TES User Manual
The TES User Manual Provides a complete overview of all the features found in TES. This guide provides an overview of product features and related technologies. In addition, it contains recommendations on best practices, tutorials for getting started, and troubleshooting information for common situations.
This Manual is organized by the menu structure you will find in TES: Search, Track, Match, and Manage. Click on a heading, or navigate to a specific topic using the links below. Click on the ellipses in each window to see a full list of the available topics.
- Search
- Search for one of thousands of schools from across the US and the world. View institution profiles, including accreditation - regional and specialized - calendar system, and more. Search for course descriptions from a database containing hundreds of millions of courses. Access complete course details, including course title, course code, and credits.
- Course Finder
- Institution Profile
- The Transfer Institution’s Website
- Transcript Key
- Cover-to-Cover (.pdf) catalogs
- Search All Data Sets
- Data Sets
- Show All Courses
- Evaluation Tracker Workflow – Route Evaluation to Reviewer with no Course Attached
- Change SEND E-MAIL ALERT Default setting
- Single Mode or Batch Mode
- Course History
- Create Equivalency
- Search For Courses by Department
- Search For Courses by Keyword
- Create a multi-edition (cross data set) Equivalency
- Route evaluation to Reviewer with your institution course attached
- E-mail course descriptions to outside entity
- Course Finder (for Non U.S. Schools)
- Course Finder/Optional Search
- Search by Geographic Location
- Search for an Institution by Country
- Find Courses By Title, Accreditation and State
- Equivalency Finder
- Course List Report
- Create a Course List Report
- Display the Detail View
- Display the Equivalency Report
- Create a Shared Course List Report
- Manage/Edit a Course List Report
- Course Change Explorer
- Track
- The Evaluation Tracker Workflow feature in TES allows you to route course descriptions and proposed equivalencies to faculty and staff for evaluation. The feature tracks the evaluation process and allows for notes to be added every step of the way as needed. Whether you store the results as an equivalency or not, the evaluation log tracks every action for future review.
- Match
- The MATCH menu is used to manage and/or batch edit your equivalencies, run reports, add User-Added courses, add course tags to your courses, and/or upload course outlines to your courses. In order to access the equivalency and user-added features in this menu, you must have the Equivalency Manager User Right defined.
- Manage
- The Manage menu allows you to administer your TES account. TES Administrators can add/edit users, set user rights, customize the public display, export a list of equivalencies, view usage statistics, and more.