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Health Check Report: Home Course Units Change

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Health Check Report: Home Course Units Change

Select the HOME COURSE UNITS CHANGE radio button and use the image button to run it.

image

Note the yellow box with red print. Equivalencies that contain multiple home courses (either one-to-many or many-to-many) cannot be edited using the batch editing process.

To edit one-to-many or many-to- many equivalencies, you would need to review them individually using the Equivalency Manager.

This is a list of all of the target courses in your current equivalencies that have different units in your current catalog. To review the equivalencies (and review your edit options), click the

button to the left of the

course.

The screenshot above does not include any equivalencies with multiple target courses. If you have an

equivalency defined to multiple courses, any of which no longer appears in your catalog, the term “True” will appear in the MULTIPLE column. Proceed to the section titled Multiple = True for further explanation on your options with respect to equivalencies to multiple target courses where one or more no longer appears in your catalog.

 To see the (current) equivalencies associated with a single target course that has a different title than the same course in your current catalog, click the image button next to that target course.

image

 The equivalencies where that course was used in an equivalency are displayed. In the following example TH 192 – FRESHMAN SEMINAR was selected from the previous list. Use the button beside each equivalency to view the details. In the equivalency you can see the source institution and all of the other information for that equivalency. You may review each equivalency, if you choose to.

Use the BREADCRUMBS

to retrace your steps.

Click EDIT to batch edit the selected equivalencies.

This is a list of all of the equivalencies to the (selected) course that have different titles in your current catalog. To review any of the equivalencies, click the VIEW button.

image

In this example, TH 192 – FRESHMAN SEMINAR has “changed” from “Variable” to (the more specific)

Variable, 1-18”. It is possible that you wouldn’t make any adjustments based on this (minor) change; however, we will proceed with this example as a demonstration.

 To view an equivalency, click the VIEW button.

image

 To batch edit ALL the selected equivalencies, click the image button:

 There are three options available to update equivalencies; Replace, Date Cap, and Date Cap and

Replace:

image

Use the BREADCRUMBS

to retrace your steps.

Use the COURSE DEPARTMENT dropdown to change the target department for a new target course (options I and III).

There are three EDIT OPTIONS:

I. Replace the target course

II. Date Cap the

equivalency

III. Both Date Cap the existing equivalency and Replace the target course

Note the yellow box with red print.

Equivalencies that contain multiple home courses (either one-to-many or many-to-many) cannot be edited using the batch editing process.

This is a list of the courses from the selected department that can be the new

target of the equivalency. Only one course can be selected

in this batch edit process.

The example shown is such a long list, two

separate “snapshots”

have been included:

 The top of the list

 The very bottom of the page where the SUBMIT button displays

Make the edit selections that you want, and then scroll to the bottom of the page, and click the SUBMIT button to make the changes to the selected equivalencies.

 Option I allows you to Replace the course that had a Units change with another course (or with the same, updated course). It can be from the same academic department or a different one. If you have added User-Added Courses to your catalog, they are also displayed and available to be selected.

image

o Select the “Replace” radio button and the radio button for the new course.

Use the BREADCRUMBS

to retrace your steps.

Use the BREADCRUMBS

to retrace your steps.

Use the BREADCRUMBS

to retrace your steps.

The Theatre (TH) Department selected.

The Theatre (TH) Department selected.

The Theatre (TH) Department selected.

Option I (Replace) selected.

Option I (Replace) selected.

Option I (Replace) selected.

TH 192 – Freshman

Seminar selected.

TH 192 – Freshman

Seminar selected.

TH 192 – Freshman

Seminar selected.

o Scroll to the bottom of the page and click the image button.

o The action can not be undone. You will be prompted to acknowledge it.

image

o Click OK to proceed (or Cancel to return to the list).

o You will receive a message the the equivalencies were successfully updated.

image

image

o Click the button to return to the list of “missing” target courses.

image

The individual equivalencies will record the Health Check Report actions in the EQUIVALENCY EDIT LOG that is included in the details of each individual equivalency (and visible to any staff member that has the Equivalency Manager User Right assigned).

The changes to the individual equivalencies through the HEALTH CHECK REPORT will be reflected in the EQUIVALENCY EDIT LOG in

every affected equivalency.

Here, the change shows as the EQ Health Check Batch Edit line item.

 Option II allows you to Date Cap the existing equivalencies, making them (all) inactive.

o Select the “Date Cap” radio button and enter the date that you would like to close all of the equivalencies (in m/d/yyyy format).

image

Use the BREADCRUMBS

to retrace your steps.

Option II (Date Cap) selected and the desired end date entered.

o Scroll to the bottom of the page and click the image button.

o The action can not be undone. You will be prompted to acknowledge it.

image

o Click OK to proceed (or Cancel to return to the list).

o You will receive a message the the equivalencies were successfully updated.

image

image

o Click the button to return to the list of “missing” target courses.

image

The individual equivalencies will record the Health Check Report actions in the EQUIVALENCY EDIT LOG that is included in the details of each individual equivalency (and visible to any staff member that has the Equivalency Manager User Right assigned).

The changes to the individual equivalencies through the HEALTH CHECK REPORT will be reflected in the EQUIVALENCY EDIT LOG in

every affected equivalency.

Here, the change shows as the EQ Health Check Batch Edit line item.

 Option III combines both of the previous options. It allows you to Date Cap the existing equivalencies and Replace the no longer existing course with another course for equivalencies moving forward. You will add an End Date to the existing equivalencies and optionally add a Begin Date for the new equivalencies moving forward. You can Replace the course from the same academic department or a different one. If you have added User-Added Courses to your catalog, they are also displayed and available to be selected.

o Select the “Date Cap…AND…” radio button.

o Enter the date that you would like to close all of the equivalencies (in m/d/yyyy format).

o (Optional) Add a Begin Date for the new equivalencies.

o Select the radio button for the new course.

image

Use the BREADCRUMBS

to retrace your steps.

The Computer Science (CS) Department selected.

Option III (Date Cap AND Replace) selected.

An End Date of 8/31/2016 for the existing equivalencies and the optional Begin Date of 9/1/2016 for the new equivalencies going forward entered.

TH 192 – Freshman Seminar selected.

o Scroll to the bottom of the page and click the button.

o The action can not be undone. You will be prompted to acknowledge it.

image

o Click OK to proceed (or Cancel to return to the list).

o You will receive a message the the equivalencies were successfully updated.

image

image

o Click the button to return to the list of “missing” target courses.

image

The individual equivalencies will record the Health Check Report actions in the EQUIVALENCY EDIT LOG that is included in the details of each individual equivalency (and visible to any staff member that has the Equivalency Manager User Right assigned).

The changes to the individual equivalencies through the HEALTH CHECK REPORT will be reflected in the EQUIVALENCY EDIT LOG in

every affected equivalency.

Here, the change shows as the EQ Health Check Batch Edit line item.

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