Requirement Rules

You can use the Requirement Rules page to configure the requirement rules for an area of study. You can add requirements rules to:

  • An area of study
  • Area of study category level of a catalog
  • Area of study category level of a catalog for an elective or substitution pool

For example, you can have a requirement rule that applies to an area of study and different requirement rules for each catalog.

Prerequisites

To view the page, you must have Academics - Configuration - View authorization.

To edit the page, you must have Academics - Configuration - Manage authorization.

Your institution must have configured the requirement rules. (Select the Configuration tile > locate Academic Records > select Requirement Rules.)

To add a requirement rule to the catalog level of an area of study, elective pool, or substitution pool, it must be configured in the course list. For example, to add a requirement rule to an elective pool, the area of study must have an elective pool configured in the course list.

To add requirement rules to the area of study category level of a catalog for an elective or substitution pool, your institution must have selected Yes for the Advanced feature Enable Rule Based Requirement Rules and LevelsClosed Select Yes to enable the Advanced – Rule Based option in the Type list for requirement rules. When selected, you can specify more complex requirements using operators with any or all of the characters you specify in the codes for course characteristics. Select No to use the existing options of Standard and Advanced - Course Levels and Course Attributes. Yes is also required to specify requirements rules for program versions, the program version category level of a catalog for an elective or substitution pool, and the area of study category level of a catalog for an elective or substitution pool..

You should also be familiar with the Background for Requirement Rules.

Access Method

Requirement Rules page ( Select the Configuration tile > locate Academic Records > select Area of Study >select the New button and specify the general information or select an existing area of study name in the list > select the Requirement Rules tile. )

Procedure to Configure Requirement Rules

Requirement Rules Tab

  1. On the Requirement Rules tab, review values in the list.

    ActiveClosed Specifies whether the associated record is active.

    Area of Study TypeClosed The type of area of study (such as major, minor, or concentration).

    Applied toClosed Indicates what the requirement rule is applied to. For example, it can be applied to the area of study or the catalog category for the area of study.

    Belongs to Area Of StudyClosed The requirement rule that belongs to the area of study.

    CatalogClosed The catalog configured by your institution. The catalog contains the courses required for a program version or area of study. The Default - None catalog should not be used.

    CategoryClosed Displays the category for the catalog for the associated program version for the student.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    NameClosed The descriptive name of the item.

    Requirement Rule CodeClosed The code for the requirement rule.

    Requirement Rule NameClosed The name of the requirement rule.

  2. Take the appropriate action in the list. 

    Task Action to Take

    Add a requirement rule

    1. Select the Add button. Anthology Student displays a dialog box.

    2. Select a value for Apply ToClosed Indicates what the requirement rule applies to. There are options for applying it to the area of study, category level of a catalog for an area of study, or category level of a catalog for an elective or substitution pool for an area of study. The options that are displayed will depend on how your institution configured advanced features..

    3. Review, specify, or change the following values.

      CatalogClosed The catalog configured by your institution. The catalog contains the courses required for a program version or area of study. The Default - None catalog should not be used.

      CategoryClosed Displays the category for the catalog for the associated program version for the student.

      Elective/Substitution PoolClosed The elective or substitution pool that you want to apply the requirement rule to.

    4. In the grid, review the values and select the requirement rule you want to use.

      ActiveClosed Specifies whether the associated record is active.

      CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

      NameClosed The descriptive name of the item.

    5. Select the Select button.

    Anthology Student redisplays the Requirement Rules list with the newly added requirements rules. If the area of study is a major, Anthology Student also automatically applies the requirement rules to the concentrations and lists those below the major.

    Remove a requirement rule

    Select the record and select the Remove button.

    Anthology Student removes the requirement rules records.
    Edit a requirement rule

    1.  If you want to edit an existing list item, select the name in the list.

  3. Select the Save button to save the changes.

Preview Tab

  1. On the Preview tab, review the following values.

    Area Of Study TypeClosed The type of area of study (such as major, minor, or concentration).

    Applies ToClosed Indicates what the requirement rule applies to. There are options for applying it to the program version, category level of a catalog for a program version, or category level of a catalog for an elective or substitution pool for a program version. The options that are displayed will depend on how your institution configured advanced features.

    CategoryClosed The course category name.

    NameClosed The name of the item in the Applies To column. For example, if the column contains Program, the name of the program.

    Requirement Rule CodeClosed The code of the requirement rule.

    Requirement Rule NameClosed The name of the requirement rule.

    Requirement Rule TypeClosed Indicates the requirements rule type. The options are- Advanced - Rule Based, Advanced - Course Levels and Course, Attributes and Standard.

  2. To view the details of:

    • A requirement rule record, select the expand icon

    • All the requirement rule records, select the Expand button on the toolbar

  3. Review the following values. The values will depend on the selected RuleClosed Select the type of requirement rule. For additional information about the type to select, see the Background for Requirement Rules..

    Configuration TypeClosed If you want to specify a value, select Enter a Value. If you want Anthology Student to use a value you specified during configuration, select Value from Configuration. For example, for a program version, if you want to require the number of credits specified using the Required Credits field when the program versions were configured, select Value from Configuration.

    EntityClosed If you select Enrollment, Anthology Student uses the both the program version and the area of study information. Select Program Version or Area of Study if you only want to use to the program version or area of study.

    OperatorClosed The operator that Anthology Student uses with the entity and value. For example, you can specify that the completed at your institution must be greater than or equal to 18. The operators will depend on the value you selected for Property.

    Required CoursesClosed Courses that have Required set to Yes.

    Required CreditsClosed The number of credits or hours required for the course or enrollment.

    Rule PropertiesClosed The property being evaluated in the entry for the type of requirement rule. For example, a GPA, credits, or hours.

    ValueClosed If you selected Enter a Value for Configuration Type, specify the value. For example, if your insitution wants to require 30 credits for a second degree completed, specify 30.

  4. To display the configuration for the requirement rule, select the highlighted name of the rule in the Requirement Rule Code column.

If You Edit Requirement Rules for a Program Version or Area of Study

If you change the requirement rules for a program version or an area of study, Anthology Student does not automatically apply those changes to students enrolled in the program version. If you want to propagate the changes to the students, you must use the Update Student Course Lists and Requirement Rules page. (Select the Processes tile > locate Academic Records > select Update Student Course Lists and Requirement Rules.)