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This is the LEGACY Transferology documentation!
Please visit our new site here for the most up-to-date documentation.
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 Before beginning, some basic, higher-level detail about the navigation, access, and design of the application can assist you as you work.

Hyperlinks help navigate between functional areas within the application, generally appearing as black text or colored buttons/icons, usually with a tooltip that momentarily appears upon mouse hover:

 

 

Notification Bubbles

When processing information within certain areas of Transferology, colored text bubbles may appear onscreen momentarily to notify the user. The bubbles generally appear in the upper-right part of the screen near the username, and only display temporarily (about 5 seconds). Color and tooltip information can help guide you through the application.

Green notification bubbles contain information:

 

Click on the green notification bubble while it appears onscreen to link to an area with additional related information.

 

Red notification bubbles contain alerts and warnings:

 

Sign In

Access the Transferology Lab login from the Transferology Lab home page. Sign in requires a valid Email and Password entry.

Password

The unification of user accounts between the Transferology Lab and TES in the 1.6 release also includes a unified password, meaning that there will be only one password for each user. If you experience any issue logging in, reset the password via the Can't sign in? link.

Create an Account

If you need to create a new Transferology Lab account, click the Request Lab Account link.

Only schools that subscribe to Transferology may be granted Lab access.

The Request Lab Account page displays:

Complete the Required fields (*): Name, School, Email, Job Title, Phone, Reason. Click the optional "Copy Me" checkbox to receive e-mail notification of your account request.

NOTE:

Gray fields cannot be edited. Mandatory fields are marked with a red asterisk (*).

Complete the form submission by clicking the Send Request button (). The request is sent to the School Administrator on your campus; CollegeSource does not approve accounts; your School Administrator will verify that you need a Transferology Lab account, and assign you to the appropriate role(s) within the app.

Forgot Your Password

If you simply forgot your Transferology password, click the Can't Sign In? link. The Can't Sign In? page displays:

Enter your email address to proceed. Complete the form submission by clicking the Request Password Reset button ().

Enter Recovery Code

When you request a password reset in the Lab, an email is generated that contains a recovery code. Enter this code in the "Recovery Code" text box to confirm the password reset.

You will then be logged in to Transferology and prompted to change your password immediately. Be sure to change your password to something unique that can be easily remembered.

Passwords must be between 6-20 characters in length and contain at least one letter and at least one number.

Change Your Password

All users can change their passwords by clicking their user names in the upper right part of the menu. Click the My Profile option, then click the Update Password tab:

NOTE:

Because passwords were unified in the 1.6 release of the Transferology Lab 1.6, changing the user password on the My Profile page will also change the password for TES. (i.e., Transferology Lab password=TES password)


User Roles

Access to different areas and functionalities within the Lab is role-based. That is, access is governed by the user role(s) assigned by your School Administrator.

Seven distinct user roles in the Transferology Lab include the following:

  • Recruiter
  • Advisor
  • Transfer Specialist
  • Transfer Pathway Administrator
  • School Administrator
  • Program Administrator
  • TES Evaluator

All users share some of the same basic features within the Transferology Lab:

  • Equivalencies (Find a Replacement Course and Transfer)
  • Course Bundles
  • Programs
  • TES Evaluations
  • Branding
  • My Profile

Beyond this, all additional functions are assigned accordingly to specific user roles. To learn more about how user roles are assigned in Transferology, see User Roles and Permissions.

Regardless of which user role is logged in, hyperlink access to the following areas is always available in the Transferology Lab footer:

 

Contact Us

The Contact Us page provides an area for the user to generate a free-form message to CollegeSource.

Mandatory fields marked with a red asterisk (*) are required:

  • First and Last Name*
  • Email*
  • Message*

First and Last Name* and Email* fields are autopopulated for logged-in users, and the Message field cannot be empty.

NOTE:

Messages are directed to support staff at CollegeSource, and are not sent to staff at your school.


Privacy Policy

The Privacy Policy page discloses to Transferology users how CollegeSource manages user data.

Accessibility

The Accessibility page displays the CollegeSource Accessibility statement and provides users with a direct link to address Accessibility concerns.

Terms of Use

The Terms of Use page directs the user to the rules of use the Transferology end user, including the following areas: Scope, Email/Password, Limitations, Availability/Accuracy of Content and Services, and Disclaimers/Limitations on Liability.

About Transferology Lab

The About Transferology Lab page provides a general overview of the Lab application and its functions.

What's New?

The What's New? page provides staff with a high-level summary of release notes for the Lab to learn about new features and functionalities. Versions are listed by reverse chronological order of release date.

Students

Students who accidentally navigate to the Lab application can easily redirect to Transferology (the companion site designed for students) via the Students hyperlink:

Support Documentation

Support documentation links to the CollegeSource Support Center, which houses functional documents such as user guides and technical documentation for the Lab user.

facebook

Access our Transferology page on social media via the facebook button ().