How to build course requisites

(undergraduate studies only)

Requisites are added to courses in Kuali Curriculum Management (CM) via the courses form by using rules, and are divided by separate fields for prerequisites, corequisites, and antirequisites. See the Glossary of Terms in the Undergraduate Studies Academic Calendar for definitions of the different types of 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.

 Guidelines for course requisites

  1. Some rules allow for the selection of courses in order to display the courses. These rules are reserved for list active University of Waterloo courses. Do not select courses in the following scenarios and instead use the Free Form text rule (with standard wording and formatting, see below):

    • To list graduate courses (linked graduate courses will produce an error in the published Undergraduate Studies Academic Calendar).
    • To list a retired course (once it is retired, it will produce an error in the published academic calendar).
    • To list Wilfrid Laurier University courses (at this time, those part of the Courses database are for use in Plan requirements only).
  2. When using a rule that allows for the selection of courses, all courses must be listed in alpha-numeric order by Subject Code and number (e.g., ANTH100, CS100, ENGL210F; e.g., 1 of MATH117, MATH127, MATH137).
  3. When using a rule that allows for the selection of programs and plans, place the plans in alphabetical order based on the visible short-form CM code.
    • For those with multiple programs:
      • 3G > 4G > Honours
      • Certificate, Diploma, Minor, Option
  4.  When more than one course rule is needed, place the various rules, if applicable, in the following order:
    • List of courses that must be taken/not taken.
    • List of courses that must be within a choice (e.g., 1 of ..., 2 of..., 3 of..., etc).
    • Courses with a required grade (if a variety of grade percentages, place in descending order with the largest percentage first).
    • List of courses within a Free form text field.
  5. When more than one type of rule is needed, place the various rules, if applicable, in the following order:
    • Courses
    • Cumulative plan averages
    • Level
    • Programs/plans of enrolment
    • Milestones
  6. Some requisites will need to use Groups and/or Subgroups, to allow for a choice between rules and create an "and/or" statement.

    • Groups: Should be used when "or" statements exist between two or more rules; the first set of rules is automatically a "group".
      • To create a Group, select the More Actions ellipse icon next to a rule, and select Create Group.
        Screenshot of the More Actions ellipse button next to a rule, and Create Group button
    • Subgroups: Should be used when "or" statements exist between two or more rules within another rule. Subgroups are groups created within a rule that is already in a group.
    • When Groups and Subgroups are used, select the appropriate choice to indicate the condition: "Complete ALL the following", "Complete 1 of the following", etc.
    • Note: To delete a rule within a group, the group's condition must be updated first; alternatively, the action that may be needed is to "ungroup" the rules.

Free Form Text rule formatting and standard wording

  • Use numbers to identify "# of".
  • Retired, Laurier, and graduate-level courses should be written with SUBJECT+NUMBER (no space between), for example "SI101R", "BUS111W".
  • Do not use punctuation at the end of a requisite.
  • Standard wording to use with Free Form Text rule:
    • Prerequisites: 
      • Must have completed the following: [list of courses in alpha-numeric order]
      • Must have completed at least # of the following: [list of courses in alpha-numeric order]
      • Earned a minimum [name of major] average of #.0%
      • Enrolled in [list of programs/plans]
    • Corequisites: 
      • Completed or concurrently enrolled in: [list of courses in alpha-numeric order]
      • Completed or concurrently enrolled in at least # of the following: [list of courses in alpha-numeric order]
      • The corequisite listed is only for students in [name of plan(s)]
    • Antirequisites: 
      • Not completed nor concurrently enrolled in: [list of courses in alpha-numeric order]

Tips for building rules: 

  • Within rules that allow for the selection of courses, begin by typing in part or all of the course code. Once the desired course appears in the list, use the mouse to click on the course, or use the keyboard arrow keys to select the course and hit Enter.
  • Filtering tip: Start typing and the list will narrow. For example, if type in "MATH23", you will get a small list and can click on MATH235 followed by MATH237 without retyping.
  • If a course or plan does not exist in the database (or a typing error has occurred) you will see "NEW" next to it:
    Screenshot of adding a requisite course that does not already exist.
    • Do not select this - it will immediately create a draft proposal for that course and will not display correctly in the Calendar.
  • Adding new courses or new plans: If you are trying to add a new course or new plan to a rule, that is being drafted at the same time, that new course or new plan must first be submitted to the workflow and have an Under Review state. This can be done temporarily if needed - i.e., it can be withdrawn - if the new course/new plan isn't done being drafted so it can be added to the rule. But for the database to find it, it does need to be no longer a Draft. For new plans, it also needs a CM Program Code to be created. Need help? Reach out to the Office of the Registrar for assistance.

Understanding the rule references and logic

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. However, if you want to clear out all the rules at once, select and cut all the references in the logic box and select the Update Logic button; all the rules will be deleted (use with caution!).

How to edit existing requisites

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 over removing existing/creating new were (e.g., changing the level from 2A to 3A)

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

How to build a new course requisite

In a draft proposal, requisite fields are located in the Enrolment Rules section. 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.

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.
    Scenario 1 rules.
     
     

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. Use the Free form text rule to type in the non-active courses, ensuring proper formatting: Not completed nor concurrently enrolled in: AB102W, SI 102R, SI120R
    Screenshot of scenario using free form text rule to add a non active course requisite.

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

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

  1. Under Prerequisites, select the Must have completed rule.
  2. Under selected courses, choose the minimum number of 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.
    Screenshot of Scenario 3 rules.

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.
    screenshot of scenario 4 rules

Scenario 5 - Create a simple choice between rules

Goal: Students are required to be in 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: 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”.
    Screenshot of "Complete all of the following" pull-down menu.
  10. The final result:
    Screenshot of Scenario 5, step 10, "Complete 1 of the following" box.

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 in 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.
    screenshot of scenario 6, steps 1 to 3.
  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 B, select Create Group. Rule B became rule B.1.
    screenshot of scenario 6 rules, steps 1 to 8
  9. Select the + button next to B.1 to add a third rule.
  10. Next to 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 A and all B (B.1 + B.2) are required:
    screenshot of scenario 6 rules, steps 1 to 14
  15. To finish this prerequisite, we need to change it to say A or all 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:
    screenshot of scenario 6 rules, steps 1 to 15
  17. Once saved, it looks like this:
    screenshot of final prerequisites of scenario 6, in saved format

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.

  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 in the list. 
    Screenshot of Scenario 6 rule, step 5.

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 Not completed nor concurrently enrolled in rule.
  2. Choose the any of the selected courses option.
  3. Select the + button next to rule A to add a second rule.
  4. Select the Free form text rule and a box will appear.
  5. Copy the text from rule A (up to the colon) and paste into the rule B Free form text box (this tip ensures the standard wording to be used is applied).
    Antirequisite rule added to a Kuali CM course proposal, with the rule "Not completed nor concurrently enrolled" selected.
  6. 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)".
  7. Delete rule A (it was only for the copying of the existing text).
  8. Final version:
    Free form text rule, for an antirequisite including a topics course, in Kuali CM.
  9. Once saved, it looks like this:
    Saved version of a Free form text rule, for an antirequisite including a topics course, in Kuali CM.

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.

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.

sockwk24 is typed in the box and results show both SOCWK240R and SDS245R (previously SOCWK240R)

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 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 course that is currently active in Kuali CM: SDS 245R.
  4. Select the + button next to rule A to add a second rule.
  5. Select the Free form text rule.
  6. In the blank box, copy and paste the text from rule A "Not completed nor concurrently enrolled in:", and type in the non-active course, with no space between the subject code and number: SOCWK240R.
  7. Final version:
    Kuali CM antirequisite rules, displaying how to input a course that has had the subject code and number changed.
  8. Once saved it looks like this: 
    The saved final version of scenario 9 in Kuali CM.

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:

Scenario 10 antirequisites in Kuali CM before proposing changes.
  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.
    The original antirequisite for scenario 10, in a draft proposal, displaying "retired" next to the two ECE courses in the list.
  2. Under Antirequisites, select the + button next to A to add a second rule.
  3. Select the Free form text rule.
  4. Copy the text from rule A (i.e., "Not completed nor concurrently enrolled in:") and paste it into the Free form text blank box in rule B. 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: 
    The updated requisite for Scenario 10, in edit mode in Kuali CM.
  7. Once saved, it looks like this: 
    The antirequisite as it appears once saved in Kuali CM.