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Setting Up Majors and Minors for What-if Audits

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

Type Codes

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.

 

NOTE:
The Codes are arranged hierarchically from highest-to-lowest level with corresponding Type Orders (1, 2, 3, 4...).

 

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.

 

Buttons:

 

Selections:

Elements

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:

NOTE:
In setting up majors, minors, and concentrations according to your school needs, the best practice is to start simple and work up to complex. For example, start off by only setting up one major. If a major is set up under your degree program, is the major recognized? If so, try adding a minor, and so on.

Establish the rules for that program type by clicking on each of the Elements. Each Element has ten fields you can set:

  1. Element (two types)
    1. DPROG: the core degree program from which the audit that will actually be run and is also where all of the marker placeholders reside.

NOTE:
DPROG is the first Element and can only exist once (never more than one DPROG).

b. Marker values: remaining Elements will be $MARKER values used in your encoding to represent each of your other options

  1. Name: name of the Element as it will appear on the buttons within Self Service
  2. Forced: if a selection of a major, minor, etc. brings along additional requirements, the Forced option allows those requirements to be added without the student making a selection (see more on the Forced Field)
  3. Reqd: sets the required number of this type of element (set to "99" to indicated unlimited)
  4. Max: sets the maximum number of this Element type that the student is allowed to select (set to "99" to indicated unlimited)
  5. Parent: set the Parent field if an Element is dependent on another Element being selected first, e.g., you must pick a major before you can add a minor
  6. FYT: First Year Term that the rules for this Element are applicable
  7. LYT: Last Year Term that the rules for this Element are applicable
  8. Order: If more than one Element exists for a DPROG Type, this sets the order in which they are displayed to the student
  9. Force catyt: forces the Catalog Year for this selection to be the same as that of the parent Element

 

A second and third major are set up under the first major and are Forced:

 

A maximum of two minors is allowed per the Max column:

 

Each major (first, second, third) can have different types of concentrations beneath it. The Parent column helps draw those parent-child associations:

Forced Markers

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:

 


Element Filters

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.

FilterTableCloseup.png

  • Dprog - this is the degree program for which this rule applies (this value can use wild cards to apply to "all" degree programs or establish a degree program naming convention)
  • Element - the $MARKER element used for this rule
  • Filter Pattern - this is the specific option or the naming convention pattern. This is where you establish what the acceptable choices are for the student.
  • FYT - the first year term that this rule is applicable
  • LYT - the last year term that this rule is applicable
  • Exclude - this allows you to exclude certain degree programs from applying to other rules 
    • In this example, if a student selects BA ENGLISH as a major, then he/she can add ANY major as a second major EXCEPT English.

Filter Order is NOT IMPORTANT
Unlike other tables throughout u.achieve, the order of these filters does not impact the processing of these rules. It is not a top down process, the logic behind the scenes would find rules that would impact one another and takes care of it regardless of what order the rules are in.

Troubleshooting

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.
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