Processing Test Transfer Credit Models with Predefined Rules



  1. Begin by navigating to the Test Credit Details page.


    Click the Records and Enrollment link.

    Step 1
  2. Click the Transfer Credit Evaluation link.

    Step 2
  3. Click the Test Credits - Automated link.

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

     a valid value

    Step 4
  5. Click the Search button.

    Step 5
  6. Use the Test Credit Details page to create test transfer credit models and run the Transfer Credit process to evaluate the models.

    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. Enter the Articulation Term, the term at your institution for which you intend to award credit for the test or course equivalency.


    Click in the Articulation Term field.

    Step 9
  10. Enter the desired information into the Articulation Term field. Enter

     a valid value

    Step 10
  11. Clicking this button runs the Transfer Credit process.


    Click the Fetch button.

    Step 11
  12. 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 12
  13. Click the Edit Equivalency Course icon to access the Equivalent Course Information page.

    Step 13
  14. Click the Reject External Course icon to remove the test row.

    Step 14
  15. Click the Add Internal Equivalency icon to access the Equivalent Course Information page.

    Step 15
  16. Click the Move to Group icon to insert a field next to the icon.  Enter an equivalency group number for the test.

    Step 16
  17. Click the Comment/Override Reason icon to access the Test Credit Comments page.

    Step 17
  18. Click the Test Credit by Term tab.

    Step 18
  19. Use the Test Credit by Term page to calculate an individual's transfer credit statistics for a model based on the accepted internal equivalent courses of a transfer credit model.

    Step 19
  20. Click this button to calculate the individual's transfer credit statistics according to the accepted transfer credit in the model you created.


    Click the Calculate button.

    Step 20
  21. Click the Save button.

    Step 21

You have successfully processed test transfer credit models using predefined rules.

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