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Evaluation Workflow: Set Default TES Evaluator for External (Transferology) Evaluation Requests

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Evaluation Workflow: Set Default TES Evaluator for External (Transferology) Evaluation Requests If you have TES, Transferology, and you are using the Evaluation Tracker Workflow, you can allow Recruiters, Advisors, and/or Transfer Specialists from Transferology to initiate Evaluation Tasks. These tasks need to be assigned to someone in TES.

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Set the default status of the SEND E-MAIL ALERT

checkbox.

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.

 The Select User: dropdown list allows the TES Administrator to determine the default Creator that these Tasks will be assigned to. The Task(s) can then be reassigned to an evaluator within the Task.

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Evaluation Tasks created from a Transferology account to will be assigned to the User identified in the EVALUATION WORKFLOW feature.

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