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Transferology 1.7

To learn about new features and functionality in the 1.7 release, see What's New in Transferology 1.7.

 

Functional documentation for staff using Transferology Lab:

 

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SUPERUSER

 

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Staff only view--clients will not see material pertaining to Superuser:
Connector tab
Image Dimensions

School Administrators
Transferology User Guide for School Administrators

User guide intended for School Administrators, including unique Admin features:

  • Manage Programs (shared with Program Admin)
  • For those schools with audits enabled:
    • Questions
    • Audit Setup
    • Pending Audit Requests
  • School Profile (full permissions)
    • Profile Preview
    • General Information
    • Contact Emails
    • Location
    • T-Rex Tab (PeopleSoft Only, Read Only)
    • Users
  • Pathway Management (shared with Transfer Pathway Admin)
  • Student Traffic Stats
  • Course Catalog
  • Year Term Conversions (shared with Program Admin)
* New Role in 1.7 Transfer Pathway Administrators
Transferology User Guide for Transfer Pathway Administrators

User guide intended for Transfer Pathway Administrators, including unique Transfer Pathway Admin features

  • Pathway Management (shared with School Admin)
TES Evaluators
Transferology User Guide for TES Evaluators

User guide intended for TES Evaluators, including unique TES Evaluator functions:

  • Request TES Evaluations
Program Administrators
Transferology User Guide for Program Administrators

User guide intended for Program Administrators, including unique Program Admin features:

  • Manage Programs (shared with School Admin)
  • For schools with audits enabled:
    • Questions
    • Audit Setup
    • Pending Audit Requests
  • Year Term Conversions (shared with School Admin)
State Coordinators

This role has been reserved for future use

Advisors
Transferology User Guide for Advisors

User guide intended for Advisors, including unique Advisor features:

  • Advise Students
Transfer Specialists
Transferology User Guide for Transfer Specialists

User guide intended for Transfer Specialists, including unique Transfer Specialist features:

  • Manage Source Schools
  • Check Transfer Rules
  • Category Mappings-Requirement Categories
  • Category Mappings-Acourses/Iflags (uAchieve and DARwin) or Alt Courses (other)
  • Glossary Messages
  • Popular Courses
  • Unknown Equivs
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Military
Exam Courses
Canadian Schools
International Schools
>Login or create a Support Center account to view this material

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Staff only view--clients will see either the u.achieve version or the DARwin version based on their permissions:
Setting Up Default Tables - u.achieve:
Setting Up Default Tables
Setting Up Default Tables - DARwin:
Setting Up Default Tables

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Setting Up Default Tables
Setting Up Default Tables

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Setting Up Default Tables
Setting Up Default Tables

Information to assist when building Transfer Articulation tables
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Does Not Transfer List of Courses

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Does Not Transfer List of Courses
>Login or create a Support Center account to view this material

System-wide list of "Does Not Transfer" courses
Recruiters
Transferology User Guide for Recruiters

User guide intended for Recruiters, including unique Recruiter features:

  • Recruit Students
General
Transferology Lab BasicsHigh-level information regarding navigation, access, and design of Transferology Lab
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Transferology Lab FAQs

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Transferology Lab FAQs
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Frequently asked questions for staff in the Transferology Lab