Majors, minors, concentrations, and other options are very school-specific. This set-up guide contains screenshots and settings that are intended for demonstration purposes only. We illustrate a way to setup majors and minors; take this approach and customize the actual settings to your own institution.
The ability to add majors, minors, etc to What-if audits within Self-Service is now available for u.achieve. You will need to set this up within the u.achieve Client first before it is available on the web.
We recommend setting this up in your test environment first before setting it up in production. Once you create a DPROG Type, the enhanced What-if functionality will be turned on in Self-Service, even if no other tables are completed.
Two new tables were created to do this: Dprog Type Setup and Element Filters. These tables are located in the global support tables within the Client.
Dprog Type Setup
The Dprog Type Setup table is where you set up what kinds of "options" exist at your school. Options may include majors, minors, concentrations, etc...whatever your school uses.
First, you will need to create a DPROG Type Code for each option that your school has. These are Codes you will assign to every degree program you have that you want to display as options in the What-if area of u.achieve Self-Service.
To be an available option within Self Service, all majors, minors, concentrations must be encoded as a DPROG and not as a REQUIREMENT.
Created DPROG Type Codes will populate a new field (Program Type) on the Degree Program screen. Program Type must be set on any program you want to be available for What-if audits. Any DPROG that does not have a Program Type will not show as an available option within Self-Service.
Back on the global support table DPROG Type Setup screen, the Type Order controls the order of the buttons and the selections within Self-Service.
Elements are where you establish your business rules. Elements include some of the following considerations:
- How many majors can a student have?
- Are any concentrations required?
- Are minor selections dependent on a major?
Elements are ordered in the tree view under DPROG Type Setup:
Once an Element is selected, Forced Markers allow you to set additional requirements. Forced Markers are markers that the student MUST have, but there are no options from which to choose. For example, if a student selects to add a second major, additional Gen Ed requirements are now required.
Forced Marker set on an Element:
Forced Markers fields:
- Value: the specific DPROG or DPROG naming convention for which this rule applies
- Marker: marker placeholder on the degree program
- Forced Val: the DPROG or Requirement that will be submitted with the audit request
- Type: identifies if the Forced Value is a list of requirements (DPROG) or a single requirement
- Exclude: when using a naming convention containing a wildcard value (*), select the Exclude column to make exceptions to your Forced Marker rules
- FYT: First Year/Term that this rule is applicable
- LYT: Last Year/Term that this rule is applicable
To add details, click on the Element in the tree view on the left and a new screen of Forced Markers is available:
The Element Filters table is another global support table where you may set up acceptable combinations of all the DPROG Types you have just set up. These combinations may be as open or as specific/restrictive as you want.
If you experience issues getting your What-if options to display in u.achieve Self-Service, check the following:
- Make sure the Program Status of your degree programs (including all minors, concentrations, etc) matches what you've configured to display in Self-Service.