How-to-guides
Updated:
August 17, 2023

How to configure Link types (requirement, replacement) and choice rules

Choice types are used to define the supported choices in the curriculum, for example 'select X credits', select X modules from the list', 'choose 1 specialisation'. Relations between the different educational objects are defined using the so-called link types. Examples are: - a rule that defines that in order to follow a specific module it is required to have followed another - a rule that defines a module is excluded in case another (similar) module has been followed - a rule that defines a terminated module is replaced by other module(s)

Configure choice types

Choice types are used to define the supported choices in the curriculum, for example 'select X credits', select X modules from the list', 'choose 1 specialisation'. The choice type menu allows for the definition of the different choice options used in the modelling of the study.

The administrator can configure choice types

The delete option can only be used on choice types that have not (yet) been used in the system, or the 'end date' of the choice type can be set to disable it for future curriculum design.

Use the Add button to create or the Edit button to modify a choice type.

Configuration of a choice type

Different configuration options are available:

  • External ID - The external ID of the choice type.
    The system default values should not be changed in case they should be used for evaluation in the study planner
  • Code - The internal code, used for display purposes in TE Curriculum
  • Name - The name of the choice type, used for display purposes
  • Allow child groups - Indicator if this rule allows definition and evaluation of module groups.
    E.g. select exactly 1 of the underlying 5 specialisations.
  • Allow modules - Indicator if this rule allows definition and evaluation of modules.
    E.g. select at least 2 of the underlying 40 modules.
  • Required - Indicator if the choice type is required within a module group
  • Start date - Date the choice type will be available (used to define a new type in the future)
  • End date - Date the choice type will no longer be available for selection (soft delete)

Configure Link types

Besides the hierarchical relations that are automatically provided in the hierarchy of the curriculum tree, there is an option to define relationships (links) between different objects outside this hierarchy. This are relations between the different educational objects are defined using a so-called Link type. Examples are:
- a rule that defines that in order to follow a specific module it is required to have followed another
- a rule that defines a module is excluded in case another (similar) module has been followed
- a rule that defines a terminated module is replaced by other module(s)

Selecting the Link types menu item opens the configuration screen to define link categories and types.

Link types are grouped in categories

Categories are used go group different type of Links (relations). The category can be used in the configuration on the  Link related screens, for instance by configuring a screen that supports the registration of replacement rules and a second page that supports the registration of entry-requirements.

Configure a category

Different configuration options are available:

  • External ID - The external ID of the category.
  • Code - The internal code, used for display purposes in TE Curriculum
  • Name - The name of the choice type, used for display purposes
  • Sequence - Used for display purposes (sequence) on the different screens

Select the category to show the list of defined types.
The type can be managed using the Add, Edit (select) and Delete button.

Configuration of a link type

Different configuration options are available:

  • External ID - The external ID of the category.
  • Code - The internal code, used for display purposes in TE Curriculum
  • Outwards - The name shown to the user for the link, depending on the direction of the link.
  • Inwards - The name shown to the user for the link, depending on the direction of the link.
  • Tooltips - Tooltip to provide help to the user when selecting this link.
  • Source type - Allows for configuration this link type is only available for a specific source type (e.g. module, study, activity, assessment, ...)
  • Target type - Allows for configuration this link type only supports linking to a specific target type (e.g. module, study, activity, assessment, ...)
  • Mutual - Indicator the configured link is 'owned' and can be 'mutated' by both the source and target of the defined link (relation)
  • Container - Indicator if the defined rule can be used as a container.
    For example the Add and Or are defined as rule to allow definition of the following replacement rule: Module A is replaced by (Module B and Module C) or by Module D

In case the Container indicator is checked, the 'link type' will act as a grouping mechanism allowing to define more complex rules.
The configuration of a these link types that offer the ability to define more complex replacements is shown below.

Configure a link type that supports complex rules

Customer unique training

This class is available to receive tailor made for your database set-up. Just fill out the form below and our product expert will get in touch with you to set-up your bespoke class.
I want a bespoke class