Setting Up Enrollment Requisites

This chapter provides an overview of enrollment requisite setup and maintenance and discusses how to:

Click to jump to parent topicUnderstanding Enrollment Requisite Setup and Maintenance

In Student Records, two levels are available at which you can create enrollment requisites and requirements:

  1. Enrollment Requirement Groups, which handle requirements for specific courses or class reserve capacities.

  2. (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

Click to jump to top of pageClick to jump to parent topicPrerequisites

Depending on the structure and complexity of your enrollment requirement groups, you must first define the following data:

Click to jump to parent topicDefining Enrollment Requirement Groups

This section provides an overview of enrollment requirement group setup and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Enrollment Requirement Group Setup

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'll review examples of course requisite setup in this section as well.

Here’s a high-level overview of how to create a simple enrollment requirement group or reserve capacity:

  1. Create a description of the enrollment requirement group on the Course Requisite page.

  2. Determine whether parameters such as minimum GPA, units, or number of courses are an attribute of the requirement on the Requisite Parameters page.

  3. 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.

  4. Determine whether any course validation parameters exist for the requisite courses on the Requisite Detail Parameters page.

  5. 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).

Click to jump to top of pageClick to jump to parent topicPages Used to Define Enrollment Requirement Groups

Page Name

Object Name

Navigation

Usage

Course Requisite

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.

Requisite Parameters

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.

Requisite Detail

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 very similar to the Academic Requirement Group - Detail page in PeopleSoft Enterprise Academic Advisement.

Requisite Detail Parameters

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.

Click to jump to top of pageClick to jump to parent topicDefining Enrollment Requirement Groups

Access the Course Requisite page.

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 should only if your institution will no longer be using 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.

Enable Catalog Print

Select this check box to display the long description of the enrollment requirement group in the course catalog.

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.

Click to jump to top of pageClick to jump to parent topicDefining Overall Requisite Parameters

Access the Requisite Parameters page.

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.

Click to jump to top of pageClick to jump to parent topicDefining Requisite Details

Access the Requisite Detail page.

Refresh Parentheses

This button is available only when you add a new detail line. Click this button to refresh the parentheses setting. You can not 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 modifications to these values will require a substantial programming effort.

The four group line types are:

  • Condition

    Specifies allowable values of data elements that are associated with a student, for example, a condition of Academic Level. When you specify a condition that you want to require in the Condition Code field, the Condition Operator and Condition Data fields appear.

  • Course

    Specific course a student must take to fulfill the requisite. Specify the course ID, and if you want to allow equivalent courses to satisfy this requisite, select the Include Equivalent Courses check box 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 may specify not only the course ID, but also the term in which the specific course must be taken to fulfill the requisite.

  • Requirement

    Specifies individual required elements. You are prompted for the requirement number. You can enter an enrollment requirement number or an academic requirement number. Enrollment requirements are used to fulfill your more complicated requirement rules and are created in the Enrollment Requirement component. Specify the Enrollment Requirement or Academic Requirement for this line in the Requirement field.

    You can view examples of how to use an academic requirement (as opposed to an enrollment requirement).

    See Setting Up Academic Requirements.

  • Wild Card Course

    Specifies a range of courses based upon subject area and catalog number, for example, wild card course of English 1##, where the range starts at any three-digit English course beginning with 1. Specify as few or as many criteria that you want using the Academic Group, Subject and Catalog Nbr (catalog number) fields. Blank fields return all values.

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

  • Condition Code

  • Condition Operator

  • Condition Data

Note. The Condition Operator and Condition Data fields appear after you select the Condition Code.

  • Course ID

  • Include Equivalent Courses

  • Term

  • Associated Class

  • Topic ID

  • Requirement

  • Academic Group

  • Subject

  • Catalog Nbr (catalog number)

Course

  • Course ID

  • Include Equivalent Courses

  • Term

  • Associated Class

  • Topic ID

  • Condition Code

  • Condition Operator

  • Condition Data

  • Requirement

  • Academic Group

  • Subject

  • Catalog Nbr

Requirement

Requirement

  • Course ID

  • Include Equivalent Courses

  • Term

  • Associated Class

  • Topic ID

  • Condition Code

  • Condition Operator

  • Condition Data

  • Academic Group

  • Subject

  • Catalog Nbr

Wild Card Course

  • Academic Group

  • Subject

  • Catalog Nbr

  • Course ID

  • Include Equivalent Courses

  • Term

  • Associated Class

  • Topic ID

  • Condition Code

  • Condition Operator

  • Condition Data

  • Requirement

Group Line Type page display

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 may 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 can not enter 9999, because this special associated class number can be associated with any other associated class number and is never an enrollment section.

See Defining Class Associations.

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.

Click to jump to top of pageClick to jump to parent topicDefining Requisite Detail Level Parameters

Access the Requisite Detail Parameters page.

Note. This page is necessary only if you have a line type of course or wildcard course on the Requisite Detail page.

Minimum Units

Enter the minimum units that are required for the course or the wild- card 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 wildcard course that you specify. For example, if you set this to 2, the system looks for at least two courses of the course or wildcard 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. Your choices 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.

See Defining External Organizations.

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.

See Understanding Requirement Designations.

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 left cleared, the system will include in analysis and pass all parameters any non-graded courses, as well as any graded courses that have the In-Progress flag turned on (such as incomplete courses), and that match the course ID or wildcard course on the Requisite Detail page. Leaving this check box cleared is the least restrictive, and allows for maximum user/student flexibility.

Click to jump to top of pageClick to jump to parent topicExamples of Enrollment Requirement Groups

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 virtually 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:

In the preceding page:

The second and third detail lines appear like this:

In the preceding page:

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.

Here’s how to create an enrollment requirement group for this course prerequisite:

  1. On the Course Requisite page, enter the necessary data.

  2. On the Requisite Parameters page, enter 1 in the Minimum Course field.

  3. On the Requisite Detail page, create two detail lines and attach as a requisite to HONORS 499.

  4. 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.

Here’s how to create an enrollment requirement group for this reserve capacity check:

  1. On the Course Requisite page, enter the necessary data.

  2. On the Requisite Parameters page, enter 1 in the Minimum Course field.

  3. 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.

  4. For the first detail line, create a condition of cumulative GPA greater than or equal to 3.0.

  5. 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.

  1. On the Detail Parameters page, select the Exclude In-Progress Credit box, and enter a minimum grade point per unit of 4.0.

  2. 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.

Here’s how to create an enrollment requirement group for this requisite:

  1. On the Course Requisite page, enter the necessary data.

  2. On the Requisite Parameters page, enter 1 in the Minimum Course field.

  3. On the Requisite Detail page, create one detail line and attach as a requisite to ECON 205.

  4. 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.

  5. 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).

Here’s how to create an enrollment requirement group for this requisite:

  1. On the Course Requisite page, enter the necessary data.

  2. On the Requisite Parameters page, enter any necessary data.

  3. 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.

Here’s how to create this maximum unit enrollment requisite:

  1. 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.

  2. Create an academic requirement that has a line item page line type of Course Requirement.

  3. 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.

  4. Point to your enrollment course list on the Line Item Detail page.

  5. 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.

Click to jump to parent topicDefining Enrollment Requirements

This section provides an overview of enrollment requirements and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Enrollment Requirements

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, you should read “Establishing Academic Requirements” in the PeopleSoft Enterprise Academic Advisement 9.0 PeopleBook.The pages in PeopleSoft Enterprise Academic Advisement are virtually the same as those in Student Records, but they are slightly more robust. 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’s a high-level overview of how to define an enrollment requirement:

  1. Evaluate your need to use the group line type of Requirement on the Requisite Detail page.

  2. Enter a description of the enrollment requirement on the Enrollment Requirement page.

  3. Determine whether GPA, units, or courses are part of the requirement on the Parameters page.

  4. Select a requirement line type and enter a description on the Line Item page.

  5. Enter course credit parameters on the Line Item Parameters page.

  6. 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.

Click to jump to top of pageClick to jump to parent topicPages Used to Define Enrollment Requirements

Page Name

Object Name

Navigation

Usage

Enrollment Requirement

CRSE_REQUIREMENT

Curriculum Management, Enrollment Requirements, Enrollment Requirements, Enrollment Requirement

Describe the enrollment requirement.

Parameters

CRSE_RQRMNT_PARM

Curriculum Management, Enrollment Requirements, Enrollment Requirements, Parameters

Enter overall GPA and unit requirements for the requirement.

Line Item

CRSE_RQRMNT_LINE

Curriculum Management, Enrollment Requirements, Enrollment Requirements, Line Item

Define the requirement line type.

Line Item Parm (line item parameters)

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.

Line Item Detail

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.

Click to jump to top of pageClick to jump to parent topicDefining Enrollment Requirements

Access the Enrollment Requirement page.

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 adding a new requirement. Select Inactive only if your institution will no longer use this requirement.

Note. If you want to inactivate a requirement you'll 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.

See Producing a Reverse Engineering Report.

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.

Click to jump to top of pageClick to jump to parent topicDefining Overall Enrollment Requirement Parameters

Access the Parameters page.

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.

Click to jump to top of pageClick to jump to parent topicDefining Enrollment Requirement Line Types

Access the Line Item page.

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 modifications to these values will require a substantial programming effort.

Each line type value is defined in the PeopleSoft Enterprise Academic Advisement 9.0 PeopleBook.

See Creating a Requirement Line Item.

Click to jump to top of pageClick to jump to parent topicDefining Line Item Parameters

Access the Line Item Parm (line item parameters) 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 (line item parameters) 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

Click to jump to top of pageClick to jump to parent topicDefining Line Item Course Detail

Access the Line Item Detail page.

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. Your choices 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

Click to jump to parent topicDefining Enrollment Course Lists

This section provides an overview of enrollment course lists and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Enrollment Course Lists

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’s a high-level overview of how to define an enrollment course list:

  1. Create the enrollment course list description on the Course List Description page.

  2. Specify courses for the enrollment course list on the Course List Detail page, including a range of wildcard courses.

  3. Enter the parameters of each course list on the Course List Parameters page.

See Also

Setting Up Academic Course Lists

Click to jump to top of pageClick to jump to parent topicPages Used to Create Enrollment Course Lists

Page Name

Object Name

Navigation

Usage

Course List Description

RQ_COURSE_LIST_ENR

Curriculum Management, Enrollment Requirements, Enrollment Course Lists, Course List Description

Describe the course list.

Course List Detail

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 wildcard indicator.

Course List Parameters

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.

Click to jump to top of pageClick to jump to parent topicCreating Course List Descriptions

Access the Course List Description page.

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.

Click to jump to top of pageClick to jump to parent topicLinking Courses to the Course List

Access the Course List Detail page.

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 wildcard 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 may 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 can not enter 9999, because this special associated class number can be associated with any other associated class number and is never an enrollment section.

See Defining Class Associations.

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.

Click to jump to top of pageClick to jump to parent topicDefining Details of Courses in the Course List

Access the Course List Parameters page.

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 wildcard 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 wildcard 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. Your choices 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 wildcard course must have. For example, if you specify a wildcard 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.

See Defining Requirement Designations.

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 left 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 wildcard course on the Requisite Detail page. Leaving this check box cleared is the least restrictive, and allows for maximum user/student flexibility.

Click to jump to parent topicViewing Enrollment Requisite Summary Information

This section lists pages used to:

See Also

Defining Enrollment Requirement Groups

Defining Enrollment Requirements

Defining Enrollment Course Lists

Click to jump to top of pageClick to jump to parent topicPages Used to View Enrollment Requisite Summary Information

Page Name

Object Name

Navigation

Usage

Enrollment Requisite Summary

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.

Requirement Group Description

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.

Enrollment Requirement Summary

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.

Requirement Description

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.

Requirement Line Description

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.

Course List Summary

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.

Course Description

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.

Click to jump to parent topicProcessing the Enrollment Advisement Report

This section provides an overview of the enrollment advisement report and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding the Enrollment Advisement Report

The enrollment advisement 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 printout of all the enrollment requirement groups that are defined for courses at PSUNV with a subject of BIOLOGY, you can run this report.

Here’s a high-level overview of how to run the enrollment advisement report:

  1. Enter your processing parameters for the enrollment advisement report.

  2. Specify details about how much or little you want to print about each enrollment requirement group.

Click to jump to top of pageClick to jump to parent topicPages Used to Process the Enrollment Advisement Report

Page Name

Object Name

Navigation

Usage

Enrollment Advisement Report

RUNCTL_SRENRADV

Curriculum Management, Enrollment Requirements, Enrollment Advisement Report, Enrollment Advisement Report

Enter your processing parameters for the enrollment advisement report.

Enrollment Advisement Report - Print Options

PRINT_OPTIONS_SEC3

Click the Print Options link on the Enrollment Advisement Report page.

Specify details about how much or little you want to print about each enrollment requirement group.

Click to jump to top of pageClick to jump to parent topicEntering Enrollment Advisement Run Control Parameters

Access the Enrollment Advisement Report page.

As of Date

The system automatically populates this field with the current date, but you can modify it.

The report will accurately reflect 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 fields on the page become unavailable. If you do not enter a requirement group number, then the remaining fields are available for entry and you can use them to identify a set of enrollment requirement groups.

Academic Institution

Enter the academic institution for which you want to report related enrollment requirement groups. Leave this field blank to return all values (wild card).

Academic Group

Enter the academic group for which you want to report related enrollment requirement groups. Leave this field blank to return all values (wild card).

Subject

Enter the academic subject for which you want to report related enrollment requirement groups. Leave this field blank to return all values (wild card).

Catalog Nbr (catalog number)

Enter the 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 specify 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 will not contain enrollment requirement groups with an academic program because no program 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 will be contained in the report.

Print Options

Click to access the Enrollment Advisement Report - Print Options page, where you can define specific detail about the level of information to print for each enrollment requirement group.

Click to jump to top of pageClick to jump to parent topicDefining Enrollment Advisement Report Print Options

Access the Enrollment Advisement Report - Print Options page.

Description Options

Print Course Level

Select the type of course description that is contained in the report:

None: A description is not printed in the report.

All: The standard, short, and long descriptions on the Course List Description page are printed in the report.

Long: The long description on the Course List Description page is printed in the report.

Standard: The description on the Course List Description page is printed in the report.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values will require a substantial programming effort.

Print Group Level

Select the type of requirement group description that is contained in the report:

None: A description is not printed in the report.

All: The standard, short, and long descriptions on the Requirement Group page plus the catalog description are printed in the report.

Catalog: The description on the Requirement Group page is printed in the report.

Excpt Cat: The standard, short, and long descriptions on the Requirement Group page are printed in the report.

Long: The long description on the Requirement Group page is printed in the report.

Standard: The description on the Requirement Group page is printed in the report.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values will require a substantial programming effort.

Print Line Level

Select the type of line description that is contained in the report:

None: A description is not printed in the report.

All: The standard, short, and long descriptions on the Requirement Line Item page are printed in the report.

Long: The long description on the Requirement Line Item page is printed in the report.

Standard: The description on the Requirement Line Item page is printed in the report.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values will require a substantial programming effort.

Print Requirement Level

Select the type of requirement description that is contained in the report:

None: A description is not printed in the report.

All: The standard, short, and long descriptions on the Requirement page are printed in the report.

Long: The long description on the Requirement page is printed on the report.

Standard: The description on the Requirement page is printed in the report.

Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values will require a substantial programming effort.

Detail Options

Print Group Level

Select to print the requirement group detail on the report. If the check box is cleared, no group detail is printed.

Print Line Level

Select to print the line detail on the report. If the check box is cleared, no line detail is printed.

Print Requirement Level

Select to print the requirement detail on the report. If the check box is cleared, no requirement detail is printed.

Course List Detail Level

Select how the course list detail appears in the report. Choices include None, List and Courses, List and Courses with Detail, List Only, and List Only with Detail. (The default value is List and Courses.) None converts to List and Courses. List and Courses indicates that the course list plus specific courses are printed in the report. List and Courses with Detail indicates that the course list plus specific courses with detail are printed in the report. List Only indicates that the course list only is printed in the report. List Only with Detail indicates that the course list with detail is printed in the report. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values will require a substantial programming effort.