Create Restricted Requirement Groups
- Security:Set Up: Academic Requirements Configurationsdomain in the Academic Advising functional area.
Restricted Requirement Groups (RRGs) enable you to configure exceptions to the configured sharing or nonsharing policy for academic requirements at your institution. You can use these groups to either share registrations across academic requirements even if your institutional policy restricts registrations to 1 academic requirement.
Example: A student has a requirement of completing 12 units in Electives. They can only use 6 units from General Education courses to satisfy this requirement.
- When your policy allows sharing registrations, you can configure a restricted requirement group to restrict sharing to only 6 units between the requirements.
- When your institutional policy restricts registrations to a single requirement, you can configure a restricted requirement group to allow 6 units to share between the Electives and General Education requirements.
You can use these web services to create, update, and retrieve restricted requirement group records:
- Get Restricted Requirement Groups
- Put Restricted Requirement Group
- Access theCreate Restricted Requirement Grouptask.
- For tenants with multiple institutions, select theInstitutionwhere you want the RRG to apply.
- (Optional) From theAcademic Levelprompt, select the academic level for the RRG.
- ClickOK.
- Complete the task:OptionsDescriptionNameFor ease of use, enter a descriptive name. Examples:
- BIOL-Science Core 1 over BIOL-Science Core 2.
- BIOL-Science Core 1 do not share with BIOL-Science Core 2.
- General Ed Science (BS.BIOCH) restricted from Biology 3 (BS.BIOCH).
Start DateEnd DateTo determine whether the RRG is applicable for the student, Workday looks at the requirements effective dates for the requirements in the RRG. The RRG applies when the student’s requirements effective dates are on or between theStart DateandEnd Date.If any requirements effective date is outside this date range, the RRG won’t apply for the student. Example: An override is applied for the student’s academic requirements effective date, and the date on the override is before theStart Dateor after theEnd Date.You can't delete or inactivate restricted requirement groups.Select OneNumber of Items Allowed to OverlapNumber of Units Allowed to OverlapSelect either option.- Enter the number of registrations or units to share across academic requirements when your default policy restricts sharing.
- Enter0to prevent sharing registrations or units when your default policy allows sharing. Enter a number to restrict sharing to the number you specify.
Example:- Scenario 1: Your institutional policy restricts registrations to a single academic requirement. The student must complete 12 units for the Electives academic requirement. They can use 6 units from the General Education academic requirement to satisfy the Electives requirement. Enter6forNumber of Units Allowed to Overlap.
- Scenario 2: Your institutional policy doesn't restrict registrations to a single academic requirement. The student must complete 12 units for the Electives academic requirement. They can use only 6 units from the General Education academic requirement to satisfy the Electives requirement. Enter6forNumber of Units Allowed to Overlapto restrict sharing to only 6 units between these requirements.
PreferenceSelect an option:- Configured Processing Order: Select this option to follow the Default Academic Requirement Processing Order configured on theMaintain Academic Progress Processing Policyand the order of requirements on theConfigure Academic Requirementstask.
- Restricted Requirement Group List 1orRestricted Requirement Group List 2: Select 1 of these options if you don't want to follow the processing order already defined. Select the preferred option if there's an overlap between the requirements lists.
Example: You've defined your processing order to first process requirements for the program of study. Select either:- Configured Processing Orderto follow the policy. If the items overlap, the requirements fulfill the program of study first.
- Restricted Requirement Group List 1orRestricted Requirement Group List 2. If the items overlap, Workday applies the items from the list you select to fulfill the requirements.
Requirement List 1Requirement List 2Select requirements in both lists.If items or units overlap in requirements in both lists, the list you select is given preference. If you selectConfigured Processing Order, the requirements are based on the default processing order and the order of requirements on theConfigure Academic Requirementstask. - ClickOK.
Workday evaluates the student's academic progress based on these restricted requirement groups. The restricted requirement group is applicable when the requirements effective dates for the student are within the start and end dates of the RRG.
Example of a Sharing Institutional Policy
In your institution, you permit sharing.
- On theMaintain Academic Progress Processing Policytask, you uncheckedRestrict Registrations to One Academic Requirement.The Academic Requirement Processing Order is:
- Academic Unit
- Program of Study
- Program Focus
- Program Area
- On theConfigure Academic Requirementstask, you've configured this defined order for the requirements configured to the Academic Unit:
- Requirement C
- Requirement A
- Requirement B
- On theRestricted Requirement Grouptask, you've configured these values:OptionValueNumber of Items Allowed to OverlapSelected.Number of Items1.PreferenceRestricted Requirement Group List 1selected.Requirement List 1SelectRequirement Cselected.Requirement List 2SelectRequirement Aselected.
In this scenario, courses MATH-101, MATH-220, and ECON-101 are in Requirement A, Requirement B, and Requirement C. The student has completed all 3 courses.
If your
Preference
is Restricted Requirement Group List 1
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | MATH-220 | ECON-101 |
Requirement A | MATH-101 | ||
Requirement B | MATH-101 | MATH-220 | ECON-101 |
All 3 courses satisfy Requirement C because the preference is Requirement C (defined in the
Requirement List 1
on the RRG). You've also restricted sharing between Requirement C and Requirement A to 1 item. Requirement A can only use 1 course. Requirement B isn’t in the RRG and your tenant has a sharing policy. Requirement B can use all 3 courses. If your
Preference
is Restricted Requirement Group List 2
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | ||
Requirement A | MATH-101 | MATH-120 | ECON-101 |
Requirement B | MATH-101 | MATH-220 | ECON-101 |
All 3 courses satisfy Requirement A because the preference is for Requirement A (defined in the Requirement List 2 on the RRG). You've also restricted sharing between Requirement C and Requirement A to 1 item. Requirement C can only use 1 course. Requirement B isn’t in the RRG and your tenant has a sharing policy. Requirement B can use all 3 courses.
If your
Preference
is Configured Processing Order
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | MATH-220 | ECON-101 |
Requirement A | MATH-101 | ||
Requirement B | MATH-101 | MATH-220 | ECON-101 |
All 3 courses satisfy Requirement C because the preference is for Requirement C (defined in the order of requirements on the
Configure Academic Requirements
task and the Default Academic Requirement Processing Order on the Academic Progress Processing Policy
task). You've also restricted sharing between Requirement C and Requirement A to 1 item. Requirement A can only use 1 course. Requirement B isn’t in the RRG and your tenant has a sharing policy. Requirement B can use all 3 courses.Example of a Nonsharing Institutional Policy
In your institution, you don't permit sharing.
- On theMaintain Academic Progress Processing Policytask, you've selectedRestrict Registrations to One Academic Requirement.
- Other than the sharing policy, your configuration is identical to the previous example.
In this scenario, courses MATH-101, MATH-220, and ECON-101 are in Requirement A, Requirement B, and Requirement C. The student has completed all 3 courses.
If your
Preference
is Restricted Requirement Group List 1
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | MATH-220 | ECON-101 |
Requirement A | MATH-101 | ||
Requirement B |
Requirement B can't use any of the courses because you have a nonsharing policy. Requirement C can use all 3 courses since Requirement C is first in the order of requirements on the
Configure Academic Requirements
task. Requirement A can use only 1 course because you've defined your RRG to share 1 item between Requirement C and Requirement A. If your
Preference
is Restricted Requirement Group List 2
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | ||
Requirement A | MATH-101 | MATH-220 | ECON-101 |
Requirement B |
Requirement B can't use any of the courses because you have a nonsharing policy. Requirement A can use all 3 courses since Requirement A is higher in the order of requirements on the
Configure Academic Requirements
task. Requirement C can use only 1 course because you've defined your RRG to share 1 item between Requirement C and Requirement A.If your
Preference
is Configured Processing Order
, the results will be:Academic Requirement | Course | Course | Course |
|---|---|---|---|
Requirement C | MATH-101 | MATH-220 | ECON-101 |
Requirement A | MATH-101 | ||
Requirement B |
Requirement B can't use any of the courses because you have a nonsharing policy. Requirement C can use all 3 courses since Requirement C is first in the order of requirements on the
Configure Academic Requirements
task. The Default Academic Requirement Processing Order defines Academic Unit first. Requirement A can use only 1 course because you've defined your RRG to share 1 item between Requirement C and Requirement A.Validate the RRG results to ensure that the configuration is accurate.