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Administrator Guide
Last Updated: 2024-11-01
Evaluate Academic Requirements

Evaluate Academic Requirements

Advisors and students can explore what-if scenarios for multiple programs of study to evaluate how a student's current academic record satisfies the academic requirements for a different program of study. This evaluation provides a greater understanding of how close the student is to completing programs of study other than the ones they are currently enrolled in.
Workday evaluates academic progress for the programs of study that you or students select, comparing and providing details about course requirements and completion in a single report.
  • Students can use the
    Evaluate Academic Requirements
    task to evaluate requirements completion and program completion details. You can configure the
    Create Program of Study Exploration Details
    task for students. Students can then access the
    Evaluate Academic Requirements
    task for the programs of study you've configured for evaluation.
  • Advisors can use the
    Evaluate Academic Requirements for Student
    task to evaluate and compare the program of study completion for a student.
The evaluation also considers whether the academic requirements configuration for the program of study you're evaluating has assigned or unassigned Student Criteria.
By default, Workday evaluates the enrolled programs of study based on the
Requirements Effective Date
, while evaluating programs the student is not currently enrolled in by
Current Date
. You can select other effective dates to evaluate academic progress when exploring prospective and current programs of study. Evaluating academic progress based on the effective date that functionally applies to the student or to the program of study ensures that the results are accurate even if you update the requirements configuration. Your administrator configures the available effective dates, including the default effective date options, for both students and administrative users.
  1. Access the
    Evaluate Academic Requirements for Student
    task.
  2. Select the student whose program of study you want to evaluate.
    Workday displays the active records of the programs of study for the selected student. If the student has only 1 program of study, Workday displays the student's primary program of study in the
    Current Programs of Study
    grid.
  3. As you complete the
    Evaluate Programs of Study
    grid, consider:
    Option Description
    Program of Study
    Select an available program of study.
    Is Primary
    Select if the program of study to evaluate is a primary program of study. When the selected program of study isn’t standalone, Workday disables the
    Is Primary
    check box.
    Bundled With
    Select a parent program for a nonstandalone program of study. Select addable and stackable programs of study combinations as configured on the Program of Study definitions.
    Requirements Effective Date
    Select 1 of:
    • Current Date
      to use today’s date. By default, Workday populates the
      Date
      field with today’s date.
    • Current Requirements Effective Date
      to use the effective date for the requirements associated with the student’s current primary program of study.
    • Matriculation Date
      to use the start date of the student's record.
    • Program of Study Configuration Date
      to use the effective date for the program of study configuration.
    • Optional) Select a
      Date
      from the calendar prompt.
Workday notifies you when the job completes. Review the evaluation details for the program of study,from 1 of:
  • My Tasks
    .
  • The
    View Evaluated Academic Requirements for Student
    report.
Workday stores evaluation results for 10 programs of study at any time.
When you select the same program of study combination with the same program of study as primary, Workday overwrites the previously submitted evaluations. If you change the combination of programs, including which program is primary, Workday saves these results separately.
Workday also evaluates whether you assigned student criteria to the academic requirements or the targeted program of study. Workday displays the
Requirements Not Assigned
drill-down when you haven't assigned student criteria or the requirements don't meet the criteria.
You and your students can use these reports to view the results of an academic requirement evaluation of a program of study:
  • View Evaluated Academic Requirements for Student
    (for admins)
  • View Evaluated Academic Requirements
    (for students)
These reports mirror the student's
Academic Progress
report.
Brian completed 81% of academic requirements for their Mathematics Major. Brian now wants to switch their program of study to an Economics Major.
You're the academic advisor for Brian.
  1. Access the
    Evaluate Academic Requirements for Student
    task for the academic record.
  2. In the
    Evaluate Programs of Study
    grid, select
    Economics Major
    for
    Program of Study
    .
  3. Select the
    Is Primary
    check box.
  4. For the
    Requirements Effective Date
    , select
    Current Date
    .
  5. Click
    OK
    and
    Done
    .
  6. To review the results, access the
    View Evaluated Academic Requirements for Student
    report for Brian after the business process completes.
Compare the program completion details for the evaluated program with the current primary program of study. Brian has already satisfied:
  • 18 of the 22 requirements for the Mathematics Major.
  • 17 of the 23 requirements for the Economics Major (with 73% of the program completion).
You review the other details and advise Brian about their remaining requirements if they were to switch majors.