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  • Feature: Program Management

Program setup flow

How to set up a Program and pathways

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Table of Contents

Overview Setting up a Program 1. Add Courses  2. Add Academic Program and Program Plan 3. Add Plan Requirements 4. Add Program Pathways and Pathway Units 5. Add Program Disciplines and Discipline Requirements Setup Setting up Course Offering Setting prerequisite Courses Setting custom pathways Warning

Overview

Here is a step-by-step guide on the overall flow for setting up a Program for students to enroll. For this scenario, we will be setting up a Bachelor of Business Degree at RIO University.

Here is a handbook that we will use for this example below: Bachelor of Business Handbook.pdf


Setting up a Program


1. Add Courses 


Add the Courses from the handbook into the relevant University Department.

In this case, they would be added to the School of Business (under Courses).


2. Add Academic Program and Program Plan

(Main article: Program Plan)


Create an Academic Program "Bachelor of Business" under the School of Business.


Once completed, create a new Program Plan‍ (i.e. v1) under Program Versions.


3. Add Plan Requirements

(Main article: Plan Requirement)


As seen in the handbook, there are some core Courses, some are required for a specific Major (specializations), and some are electives.

In RIO Education terms, we have 3 Group Plan Requirements as the parent record, and each has their own Course Plan Requirements as the child record.


Inside the Program Plan created in step 2, under Program Structure, create a new parent Plan Requirement (Group), i.e. Core Group.

Credits are 80 as there are 8 Courses under the Core Group (as per the handbook).


Create a Plan Requirement (Course) for each of the 8 Courses under that group.


Create 2 more Plan Requirements (Group) for the specialization and elective Courses.

Under each one, add Plan Requirement (Course) for their relevant Courses.


4. Add Program Pathways and Pathway Units

(Main article: Program Pathway and Pathway Unit)


As seen in the handbook, a student can either major in Accounting or Management.

In RIO Education terms, we have 2 Program Pathways (parent record). Both have pathway units (child record), which are all the Courses under each Program Pathway.


To reflect these 2 separate pathways, we will first create 2 parent Program Pathways for the 2 Majors.

In the Program Plan we created in step 2, go under Pathways and add a new parent Program Pathway for the Accounting Major. Enter 6 Terms as per the handbook.


Inside this Program Pathway, add new Pathway Units, one each for all of the Courses (core and specialization) that the student will take throughout the degree in the Accounting Major**.

For instance, here we add "Academic Research and Writing" and set it as Term Number 1, as it takes place in Term 1.


**Term 5 and 6 (the last 2 Terms in Year 3) will be holding elective Courses. Instead of creating Pathway Units for all elective Courses, just create a Pathway Unit and select the Plan Requirement (Group) for elective Courses which we created in step 3.

Number of Courses from Group will be 4, as the student will have to take 4 of the elective Courses per Term in Term 5 and 6.


The end product should look like such for the Accounting Major's Program Pathway.


Create another Program Pathway for Management Major and its corresponding Pathway Units.


5. Add Program Disciplines and Discipline Requirements

(Main articles: Program Discipline and Discipline Requirement)


For the students to be able to select either one of the Majors, we need to create 2 separate Program Disciplines for them to choose.

There will be a Discipline Requirement (Group) for either Major, and each will have Discipline Requirements (Course) for their respective Courses.

In this scenario, the Courses in Year 1 are not part of either Discipline Requirements because they are core/compulsory regardless of which Program Discipline/Major a student chooses.

Electives are also not part of any Discipline Requirements as they are not bound to any specific Major.


In the Program Plan we created in step 2, go under Program Disciplines and create a new one for the Accounting Major.

Credits will be 80, as there are 8 specialized Courses for this Major (as per the handbook).


Inside the Program Discipline, create a parent Discipline Requirement (Group)‍ for Accounting.


Next, create 8 Discipline Requirements (Course) for the 8 specialized Courses for the Accounting Major.


Repeat the above for the Management Major.

Setup of this Program is now complete.



Setup


Setting up Course Offering

(See: Course Offering)

‍

Course Offering represents an actual running class for a Course. It is a junction object for Course and Term‍, and is required when using the enrollment wizard.

Note:

If you cannot find Courses to enroll into when using the student enrollment wizard, read more here.

If you cannot find the enroll button, read more here.


Setting prerequisite Courses

(See: Program Course Requirement)


Let's say that a student must complete Business Worldview first before he/she can take Business Law. Head to Business Law.

Head to the Program Plan (created in step 2 above) and under Program Structure, head to the Plan Requirement we created in step 3.


Under Requirement Information, set the requirement description and requirement logic. You can type in anything as the requirement logic, for example, "A".


Next, create a Program Course Requirement for that Course and enter the prerequisite Course, i.e. Business Worldview.

Set the requirement ID as "A" (or anything similar you typed in as the logic earlier).

Business Worldview is now a prerequisite to complete before taking Business Law.


Setting custom pathways

(Main article: Custom PE Pathway)


Suppose there is a special case where a student needs to deviate from the default pathway. You can set a custom pathway for the student to take for his/her Program Enrollment.


Delete

Warning

Setting a custom pathway will override the default pathway. Once the default pathway is overridden, all PE Pathways will follow the custom pathway.



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