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Evaluation Workflow: E-mail Alert default status

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Manage> Evaluation Workflow

The Evaluation Tracker Workflow allows you to route courses and proposed equivalencies to evaluators. Staff who have the TES Administrator User Right can set three defaults for the Evaluation Tracker Workflow: Send E-mail Alert on/off, an e-mail address to notify of and with the details of a created equivalency, and a default User to assign Evaluation Tasks to for requests coming from Transferology™.1


Evaluation Workflow: E-mail Alert default status

When you create an Evaluation Task in the Evaluation Tracker Workflow, there is a checkbox that, when checked, sends an e-mail message to the Evaluator that a task is assigned to. When the checkbox is unchecked, an e-mail alert will not be sent. The TES Administrator can set the default status for the SEND E-MAIL ALERT checkbox on this page.


Set the default status of the SEND E-MAIL ALERT


Enter an e-mail address to designate a recipient of the details for any equivalency created in the Workflow.

Select the User to assign all of the Evaluation Tasks created from a Transferology account to.

 Set the SEND E-MAIL ALERT Default to ON/OFF and click SUBMIT to set it.

o Best practice is to have it set to “ON”.

o Regardless of the status established here, staff creating individual Evaluation Tasks will have the ability to check/uncheck it themselves.


1 For institutions that subscribe to both TES and Transferology, staff using Transferology that have the Advisor and/or Recruiter Role assigned can initiate Evaluation Tasks from student “Maybes”. Staff that have the Transfer Specialist Role assigned can initiate Evaluation Tasks from Unknown Equivalencies.

 No matter what status the Default is set to, it can still be changed in each Task as it is created.


Regardless of the Default status of the SEND

E-MAIL ALERT? checkbox, you can check/uncheck it manually in each Evaluation Task.

 This status is set to “ON” by default.

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