Overview

This feature allows Admins to set up sets of rules at a system level that can be added by users to any course or program. You might want to use this feature if you have sets of rules that are common across multiple courses or programs. This reduces the time it takes to create programs and courses, because users can quickly add the entire set at once.

Instructions

These instructions assume you already know how to create rules. Rule sets can only be created or managed by a System Admin or a CM Admin, but can be used in Courses and Programs by anyone with access to add rules.

Creating Rule Sets (Admin)


  1. Click System Settings in the left navigation and then the Rule Sets tab within System Settings. Any existing rule sets will display in a list.

  2. Enter the new Rule Set name in the field on the top of the form and click New Rule Set.

 

  1. Click New Version


 

  1. Click a start term for your version

 

  1. Add rules to the Rule Set

 


Editing Rule Sets (Admin)

  1. Click System Settings in the left navigation and then the Rule Sets tab within System Settings.

  2. Click the Rule Set you’d like to edit.

  3. To change the name of the Rule Set, enter a new name in the field at the top of the screen.

  4. To add a version for a different term, click New Version.

  5. To edit the rules in an existing version, click that version.

Adding Rule Sets to Courses and Programs

  1. Within the appropriate requisites section of the form, add a new rule that includes ‘these rule sets.’



Tips

  • Breadcrumbs at the top of the Rule Sets screens in System Settings indicate your location in Rule Sets.

 

  • If you change the name of the Rule Set, it changes it for all the versions.

  • The Rule Sets screen lists the most recently created version for each Rule Set.