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Evaluation Tracker Workflow – Route Evaluation to Reviewer with no course attached

Do you need another TES User on your campus to determine if the course(s) should transfer? The footsteps icon representing the Evaluation Tracker (Image_058.jpg) is used to route the evaluation task to an academic department for evaluation.

Use the icon at the top of the page if you want all courses on the page to be routed out together. Use the icon in the course description box if you want only that one course description to be routed out. In this example, we want both to be routed together.

  • Click the topmost evaluation tracker icon.

  • This sets up an evaluation task to be routed out for the determination of the equivalency for these courses. No course has been selected from the Home Institution (your institution) in this example.


 An ALERT will be displayed if you have an identical open or a previous (closed) Evaluation Task. Click the Image_062.jpg button to view the details of the identical tasks.

  • Click the Image_062.jpg button in the PREVIOUS EVALUATION TASK box to view the details:

If an evaluation request already exists we do not recommend that you send a duplicate. Instead, we recommend that you send an E-mail Reminder to the evaluators reminding them an evaluation task exists and to go in and review them.

  • Returning to the Evaluation task:
  • This is a Single Mode entry example. For a Batch Mode example, please click here.

  • The ASSIGN TO drop down will list your Users with the Evaluation Tracker User Right and will have their titles listed. (See section on Manage> User Management for this setup.)

  • SEND E-MAIL ALERT to the person ASSIGNED TO as the default option. Remove the check mark if you don’t wish to send the E-mail Alert. Make sure that all reviewers have tes@collegesource.com designated as a safe sender so that the e-mail doesn’t go into their Spam/Junk folder.  

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