Enrollment Eligibility

Use educational characteristics to manage enrollment eligibility and communicate eligibility criteria to students during course registration. Registrars define and assign identity-based attributes to students that apply to specific time frames. The registration process evaluates a student's attributes against course requirements to determine their eligibility.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud and Education Cloud Advanced Academic Operations for Experience Cloud add-on

Educational characteristics define time-bound, identity-based attributes for students, such as field of study, honors status, or cohort affiliation, to determine eligibility for course registration. For example, the registrar creates Biology Major, Senior, and Junior educational characteristics for the Academic Profile type. For the Spring academic term, the registrar assigns Biology Major and Senior to Student A, and Biology Major and Junior to Student B. Each educational characteristic record generates a corresponding educational characteristic requirement record for assignment to courses.

To prepare for the Spring registration period, the registrar defines and then assigns the Biology Major and Senior requirements to courses that only accept seniors in Biology. For courses open to both juniors and seniors, the registrar uses a guided setup to define the requirement logic—(Junior OR Senior) AND Biology Major.

During Spring registration, Student A is eligible to register for both sets of courses. Student B is only eligible to register for courses that accept juniors. In the Course Search and Registration portal, students can see the requirements for all courses and make informed enrollment decisions.

Prerequisites for Educational Characteristics Configuration
Before you create educational characteristics and requirements for enrollment eligibility, set up Course Search and Registration.
Create and Assign Educational Characteristics to Students
To determine a student's eligibility for a course during a specific time frame, define and assign educational characteristics.
Assign Educational Characteristic Requirements to Courses
To confirm a student’s eligibility during registration, assign educational characteristic requirements to a learning or a course offering.
Create a Rule for Multiple Educational Characteristic Requirements
Use the guided setup to include multiple educational characteristic requirements in a rule. For example, define a requirement that accepts juniors and seniors, or one that accepts juniors or seniors only with an Honors status.