Set Up Academic Requirements Evaluation Display Policy

Security: Manage: Configure Evaluate Academic Requirements Policy
domain in the Academic Advising functional area

You can configure effective date options for Advising administrators and student self-service that are available on the

Evaluate Academic Requirements for Student

and

Evaluate Academic Requirements

tasks, including the default options for these users. Workday enables you to configure the evaluation tasks so that students and advisors can select from effective date options that are meaningful for their role. Example: You might want to hide the

Program of Study Configuration Date

from student self-service.

Access the

Configure Evaluate Academic Requirements Display Policy

task.

Select whether to configure the evaluation display policy for an academic unit and level or a program of study.

Select either:

Inherit from Superior Academic Unit

. If the policy is already inheriting from the superior academic unit, the selection defaults to the option to create a new policy or edit the existing policy.

Create New Policy or Edit Existing Policy

. If the subordinate academic unit is already inheriting its policy from the superior academic unit, you can edit the existing policy or create a new policy if one doesn't exist, as of the effective date you specify. To restore inheritance, edit the subordinate policy so that it has the same configured options as the superior policy. Then select the option to inherit from the superior academic unit.

From the

Field Configuration

grid, select the effective dates to display for self-service and for administrators.

Example:

To enable students to evaluate only programs of study by matriculation date and current date, select

Matriculation Date

and

Current Date

for

Show for Student Self Service

. Clear the other options.

To provide more flexibility for administrators, select all the date options for

Show for Administrators

Select 1 default each for both types of users from:

Default for Current Programs of Study

Default for New Programs of Study

Ensure that you configure the default selections to

Show

for both students and administrators. Example: For

Defaults for Student Self Service

, if you select

Current Requirements Effective Date

as the