Planning Rules

PATH: Scheduling > Courses > Course Rules > Planning Rules

A Planning Rule defines relationships between courses across years and for a single year, allowing students to choose courses and to effectively plan their Academic Plan. This information is used in the Graduation Progress tool on the Portal and when students and counselors are determining an Academic Plan for the student.

Planning rules should be created in future calendars.

Planning rules are NOT used in the scheduling process.

Planning Course Rules

Best Practices

If you are using Multiple Year Academic Planning functionality:

Planning Rule Detail Editor

FieldDescription

Rule

Required

Selection indicates the planning rule that will be assigned to the course. See the descriptions and examples below for more information.

Display Value

Required

Text entered in this field displays on the Portal and should be descriptive enough for both students and counselors to know why the rule was added and what the student needs to do in order to take the course.

For example, if the Prerequisite rule was chosen for a course, text should indicate what the prerequisite is (Course Name and Number, minimum grade/GPA received, etc.) and any other information that may be helpful for the student, parent/guardians and counselor.

An entry might be "Must take 2221 Alg 2 before taking 2231 Trigonometry."

Transcript/Course Number(s)

Required

Values entered here can be course numbers from middle school courses, transcript courses, and transfer credit courses. Wildcard characters like percentage signs can be entered when the course numbers are similar (as in, all course numbers end in 2).

Commas must be entered between courses numbers, as such: "2221,2223,2225" or "2221, 2223, 2225."

When students plan courses through the Portal or a counselor adds the course to a student's academic plan, the entered course numbers are reviewed by the application to ensure the student has not previously taken the course and it does not appear on the transcript.

Clicking the Preview link displays an HTML view of the entered course numbers and is used to verify the correct courses are included from the current calendar and school.

Credits

Enter the total amount of credits the student needs to earn for the course(s) entered in the Transcript/Courses field.

This field does not display when the Equivalent rule is chosen.

Minimum GPA Value

Enter the lowest GPA value the student can earn for the course(s) entered in the Transcript/Course Number(s) field.

This field does not display when the Equivalent or Concurrent rules are chosen.

Course 2

Required

This field displays when the Parent Of or Child Of rules are chosen. The course that is either the Parent or the Child is chosen.

Planning Rule Descriptions and Examples

Following are the names and definitions of the available Planning Rules. Make sure that the rules are necessary before assigning them to courses.

RuleDescriptionExamples
Prerequisite

Students must have completed or planned to complete a course in an earlier year before planning the next course in the sequence. The course numbers entered in the Transcript/Course Number(s) field must be completed or planned before the student can take or plan the selected course.

If Parent courses are the prerequisite, enter only the Parent Course number in Transcript/Course Number(s) field and only the Parent Credits in Credits. Entering the sum of the Parent and Child credits will trigger an alert message on the Course Plan.

 
Concurrent

All course numbers entered into the Transcript/Course Number field must be taken in a single year.

 
Prerequisite or Concurrent

Any course in the Transcript/Course Number(s) list must have been taken in a previous year or the same year as the current course.

 
Equivalent

Two courses cover the same content.

Algebra 1, Honors, Algebra 1, and CBE Algebra 1 might all have different course codes, but if a student takes one Algebra course, he does not need to take the others. When an Equivalent planning rule is saved, any courses entered in the Transcript/Course Number(s) field will also have an equivalent rule created.

Parent Of

This course is the first part of a multi-term course that has been broken up into multiple courses for schedule flexibility. This rule allows the student to request this course and also receive any child courses.

Any other planning rules (Prerequisite, Prerequisite or Concurrent) must be associated only with the course marked as Parent Of.

When adding this rule, the Course 2 dropdown field lists all active courses from the student's future enrollment calendar.

Foreign language courses are broken into semester long courses (German 1 Semester 1, German 1 Semester 2, etc.). The German 1 Semester 1 course is assigned the Parent Of rule; the German 1 Semester 2 course is assigned the Child Of rule. German 2 Semester 1 is assigned the Prerequisite rule, with the Course Number and Credits from only the Parent, German 1 Semester 1.
Child Of

Parent of/Child of rules associate multi-term courses that have been broken up into individual courses for schedule flexibility. Requesting the parent part will give a student a request for all dependent parts.

Any other planning rules (Prerequisite, Prerequisite or Concurrent) must be associated only with the course marked as Parent Of.

When using this rule, verify that no other planning rules are associated with the Child Of courses. Parent/Child course rules create a built-in expectation in the Course Plan that the student will take both the parent and the child course and earn the credits for both courses. The Child course and its credits should not be included in other planning rules.

When adding this rule, the Course 2 dropdown field lists all active courses from the student's future enrollment calendar.

Foreign language courses are broken into semester long courses (German 1 Semester 1, German 1 Semester 2, etc.). The German 1 Semester 1 course is assigned the Parent Of rule; the German 1 Semester 2 course is assigned the Child Of rule. German 2 Semester 1 is assigned the Prerequisite rule, with the Course Number and Credits from only the Parent, German 1 Semester 1.

This course is a dependent part of Course 2.

Add Planning Rules

  1. Select the New Planning Rule from the action bar.
  2. Select the Rule from the dropdown list.
  3. Enter the required information in the appropriate fields based on the descriptions above.
  4. If desired, enter the Credit value and the Minimum GPA if those fields appear based on the selected rule.
  5. Click the Save icon when finished. The new planning rule will be added to the Rule List. 

 

 

Feedback