Advising Requirement Types

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Use this page to view, edit, create, delete, and download advising requirement types. Examples of types might include course, group, free elective, admin, root, rules based update (RBU), and cumulative course.

Desktop Location

You can work with requirement types in Desktop on the Maintain Advising Requirement Types window.

Database Location

Advising requirement types are stored on the Requirement Type Clusters table (req_type_clusters.adv_req_type).

Where Advising Requirement Types Are Used

The types are used on the Advising Requirements (ARC) Definitions page. Each ARC has a type. The types are integral in creating curricula, programs, and student academic plans.

Fields

Type: The code or abbreviated name of the advising requirement type. Up to 5 characters. Required. Type and Description usually appear together.
Description: Up to 45 characters. Required. Type and Description usually appear together.
Cluster: Up to 2 characters. Required. The cluster codes are predefined. Each type must be mapped to one of these:
- R Root: Roots are attached to student aims.
- G Group: Groups include several courses or other requirements.
- C Course: A requirement that's met by coursework
- CC Cumulative Credit: A requirement that allows credit to accumulate each time a course is successfully repeated. This is used for music practice courses, for example, where a student can take the same 1-credit course each term for, say, 5 terms. So the requirement reports 5 credits for the repeated course.
- CT Course Totals: A requirement that reports an unduplicated total of all credits that a student has earned.
- O Other: A requirement that's not automatically evaluated. It's satisfied by placing a record in the Student Advising Alterations table for the requirement with any credit or status information to be applied to the requirement.
- U RBU: Uses the Rules Based Update code to set up noncourse requirements.
Print Order: The priority for displaying and printing the requirement type. The lower the number, the higher the priority. The default priority is 100. Enter or select numbers 0 to 999.
Priority: The priority for calculations. Enter numbers 0 to 9.
Tip
Priority matters in Advising Trees (and only for course and cumulative course types). The priority for course and cumulative Course types here is the default priority for course and cumulative course requirements in advising trees. You can adjust the priority for an individual course wherever it appears in an advising tree. There, the priority affects which requirement is met by the course if the course appears in a tree more than once.
Tip
For types other than course and cumulative course, it's convenient to set the Priority to 0. Priority matters only for courses and cumulative courses, so setting the priority of the other types to 0 reminds everyone that priority is not at play.
Print: Select the checkbox if you want the requirement type's information available for printing.
Display: Select the checkbox if you want the requirement type's information available for display.
Note: Up to 30 characters.

Permissions

The permission needed is "Can manage advising requirement types". It's available on the Academic Advising Module Manager role and roles copied from it.

How To

View Advising Requirement Types

From the Advising Administration hub, click the Hub options drop-down.
Select Definitions and then Advising Requirement Types. The Advising Requirement Types page opens.

Create Advising Requirement Types

Click the Create definitions button. The Create Advising Requirement Types pop-up opens.
Enter information in the fields. Use the information in the Fields section above as a guide. Type, Description, and Cluster are required.
Click either Create and close or Save and create another.

Edit an Advising Requirement Type

To rename a type, click the Actions button on its row, and select Rename. The Rename Definition pop-up opens. Follow the prompts.
To edit the other fields of a type, click the Actions button on its row, and select Edit. The Edit Advising Requirement Type Definition window opens. You can edit all the fields except Type. (Use the Rename feature to edit that field.)
Click the Update button.

Delete Advising Requirement Types

Select the checkbox next to each definition you want to delete.
Select Delete from the Options drop-down. The Delete Definitions? pop-up opens.
The Delete Definitions? pop-up lists the selected definitions in two categories:
- Ready to Delete: Definitions that can be deleted.
- Unable to Delete: Definitions that can't be deleted, either because they're in use or are protected by the system.
If you decide not to delete one or more of the definitions listed under Ready to Delete, click the Remove icon to remove them from the list.
When you're sure you want to delete all the rows listed under Ready to Delete, click Yes, delete.

Download to Excel

Select the checkboxes next to the rows you want to export.
From the Options drop-down, select Download to Excel. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
sidebar. Download to Excel Options
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Notice
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the "Active" column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.