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CollegeSource Support

Completing an Evaluation

SELECT AN ACTION

The evaluator will select their response by using the SELECT AN ACTION drop down.1

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Approve

  • The Approve action does not require a note, but an evaluator has the option to add their comments – for example, they may indicate that the equivalency should only be awarded to students accepted into a particular program or they may indicate that the equivalency should not be included in the Public View. Comments entered here in the evaluation task will not automatically carry forward into the equivalency, so whoever creates the equivalency will need to add it to the Public or Private in the equivalency.

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Deny

  • The Deny (or Deny/Other) action requires a note. Selecting one of the other four Deny options does not require an additional note, although an evaluator can certainly add an optional note.

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  • The remaining four Deny actions are intended to convey that the reason for the denial is one of the reasons with intended uses; Deny/Subject, Deny/Level, Deny/Lab, or Deny/Sequence.

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Need More Information

  • The Need More Information action requires a note because you need to know what information they are looking for. The task will return to the Creator's queue. The creator will then need to add the document(s) requested and then will need to Re-Assign it back to the evaluator.

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Re-Assign

  • The Re-Assign action allows the evaluator to re-assign the evaluation task to another user.2 This is particularly helpful if the task first goes to a faculty member, who then must pass it along to the chair, who then must pass it along to the Dean, etc. It can also be used if a course evaluation is mistakenly assigned to the incorrect reviewer or if a course equivalency needs to go to two different departments for final approval; for example English and History.

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Add/Edit Equivalent Course(s)

  • The Add/Edit Equivalent Course(s) action allows the evaluator to select the equivalent course(s) using your institution’s data set (which may also include User-Added Courses). The Add/Edit popup provides access to all the data sets from both the feeder and the target institutions. Click the Done button when the course selection is complete.

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  • The next action would presumably either be Approve or Re-Assign after the selection of the equivalent course(s).

 

1 The list of available actions will contain different options depending on User Rights assigned. If both the Equivalency Manager User Right and the Evaluation Tracker User Right are assigned there will be additional actions available. The example shown here is the list that is associated with an evaluator that just has the Evaluation Tracker User Right.

2 TES doesn’t currently have routing list functionality. The Re-Assign To: action allows you to effectively simulate that functionality, allowing individual reviewers to then route the evaluation task along the path. It will require a little training on the part of the TES Administrator, to make sure evaluators Re-Assign, rather than Approve the task.

 

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