1. Academic Advisement

2. What is Advisement? Advisement audit is a tool used to track and analyze degree requirements for graduation. Degree requirements can be created, using requirements, conditions, courses, and wild carding. End result is a report which looks like a transcript. Set up is flexible, there is no right or wrong way

3. Academic Structure Set Up Required Before you are able to use this tool, all aspects of the Academic Structure must be completed. Courses will be pulled from the course catalog, students will be identified by the career/program/plan they are associated with. Set up should start at the Course List level first, building up to Requirement Groups.

4. Getting Started Before entering any data carefully map out the following: List all careers associated with each institution. List all programs of study associated with each career. List all plans associated with each program. List any related sub-plans for each plan. Map out all degrees, and certificates and the requirements needed for completion of these credentials.

5. Some additional questions to ask before setting up: Get as specific as you can about a specific requirement rule for graduation. Is there a min/max unit, course, GPA value required for a specific course? courses? Is transfer coursework allowed to meet requirement? Must all coursework be taken while in residence? Within a specific time frame? Is there coursework that must have been taken in sequential order?

6. Connector Types And/Or Statements drive how the rule is perceived and what you are requiring. OR Statement {Line 10 and Line 20} or {Line 30 and Line 40} AND Statement {Line 10 or Line 20} and Line 30

7. Basic Math Operations Basic math operations allow course lists to be reused in more than one rule. Union total of both entities Intersection all elements in common Subtraction one entity subtracting all elements in common with another

8. Big “3” Set Up Requirement Groups Requirements Course Lists Set up should take place in reverse order

9. Requirement Groups Consist of detail lines pointing to conditions, courses, and requirements. The AA engine evaluates the student's career, program, plan, and sub-plan (plus other pertinent academic data) and determines which requirement groups apply to that student. Analyzes all courses, restrictions, pre-conditions, and/or conditions completed (both successfully and unsuccessfully) by the student. Report determines what requirements are still outstanding.

12. Group Line Types Condition –Specific conditions a student must meet

13. Course Group Line Type

14. Wild Card Course Line Type

16. Requirements Requirements contain requirement parameters, pre-conditions, connector types, partitions, detail requisite/restrictions, and line item parameters. Requirements can be very simple or very complex Controls should be placed at this level

19. Course lists A course list is a group of courses that can be used to satisfy an academic requirement. By using the mathematical concepts of union, intersection, subtraction, and complement, course lists can interact in countless ways. As a result, different course lists interacting in different ways can often satisfy the same requirement. The system is designed to maximize the reuse of requirement groups, requirements, and course lists by means of set operations, including and/or/subtraction/intersection/union.

23. DLST/CLST Derived Course List (courses a student DID take) Vs Course List (courses a student COULD take)

25. Performance in AA Use efficient set up to reduce the amount of time the system requires to complete the process. Pre Conditions can be used to determine specific population that the requirement applies to. Create efficient course lists, use wild carding. Course share set and restrictions can slow down evaluation.

26. Conditions Standard And User Programmable

27. Standard Conditions

28. User Programmable Conditions

29. Milestone Check Internal Degree Check External Degree Check Custom Condition Checks – created to meet specific needs at an institution; verify that a student is a minimum age or the student has achieved a particular test score.

30. Entity Groups An entity group contains similar items grouped together for use as a single condition. The entities can be programs, plans, sub-plans, or student groups. This functionality may also be used in Enrollment Requirement Groups.

32. Using Entity Groups in Requirements To access predefined entity groups, you must use an operator of “In” or “Not In”.

34. Sharing Courses (Double-Dipping ) Course Share Sets – courses shared across Requirement Groups Partition Sharing – courses shared within the same Requirement or Requirement Group Credit Include Mode = Verify

35. Course Substitutions

36. Course Substitution – Course Source Course Offerings – all active courses in the Course Catalog Enrollment – courses in which the student has enrolled Test Credit Transfer Courses Other Credit

37. Student Exceptions Requirement Change – change the required minimum units or courses Requirement Override – replace one rule with another Requirement Waiver Course Directive – directs where a specific course is used or not used to satisfy a requirement

39. Exceptions An exception may apply to: an individual student a student group students in a specific program or plan

40. Advisement Transcript Set up as a separate transcript type Exclude in-progress courses control Special Advisement Reports

45. What-If Scenarios Course List What-If Quick What-If Stored What-If

50. Advisement Reports Advisement Group Summary Reverse Engineering Analysis Database

51. Questions