Common Elements Used to Process Transfer Credit

Field or Control	Description
Academic Plan	(Optional) In the Target Information group box, select the academic plan for which the transfer credit in this row of the transfer model will articulate.
Academic Program	In the Target Information group box, select the academic program for which the transfer credit in this row of the model will articulate.
Add Comments	Click to access the Model Comments page, where you can enter comments about this row of the transfer credit model.
Articulation Term	Select the term for which you want to process the individual's transfer credit for this row of the model. Note that you can articulate credits across multiple terms. You would do this, for example, if a student has continually taken credit outside your academic institution and you have posted credit at each point in time.
Calculate	When you articulate course and test credit, click this button to calculate the individual's transfer credit statistics according to the accepted transfer credit on the corresponding row of the model.
Comment	Click to access the Model Comments page, where you can enter comments about this row of the transfer credit model.
Credit Source Type	In the Source Information group box, select the type of source from which you will be modeling transfer credit on this row. Your selection tells the system from which table you will select your source institution. Values are: External: The system prompts you with the source IDs of external organizations in your system. The External Org ID (external organization ID) and Data Source fields become available. Internal: The system prompts you with source IDs of academic institutions in your system. You select this option, for example, when a student is transferring from one academic career to another within your academic institution. The Source Career and Source Institution fields become available. Manual: If you intend to create transfer credit models manually, do not use this component. If you select this option, the system displays a message instructing you to use the corresponding manual component.
Data Source	For an external credit source type, select the data source from which the individual's external transfer credit has been entered into the system. The data source that you specify must match the data source on the individual's external education record. Values for this field are delivered with your system as translate values. You can modify these values.
Equivalent Subject /Catlg Nbr (equivalent subject and catalog number)	After you run the Transfer Credit process for a model, the system displays the subject and catalog number of the internal course that is equivalent to the transfer credit that it evaluated. The process determines these values for course transfer credit according to the internal equivalent course that is specified for the applicable course transfer equivalency rule on the Subject Area Elements page of the Transfer Subject Area component. The process also determines these values for test transfer credit according to the internal equivalent course that is specified for the applicable test transfer equivalency rule on the Test Credit Rule/Component page. When processing transfer credit manually, after you enter the equivalent subject and catalog number on the Equivalent Course Information page for this row of the model, the process displays your selection in this field. You access the Equivalent Course Information page by clicking the Edit Equivalent Course button on the corresponding row of the model.
External Org ID (external organization ID)	For an external credit source type, select the external organization from which the individual is transferring credit. Define external organizations on the External Organization page. You access this page from the education record of the transfer prospect, applicant, or student as defined on the Education component.
Group	The Transfer Credit process automatically groups incoming transfer credit and its internal equivalent courses together on separate rows within the grid at the bottom of the page. The number in this field identifies the group as unique among other groups on this row of the transfer credit model. You can, after the Transfer Credit process completes the evaluation, move internal equivalent courses from group to group as needed to alter the articulation model before you post the transfer credit to the individual's record. You can move internal equivalent courses from group to group by using the Move To Group button on the grid row of the course to move.
Include in FA WI Status	Select this check box to indicate that the accepted course must be used to calculate the weeks of instruction component of the student's grade level. By default, the check box is selected for all accepted course credit.
Lock	Select to lock the corresponding group row of the transfer credit model. You might select this check box, for example, if you intend to post or unpost transfer credit for that row at a later date. The groups for which you select this check box are excluded from a rerun of the Transfer Credit process. If you rerun the Transfer Credit process and something about the incoming transfer credit has changed (such as grades or units), then the process displays a red letter Y in front of that group. The Y alerts you that something about that incoming transfer credit changed after the group was locked. You might, therefore, want to investigate the change before you post or unpost the corresponding transfer credit.
Model Nbr (model number)	The system, by default, sets the first row of the transfer credit model to model number 1. The system uses this number to store multiple, unique transfer credit models.
Model Status	The system displays the status of the model on the first page and subsequent page of the component. Values are: Submitted: Indicates that you have run the transfer credit articulation process for this model. Posted: Indicates that you clicked the Post button on the second page of the component and the system has successfully transferred the articulated transfer credit to the student's career term record (STDNT_CAR_TERM table) for this model. Completed: Indicates that you have modeled and articulated the student's transfer credit, but that the model could not be posted to the student's career term record because the student is not currently active in either the academic program or articulation term that you selected for the model. When the student is activated into the academic program and articulation term that you selected, click the Copy TC Units button on the Terms in Residence page. This automatically updates the model status to Posted and writes the data to the STDNT_CAR_TERM table.
Post	Click to post an individual's transfer credit for the corresponding model. Posting automatically saves the page. When you post transfer credit, the system displays the posted transfer credit statistics according to the individual's calculated transfer credit statistics on the page. Posting a transfer credit model also updates the status of the model from Submitted to Posted or Completed. When you post your transfer credit model, the fields in the Target Information group box on the first page of the component become unavailable. To update target information, you must first unpost your model.
Seq # (sequence number)	For transfer credit in which you manually define equivalencies, the system automatically assigns a sequential number to each incoming row of transfer credit to identify unique rows in the table. These sequence numbers have no programming significance.
Source Career	For an internal credit source type, select the academic career from which the student is transferring credit.
Source Institution	For an internal credit source type, select the internal academic institution from which the student is transferring credit.
Status	After you run the Transfer Credit process for this row of the model, the process displays the transfer status of each transfer credit that it evaluated. Possible statuses are Accepted, Rejected, No Rule, and Contingent.
Study Agreements	Click to access the Student Agreements page, where you can view the details of a student's study agreement.
Total Units - Articulation Term	When you articulate test and other credits, the system calculates the individual's total transfer credit units according to the articulation term and incoming transfer credit on the corresponding of the model.
Total Units - Posted Model	When you articulate test and other credits, use this field to view a summary of the credits that have been transferred to the student's record through this model. You can view changes in this field only after you have posted or unposted the model and saved the transaction. The system displays values for this field in relation to the corresponding value in the Total Units - Articulation Term field that you have calculated for the model.
Transcript Level	Select a transcript level to determine the types of transcripts on which the system will include the transfer credit that articulates through this row of the model, provided that it is posted to the individual's record. Values are Not Print, Official, Unofficial, Stdnt Life (student life), and Degr Prog (degree progress).
Transfer Status	After you run the Transfer Credit process for this row of the model, the process displays the transfer status of each transfer credit that it evaluated. Possible statuses are Accepted, Rejected, No Rule, and Contingent.
Unpost	Click to completely remove the transfer credit that is posted through this model from the student's career term record. View the results for the student on the Term Statistics page.
	Click the Transfer Status Detail button to access the Transfer Rule Applied page or the Reject Reason page, where you can either view the transfer equivalency rule that the Transfer Credit process applied to the corresponding external course or, if the transfer credit is rejected, view the reject reason. This field applies only to transfer credit processing with predefined course and test equivalency rules.
	Click the Edit Equivalent Course button to access the Equivalent Course Information page, where you can edit equivalent course information prior to posting transfer credit.
	Click the Reject External Course button to reject incoming courses before you post transfer credit. Only the incoming course on the corresponding row is rejected. For example, if incoming Math 100 and Math 200 are equivalent to internal Math 104, and you click the reject button on the Math 100 line, the resulting rule is that Math 200 is equivalent to Math 104.
	Click the Add Internal Equivalent button to access the Equivalent Course Information page, where you can add internal equivalent course information.
	Click the Delete Internal Equivalent button to delete internal equivalent courses for the corresponding group row. This button appears only if multiple internal equivalent courses exist for that row.
	Click the Move to Group button to open a field on the page for another group number. Use this field to move transfer credit from one group into another group. For example, assume that a group has a transfer status of Rejected. You can use this feature to move the transfer credit to another group that has a transfer status of Accepted to ensure that the transfer credit gets posted.
	Click the Comment/Override Reason button to access the Course Credit Comments, Test Credit Comments, or Other Credit Comments pages, where you can add an override reason and comment about any adjustments that you made to a group row of a transfer credit model.