Course Sets are a predetermined list of courses that can be used within one or more programs. For example, you may have a large number of courses that can be used to fulfill a requirement across multiple programs, so you can define the list as a course set to refer to rather than building out the list within each individual program.
By using a course set, an Admin or CM Admin can create an established list that can not be modified on the proposal, ensuring the list is consistent across the programs it is used within.
Attributes
Each Rule Set will consist of the following attributes:
- Name
- The name displayed when viewing all course set, 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 course sets - so only one version should exist within a course set. If a new iteration of a course 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; although you may also make use of an option type to help identify them within CM.
- Start term
- Start Terms are no longer used within course sets and should be avoided.
- Courses
- The list of courses included within the course set.
Creating a Course Set
Course Sets can be created at any time by an Admin, CM Admin, or user who has been granted specific permissions to do so. Once a course set has been created, it will be available for use anywhere the Omega Rules gadget is used within a form.
To create a new course set:
- Select System Settings from the navigation, then under the Other Settings heading, select Course Sets.
- Directly under the heading Add Course Set, is a field for you to enter the Name. This name will appear in the list of course set, and is what will appear in the Rules gadget on your form - so it should be named in a way that makes it easily identifiable.
- For example, "Art Electives - 2023" would help a user quickly identify that this would be a list of courses that may fulfill an art elective requirement for the 2023 calendar year.
- After entering a name for the course set, click the button New Course Set.
- On the next screen, click the button New Version.
- Recall that only one version should be created within a single course set, as multiple versions are no longer supported.
- On the next screen, in the field titled Courses, you can begin searching for the courses you would like to include within this course set. This field is a typeahead field, so you can begin typing and it will begin to look for courses as you work.
- As you select a course, it will be added into the list. The course set will show the courses in the order that they are added.
- If you find you need to change the order of the courses, you will need to remove them and then re-add them in the order you would like them to appear. For example, if these courses should be in alphanumeric ordering, you would click the trash icon to remove them and then re-add them.
Editing a Course Set
A course set can be edited at any time by an Admin, CM Admin, or user who has been granted specific permissions to do so. Once a course set has been modified, the changes will take effect everywhere the course set is used within an Omega Rules gadget in a form.
To make changes to an existing course set:
- Select System Settings from the navigation, then under the Other Settings heading, select Course Sets.
- Locate the course set you need to edit.
- If you have multiple pages of course sets, you can use the page options at the bottom to sift through; or you can use the search to enter the name of the course set you are looking for.
- Click on the name of the course set that you would like to edit.
- Once the course set has been selected, click into the version.
- On this screen, you can now add or remove courses as needed to adjust the course set. Changes are automatically saved as you work, so there is no save button on this screen.
Deleting a Course Set
Course sets are able to be deleted from the system if needed. This action may only be performed by an Admin, CM Admin, or user who has been granted specific permissions to do so. Once a course set has been deleted, it is not able to be recovered and there is not an undo function; but a prompt will appear to remind you of the permanent action
To delete existing course set:
- Select System Settings from the navigation, then under the Other Settings heading, select Course Sets.
- Locate the course set you need to delete.
- If you have multiple pages of course sets, you can use the page options at the bottom to sift through; or you can use the search to enter the name of the course set you are looking for.
- Click on the name of the Course Set that you would like to delete.
- Click the Delete button.
- A pop-up will appear to remind you that this is a permanent action that can not be undone. Click Delete again to proceed with removing the course set.
Course sets that have been deleted that were in use within an existing record will no longer display. A record will now reflect:
The rule will appear as follows when editing the record:
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