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Administrator Guide
Last Updated: 2024-08-23
Steps: Set Up Academic Requirements

Steps: Set Up Academic Requirements

You can set up academic requirements that students must meet to complete their educational objectives at your institution. Academic requirements enable you, advisors, and students to create academic plans and track student academic progress toward degree completion.
Setting up academic requirements involves:
  • Creating academic requirements using eligibility rules.
  • Assigning them to an academic unit and level, program of study, or program area.
For a use case related to this topic, see Use Case: Configure Academic Requirements and Policies.
  1. Access the
    Maintain Academic Progress Processing Policy
     task.
    Set up your institutional processing policy for evaluating students’ requirements and registrations towards program completion. See Set Up Academic Progress Processing Policies.
    Security:
    Set Up: Academic Requirements
     domain in the Academic Advising functional area.
  2. (Optional) Access the
    Create Smart List
     task.
    Use smart lists when you need to select a large number of courses for
    Course Requirement
     and
    Unit Requirement
     type eligibility rules. See Setup Considerations: Course Smart Lists.
    Security:
    Set Up: Student Eligibility Rules
     domain in the Academic Advising functional area.
  3. Access the
    Create Student Eligibility Rules
     task.
    Create rules for academic requirements using these types of eligibility rules: Activity, Accomplishment, Course, Grade, Test, Unit, and Combination. See Reference: Eligibility Rules for Academic Requirements and Create Student Eligibility Rules.
    Security:
    Set Up: Student Eligibility Rules
     domain in the Advising functional area.
  4. Access the
    Create Academic Requirement
     task.
    Create requirements for academic unit and level combinations and programs of study. Optionally, restrict the requirement for academic planning. See Create Academic Requirements.
    Security:
    Manage: Academic Requirements
     domain in the Academic Advising functional area.
  5. (Optional) Access the
    Create Restricted Requirement Group
     task.
    Restricted requirement groups enable you to configure exceptions to the sharing or nonsharing policy for academic requirements you selected for your institution when you configured the academic progress processing policy. See Create Restricted Requirement Groups.
    Security:
    Set Up: Academic Requirements Configurations
     domain in the Academic Advising functional area.
  6. Access the
    Configure Academic Requirements
     task.
    Configure the academic requirements you created for academic units and levels or programs of study. Academic units and programs of study under an institution inherit the institutional requirements. You can:
    • Assign new requirements to inherited requirements.
    • Add academic requirement groups. See Concept: Academic Requirement Groups.
    • Configure conditional criteria and assign it to students.
    • Assign a total academic requirement.
    • Configure unit and course limits with or without grade limits.
    • Configure the processing order for programs of study.
    Security:
    Set Up: Academic Requirements Configurations
     domain in the Academic Advising functional area.
  7. (Optional) Access the
    Set Up Academic Progress Display
     task.
    Set up the institutional display policy for the
    Academic Progress
     report. All the fields display by default. See Set Up Academic Progress Display Policy.
    Security:
    Set Up: Academic Requirements
     domain in the Academic Advising functional area.
  8. (Optional) Access the
    Configure Evaluate Academic Requirements Display Policy
     task.
    If you enable administrators and students to evaluate academic requirements for new programs of study, you have the option to configure how the evaluation tasks display for both types of users. See Set Up Academic Requirements Evaluation Display Policy.
    Security:
    Manage: Configure Evaluate Academic Requirements Policy
     domain in the Academic Advising functional area.
  9. Configure the Academic Requirement Override Event business process and security policy.
    Configure this business process to enable administrators to override both academic requirements and total academic requirements for a student. See Override Academic Requirements and Override Total Academic Requirements for Student.
  10. Configure the
    Academic Progress
     report on the Academics profile group of the student profile.
    You have the ability to configure student profiles on these tasks with Workday-delivered content:
    • Configure Profile Summary
    • Configure Profile
    • Configure Profile Group
    This configuration enables administrators, advisors, and students to view the
    Academic Progress
     report on the student's profile. See Steps: Set Up Profiles and Profile Groups and Steps: Set Up Student Data.
You and your students can track their academic progress based on the status of their academic requirements.
Use these reports to view your configured policies and academic requirements:
  • Academic Unit Policy Viewer
     to view all institutional policies.
  • View Academic Requirements Configurations
     to view all configurations of academic requirements for academic units and levels and programs of study.