Processing Course Transfer Credit Models with Predefined Rules



  1. Begin by navigating to the Transfer Course Details page.


    Click the Records and Enrollment link.

    Step 1
  2. Click the Course Credits - Automated link.

    Step 2
  3. Enter the desired information into the ID field. Enter

     a valid value

    Step 3
  4. Click the Search button.

    Step 4
  5. Use the Transfer Course Details page to create course transfer credit models and run the Transfer Credit process to evaluate the models.

    Step 5
  6. You want to first add a new model row for Ana.


    Click the Add Row button.

    Step 6
  7. Click in the Academic Program field.

    Step 7
  8. Enter the desired information into the Academic Program field. Enter

     a valid value

    Step 8
  9. Click in the External Org ID field.

    Step 9
  10. Enter the desired information into the External Org ID field. Enter

     a valid value

    Step 10
  11. Click the Data Source list.

    Step 11
  12. Click the Self-Rpted list item.

    Step 12
  13. Click in the Articulation Term field.

    Step 13
  14. Enter the desired information into the Articulation Term field. Enter

     a valid value

    Step 14
  15. Clicking this button runs the Transfer Credit process.


    Click the Fetch button.

    Step 15
  16. After you run the Transfer Credit process for this row of the model, the system retrieves the details of subjects and catalog numbers for each course that it evaluated.

    Step 16
  17. Click the Edit Equivalent Course icon to access the Equivalent Course Information page.

    Step 17
  18. Click the Reject External Course icon to remove this course row.

    Step 18
  19. Click the Add Internal Equivalent icon to access the Equivalent Course Information page.

    Step 19
  20. Click the Delete Internal Equivalent icon to remove this course row.

    Step 20
  21. Click the Comment/Override Reason icon to access the Course Credit Comments page.

    Step 21
  22. Click the vertical scrollbar.

    Step 22
  23. You can click the Student Agreements link to view the details of a student's study agreement, including the external course and internal equivalent course.

    Step 23
  24. Click the vertical scrollbar.

    Step 24
  25. Click the Transfer Summary tab.

    Step 25
  26. Use the Transfer Summary page to calculate an individual's transfer credit statistics, based on the accepted internal equivalent courses of a  transfer credit model.

    Step 26
  27. When you calculate the individual's transfer credit statistics, the system calculates the units taken and the units transferred.


    If you selected to include the courses in the individual's GPA, the system calculates that as well.


    Click the Calculate button.

    Step 27
  28. Click the vertical scrollbar.

    Step 28
  29. Click the Save button.

    Step 29

You have successfully processed transfer credit models using predefined rules.

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