Parameters Tab

1. In this example, the requirement indicates the completion of a total of 15 units. On the parameters tab, this requirement indicates not only the 15-unit requirement but a minimum of 2.0 grade points for the courses to meet the requirement. Similar to the requirement groups page shown above, some of the other page settings include
   1. Course Ranking Scheme: Chronological will select courses by term (first term to current term)
   2. Credit Include Mode: All Stats will allow the course to be applied to only one requirement in the requirement group.
   3. Choice Resolution Method: Satisfy in Sequential Order will satisfy requirements in the order specified by the Line Number on the Detail tab.  
   4. Reporting: Set to Always Report
   5. Print Control: Set to Print on Audit Reports

Line Item Tab

2. The details added on the Line Item tab will describe the criteria for meeting the requirement.  For the Line Items that will be displayed to students, include a Report Description and a Report Long Description that will be shown to students.

Line Items Parameters Tab

3. This tab allows specific settings for each Line Item on the Requirement.  This example shows that a Minimum and Maximum of 2 courses are allowed on Line Item Line Nbr 0010, and the courses must have a Minimum Grade Point of 2.0.
4. Select the Display Select Line on this tab to display this line to the students on the AAR.

Line Item Detail Tab

5. On the Line Item Detail tab, this example connects in the Course Lists that will be used to evaluate the requirement.  Therefore, the student must take two classes from the specified course list and have a minimum of 2.0 grade points.  Colleges that do not use grade points must have grade categories configured on the grading scheme to identify which grades are accepted to meet the requirement.

6. This requirement example is looking for the student to complete two courses with a lab and one course without a lab. The requirements for the courses with a lab are shown above. To add the requirement for non-lab courses, inset a second Line Item with the second Course list, as indicated in the images below.

7. The final criteria for this requirement is that students must select classes from multiple disciplines. For this to work, a class list will need to be created for each discipline that the student can take a course from and a Unit, Course or GPA Limit line type will need to be created on the Academic Requirement for each of these disciplines. These Limit Line Types will not be displayed to students. The example is shown in the images below.

Global limits are typically used when a group of courses can be applied to multiple Requirements within a Requirement Group, and there is a maximum number of units from those courses that can be applied to the degree or certificate.  One example of this is a Physical Education (PE) credit limit, where no more than 3 units of PE courses should be applied to the degree.  If the degree has a PE requirement and an Electives requirement, a PE course could be placed into both requirements.  A Global Limit would ensure the Requirement Group uses no more than 3 units between the two requirements and that no more than 3 PE units are applied to the degree. 

To work properly the Global Limit must be the first requirement listed in the Requirement Group so it can assess all requirements listed below.  Typically colleges hide Global Limits from displaying on the advisement report.

Global Limits are NOT needed to enforce limits if a student has credit for multiple versions of the same course.  For example, a student has taken BUS 100 and ACCT 100 which are versions of the same course.  The advisement report should only use one of those courses and not both.  To ensure only one course is used, the college must:

• Maintain the Course Catalog by adding a Course Equivalency group to each version of the course.  The Course Equivalency group is how the system will know the courses are considered the same when you run the Repeat Checking process.
• Run the Repeat Checking process after each term.  This is a critical step so the Advisement Report uses only one version of the course from the student’s record.

Global Limits are NOT needed if a group of courses can only be applied to one Requirement within the Requirement Group, or the courses may apply to more than one requirement, although there is no overall degree limit.  An example of this is Biology courses within an Associate of Arts degree.  The Natural Sciences requirement has a Biology limit of no more than 10 units.  That limit will be enforced by the Natural Sciences requirement by using a Line Type value of “Unit, Course, or GPA Limit”.  If the student has more than 10 units of Biology, the rest may be applied towards the Electives requirement.

The images below are an example of a Physical Education Global Limit.

A verification requirement can be used to ensure an academic policy is met without counting the credits towards the overall unit total.  For example, the degree may use a verification requirement to ensure the student has completed a Diversity course, although the units for the course will be counted as part of the Humanities or Electives requirement and the verification requirement will only check that the student has completed a course in the Diversity category.

The verification requirement must be listed after the unit bearing requirements within the Requirement Group, and before the Unused Courses requirement.

The images below are an example of a Diversity course verification requirement.

If Display Select Line is selected on the Line Items Parameters tab, as shown in the example above, the requirement will be displayed on the AAR.

A “TotalUnits” or graduation requirement is required for each credential if your college would like to use the Degree Boost query (QCS_AA_DEGREE_BOOST). This query identifies students who are near completion and not enrolled. 

• The Line Item for this requirement must be the last (or only) Line Item within the requirement. 
• The Short Search Description on the Line Item tab must be ‘TotalUnits’ (no space between the words, and it is case sensitive). 

Colleges usually include TotalUnits with a graduation or completion requirement. For example:

• Line 0010 – Minimum Cumulative Grade Point Average
• Line 0020 – Academic Residency, minimum units
• Line 0030 – TotalUnits, minimum number of units to earn the credential

Previously, SBCTC recommended configuring the AAR's TotalUnits requirements using a List Recall Mode value of "All Courses Used." This configuration option is found by navigating Menu > Academic Advisement > Define Academic Requirements and selecting the Line Item Detail tab. Next, a Line Detail Type value of "DLST" is selected, and the List Recall Mode dropdown menu appears. This is where we have recommended users select "All Courses Used."

For students with just one active Program/Plan stack (at your college), the "All Courses Used" option will accurately display graduation requirements. Although a student has more than one active Program/Plan stack (at your college), the courses may show incorrectly. The student's second degree may include courses from the first degree, even if they were not applied to the second degree. We recommend a new configuration if your college allows multiple active plan stacks.

The Unused Courses requirement is a mandatory configuration for all credentials eligible for Financial Aid. This requirement displays courses on the student's record that do not apply to the credential. To identify courses that are ineligible for Financial Aid, a query is run to identify courses within a term that do not apply to the student's degree. The information in this query comes directly from the Academic Advisement Report (AAR) and this requirement.

Previously, SBCTC recommended configuring the Unused Courses requirements for the AAR using a List Recall Mode value of "All Courses Used." This configuration option is found by navigating Menu > Academic Advisement > Define Academic Requirements and selecting the Line Item Detail tab. Next, a Line Detail Type value of "DLST" is selected, and the List Recall Mode dropdown menu appears. This is where we have recommended users select "All Courses Used."

For students with just one active Program/Plan stack (at your college), the "All Courses Used" option will be accurately displayed in the AAR. However, the courses may show incorrectly if a student has more than one active Program/Plan stack (at your college). The student's second degree listed on the AAR considers courses applied to the first degree as "used" even if not applied to the second degree. We recommend a new configuration if your college allows multiple active plan stacks.

When a student can choose between two optional requirements, there are a few ways to build the requirement. This example will show you a way that lays out the options for the student. This will display as indicated below.

On the Line Item tab, build the Course requirement and connect with an "Or" Statement.  

Additional limits or parameters can be attached to each list using parentheses. In this example, the second course list has a PE limit.

On the line item parameters tab, set any parameters that apply to each of the course lists that will be connected.

On the Line Item detail tab, add in the course lists that for the lines identified on the Line Item tab.

This scenario can be used when a college is using multiple grade categories. In this example, the college has a grade category for "Taken at the college" and a Grade Category for "Transfer passing grade." Using both grade categories connected to the course list, the system will allow any grades with these categories to apply to the requirement. The college using this specific example wants to accept only specific grades in their GRD "Graded" grading scheme and specific grades in their TRN "Transfer" grading scheme to qualify to meet the specific requirement.

In this example, the line detail sequence in which the Line Item Detail is built is important to make this scenario work as expected.  

1. On the Line Item Detail tab
   1. Insert a Derived Course List row with the first-grade category
   2. Insert a Derived Course List row with the second-grade category
      1. List Include mode would be set to Y "Union."
   3. Insert a Course List row with the Course List number
      1. List Include mode would be set to I "Intersection."

In this specific example, the credit being applied was brought in with a "P" transfer credit grade using Other Credits.

Navigation: Records and Enrollment > Transfer Credit Evaluation > Other Credits - Manual

This class now applied to the requirement as expected.