ENTERING TRANSFER CREDIT (FETCH)
Records and Enrollment> Transfer Credit Evaluation> External Education
Look up the student by EMPLID or name.
Click theCourses and Degrees Tab (2nd tab)
External Course Defaults:
Data Number: Use the number that is listed on the External Education tab
External Career: Undergrad
Data Source: School
Term Type: Semester
Acad Level: Unknown
External Term: Leave blank
Institution: Should be prepopulated with your institution’s 5 digit code
Term Year: Enter the year the student started at the other institution (ex: 2017)
Course Type: Course
Course Level: Lower Division
Unit Type:Semester
Units Taken: Leave blank
Grading Scheme: Undergrad
Grading Basis:TRN
Click on Apply Defaults
External Courses:
Course tab:
Enter School Subject,Course Number, Course Name (may auto-populate)
Click + to add a new row. A box will pop up asking how many rows to add. Add the number of rows that corresponds with the number of courses for that semester and click OK.
Continue to add courses for the first semester listed on the transcript.
Grades tab:
Enter Units Taken (may auto-populate) and the grades as recorded on the transcript inthe Grade Incolumn.
Timeframe tab:
Select the correct term for the courses in the External Term column.
The Term Yearshould be self-populated from the term you entered above in Term Year.
Click on Save.
--For additional semesters go back up to Term Year underExternal Course Defaults and change the year to the next year on the transcript.
***Do not click on Apply Defaults again. Doing so will erase the last course entered.
Return to Course tab: Add new rows for the additional courses and enter them as before repeating the External Courses steps above.
Records and Enrollment> Transfer Credit Evaluation> Course Credits-Automated
Look up student by Student IDand Academic Institution
If you get a message “No matching values were found” click onAdd a New Value tab and enter the Student’s Empl ID#, Academic Career, and Academic Institution (may auto-populate), clickADD.
If the student has data already entered for a different institution, click on the + sign in Transfer Credit Model to add a new row.
Transfer Credit Model:
Model Nbr: Auto-populates based on row number
Transcript Level: Official
Target Information:
Academic Program: Enter the student’s program (this can be found in Student Program/Plan)
Academic Plan: Leave blank
Source Information:
Credit Source Type: External
External Org ID: Click on the magnifying glass to select institution
Data Source:School
Transfer Credit Term:
Articulation Term: This is the term the student is matriculated.
Click Fetch
--Check that all courses have Equivalent Subject/Catalog Number set for the courses fetched. If not:
Click on Show all columns icon, this expands the course list.
Click on Edit Equivalent Course
InEquivalent Course:
Using the magnifying glass, search for the course using the Subject Area and Catalog Nbr (“%” needs to be entered before the catalog number). Click Look Up and select the course from the list.
Verify information entered is correct and click OK
Click Save
Click on Transfer Summary tab
Click on Post
The Model Status should say POSTED. If it does not, ensure that the student is a current student and the program information is correct.