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Evaluating Transfer Credit Through Self-Service Pages

This section provides an overview of the Self-Service Modeling Transfer Credit feature and discusses how students, applicants, prospects, and visitors can use this feature.

The Self-Service Modeling Transfer Credit feature enables users to enter and process "what-if" course transfer credit evaluations over the internet. Students, applicants, prospects, and visitors can use the Evaluate My Transfer Credit self-service pages to create course transfer credit models based on transfer courses from external organizations or from internal academic careers and programs. These individuals can then process their transfer credit models, view their transfer credit evaluation summaries, and use the evaluation results to run a what-if academic advisement report (degree audit).

Within the what-if model, users can run a degree progress analysis that also includes all courses on the individual's record that are in a "completed" or "posted" transfer model. This way, for prospects and applicants with completed (but not posted) transfer models on file, the system automatically articulates and evaluates these courses in the what-if degree audit.

Users have access to the self-service Modeling Transfer Credit feature based on their role and the underlying component permissions. Visitors—individuals who have not formally applied to your institution—can access the Evaluate My Transfer Credit self-service pages if your institution creates for them user IDs (with roles that grant them access to the pages). You can also provide prospects, applicants, and students access to the Evaluate My Transfer Credit self-service pages.

The Self-Service Modeling Transfer Credit feature stores the data it creates in its own tables separate from the tables the Student Records feature uses. This separation ensures the data integrity of official transfer credit records. However, the page elements of the self-service feature prompt against the setup tables of the Student Records Transfer Credit feature, making the setup for the Transfer Credit feature a prerequisite for the self-service feature. Before a user can evaluate transfer credit scenarios, you must define academic institutions, careers, programs, terms, courses, course transfer equivalency rules, and academic program and source equivalencies.

Because the course transfer rules associated with an external organization or internal academic institution are based on effective dates and grade points, the articulation term, external term, external year, unit, and grading information that individuals enter into their models is critical. The self-service pages have onscreen instructions that guide individuals through these data entry requirements so that they can receive accurate information.

Note: The advisement report generated from the Evaluate My Transfer Credit component will always evaluate posted, completed, and self-reported transfer credit.

Before individuals can process self-service transfer credit modelling, you must:

Page Name

Definition Name

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Usage

Evaluate My Transfer Credit

SS_TRCR_SRCH

select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

Individuals can use this page to select (for editing) or delete an existing course transfer credit model that they have previously created, or begin creating a new model.

Evaluate My Transfer Credit - Transfer Credit Model Information

SS_TRCR_TARGET

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Click the Create New Model button on the Evaluate My Transfer Credit page.

Individuals can use this page to select the required target information for their course transfer credit model. Target information includes the academic institution, career, program, and plan to which they want to apply the course transfer credit, and the articulation term. To assist individuals in entering this information, the page elements prompt against the academic institution, academic career, academic program, academic plan and term tables.

The program of study and major (plan) field prompt values are based on those for which you have defined course transfer equivalency rules.

Evaluate My Transfer Credit - Transfer Credit Source Information

SS_TRCR_SOURCE

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Click the Next button on the Transfer Credit Model Information page.

Individuals can use this page to enter the external organization or internal academic institution from which the individual is transferring. To assist individuals in entering this information, the page elements prompt against the course transfer rules tables to ensure that you institution has established a course transfer rule for the external organization or internal academic institution.

Evaluate My Transfer Credit - Current Coursework

SS_TRCR_INTCR

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Select a source career and institution and click the Next button on the Transfer Credit Source Information page.

Individuals who are creating internal course transfer credit models can use this page to view their coursework for at the specified internal academic institution. The system automatically loads their enrollment information into the page.

Evaluate My Transfer Credit - Education Data

SS_TRCR_EDUC

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Select an external institution and click the Next button on the Transfer Credit Source Information page.

Individuals who are creating external course transfer credit models can use this page to enter their external education information. This information includes the external year and term, term type, external subject area, course number, units taken, and grade received. The system does not uses the education data table to retrieve and store this information. The system instead requires the individual to enter the information, which it then stores on a set of tables unique to the Self-Service Modeling Transfer Credit feature.

Evaluate My Transfer Credit - Transfer Credit Results

SS_TRCR_RSLT

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Click the Submit button on the Education Data page or on the Current Coursework page.

Individuals can use this page to view the results of the Self-Service Transfer Credit Evaluation process for the model. The system displays the transfer credit summary report in a grid at the bottom of the page. Individuals can use the browser print function to print the page. Individuals can click the View Details button to see additional information about the incoming courses and their internal equivalents. The evaluation is tentative pending final review by your academic institution.

Evaluate My Transfer Credit - Transfer Credit Results Detail

SS_TRCR_RSLT_DTL

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Click the View Transfer Equivalency Details button on the Transfer Credit Results page.

Individuals can use this page to view incoming course and internal equivalent information. The system displays each incoming course beside its internal equivalent course. The system captures but hides the valid attempts, earn credit, and include in GPA fields.

Evaluate My Transfer Credit – Generate a What-If Advisement Report

SS_TRCR_AA_RQST

  • select Self Service, then select Transfer Credit, then select Evaluate My Transfer Credit

  • Click the Next button on the Transfer Credit Results page.

Individuals can use this page to review the institution, career, program and term selected and to re-select a major. Then, they can generate an advisement report based on that what-if information. The degree audit takes into consideration their completed and self-report transfer credit. Ultimately, individuals can see how the internal equivalents of their transfer credit model apply towards their what-if degree requirements.

The advisement report that is generated shows them their possible degree progress based on the transfer credit model. For prospective students, the process uses the target academic program and internal equivalent courses, which become the what-if courses, during the creation of the degree progress report. For applicants and students, the process uses the target academic program and internal equivalent courses of the model, completed and posted transfer credit models, and enrollment records during the creation of the advisement report.