator check box. Specify an academic group for the course offering. All courses with this academic group may be considered. |
Subject |
Appears if you select the WildCard Indicator check box. Specify an academic subject for the course offering. All courses with this subject may be considered. |
Catalog Nbr (catalog number) |
Appears if you select the WildCard Indicator check box. Enter the required portion of the catalog number that is up to ten characters (NNNNAAAAAA), where the first four characters are numeric (leading zeroes are blank padded) and the last six characters a an alphanumeric suffix. For example, a catalog number of 3## indicates that any 300-level course is acceptable, including 301A, because suffixes are ignored when a number wild card is specified unless a suffix value is exclusively indicated. |
Course ID |
If the WildCard Indicator check box is cleared, use this field to specify the exact course ID. |
Include Equivalent Courses |
Select for the system to include in its evaluation both the course ID that you specify and all courses that are set up as equivalent to the selected course ID for this requisite. If you select this check box, the following fields become unavailable: Term, Associated Class, and Topic ID. Clear this check box to further narrow your course parameters with the Term, Associated Class, and Topic ID fields. For example, you can specify not only the course ID, but also the term in which the specific course must be taken. |
Term |
Enter the term in which the student must take the course that you specify for the course to be used in this enrollment course list. Leave this field blank to return all values. |
Associated Class |
Enter the associated class number (of the course that you specify) that the student must take for the course to be used in this enrollment course list. For class associations, indicate a term to prompt off valid values. Leave this field blank to return all values. Note. You cannot enter 9999, because this special associated class number can be associated with any other associated class number and is never an enrollment section. |
Topic ID |
Enter the topic ID (of the course that you specify) that the student must take in order for the course to be used in this enrollment course list. This field prompts from the topics that are defined in the course catalog. Leave this field blank to return all values. |
Access the Course List Parameters page (Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Parameters).
Min Units/Course (minimum units per course) |
Enter the minimum number of units that the course to which this line refers must be worth to be used in the course list or as a wild card course. For example, if you set this to 3, the system uses only courses for this line that are worth three units each or greater. If the system finds a course on the student's record that meets the course list, but it is only two units, the course cannot be used to satisfy this requirement. |
Min Grade Points/Unit (minimum grade points per unit) |
Enter the minimum grade points per unit that the corresponding course or wild card course must have to be used in the analysis. For example, if you set this to 2.0, then the course must be a grade C or greater to fulfill this requisite. |
Transfer Level Allowed |
Enter a value that indicates what type of transfer credit (if any) is acceptable. Values are: Always Allow: All applicable transfer credit can be used to satisfy the requisite. Never Allow: Transfer credit can never satisfy the requisite. Two Year Institution Only: Only transfer credit from two-year institutions can be used to satisfy the requirement. Four Year Institution Only: Only transfer credit from four-year institutions can be used to satisfy the requirement. |
Requirement Designation |
Select the requirement designation that the course or wild card course must have. For example, if you specify a wild card course of ARCH 4## on the Course List Detail page, then specify a requirement designation of DSGN on the Course List Parameters page. Only ARCH 400 - level courses that have a designation of DSGN (with a grade of Satisfied) meet this requisite. Requirement designation values are defined on the Requirement Designation Table page. |
Valid Begin and Valid End |
Enter dates to specify the range of dates when the course must be taken to satisfy the requisite. Leaving these fields blank means that the courses can be taken anytime. When the system compares the date range, it uses the start and end date of the term in which the course was taken. For transfer courses, the system uses the start and end date of the articulation term. |
Course must be GPA material (course must be grade point average material) |
Select to require that the course taken for this requisite be applied toward the student's career grade-point-average calculation. For instance, any courses that a student took for a pass or no pass grade basis could not be used to meet this requisite if this grade basis does not have the Include in GPA check box selected on the Grading Scheme table page. |
Test Credit is Allowed |
Select to allow test credit courses to be evaluated. |
Other Credit is Allowed |
Select to allow other credit courses to be evaluated. |
Exclude In-Progress Credit |
If the course taken to satisfy this course list must be fully graded for the system to consider it valid, select this check box. If this check box is cleared, the system will include in analysis and "pass" all parameters any non-graded course, as well as any graded course that has the In-Progress flag turned on (such as Incomplete), and that match the course ID or wild card course on the Requisite Detail page. Leaving this check box cleared is the least restrictive, and allows for maximum user/student flexibility. |
This section lists the pages used to:
Review summary rules for enrollment requirement groups.
Review summary rules for enrollment requirements.
Review summary rules for enrollment course lists.
See Also
Defining Enrollment Requirement Groups
Defining Enrollment Requirements
Defining Enrollment Course Lists
Page Name |
Definition Name |
Navigation |
Usage |
ADVIS_RQ_GRP_SUMM |
Curriculum Management, Enrollment Requirements, Enrollment Requisite Summary, Enrollment Requisite Summary |
View enrollment requirement group rules. This page is shared with the Academic Advisement application. |
|
RQS_SUMM_DESC |
Click the requirement group description link on the Enrollment Requisite Summary page. |
View a summary of requisite description information. This page is shared with the Academic Advisement application. |
|
ADVIS_RQ_SUMMARY |
Curriculum Management, Enrollment Requirements, Enrollment Requirement Summary, Enrollment Requirement Summary |
View enrollment requirement rules. This page is shared with the Academic Advisement application. |
|
RQ_SUMM_DESC |
Click the requirement description link on the Enrollment Requirement Summary page. |
View a summary of enrollment requirement rules. This page is shared with the Academic Advisement application. |
|
RQ_LN_SUMM_DESC |
Click the requirement line description link on the Enrollment Requirement Summary page. |
View a summary of enrollment requirement rules. This page is shared with the Academic Advisement application. |
|
RQ_COURSELIST_SUMM |
Curriculum Management, Enrollment Requirements, Course List Summary, Course List Summary |
View the courses within an enrollment course list. This page is shared with the Academic Advisement application. |
|
CLST_SUMM_DESC |
Click the course description link on the Course List Summary page. |
View the course ID and description for each requisite course. This page is shared with the Academic Advisement application. |
This section provides an overview of the Reverse Engineering Report and discusses how to generate the report.
See Also
Producing a Reverse Engineering Report
Use the Reverse Engineering Report page to search for a requirement, course, course list, or condition that the system is using. You can search to find out which requirement group contains a specific requirement; which course list contains a specific course; which requirement contains a specific course list; and which requirement group, requirement, or requirement line contains a specific condition.
The Reverse Engineering reports include enrollment and academic advisement requirement groups, requirements, and course lists.
To produce a Reverse Engineering report:
Enter the report type and any other general parameters on the Reverse Engineering Report page.
Click the Run button to process the report.
Page Name |
Definition Name |
Navigation |
Usage |
RUNCTL_SRREVENG |
|
Enter the parameters that are to capture the data that you want to review. Select a report type to enable the page to display the appropriate parameter fields. |
This section provides an overview of the enrollment requirement group report and discusses how to generate the report.
The Requirement Group report lists the contents (or structure) of a specific enrollment requirement group or all enrollment requirement groups that meet the criteria established for the report. This report provides an easy way to verify the enrollment requirement groups for any institution, subject, or catalog number. For example, if you need a list of all the enrollment requirement groups defined for courses at PSUNV with a subject of BIOLOGY, you can run this report.
Here is a high-level overview of how to run the requirement group report:
Enter your processing parameters for the requirement group report.
Specify details about how much or little you want to print about each enrollment requirement group.
Click the Run button to process the report.
Page Name |
Definition Name |
Navigation |
Usage |
RUNCTL_SRENRADV |
Curriculum Management, Enrollment Requirements, Requirement Group Report, Requirement Group Report |
Enter your processing parameters for the requirement group report. |
Access the Requirement Group Report page (Curriculum Management, Enrollment Requirements, Requirement Group Report, Requirement Group Report).
As of Date |
The system automatically populates this field with the current date, but you can modify it. The report accurately reflects the requirements contained in the specified requirement group (or requirement groups that meet the search criteria) as of this date. |
Requirement Group |
Enter the requirement group for this report. Each enrollment requirement group consists of detail lines pointing to conditions, courses, or requirements as well as parameters that include unit and course requirements. Note. If you enter a requirement group number, then the remaining search fields on the page become unavailable. If you do not enter a requirement group number, then the remaining search fields are available for entry and you can use them to identify a set of enrollment requirement groups. |
Academic Institution, Academic Group, Subject, Catalog Nbr (catalog number) |
Enter the institution, group, subject, or catalog number for which you want to report related enrollment requirement groups. Leave this field blank to return all values (wild card). |
Honor Blank Values |
Select to indicate that the blank fields on this page represent actual values. For example, if the check box is selected and the Academic Group field is left blank, then the report does not contain enrollment requirement groups with an academic group because no academic group has been specified. If the check box is not selected, the blank field acts as a wild card and every enrollment requirement group with an academic group in the specified academic institution is contained in the report. |
Description Options
Use this group box to control how descriptions are presented in the summary report.
Values for these fields are delivered with your system as translate values. Do not modify these values. Any modifications to these values require a substantial programming effort.
Print Group Level |
Select the type of requirement group description to be included in the report. Values are:
|
Print Requirement Level, Print Line Level , Print Course Level |
Select the type of requirement level, requirement line, and course list description to be included in the report. Values are:
|
Detail Options
Use this group box to control how details are presented in the summary report.
Print Group Level, Print Requirement Level , Print Line Level |
Select to print the requirement group detail, requirement detail, or line detail on the report. If the check box is cleared, no group detail prints. |
Course List Detail Level |
Select how the course list detail should appear in the report. Values are:
Values for this field are delivered with your system as translate values. Do not modify these values. Any modifications to these values require a substantial programming effort. |
This section provides an overview of the enrollment requirement report and discusses how to generate the report.
The Requirement report lists the contents (or structure) of a specific enrollment requirement or all of the academic requirements that meet the criteria established for the report. This report is an easy way to verify the academic requirements that you have defined for enrollment requisites. For example, if you need a printout of all of the enrollment requirements that are defined at PSUNV with an academic group of LBART you can run this report.
While preparing to print this report, you can request that the requirements, lines, and courses be summarized in generalized terms or in specific detail. The parameters that you define for the requirement advisement report appear on the report.
Here is a high-level overview of how to run the requirement group report:
Select the academic requirement or enter other general parameters on the Requirement Report page.
Enter the description and detail options.
Click the Run button to generate the report.
Page Name |
Definition Name |
Navigation |
Usage |
SSR_RUNCTL_RQR_ADV |
Curriculum Management, Enrollment Requirements, Requirement Report, Requirement Report |
Enter your processing parameters for the requirement report. |
Access the Requirement Report page (Curriculum Management, Enrollment Requirements, Requirement Report, Requirement Report).
As of Date |
The system automatically populates this field with the current date, but you can modify it. The report accurately reflects the requirement lines in the specified requirement (or requirements that meet the search criteria) as of this date. |
Academic Requirement |
Enter the requirement for this report. Each enrollment requirement consists of detail lines pointing to conditions as well as parameters that include unit and course requirements. Note. If you enter a requirement number, then the remaining search fields on the page become unavailable. If you do not enter a requirement number, then the remaining search fields are available for entry and you can use them to identify a set of enrollment requirements. |
For information about other fields on this page, refer to the field descriptions for the Requirement Group Report page in the previous section.
The Entity Group Table report and Condition Table report display all the information about the appropriate data defined in the tables for the particular institution and the as of date.
To generate an Entity Group Table or Condition Table report:
Select the as of date and institution on the Entity Group Table and Condition Table Reports page for which you want to report conditions.
Click the Run button.
Select either the Condition Table Report or the Entity Group Table Report process to specify the report type.
Click the OK button to process the report.
Page Name |
Definition Name |
Navigation |
Usage |
SSR_RUNCTL_MIS_RPT |
Curriculum Management, Enrollment Requirements, Miscellaneous Requisite Report, Entity Group Table and Condition Table Reports |
Process one or both enrollment requirement administrative reports: the Entity Group Table report and the Condition Table report. The Entity Group Table report lists all the entity groups for the institution based on the as of date that you enter. The Condition Table report lists all the dynamic conditions for the institution based on the as of date that you enter. |
Access the Entity Group Table and Condition Table Reports page (Curriculum Management, Enrollment Requirements, Miscellaneous Requisite Report, Entity Group Table and Condition Table Reports).
As of Date |
The report accurately reflects the retrieved information as of this date. This field is automatically populated with the current date, but you can modify it. A value is required in this field. |