Enrollment Controls: Setting up Course Requisites
5/30/17
Enrollment Controls
Table of Contents
ENROLLMENT CONTROLS.................................................................................................................................. 1
Key Terminology ............................................................................................................................................ 1
The Three-Step Course Requisite Process...................................................................................................... 2
Approach to Course Requirement Groups ..................................................................................................... 2
APPROVED COURSE REQUISITES....................................................................................................................... 5
View Approved Course Requisites Using Course Catalog ............................................................................. 5
View Approved Course Requisites Using Class Search ................................................................................. 6
View Approved Course Requisites Using All Course Report ......................................................................... 7
ENFORCED REQUISITES ..................................................................................................................................... 9
View Enforced Course Requisites Using Class Associations ......................................................................... 9
View Enforced Course Requisites Using Class Search ................................................................................ 10
DETERMINE THE TYPE AND LEVEL OF DETAIL NEEDED WITHIN THE REQUIREMENT GROUP .................... 11
Condition Group Line Type .......................................................................................................................... 11
Course Group Line Type .............................................................................................................................. 12
Wild Card Course Group Line Type ............................................................................................................ 12
Requirement Group Line Type ..................................................................................................................... 12
CREATE OR MODIFY A REQUIREMENT GROUP .............................................................................................. 13
MULTIPLE AND COMPLEX DETAILED REQUIREMENT GROUP ....................................................................... 19
PLACEMENT OF REQUIREMENT GROUP .......................................................................................................... 20
When to Attach a Requirement Group at Course Catalog Level or at Class Association Level .................. 20
Attach Requirement Group at Course Catalog Level ................................................................................... 21
Attach Requirement Group at Class Association Level ................................................................................ 22
REPORTS........................................................................................................................................................... 24
SIS Data Center ............................................................................................................................................ 24
Query Library ............................................................................................................................................... 24
University of Wisconsin – Madison
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Enrollment Controls: Setting up Course Requisites
5/30/17
Notes:
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University of Wisconsin – Madison
Enrollment Controls: Setting up Course Requisites
5/30/17
Enrollment Controls
In this manual you will learn how to enforce course requisites by creating a requirement group
and attaching the requirement group at the Course Catalog or Class Association levels.
Key Terminology
Term
Description
Requirement Group
Refers to the control or requisite that qualifies or restricts
students for enrollment, ‘the rules’. A Requirement Group
exists as an individual ‘rule’ separate from the course.
Some Requirement Groups are “shared” and pre-defined
by Curricular Services. These Requirement Groups must not
be altered as many departments and courses share them.
Only alter Requirement Groups created by your department
and used on specific courses in your department.
Requisites are attached to courses as Requirement Groups,
and may be physically attached via Course Catalog or Class
Association. However, only one Requirement Group may be
attached to a Course Catalog selection or a Class
Association section. If two Requirement Groups are
necessary, place one Requirement Group on Course Catalog
and one on Class Association, and they’ll work together.
Class Association
Requisite
Departments can attach a requirement group at the Class
Association (section) level. Class Association requirement
groups are term specific and term roll to the next like
semester (e.g. fall to fall, spring to spring).
Note: Class association numbers are assigned by your
curricular representative upon course creation.
Course Catalog Requisite
Ensures the requirement group is automatically placed on
the course each term offered and on all class associations.
Requirement groups placed at the Catalog level represent
the governance approved course requisite. They cannot be
altered except through the course approval process.
If no course catalog requisite attached, departments can
request a requirement group that meets it to be attached at
the Course Catalog level by following these steps:
Place Requirement Group at Course Catalog Level.
Combined Sections
Primary departments of combined section offerings are
responsible for creating the Requirement Group and
notifying secondary members in the group to also attach the
Requirement Group (especially after Schedule of Classes is
Published).
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Enrollment Controls
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Enrollment Controls: Setting up Course Requisites
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The Three-Step Course Requisite Process
Regardless of the type of requisite or course to which it applies, establishing each requisite
follows the same 3-step process:
1. Establish the requirement group record and define the cataloging of this record.
2. Define the details of the requirement group and view for accuracy.
3. Attach the requirement group to either the course catalog or class association.
This chart displays the process diagram:
Create New
or Access
Existing
Requirement
Group
Define or
Modify
Existing
Requirement
Group
Define as
Condition
Requisite
Define as
Wild Card
Course
Requisite
Define as
Course
Requisite
Define as
Requirement
Requisite
STEP
3
Page 2
STEP
1
Define
multiple
detail
criteria for
Requisite
STEP
2
View
Course
Requisite
Summary
Detail
Attach to Course
Catalog – utilize
Course Proposal
process or (email
curricularservices
@em.wisc.edu)
Attach to
Class
Association
(section)
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Enrollment Controls
Enrollment Controls: Setting up Course Requisites
5/30/17
Approach to Course Requirement Groups
An important concept to grasp about course requirement groups is that they exist separately
from the actual course. This means that requirement groups may be specific to one particular
course or may be more general and, therefore, used for a number of courses within one
department or by many departments.
Some course requirement groups may be set up as Common Controls, and the same
requirement group can be available to all departments (e.g. sophomore standing). Rather than
each department setting up the same requirement group and creating multiple records in the
database, only one is set up and can be shared as a Common Control.
Here is a sampling of common requirement groups available for use by all academic
departments at UW Madison. See more here: https://kb.wisc.edu/page.php?id=63295
Requirement
Group # *
Description
000003
Honors Student Only
003427
First year student
000004
Freshmen standing only
000005
Sophomore standing only
000013
Sophomore, Junior, or Senior only
003704
UGRAD Sophomore standing + Specials
000015
Sophomore standing
003698
Sophomore standing + Specials
000006
Junior standing only
000014
Junior or Senior only
003705
UGRAD Junior standing + Specials
000016
Junior standing
003702
Junior standing + Specials
000007
Senior standing only
003706
Senior standing only + Specials
000017
Senior standing
003703
Senior standing + Specials
000012
Undergrad Only
000008
Graduates Only
003374
Graduate or professional standing (grad, phar, vmed, meds, law)
001859
Completion of ‘Quantitative Reasoning A’ Course Required
or Exemption of ‘Quantitative Reasoning A’ (QR-A) Required
NEVER
Edit
These!
(=10)
(=20)
(=20, = 30, or =40)
(=20, = 30, =40, or special)
(>=20)
(>=20 or special)
(=30)
(=30 or =40)
(= 30, =40, or special)
(>=30)
(>=30 or special)
(=40)
(=40 or special)
(>=40)
(>=40 or special)
(excludes grad, prof, spec & guest)
002989
Satisfied the Communication Part A requirement
Tip: *Find Requirement Group on Adjust Class Associations using Academic Group=MSN.
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Enrollment Controls
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Enrollment Controls: Setting up Course Requisites
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To create this efficiency of controls, the requirement groups exist as a separate entity from the
course. Therefore, it is critical to attach the requirement group to the course, either at the
course catalog or class association level. This diagram displays how a common control is
attached to multiple courses.
Requirement Group
000015
Sophomore Standing
ENGL
325
FRENCH
314
MATH
219
CHEM
276
Enrollment Help Lines
Departments/Course Setup: Call 262.6345
Student Enrollment Issues: Call 262.0920
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Enrollment Controls
Enrollment Controls: Setting up Course Requisites
5/30/17
Approved Course Requisites
Completion of the course proposal process includes stating the official approved requisite(s)
for each course which is then enforced at the catalog level automatically and it cannot be
changed except through the course approval process. You can quickly view what requisites
are approved and use this as your guide if you need to write them.
WARNING: Requisites listed here are required but NOT NECESSARILY enforced.
See Enforced Requisites section to view what IS ACTUALLY enforced.
Note:
As of 9/1/15 all course proposals (new and course change) approved by the
University Curriculum Committee must have enforceable requisites which will
automatically be enforced. A campus wide project is underway to clean up
existing course catalog requisites to be clear, enforceable and enforced.
You can view approved course requisites three ways:
View Approved Course Requisites Using Course Catalog
To view approved course requisites using the Course Catalog, follow the steps below:
Step
Action
Result
1.
Select from your Main Menu:
>Curriculum Management
>Course Catalog
>Course Catalog
The Find page displays.
2.
Use the Find page to locate the
desired course.
Search by:
- Subject Area
- Catalog Nbr
If needed, click |Catalog Data|
page tab.
The Course Catalog page displays.
At the end of the Long
Description, find the words after
‘Prereq>’.
Prereq> states the approved requisite for this
course.
Tip: You may need to scroll to see ‘Prereq>’.
3.
4.
University of Wisconsin – Madison
Approved Course Requisites
The Catalog Data page displays.
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View Approved Course Requisites Using Class Search
To view approved course requisites using the Class Search, follow the steps below:
Step
Action
Result
1.
Select from your Main Menu:
>Self Service
(shows
>Class Search
published
>Class Search
terms)
Or Use this Alternate Menu Path:
>Curriculum Management
(shows
>Schedule of Classes
all
>Class Search History
Terms)
2.
On the Search for Classes page,
select Term, Subject and type in
Course Number.
Term, Subject, and Course Number fields are
filled in.
3.
Click [Search].
Course List page displays.
View approved requisite(s).
(Reminder: This is not necessarily enforced!)
4.
Click View Sections.
Search Results page displays.
View approved requisite(s).
(Reminder: This is not necessarily enforced!)
5.
Select desired Section.
Class Detail page displays.
Scroll to bottom to see Description, ‘Prereq>’.
View approved requisite(s).
(Reminder: This is not necessarily enforced!)
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Approved Course Requisites
Enrollment Controls: Setting up Course Requisites
5/30/17
View Approved Course Requisites Using All Course Report
To view ALL approved course requisites on all of a subject’s active courses based on an
Effective Date, run the All Course Report following the steps below:
Running an All Course Report
Step
Action
Result
1.
Select from your Main Menu:
>Reporting Tools
>BI Publisher
>Query Report Viewer
Query Report Viewer page displays.
2.
Click [Search].
Search Results display.
3.
For All Course report,
click View Report.
Blank U_TACS_ALLCOURSE page displays.
4.
Fill in all three fields:
Effective Date, From Subject
Area #, To Subject Area #
The fields display filled in as entered.
Tip: It’s best to use Term Begin Date for
Effective Date. See >Records and
Enrollment >Dates and Deadlines >Sessions
Dates and Deadlines.
Effective Date Tip:
Course Catalog changes
are usually Effective
Dated the first day of the
term.
5.
Click [OK].
University of Wisconsin – Madison
Approved Course Requisites
The report displays in a new browser window.
Close report window when done.
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Sample All Course Report
Page 8
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Approved Course Requisites
Enrollment Controls: Setting up Course Requisites
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Enforced Requisites
Many courses have approved requisites. You have two ways to view what sections of a course
have enforced requisites attached to them.
View Enforced Course Requisites Using Class Associations
To view enforced course requisites using Class Associations, follow the steps below:
Step
Action
Result
1.
Select from your Main Menu:
>Curriculum Management
>Schedule of Classes
>Adjust Class Associations
The Find page displays.
2.
Use the Find page to locate the
desired course.
The Class Associations page displays.
3.
Click |Class Requisites| page tab.
The Class Requisites page displays.
4.
View the Class Association
Requisites for this term.
Click View All to see all enrollment sections
noting requisites may differ by section.
Tip: Click Detail to view the
Enrollment Requisite Summary page.
5.
If ‘Also Use Catalog Requisite’
box is checked , view the
Catalog Requisite.
The check  indicates to enforce the Class
Association Requisite AND the Catalog
Requisite. If unchecked, Catalog Req is ignored.
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Enforced Requisites
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View Enforced Course Requisites Using Class Search
To view enforced course requisites using Class Search, follow the steps below:
Step
Action
Result
1.
Select from your Main Menu:
>Self Service
shows
>Class Search
published
>Class Search
terms
Or Use this Alternate Menu Path:
>Curriculum Management
shows
>Schedule of Classes
ALL
>Class Search History
Terms
2.
On the Search for Classes page,
select Term, Subject, and type in
Course Number.
Term, Subject, and Course Number fields are
filled in.
3.
Click [Search].
Course List page displays.
4.
Click View Sections.
Search Results page displays.
5.
Click desired enrollment Section.
Class Detail page displays.
6.
Find ‘Enrollment Information’
section and view ENFORCED
requisite(s) in
Enrollment Requirements field.
Enforced requisites are viewable.
Note: If the field Enrollment Requirements
does NOT display, there are
NO enforced requisites.
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Enforced Requisites
Enrollment Controls: Setting up Course Requisites
5/30/17
Determine the Type and Level of Detail Needed within the
Requirement Group
The first task when thinking about creating or modifying your requirement group is to
determine which Group Line Type(s) you will need.
Condition Group Line Type
Use ‘Condition’ when specific conditions must be met, such as “Freshmen Only” or
“Declared in Sociology”.
The only values we use for Condition Requisites are:
Academic Level
Freshmen, Sophomore, Junior, Graduate, etc.
When using a Condition Code of ‘Academic Level’ the Condition
Data field displays. The Condition Data Look Up defines a hierarchy
of Academic Levels; therefore, when selecting a level, be aware that
what falls above or below that level may be included based on the
Condition Operator.
Certain Majors or certificates (e.g., Chemistry, Law, History)
Some plans are offered under multiple programs, so be sure to use
the ‘or’ parameter to include all programs.
(e.g. BA, BS, AMAJ, MA, MS, PhD)
Academic Sub-Plan The Academic Plan code is a combination of the Program code and the
Major code. Reference ‘Majors, Options, and Degrees’ on this page:
http://registrar.wisc.edu/degrees_majors_and_options_certificates_and
_subjects_listings.htm
Academic Plan
Academic Program Certain classifications, such as Ag & Life Sciences, Pharmacy
programs, Civil & Environmental Engineering, etc.
(e.g., BS, BA, JBA, ART, BUS)
Note: To see all ‘Academic Program Listings’, reference this page:
http://registrar.wisc.edu/faculty_staff.htm
Student Group
Specific student groups (e.g., HBUS, Math 211)
Cumulative GPA
Cumulative grade point average in .5 increments, .5-4.0.
This is an example of a Condition Requisite:
Use the singular Condition Code (e.g.
plan) for positive operators (e.g. equal).
Use a plural Condition Code
(e.g. plans) with negative operators
(e.g. not equal to)
Note: If you want to use a Condition Code not listed above, contact Academic Services.
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Determine the Type and Level of Detail Needed within the Requirement Group
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Course Group Line Type
Use ‘Course’ when a specific course is a pre-requisite or co-requisite, such as
ECON/FINANCE 300.
Wild Card Course Group Line Type
Use ‘Wild Card’ when the requirement is broader than a particular set of courses. The wild
card character is the pound (#) sign. A wild card course can be used to identify a level of
course required versus a specific course. For example, the requirement might be defined as
“any 400 level course” as a pre- or co- requisite (e.g. 4##). You can also use a wild card
course requisite if you need to allow enrollment based only on a Subject (e.g. any PSYCH
course) or an Academic Group (e.g. any course within the School of Human Ecology).
Requirement Group Line Type
Requirement Group Line Type is seldom used.
This line type provides a utility to identify an eligible population by career only or in addition
to another criterion. For example, to restrict eligibility to Professional 2 standing & Law
Career, use the Law Career as a Requirement line type and a P2 level Condition line type,
creating a multiple detail Requisite Group. This prohibits P2 Pharmacy career students from
enrolling. If you need this type of requirement, contact Curricular Services for detail.
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Determine the Type and Level of Detail Needed within the Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Create or Modify a Requirement Group
To create a new enrollment requirement group or access an existing requirement group,
follow the steps below:
Step
Action
1.
Select from your Main Menu:
The Find page displays.
>Curriculum Management
>Enrollment Requirements
>Enrollment Requirement Groups
2.
If you are modifying an existing requirement group, follow the steps below:
3.
Result
a.
On the Find page,
check Correct History.
The Correct History box is checked.
b.
Use the Find page to locate
the requirement group at the
level of detail at which it
was cataloged:
Academic Inst = UWMSN
Academic Group
Subject Area
Catalog Number
The Enrollment Requirement Groups page
displays.
Tip: To view ALL existing requirement
groups, enter only the Academic
Institution of UWMSN.
(Note: Only the first 300 groups
display.)
Note: If a requirement group needs to be
inactivated, contact Academic Services.
Do NOT delete [-] Requirement
Groups.
c.
Modify
c
as needed.
See steps below starting at step 3c.
If you need to create a new requirement group, follow the steps below:
a.
On the Find page, click
Add a New Value page tab.
b.
Click
c.
[Add].
On the |Course Requisite|
page tab, Effective Date
should be the current date;
If creating Requirement
Group for current term,
backdate to the day before
the first day of the term.
d.
Leave Status as ‘Active’.
University of Wisconsin – Madison
Create or Modify a Requirement Group
Date displays in mm/dd/yyyy format.
Tips: The Effective Date must be prior to or
equal to the first date of the term in
which the requirement is used.
Find term start dates here:
>Records and Enrollment >Dates and
Deadlines >Session Dates and Deadlines
Status field displays ‘Active’.
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Step
Action
Result
e.
Enter a brief Description.
Displays to the right of a requirement group
when placed on a course/section and in your
Enrollment Requirement Group search results.
f.
Modify Short Description.
Short description of <=10 characters displays.
g.
Re-enter a Long Description
that provides CLEAR
details that define the
requisite for students.
The Long Description displays for students
throughout the enrollment process [page 10]
Writing Tips: Follow recommended phrasing:
https://kb.wisc.edu/page.php?id=25566
h.
Copy Description and paste
into Report Description.
This report field is not seen by anyone,
yet, required.
i.
Copy Long Description and
paste into Report Long
Description.
This report field is visible during the Post
Enrollment Requisite Check (PERC) process.
j.
Leave Academic Institution
as ‘UWMSN’.
UW-Madison displays to the right of the
Academic Institution field.
k.
‘Catalog’ the requisite as follows: (so you can find it again!)
If you want to ‘catalog’
Then follow these steps:
this requirement grp to a:
4.
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Specific Academic Group
Select the desired Academic Group.
Specific Subject Area
Select the desired Subject Area.
Specific Course
Select the desired Catalog Nbr.
Click |Requisite Detail| page tab.
Requisite Detail page displays.
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Create or Modify a Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Step
Action
Result
5.
If a number displays in the Line
field (e.g. 0010) and you need to
add more detail,
a) display the row you want to
add a new blank row after.
b) Click the
Add button to
the right of Line.
c) Select connector ‘and’ or ‘or’.
The Line field displays ‘NEW’.
Note: If you just need to modify existing detail,
click View All and modify the needed
line(s).
Tip: To remove a Group Line Type,
go to the row you want to delete,
then click its
Delete button.
6.
If adding a Condition Group Line Type requisite, follow the steps below:
a.
Select Group Line Type of
‘Condition’.
‘Condition’ displays as the Group Line Type
and the Condition Code field displays.
b.
Select a Condition Code:
 Academic Level
 Academic Plan
 Academic Sub-Plan
 Academic Program
 Student Group
 Cum GPA
Select the desired
Condition Operator.
The Condition Operator and Condition Data
fields display. See page 11.
Note: Use the singular Condition Code (e.g.
plan) for positive operators (e.g. equal).
Use a plural Condition Code (e.g. plans)
with negative operators (e.g. not equal to)
d.
Type desired Condition
Data or use Look up.
This will define the specifics of the condition.
Note: These options are based on the
Condition Code selected.
e.
Go to Step 10.
c.
This will define the limits; Equal, Greater Than,
Greater or Equal, Less Than, etc.
Tip: L&S BA/BS Plans: When using ‘Academic Plan’ Condition Code, be sure to
include additional undergraduate majors, e.g. Condition Data = MAJ 261.
(Type MAJ in Condition Data, then click Look Up, and pick the MAJ code for
your Academic Plan with the Academic Program of ‘AMAJ’.)
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Create or Modify a Requirement Group
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Step
Action
7.
If adding a Course Group Line Type requisite, follow the steps below:
a.
Select Group Line Type of
‘Course’.
‘Course’ displays as the Group Line Type.
b.
Select the desired Requisite
Type, ‘Pre-Requisite’ or
‘Co-Requisite’.
Note: If a course can be taken prior to (pre-req)
or concurrently (co-req), using
‘Co-Requisite’ will accommodate both.
c.
Enter desired Course ID.
The Course ID number and description display.
Tip: Look up by Subject Area # only, then sort
by Catalog Nbr.
If Look up by Subject Area # and Catalog
Nbr, change Catalog Nbr operator to
‘contains’ or enter Catalog Nbr preceded
by a %, e.g. %300.
If more than one course with the same
Catalog Nbr displays, select the most
recent dated row.
d.
If you want to be more
restrictive than just a certain
course, you can additionally
specify a Term, Associated
Class and/or Topic ID.
Fields display with your selections.
e.
Go to Step 10.
Tip:
Page 16
Result
If multiple courses appear to the right of Course ID, this is cross-listed.
Be sure to update Long Description and Report Long Description on
[Course Requisite] tab to include these other subjects in alpha subject order.
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Create or Modify a Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Step
Action
8.
If adding a Wild Card Group Line Type requisite, follow the steps below:
9.
Result
a.
Select Group Line Type of
‘Wild Card Course’.
Group Line Type displays ‘Wild Card Course’.
b.
Select the desired Requisite
Type, ‘Pre-Requisite’ or
‘Co-Requisite’.
Note: If a course can be taken prior to (prereq) or concurrently (co-req), using
‘Co-Requisite’ will accommodate both.
c.
Complete the desired fields:
 Academic Group
(School/College)
 Subject (Department #)
 Catalog Nbr (Course #)
These fields are filled in to the desired
definition level of your wild card course
requisite.
Tip: Use the pound sign, #, as a wild card. For
example, any 100 level course is ‘1##’.
d.
Go to Step 10.
If adding a Requirement Group Line Type requisite, follow the steps below:
a.
Select Group Line Type of
‘Requirement’.
‘Requirement’ displays as the Group Line Type.
b.
Select desired Requirement.
Tip:
c.
Select the desired Requisite
Type, ‘Pre-Requisite’ or
‘Co-Requisite’.
Selected Requisite Type displays.
University of Wisconsin – Madison
Create or Modify a Requirement Group
Click magnifying glass prompt and then
click [Look Up] to see all options.
Use one of the first seven rows.
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Step
Action
Result
10.
Click [Save].
The Requirement Group is saved, and if new, a
requirement group number is assigned.
11.
If all details for your requisite are
entered, go to Step 16.
Continue on to verify requirement group
displays and is written correctly.
12.
If you need to add more detail,
go to the row you want to add a
new blank row after, then click
the
Add button to the right of
Group Line Type on the Requisite
Detail page tab.
13.
If you have not already done so,
click View All to see all your
requisite details.
14.
Select the connector you need,
“AND” or “OR”.
15.
Follow the instructions from
Step 6 to the end.
16.
If parentheses are surrounding
the incorrect items or
shouldn’t display at all:
a. Click |Requisite Parameters|
page tab.
b. Select the non-selected
parameter Connector Type,
‘AND’ or ‘OR’.
c. Click on the |Requisite Detail|
page tab. The requisite should
look correct now. If not, fix.
See: Multiple &
Complex Detailed
Requirement Groups.
17.
Click [Save].
The Requirement Group is saved.
18.
Note the Requirement Group
number and attach Requirement
Group to course if you have not
already done so, go to page 20.
See: Placement of Requirement Group.
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Create or Modify a Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Multiple and Complex Detailed Requirement Group
When you need to create a requirement group that involves more than one criterion, you will
want to follow the steps defined in the table below:
Type of Requirement
Group
Description and Examples
Multiple Detail
A string of “rules”
connected only by either
an ‘and’ or an ‘or’.
Consists of two or more requisite criteria, which can be
alternatives (ORs) only, or combinations (ANDs) only.
Examples of Multiple Detailed Requirement Group:
 Course X –Or– Course Y –Or– Course Z
(only 1 criteria match is required)
 Course X –And– Acad Level = ##
(all criteria is required)
Complex Detail
A string of “rules” that
require parentheses as
well as a combination of
an ‘and’ and an ‘or’.
Consists of three or more requisite criteria. The criteria will
be grouped to contain multiple detail in parentheses as well
as join additional criteria using the opposite connector
type.
Examples of Complex Detailed Requirement Group:
 (Course X –And– Course Y)
-OR- (Course A –And– Course B)
-OR- (Course C –And– Course D)
(must meet one of the three combinations)
 Acad Level = 40
-AND- (Stdt Grp = HALS –Or– Acad Pgm = CEE)
(must be a ‘40’ and one of the other criteria)
 (Acad Level = 40 –And– Stdt Grp = HALS)
-OR- (Acad Level = 30 –And– Acad Pgm = CEE)
(must meet one of the two combinations)
Example:
Course X –Or– Course Y –Or– Course Z
(Course X –And– Course Y)
-OR- (Course A –And– Course B)
-OR- (Course C –And– Course D)
|Requisite Parameters| |Requisite Detail|
connector
Connector Type
set to “AND”
set to ‘OR’
Tip:
Req Parameter Connector &
Req Detail set to OR
(Course X –OR– Course Y)
-AND- (Course A –OR– Course B)
-AND- (Course C –OR– Course D)
|Requisite Parameters|
Connector Type
set to ‘AND’
|Requisite Detail|
connector
set to “OR”
It is helpful to write out Requirement Group details prior to entering them in.
University of Wisconsin – Madison
Multiple and Complex Detailed Requirement Group
Page 19
Enrollment Controls: Setting up Course Requisites
5/30/17
Placement of Requirement Group
A Requirement Group can be placed on a course at the course catalog level or at the class
association level.
When to Attach a Requirement Group at Course Catalog Level or at
Class Association Level
Use the following grid to assist in determining if a requirement group should be placed at the
Course Catalog level or at the Class Association level:
If the requirement
group is to be:
Permanent
Then Attach at:
Reason
Course Catalog
Requirement groups placed at the Catalog
level represent the governance approved
course requisite. They cannot be altered
except through the course approval
process.
If course catalog requisite is currently not
enforced, departments can request a
requirement group that meets it to be
attached at the Course Catalog level. This
ensures the requirement group is on the
course every term and on all class
associations (sections).
For one term only
-orChanged each term
-orChanged during term
Class Association
Attach the requirement group at the Class
Association level on all the desired
association numbers (sections).
They will term roll from one like semester
to another (e.g., fall to fall, spring to
spring); therefore, it is important to
monitor the requirement groups.
For example if Chem ### has a different
requirement group for fall than spring,
you would need to attach at the class
association level.
For a Crosslisted
Course
Each Subject
Offering
The requirement group must be attached
to each subject offering. The primary
member is responsible for creating the
Requirement Group & notifying others.
If placement is at the Class Association
level, the requirement group must be
placed by each individual member. Again
it is the responsibility of the primary
member to create and notify all others.
Page 20
University of Wisconsin – Madison
Placement of Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Attach Requirement Group at Course Catalog Level
To request a requirement group be attached permanently at the course catalog level (assuming
it is not already attached), follow the steps below:
Step
Action
Result
1.
Find or create the desired
requirement group.
The Requirement Group and Number are created.
Tip: If you need to create a requirement group,
follow the instructions, Create or Modify
a Requirement Group.
2.
Email Scott Golueke,
[email protected],
with the following information:
 Subject Area
 Catalog Number
 Term Effective
 Requirement Group Number
 Crosslisted Course-Yes or No
Curricular Services will attach the requirement
group to the requested course permanently if it
matches the approved course catalog requisite.
Sample of Requirement Group placed at the Course Catalog Level:
University of Wisconsin – Madison
Placement of Requirement Group
Page 21
Enrollment Controls: Setting up Course Requisites
5/30/17
Attach Requirement Group at Class Association Level
Requirement groups placed by Class Association are term specific. Requirement groups placed
at the class association level will term roll to the next like semester (e.g., fall to fall).
Placing the requirement group at the Class Association level can be beneficial to courses
needing to enforce a different pre-requisite at any given point during enrollment. For example,
if you only want seniors eligible to enroll for the first two weeks of enrollment and then you
want to allow juniors to enroll after a certain point. If you do this, it’s important that
departments place a class note on courses and/or sections that enrollment requirements may
vary throughout the enrollment process.
Crosslisted courses with a requirement group at the Class Association level need to have the
requirement group placed on each member of the crosslisted group (especially after
published).
Note: Please be cautious when setting up Requirement Groups that the requirements
are no more restrictive than what is described in the Course Catalog.
This caution is enforced by audit.
If you choose to limit access to a course for a specified amount of time (i.e. majors in
my department, etc.), it’s important that a footnote or global note be placed on the
course so that students are made aware of this.
To attach a requirement group at a class association level, follow the steps below:
Step
Action
Result
1.
Select from your Main Menu:
>Curriculum Management
>Schedule of Classes
>Adjust Class Associations
The Find page displays.
2.
Use the Find page to locate the
desired course.
The Class Associations page displays.
3.
Click |Class Requisites| page tab.
The Class Requisites page displays.
Tip: Courses with more than one enrollment
section will have multiple class
associations. Click View All to see all
associations within this course.
Class association ‘9999’ will not appear
here since you cannot place a requirement
group on the 9999 association.
Page 22
University of Wisconsin – Madison
Placement of Requirement Group
Enrollment Controls: Setting up Course Requisites
5/30/17
Step
Action
Result
If unchecked, only the lower
Class Association Requisite
will be enforced by the
Enrollment System.
4.
Enter the six digit Requirement
Group number or select the
appropriate Requirement Group
using the Look up button.
5.
If your course has a Catalog Requisite (upper area), then follow the steps below:
If you want the Class
Association Requisite to work:
The Requirement Group number and long
description display.
Tip: Click Detail to verify correct Requirement
Group or that detail matches description.
Then follow these steps:
WITH the Catalog Requisite
Make sure the ‘Also Use Catalog
Requisite’ box is checked.
ALONE WITHOUT the
Catalog Requisite
Uncheck the ‘Also Use Catalog Requisite’
box.
Note: If no Catalog Requisite, keep ‘Also Use Catalog Requisite’ box checked.
6.
Continue attaching requirement
group to ALL impacted
Associated Class numbers.
Tip:
Click View All to see all associations
within this course.
7.
Click [Save].
The requirement group is saved.
Reminder:
You can only attach ONE requirement group per class association.
Tip:
To remove a Class Association Requirement Group, clear out the Requirement
Group field from all needed associated class numbers and click [Save].
University of Wisconsin – Madison
Placement of Requirement Group
Page 23
Enrollment Controls: Setting up Course Requisites
5/30/17
Reports
SIS Data Center
To run ad-hoc reports go here: >Reporting Tools >Data Center |Curricular|.
Query Library
The Query Library is the Student Information System reporting tool. It is a free service.
Note: The Query Library data pulls from the data warehouse, which is yesterday’s data.
The Query Library report that includes requisite data is as follows:
Query Name
Description
Timetable Audit
Subreport = Requisite Audit
Requisite Audit Report
Query Library Websites
Query Library
Authorization
Use this website to request access to the various Query Library
group memberships as well as monitor the request process:
https://querylibrary.wisc.edu/request/home.asp
Query Library
Use this website to open up the Query Library and run reports:
https://bi2.fastar.wisconsin.edu/workspace/index.jsp
Note: After you are an authorized user, more folders will appear
which contain the actual reports.
Query Library
How To Use Tips
Page 24
Tips on how to use the Query Library can be found here:
https://bi2.fastar.wisconsin.edu/workspace/index.jsp
Click [Explore] button; In the Madison folder, double click on the
‘UW-Madison Query Library’ MS Word file.
University of Wisconsin – Madison
Reports