The first step involves creating a Course Equivalency ID number to link all equivalent courses together.

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1 SR-008 Creating Course Equivalency Groups v Begin by navigating to the Course Equivalencies page. Click the Curriculum Management link. 2. Courses identified as part of a course equivalency chain share the following characteristics: Can be used to satisfy a course requisite; Are flagged as repeated courses by the repeat checking process; Can potentially be used to satisfy degree progress requirement purposes although Academic Advising has other mechanisms for handling this. There are a couple of steps involved in establishing course equivalencies as described below. The first step involves creating a Course Equivalency ID number to link all equivalent courses together. The second step involves taking the Course Equivalency ID number generated in the first step and associating it to each individual course that is considered part of this equivalency chain. Note: Since changes to the Course Catalog are effective dated to reflect these changes over time the Course Equivalency ID number needs to be associated to the correct effective dated row. 3. Click the Course Catalog link. 4. Click the Course Equivalencies link. 5. Click the Add a New Value link. 6. The system will automatically populate a value of NEW in the Equivalent Course Group field. DO NOT CHANGE THIS. NOTE: This will enable the UB system to automatically assign a Course Equivalency ID number. Click the Add button. 7. Use the Course Equivalencies page to define the course equivalency group. Date Created: 11/2/2010 2:16:00 PM Page 1

2 8. In the Effective Date field, enter a date for this Equivalent Course Group. The Effective Date defines when the equivalency group that you will delineate is valid. Use a new Effective Date each time you make a change to an Equivalent Course Group. Insert new rows as needed, and modify the record. This way you can track historical equivalent course changes. The Effective Date defaults to the current system date, but can be changed if needed. It should be set to the actual date for which you want the equivalency group to become active, usually the start date of term in which it is valid. Click in the Effective Date field. 9. Enter the desired information into the Effective Date field. Enter a valid value e.g. 10. The Status can be Active or Inactive. Select Active when adding a new Equivalent Course Group. The system default is Active. The Inactive option should only be used if your institution will no longer be using this Equivalent Course Group. Note: If you want to inactivate an Equivalent Course Group, you need to insert a new effective dated row on both the Course Equivalency Table and the Course Catalog. You need to do this for each course to which it is attached on the Catalog Data page as well as change the status to Inactive on this page. 11. Click in the Description field. 12. Enter the desired information into the Description field. Enter a valid value e.g. "English Equivalencies". 13. Click in the Short Description field. 14. Enter the desired information into the Short Description field. Enter a valid value e.g. "Eng Equiv". 15. Click the Save button. 16. The system has now generated an Equivalent Course Group number. You will need this ID later in the process so record this number. 17. Next, navigate to the Catalog Data page to assign this Equivalent Course Group ID to the desired courses. Two or more courses can comprise the Equivalent Course Group. Click the Course Catalog link. Page 2 Date Created: 11/2/2010 2:16:00 PM

3 18. Click the Course Catalog link. 19. The system enters the Academic Institution value based on your user default settings. If the Academic Institution field does not default to UBFLO, update this field. 20. Select the Subject Area and Catalog Nbr to which you wish to attach this Equivalent Course Group. Click in the Subject Area field. 21. Enter the desired information into the Subject Area field. Enter a valid value e.g. "ENG". 22. Click in the Catalog Nbr field. 23. Enter the desired information into the Catalog Nbr field. Enter a valid value e.g. "101". 24. Click the Search button. 25. Click the ENG 101LEC link. 26. Use the Add a new row button (+ sign) to add a new Effective Dated Row with the date for which the equivalency will take effect. Click the Add a new row at row 1 (Alt+7) button. 27. Click in the Effective Date field. 28. Enter the desired information into the Effective Date field. Enter a valid value e.g. 29. Click the scrollbar. 30. In the Additional Course Information group box, Equivalent Course Group field, enter the number generated earlier (you recorded this number) or use the Look Up function (Magnifying Glass) to search for the number. Click the Look up Equivalent Course Group (Alt+5) button. 31. Click in the Equivalent Course Group field. 32. Enter the desired information into the Equivalent Course Group field. Enter a valid value 33. Click the Look Up button. Date Created: 11/2/2010 2:16:00 PM Page 3

4 34. Click the English Equivalencies link. 35. Click the Save button. 36. Click the Return to Search button. 37. Click the Clear button. 38. Click in the Academic Institution field. 39. Enter the desired information into the Academic Institution field. Enter a valid value e.g. "UBFLO". 40. Select the Subject Area and Catalog Nbr to which you wish to attach this Equivalent Course Group. Click in the Subject Area field. 41. Enter the desired information into the Subject Area field. Enter a valid value e.g. "ESL". 42. Enter the desired information into the Catalog Nbr field. Enter a valid value e.g. "407". 43. Click the Search button. 44. Click the ESL 407LEC link. 45. Use the Add a new row button (+ sign) to add a new Effective Dated Row with the date for which the equivalency will take effect. Click the Add a new row at row 1 (Alt+7) button. 46. Click in the Effective Date field. 47. Enter the desired information into the Effective Date field. Enter a valid value e.g. 48. Click the scrollbar. 49. Enter the Equivalent Course Group number generated earlier (you recorded this number) or use the Look Up function (Magnifying Glass) to search for the number. Click in the Equivalent Course Group field. Page 4 Date Created: 11/2/2010 2:16:00 PM

5 50. Enter the desired information into the Equivalent Course Group field. Enter a valid value 51. Click the Save button. 52. Click the scrollbar. 53. Now that the courses have been associated with the Equivalent Course Group number, you can view the equivalencies in the Course Equivalencies component. To navigate to the Course Equivalencies page, click the Course Catalog link. 54. Click the Course Equivalencies link. 55. Click in the Equivalent Course Group field. 56. Enter the Equivalent Course Group ID number that you recorded earlier for reference. Enter the desired information into the Equivalent Course Group field. Enter a valid value 57. Click the Search button. 58. Now that you have attached courses to this Equivalent Course Group on the Catalog Data page, click the Fetch Course Equivalencies button to view all courses linked to this equivalent course group. Click the Fetch Course Equivalencies button. 59. You will see all the Effective Dated rows for each course, and can see which one(s) are associated with the Equivalency Group. 60. You have successfully created course equivalencies. End of Procedure. Date Created: 11/2/2010 2:16:00 PM Page 5