How to build course requisites

When creating new requisites, or making changes to existing ones, reference the Kuali CM Courses database to find similar examples that can assist with formatting/building.

On the left of each rule used, a letter/number combination will be created, e.g., A, B, C.1, C.2, C.2.1, etc. These references are how the system tracks the rules.

The order of the letters and numbers does not matter, and in some scenarios, references can be reused for a main rule and a group. If you delete a rule, the existing rules are not renumbered; if you need to move a rule up or down, that's not a problem as the order does not matter.

All the references will appear in the logic box at the top. If a change is made to a rule (e.g., add, delete, group, ungroup), the logic will update automatically; there is no need to select the Update Logic button. 

Tip: If you want to clear out all the rules at once, select and delete all references in the logic box, then select the Update Logic button; all the associated rules and groups will be deleted (use with caution!).

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For existing courses with requisites already programmed, the requisites can be edited by proposing changes to the course.

1. Locate the course record that needs to be edited by searching in the Courses database.
2. Open the record.
3. Select Propose Changes.
4. Determine whether this is a new version (new effective date) or a revision (same effective date).
5. Use the clickable Table of Contents in the right navigation panel to toggle to the Enrolment Rules section (or scroll down).
6. Make edits to existing rules, or add/remove rules as needed.
   • Note: Where possible, it is recommended to edit the existing rule instead of removing existing/creating new rules (e.g., changing the level from 2A to 3A).

View the requisite example scenarios below for guidance in adding requisites.

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Requisite fields are located in the Enrolment Rules section of a proposal form. Select the applicable requisite type(s) to enter the desired requisites.

For example:

1. Under Prerequisites, select + Add Rules.
2. A new requisite rule (named A) will open.
3. Add details as necessary, using the requisites example scenarios below as a guide.

Note: The same process occurs for Corequisites and Antirequisites, but with different permissible rules.

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Jump to:

• Scenario 1: Build a list of several courses that are required
• Scenario 2: Build an antirequisite of both a UW course and Laurier course
• Scenario 3: Build a "Choice of" list of courses that are required
• Scenario 4: Build a plan and level requirement
• Scenario 5: Create a simple choice between rules
• Scenario 6: Build a group to allow a choice between rules ("and/or" statements)
• Scenario 7: Add a required milestone
• Scenario 8: Build an antirequisite of a topic course
• Scenario 9: Build an antirequisite of a course that recently had a subject code change
• Scenario 10: Modify a requisite with a retired course

Scenario 1 - Build a list of several courses that are required

Goal: The three following active UW courses are required prerequisites: ACTSC 231, MATH 235, MATH 237.

1. Under Prerequisites, select the Must have completed rule.
   • Important: This rule can only be used to list active UW courses. The rule excludes retired courses, graduate-level courses, Laurier courses, transfer credit notations, etc. See how to add courses that are not active (Scenario 2).
2. Choose the all selected courses option.
3. In the Courses box, type and select each course, ensuring alpha-numeric order.
   

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Scenario 2 - Build an antirequisite of both a UW course and Laurier course

Goal: List courses that are equivalent and a student should not be allowed to enrol in the course if one of the others has been taken: ARABIC 120R, SI 102R, SI 120R, AB 102W.

In this example, only ARABIC 120R is an active UW course. SI 102R and SI 120R are retired courses and AB 102W is a Laurier course.

1. Under Antirequisites, select the Not completed nor concurrently enrolled in rule.
2. Choose the any of the selected courses option.
3. In the Courses box, type and select the active UW course: ARABIC120R.
4. Select the + button on the right of rule A to add a second rule.
5. Select the Free form text rule and type in the non-active courses, ensuring proper formatting (i.e., alpha-numeric order, standard wording, and spacing): Not completed nor concurrently enrolled in: AB102W, SI 102R, SI120R
   

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Scenario 3 - Build a "Choice of" list of courses that are required

Goal: A student must take two of the following courses: FR 251, 252, 255, 297.

1. Under Prerequisites, select the Must have completed rule.
2. Under selected courses, choose the minimum number of courses from selected courses option.
3. In the Number box, type in 2.
4. In the Courses box, type and select the four courses listed above in the scenario goal, in alpha-numeric order.
   

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Scenario 4 - Build a plan and level requirement

Goal: A certain academic level and enrolment in a certain plan is required: Level at least 1B Chemical, Civil, Environmental, Geological Engineering.

1. Under Prerequisites, select the Students must be rule. 
2. Choose the in selected degree level or higher option.
3. In the blank box that opened, select 1B.
4. Select the + button on the right of rule A to add a second rule.
5. Select the Enrolled in rule.
6. Choose the selected program option.
7. In the blank box, type each of the following academic plans and select the CM program code that displays: H-Chemical Engineering, H-Civil Engineering, H-Environmental Engineering, and H-Geological Engineering.
   

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Scenario 5 - Create a simple choice between rules

Goal: Students are required to be at an academic level (2A) or higher or be enrolled in a specific plan: the Diploma in Black Studies or the Diploma in Fundamentals of Anti-Racist Communication.

1. Under Prerequisites, select the Students must be rule.
2. Choose the in selected degree level or higher option.
3. In the box that appears, select 2A from the list.
4. Selecting the + button on the right of rule A to add a second rule.
5. Select the Enrolled in rule.
6. Choose the selected program option.
7. In the blank box, type and select each of the following CM Program codes: Black Studies Diploma, Fundamentals of Anti-Racist Communication Diploma. 
8. Upon entering requisite rules A and B, the logic row is automatically updated to show both rules are required; the default is "Complete ALL of the following". We now need to change this to any 1 of the rules must be met.
9. In the top logic row, change “Complete ALL of the following” to “Complete 1 of the following”.
   
10. The final result:
    

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Scenario 6 - Build a group to allow a choice between rules ("and/or" statements)

To use when more than one type of rule needs to be used, and it involves a choice (an "or" statement) as well as an "and".

Goal: A student must have taken a specific course (BIOL 110), or be at a certain academic level (2A) and be enrolled in a certain program (Faculty of Environment students).

1. Under Prerequisites, select the Must have completed rule.
2. Choose the all selected courses option.
3. In the Courses box, type and select BIOL110.
   
4. Select the + button next to rule A to add a second rule.
5. Select the Students must be rule.
6. Choose the in specific degree level option.
7. In the blank box, select 2A.
8. Under the … button on the right of rule B, select Create Group. Note: Rule B became rule B.1.
   
9. Select the + button next to B.1 to add a third rule.
10. Next to rule B.2, select the Enrolled in rule.
11. Choose the Program & Plan offered by a selected group option.
12. In the Category box, select Faculty.
13. In the Group box, select Faculty of Environment.
14. This results in an entire prerequisite, which is interpreted to say rule A and all rule B (B.1 + B.2) are required:
    
15. To finish this prerequisite, we need to change it to say rule A or all rule B (B.1 + B.2). This is done by changing the Complete ALL of the following in the logic row to Complete 1 of the following.
16. Final version:
    
17. Once saved, it looks like this:
    

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Scenario 7 - Add a required milestone

Goal: To indicate both the following milestones are required: Fine Arts Health and Safety Milestone; Fine Arts Woodshop Workshop Milestone.

Note: If the goal is to have a choice of milestones (instead of all), two rules will be needed with an or statement.

1. Under Prerequisites, select the Obtained rule.
2. Choose the selected milestones option.
3. In the Competencies box, add both milestones by typing them in one at a time (in alpha order), and clicking on the appropriate milestone from the list. 
   

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Scenario 8: Build an antirequisite of a topic course

Goal: To indicate that a specific offering of a course is an antirequisite: EARTH 491 (Topic: Data to Decisions) taken winter 2021.

1. Under Antirequisites, select the Free form text rule and a box will appear.
2. Using standard wording, in the box, type "Not completed any of the following:".
   
3. Continue typing in the box: the course Subject+Number, followed by the Topic Number and Title in parentheses, like: "EARTH491 (Topic 6: Data to Decisions)".
   

Notes:

1. Topic courses must be represented with the Topic Number and Title coded in Quest; we do not reference the term it was taken unless it was only a specific instance of a topic number (all other scheduled instances would not be considered as an antirequisite).
2. Don't know the Topic Number associated with the Title? Reach out to your faculty contact who can access that information in Quest for you, or submit a support ticket - making sure to provide the correct Topic Title - and the Office of the Registrar team can do that for you as well.

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Scenario 9: Build an antirequisite of a course that recently had a subject code change

From time-to-time, academic units on campus renumber courses (subject code and/or number). After the course has been fully approved and its new iteration is being added to a rule, the former iteration is also visible in the list of courses. For example, SOCWK 240R was renumbered to SDS 245R.

To ensure the new iteration and the former iteration are both part of the requisite, use a combination of rules that allow active courses to be added along with the Free form text rule to add the former course iteration.

Goal: Indicate that SDS 245R is an antirequisite.

1. Under Antirequisites, select the Free form text rule.
2. In the blank box, use standard wording and type in "Not completed any of the following:", and type in the non-active course, with no space between the subject code and number: SOCWK240R.
   

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Scenario 10: Modify a requisite with a retired course

When a course has been retired in Kuali CM and was listed in the requisites for another course, those requisite rules need to be updated. The retired course cannot remain in linked requisite rules as it is, as the link to the course will be broken in the published academic calendar. We must remove the retired course from the requisite rule it is listed in as an active course, and readd it using the Free form text rule.

Goal: Create an antirequisite where the following courses are deemed equivalent: AMATH342, CS370, CS371, ECE204A, ECE204B, MTE204, and  where ECE204A and ECE204B have been recently retired.

In this scenario, the existing antirequisite includes two courses that were recently retired, and are still listed in a rule reserved for active courses:

1. Propose changes to the course containing the outdated requisites to begin the draft proposal, noting that the two retired courses are flagged as Retired when viewing the proposal in draft state.
   
2. Under Antirequisites, select the + button next to A to add a second rule.
3. Select the Free form text rule.
4. In the blank box, using standard wording, type in "Not completed any of the following:", then type in the retired courses after the colon, without using spaces between the subject code and number (i.e., ECE204A, ECE204B).
5. Delete the retired courses from rule A using the trash can icons.
6. Final version:
   

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