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TA Edit Rules Tab


The Edit Rules tab is where Segment Rules can be edited by way of managing the Control Area part of the Rule (at the top) and the Transfer (Source) Courses and Home (Target) Courses for the rule.

When editing rules, it is best practice to Save changes frequently.

 

Main areas of the Edit Rules tab include the following:

  • Segment
  • Rules
  • Rule Control Area
  • Transfer Courses
  • Home Courses

Segment

Select a Segment from the drop-down menu:

Rules

The Rule(s) for the selected Segment are listed along the left pane of the window.

Selected Rule

The Rule highlighted in yellow is designated as the Selected Rule:

The Selected Rule can be in any position (Rule 1, Rule 2, Rule 3...), and is regardless of position within the list, i.e., Rule 1 is not necessarily the Selected Rule simply because it is the first rule in the list.

The Selected Rule's position in the list is reflected in the Rule Control Area to the right, e.g., moving the Selected Rule into 3rd position changes the Control Area title to "Rule 3 Control Area."

Add Rule

To force a new rule into the list of rules in the left pane, follow these steps:

  1. Determine which line of the segment the new rule should be added
  2. Key the position number into the field
  3. Click the green + Add button () to add the new rule to this segment

The new created rule will appear both in the left pane and in the Rule Control Area.

Move Rule

To move a rule to re-order it, hover over the Move button () with the mouse until the cursor turns from a pointer icon () to a 4-way arrow icon () indicating the move.

Remember that order matter for processing, just as in the u.achieve Client.

 

Regardless of moving rules, the Rule Control Area always displays the Selected Rule's position.

Rule Control Area

The Role Control Area is where the encoder may configure the rules for the selected segment.

Expand and collapse area using the down arrow toggle button ().

Each individual rule has its own Rule Control Area listed to the right (with corresponding Transfer (Source) and Home (Target) courses.

In the Rule Control Area, the encoder can configure the following fields:

Field Screenshot Description
Rule #

Internal sequence number of this rule. Identifies the order of this rule within it's segment
Segment Arbitrary label assigned to categorize a group of TA rules
Cond Code used to put a universal condition code on the artificial course for this particular rule
Min Ct Minimum number of past source courses required
Min Hrs Minimum number of summed credits for all source courses if all are not required for the articulation
Ctl Cd Special processing code enabling different uses of the COM field
Accept Condition code for the source code
Reject Courses carrying this condition code are not allowed to meet this rule

Hide From Transferology &

Reference Audits

Check this box to hide this rule from Transferology and reference audits
Public Memo Intended for Transferology display; cannot be suppressed
Private Memo

Intended use notes hidden from Transferology

Delete Rule

Delete a rule either from the list of rules in the right pane using the Delete button () or in the Rule Control Area using the Delete Rule button ():

Transfer/Source Courses

The Transfer/Source Courses area is where the encoder can configure the transfer (or source) courses for the selected segment.

Expand and collapse area using the down arrow toggle button ().

In the Transfer/Source Courses area, the encoder can configure the following fields:

Field Screenshot Description
Add source course at line: Inserts a Transfer (Source) course on the designated row of the Transfer (Source) Courses table
Reorder Click-and-drag the button adjacent to the Transfer (Source) course you wish to move to relocate it up/down the list
Transfer/Source Course #

Note the Transfer/Source arrow:

 

Provides a visual indication of the ordered list of Transfer (Source) courses; not an interactive field, but may be rearranged via the Reorder button
Course

The department and course number of the incoming Transfer (Source) course

The Course Help button prompts the encoder to use the keyboard backslash button (\) to have Self-Service automatically format the department begin/end upon save.

 

Course Mask The Course Mask (e.g., AAA999*) displays under the courses in the rule. (When the input course does not match the Course Mask, the course appears red with a red triangle icon next to it.)
P Designates that the incoming Source course is a pseudo or used to enable non-default processing
Title Title of the Transfer (Source) course, if needed
T If checked, will match the title prior to articulation. If not checked, the title will not affect articulation.
Min Hours The minimum number of articulated hours the course must carry to match this rule
AC The course condition code that this Transfer (Source) course must have to meet this rule
RC The course condition code that this Transfer (Source) course cannot have to meet this rule
Effective Year/Term Range The beginning and ending dates within which this course must have been taken to meet this rule
Details

Transfer (Source) course details window displays all of the fields in a new window to make changes to apply via the Apply Changes button ()

This window also tracks changes by date/name in the "Modified" line at the bottom left.

Delete

Delete the Transfer (Source) course

+ Add
Add a transfer/source course to the Transfer/Source Courses area at a designed line using the + Add button ().

 

Add a Transfer/Source Course

Indicate the line number at which the new transfer/source course will be added, then click + Add:

Delete a Transfer/Source Course

Click the Delete button () in the same row of the selected Transfer/Source Course to delete it.

Save

Click the blue Save button () in the top of the window header area (top-right) to conserve all changes to the TA screen.

Home/Target Courses

The Home/Target Courses are is where the encoder may configure the home (or target) courses for the selected segment.

Expand and collapse area using the down arrow toggle button ().

In the Home/Target Courses area, the encoder can configure the following fields:

 

Field Screenshot Description
Add transfer course at line: Inserts a Home/Target course on the designated row of the Home/Target Courses table
Reorder Click-and-drag the button adjacent to the Home (Target) course you wish to move to relocate it up/down the list

# Home/Target Course

Note the Home/Target bullseye:

 

Provides a visual indication of the ordered list of Home (Target) courses; not an interactive field, but may be rearranged via the Reorder button
Course

The department and course number of the incoming Home (Target) course

The Course Help button prompts the encoder to use the keyboard backslash button (\) to have Self-Service automatically format the department begin/end upon save.

 

Course Mask The Course Mask (e.g., ********) displays under the courses in the rule. (When the input course does not match the Course Mask, the course appears red with a red triangle icon next to it.)
P Designates that the incoming Source course is a pseudo or used to enable non-default processing
Title Title of the Home (Target) course, if needed
Hours Specifies non-default credit hours awarded to the created course
F Force Hours Checkbox: if checked, the hours placed in the target Hours field will be assigned to the created course; used to assign hours differently than the default
Hide If the Hide checkbox is checked, then the Home/Target course will be hidden from Transferology and reference audits
 
Alternate Courses

Click the Alternate Courses button to view a bubble display of Alternate Course(s) for the selected Home/Target Course that were input on the Details window.

NOTE:
If the Alternate Courses button is grayed out (unavailable) (), then no Alternate Courses are available, as evidenced on the Home/Target Course Details pop-up window

 

Course Flags

Click the Flags button to view a bubble display of the Flag(s) for the selected Home/Target Course that were input on the Details window.

NOTE:
If the Course Flags button is grayed out (unavailable) (), then no Course Flags are available, as evidenced on the Home/Target Course Details pop-up window

 

Details

Transfer (Source) course details window displays all of the fields in a new window to make changes to apply via the Apply Changes button ()

This window also tracks changes by date/name in the "Modified" line at the bottom left.

Delete

Delete the Home (Target) course

+ Add 
Add a home/target course to the Home/Target Courses area at a designed line using the + Add button ().

 

 

Add a Target Course

Indicate the line number at which the new home/target course will be added, then click + Add:

Delete a Target Course

Click the Delete button () in the same row of the selected Home/Target Course to delete it.

Save

Click the blue Save button () in the top of the window header area (top-right) to conserve all changes to the TA screen.

 

 

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