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How to Create a General Requirement
Updated over 4 months ago

General Requirements are powerful requirements that can be automatically attached to any set of programs and/or students at your institution - as such, the permission to create them lies only with Stellic Superadmins. For assistance with creating a General Requirement, please contact your institution's Stellic Superadmin(s).

Creating a General Requirement

To begin, navigate to the Programs tab and click on "Create New", then select "General Requirement" from the dropdown.

Choose between creating a new General Requirement or copying from an existing audit. You can copy the requirements from any audit, not just General Requirements. Currently only requirements can be copied, the eligibility criteria will need to be specified again on the copied version.

For a new General Requirement, you will need to specify a unique name and (if present at your institution) an enrollment level.

If you are planning on auto-applying your General Requirement, proceed to specifying the various criteria to determine how your General Requirement will attach to students and/or programs. You can review the various available criteria in our article on General Requirement criteria. If you want to manually apply your General Requirement to specific students only, please skip this section and proceed to the section on Creating a Manually Applied General Requirement.

Using Auto Apply Eligibility Criteria

If your institution uses enrollment levels, a rule will be automatically populated that will enable the General Requirement to attach to programs with the relevant level that you selected on the previous screen. This rule is able to be discarded if you do not want to use it - just click on the trash can icon on the right side of the rule.

Choose whether you want to create a rule based on program audit or student profile criteria. Choosing rules only based on program criteria will automatically attach the General Requirement to relevant SIS programs, and once published the General Requirement will be found on the program's page in the Programs tab. Choosing rules only based on student criteria will automatically attach the General Requirement to relevant students, and once published the General Requirement will be found on the student's progress page. Choosing a mixture of rules from program and student criteria will create a student-based General Requirement - it will match to students that match all of the relevant student and program criteria, and can be found on the matching students' progress pages.

For institutions that have students that will stay for multiple degrees or credentials, it's recommended that you focus on using the student's program data. Students' programs will stay with them throughout their academic career and are less likely to change over time than values such as student enrollment level or student entry term. However, you know your institution's practices best, so we encourage you to use whichever rules you know to be appropriate for your needs.

If you are entering multiple values into an individual criterion, once the second value is entered you will be able to toggle the rule to choosing "all" or "any" of the values that you've specified. Each criterion is able to be specified individually - so for example, one criterion can specify that student need all tags, and the second criterion can specify that the student needs any of the programs.

If you are entering multiple criteria into the General Requirement, once the second value is entered you will be able to toggle the General Requirement to looking for "all" or "any" of the criteria. Currently you must choose "all" or "any" between ALL of the criteria in the General Requirement - you cannot combine and/or relationships between the criteria.

An important note is that when you specify multiple criteria with an "and" relationship about programs, Stellic will combine all of the criteria together to look for any single program that matches all of the listed criteria. It is not currently possible to look for a student that has both the Chemistry and the Biology major programs, for example.

Creating a Manually Applied General Requirement

If you would like to build a General Requirement that will only manually apply to specific students, you can skip the criteria editor and scroll directly to the bottom of the modal and click on "Apply to students". From here you can search for individual students, or click on "add multiple students at once" to enter multiple student usernames at once.

You can manually add students to a General Requirement that has auto apply criteria as well. Either add the students in the same fashion when creating, or click on the "edit" next to Manual Apply when editing the General Requirement in the requirement editor. You will be able to add students individually or in bulk via usernames.

Creating Your General Requirement

Once all of your criteria have been specified, click on the "Create general requirement" button at the bottom of the modal.

The requirement editor will display all of your auto and manual apply eligibility at the top of the page. If your General Requirement is based on program criteria, it will display the number of applicable audits that match the criteria.

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