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Viewing and Printing Transfer Credit Information

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Academic Test Summary

STDNT_TEST_SUMMARY

select Records and Enrollment, then select Transfer Credit Evaluation, then select Academic Test Summary, then select Academic Test Summary

View a summary of academic test information for prospects and applicants, such as test score and data source.

Organization Groups Summary

ORG_GROUP_SUMM

select Records and Enrollment, then select Transfer Credit Rules, then select Schools by Group, then select Organization Groups Summary

View schools, or any type of organization, in groups that you designate. You can display the list in the order that you choose.

Transfer Credit Summary - Selection Criteria

SRTC_RPT_DTL

select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Credit Summary, then select Selection Criteria

Define the selection criteria to search for transfer credit summaries.

Transfer Credit Summary - Selection Result

SRTC_RPT_DTL_RSLT

select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Credit Summary, then select Selection Result

View and print transfer credit summaries for individuals. The system displays transfer credit summaries based on your selection criteria on the Selection Criteria page.

Evaluation Reports

RUNCTL_SR_TRCR_RPT

select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Evaluation Report, then select Evaluation Reports

Print transfer credit summary evaluation reports for multiple individuals at the same time.

Access the Academic Test Summary page (select Records and Enrollment, then select Transfer Credit Evaluation, then select Academic Test Summary, then select Academic Test Summary).

Access the Organization Groups Summary page (select Records and Enrollment, then select Transfer Credit Rules, then select Schools by Group, then select Organization Groups Summary).

Access the Transfer Credit Summary - Selection Criteria page (select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Credit Summary, then select Selection Criteria).

Image: Transfer Credit Summary - Selection Criteria inquiry page

This example illustrates the fields and controls on the Transfer Credit Summary - Selection Criteria inquiry page. You can find definitions for the fields and controls later on this page.

Transfer Credit Summary - Selection Criteria inquiry page

Field or Control

Definition
ID

Select the ID of the individual whose transfer credit summary you want to view or print. The system prompts you with IDs from the personal data table (PERSONAL_DATA).
Academic Institution

Select the academic institution for which the specified individual's transfer credit was processed.
All Careers

Select to retrieve transfer credit summaries for all academic careers that are associated with the specified individual.
Career/Program/Plan

Select to retrieve the specified individual's transfer credit summaries within a specific academic career, target academic program, and target academic plan. The Academic Career, Academic Program, and Academic Plan fields become available when you select this option.
Academic Career

Select a specific academic career for which you want to retrieve the specified individual's transfer credit summaries.
Academic Program

Select a specific academic program for which you want to retrieve the specified individual's transfer credit summaries.
Academic Plan

Select a specific academic plan for which you want to retrieve the specified individual's transfer credit summaries.
Posted Status

This filter option enables you to retrieve transfer credit summaries for the specified individual, based on transfer status. Values are:

All: Enables you to retrieve all transfer credit summaries regardless of transfer status.

Completed: Enables you to retrieve only transfer credit summaries in which transfer credit has been evaluated and models created but the individual does not yet have an academic program, academic plan, and term activation record for the academic program and articulation term as defined on the transfer credit model.

Modeled: Enables you to retrieve only transfer credit summaries in which models have been created.

Posted: Enables you to retrieve transfer credit summaries for transfer credit that have been posted to a student's career term records (STDNT_CAR_TERM table). This differs from the Completed status because the individual has an academic program, academic plan, and term activation record for the academic program and articulation term as defined on the transfer credit model.
Articulation Term

This filter option enables you to select a specific term for which transfer credit has been processed. The system displays only models that have been processed for the articulation term that you specify.
Articulation Term

This sort order option enables you to view and print models based on the begin date of the articulation term. Two options are available: Ascending and Descending. Ascending prints models from the oldest to the newest articulation term. Descending prints models from the newest to the oldest articulation term.
Submit

After you have defined your selection criteria and filtering options, click this button to retrieve the transfer credit summaries for the specified individual according to your selection criteria. When the retrieval process is complete, the system automatically displays the Selection Result page.

Access the Transfer Credit Summary - Selection Result page (select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Credit Summary, then select Selection Result).

Image: Transfer Credit Summary - Selection Result inquiry page

This example illustrates the fields and controls on the Transfer Credit Summary - Selection Result inquiry page. You can find definitions for the fields and controls later on this page.

Transfer Credit Summary - Selection Result inquiry page

Field or Control

Definition
Generate Report

Click to run the SQR (Structured Query Report) report (SRTCSTEV). The report contains the same information as the summary page with the addition of a Repeat field for a student who has already completed course work at the institution. The report is designed in an easy-to-read format intended to be distributed to prospects, applicants, students, recruiters, or advisors. They can see what classes transferred and to which equivalent classes. They can also view their internal and external GPAs.

Important! To print the report, you must first make some changes to your run control definitions.
Articulation Term

The articulation term for which the transfer credit was processed.
Group

The group number within the model that associates incoming transfer credit with its internal equivalent courses. The number in this field identifies the group as unique among other groups.
Model Status

The status of the transfer credit model. Values are: Submitted, Completed, and Posted.

External Subject / Catalog Nbr (external subject/catalog number)

The external subject and catalog number of the class being transferred.
Units Taken

The units that the individual took for the class being transferred.
Grade Input

The grade that the individual received for the class being transferred.
Status

The transfer status of the credit being transferred. Possible transfer status values are Accepted, Contingent, Posted, No Rule, and Rejected.

Equivalent Subject / Catlg Nbr (equivalent subject/catalog number)

The subject and catalog number of the internal course that is equivalent to the transfer credit.
Units Transferred

The units of the internal equivalent course.
Official Grade

The individual's official grade for the internal equivalent course.
Reject Reason

If the transfer credit was rejected, the system displays the reject reason.

Access the Evaluation Reports page (select Records and Enrollment, then select Transfer Credit Evaluation, then select Transfer Evaluation Report, then select Evaluation Reports).

Image: Evaluation Reports page

This example illustrates the fields and controls on the Evaluation Reports page. You can find definitions for the fields and controls later on this page.

Evaluation Reports page

Field or Control

Definition
Academic Institution

Click to select the academic institution for which transfer credit was processed.
Academic Career

Select a specific academic career for which you want to retrieve the transfer credit summaries.
Academic Program

Select a specific academic program for which you want to retrieve the transfer credit summaries.
Academic Plan

Select a specific academic plan for which you want to retrieve transfer credit summaries.
Posted Status

This filter option enables you to retrieve transfer credit summaries based on transfer status. Values are:

All: Enables you to retrieve all transfer credit summaries regardless of transfer status.

Completed: Enables you to retrieve only transfer credit summaries in which transfer credit has been evaluated and models created but the individual does not yet have an academic program, academic plan, and term activation record for the academic program and articulation term, as defined on the transfer credit model.

Modeled: Enables you to retrieve only transfer credit summaries in which models have been created.

Posted: Enables you to retrieve transfer credit summaries for transfer credit that has been posted to a student's career term records (STDNT_CAR_TERM table). This differs from the Completed status because the individual is a matriculated student who has an academic program, academic plan, and term activation record for the academic program and articulation term, as defined on the transfer credit model.
Articulation Term

This filter option enables you to select a specific term for which transfer credit has been processed. The system displays only models that have been processed for the articulation term that you specify.
Order By

In the Sort Order group box, select the order in which you want the system to sort the transfer credit summaries. Values are:

Name: The system prints transfer credit summary reports in alphabetical order by last name, first name.

ID: The system prints transfer credit summary reports in ID order.
Submit

After you have defined selection criteria and filtering options, click this button to run the Student Transfer Credit Evaluation SQR report (SRTCSTEV), using PeopleSoft Process Scheduler, for the specified individual according to your selection criteria.