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REQUIREMENTS: Creating Requirement Sets

Table of Contents

Related Permissions & Limitations
How To Do It
Applying Requirement Sets
Requirement Sets v. Course Sets
Related Articles


  • You can use “Requirement Sets” to create sets of requirements that are shared across programs.

  • Users can make changes to those requirement sets, and those changes will be reflected across programs in which those requirement sets are used, preventing users from being required to make revisions to individual programs. 

  • Users can easily make updates to program requirements for future terms or make updates to programs when requirements are the only items being updated.

  • Use caution when updating requirement sets: They don't go through workflows, and changes to requirement sets will be propagated anywhere that requirement set is used. 

Related Permissions & Limitations

  • The ability to view and/or edit Requirement Sets is tied to a role-based access control. Learn more here

  • In order to use Requirement Sets, your institution also needs to be using Requirement Levels (and have at least one level set up). You can learn more about Requirement Levels here

How To Do It

Step 1: Navigate to Curriculum > Requirement Sets.


Step 2: Click “Add Requirement Set”

Step 3: Define the Name (Required) and Description for this Requirement Set.

Step 4: 

  • Under “Select Effective Dating”, determine whether this Requirement Set will be effective during certain dates or terms. 

  • If you selected “Dates”, you will need to then also define the “Effective Start Date” for the Requirement Set. 

  • If you selected “Terms”, you will need to then also define the “Effective Start Term” for the Requirement Set.

  • Defining an effective end date or end term is optional.

Step 5: Click into the Requirement Set you just created in order to edit its details.

Step 6:

  • Use the “Add +” button to add requirements and/or narrative text for this Requirement Set.

  • The process for adding courses to a Requirement Set is the same as adding courses to a course- or program-specific requirement via Simple Requirements. You can learn more about that here, but in sum: 

    • Users can choose from the following requirement types: Completion Requirement, Prerequisite, Corequisite, Antirequisite.

    • Users can choose from a variety of rule conditions to fulfill the requirement, including “Complete Any” of a set of courses or “Complete At Least X” of a set of courses.

    • You can add multiple requirements to create a Requirement Set.

Step 7: Click “Save” when you are done making changes to a requirement set.

Applying Requirement Sets

  • Once requirement sets have been created, they will be listed as an available data type when building rule conditions for program requirements. 

  • Requirement sets cannot be added as a data type in sub-rules.

Requirement Sets v. Course Sets

Overview | Key Differences | Examples


  • Although Requirement Sets and Course Sets have similar functionality, there are some key differences to consider when deciding how and when to use each.

  • Think of “Course Sets” as a list of courses. “Requirement Sets”, on the other hand, are more complex because they can have a list of rules and conditions built into them (i.e. Classes that need to be taken to complete a program).

  • When you want to build requirements that are shared between programs, use Requirement Sets.

  • When you want to build course requirements or Degree Map requirements, use Course Sets. 

  • You can use Course Sets to build Requirement Sets (but not the other way around).

  • These and other differences are outlined in the below table. 

Key Differences


Requirement Sets

Course Sets

What That Means

Uses Effective Dating



Use Requirement Sets if you are building requirements that you know will shift over years/terms. If your SIS does not support effective dating and you are not leveraging one of these, you can still use Requirement Sets with an open-ended time frame. Or, you can rely on Course Sets. 

Can be used when building course requirements



Use Course Sets when building requirements for a course.

Can be used when building program requirements



Use Requirement Sets when building requirements that are shared between programs.

Can be used with Degree Maps



Use Courses Sets in a Degree Map to ensure included courses match program requirements.

Built using complex logic



Requirement Sets give you a high level of configurability; in other words, when you build a Requirement Set, you are defining all of the rules and conditions for that requirement, which simplifies creating requirements for individual programs.

Built using simple and/or logic



Course Sets give you less configurability, which means when you use them to build a requirement using Course Sets, you will still need to define all of the rules and conditions for that requirement. 

Can be updated automatically based on course attributes

It’s possible,  but only if you use dynamic Course Sets to build your Requirement Sets


  • Dynamic Course Sets will automatically update based on changes to course attributes.

  • Users will always need to define what’s in a Requirement Set (e.g. BIO151, BIO152, and BIO200) unless they build them using dynamic Course Sets.

  • With dynamic Course Sets, you can define which courses are part of the set based on course attributes (e.g. Subject Code Contains Bio). 


Requirement Set

Static Course Set

Dynamic Course Set

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