Rule Sets

• Attributes
• Create a Rule Set

Rules Sets are a predetermined grouping of curricular information - such as rules or requirements - that can be used within one or more programs. For example, you may have a department in which all of the programs must complete a core set of requirements that must be included. By using a Rule Set, an Admin or CM Admin can create an established list that can not be modified on the proposal, ensuring they are consistent across the programs they are used within.

Attributes

Each Rule Set will consist of the following attributes:

Title

The name displayed when viewing all Rule Sets, and what will be seen on a proposal or within Catalog. The title can be changed after creation, but should be specific to its use in order to make it easier for users to locate. 

Version

Versions are no longer used within rule sets and should be avoided. If a new Rule Set is needed, it is suggested that a new one be created instead. If versions are used; the last version created will be what is linked to the program and you can not choose between versions.

Start term

Start Terms are no longer used within rule sets and should be avoided.

Included rules

The rules built into the Rule Set that can be linked across multiple programs.

Creating Rule Sets

Creating Rule Sets is similar to establishing rules within a program or course where the Omega Rules gadget is used. Rules within a Rule Set can be grouped, and you can create multiple groups or sub-groups within the Rule Set. You are also able to use the same rule logic ( e.g. complete one of, all of, etc.) to establish the requirements.

As rules and groups of rules are added to a rule set, logic (e.g. complete one of, all of, etc.) can be applied to allow for the specific requirements of the displayed rules to be communicated.

In the above example, rules have been added to the set and logic can be set to indicate which of the rules are required to be completed (e.g. 1 of the following, 2 of the following). This logic can also manually be updated in the rule logic text box if desired (e.g. X of A, B, C, where X is “All” or a #).

To create a Rule Set:

• Navigate to System Settings, and then select Rule Sets from the Other Settings column.
• Click on the New Rule Set button in the upper right corner.

• Enter a Name for the Rule Set. The name is used to identify the Rule Set when adding it into a program or course; and should be named in a way that helps locate the correct item. For example, if you have a different Rule Set for a General Education Requirement over several years - you may choose to differentiate between them by adding a year to the end of the name, such as 'General Education Requirements - 2023'
• Click the New Version button. This establishes the single version of this Rule Set; and should not be used to create multiple versions within the same Rule Set. 
  • If multiple versions are created, then only the last version created will be able to be used. It is not possible to differentiate between versions when linking into a program or course.
• Click on Add Rules to begin establishing the rules for the Rule set. The changes are saved as you work. 

To add a Rule Set into a program or course (or anywhere the Omega Rules gadget is used within a form):

• Within the selected Curriculum, in the Omega Rules gadget, select the option Met conditions for selected for selected rule sets and then select the appropriate Rule Set.

• The rule set will display as a collapsible list; you can click the down arrow to toggle the display of the rule set.

Note that you can not modify the rule set within the program - it can only be changed by going back to the Rule Set itself to modify it.

Note: Changes made to a course set will take effect immediately within records the course set is used within. When this occurs, the change will not be recorded within the Audit Log of that record, as the change did not occur directly on the record, but to the course set.