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CollegeSource Production


Do you have the need to display a list of equivalents for an institution in your Public View; maybe program requirements, articulation agreements, or transfer guides? Group Reports display groups of courses, lists, articulation agreements, etc. The equivalencies in these groups are kept up-to-date by TES. If any change is made to the underlying equivalency, it is automatically changed in the Group and the Group Report. These are dynamic reports – not static reports. TES pulls the current equivalent every time one of the lists is displayed.

Storing equivalencies in TES is a prerequisite in order to take advantage of this feature. Group Reports are built from Groups. Groups are reusable and can be combined in any order to create new Reports.

  • Group and Group Reports are stored, just like the underlying equivalencies, at the institution level in the Equivalency Manager. Select an institution from Equivalency Manager and then click the button.

  • If there are any previously created Groups and/or Group Reports they will display.

  • To create a new Group, click the  button.

  • Enter the Header information for the Group:

    • Group Name (upper and lower case doesn’t matter, as the name will appear in all upper case.)

    • Public Note [optional]. Using HTML codes will allow for bolding, underlining, italics, paragraphs, etc.

    • Internal Note [optional] (this note will not display in the Public View).

  • HIDE FROM PUBLIC VIEW? Groups default to hide from Public View. Remove the checkmark if you would like for the Group to display in the Public View.
    Best practice is to hide the Groups and display the Reports (using the groups), however, the functionality does exist for you to display individual Groups if you wish to.

Here are some basic HTML tags, to help you add emphasis to the public notes in Groups and/or the subheader text in Reports. Most tags are pairs that turn the feature <on> and the </off>:

  • Bold text = <b>text</b> (the text will appear with bold formatting).

  • Underline text = <u>text</u> (the text will appear with underline formatting).

  • Italic = <i>text</i> (the text will appear with italic formatting).

  • Paragraph = <p> (inserts a blank line).

  • Add a hyperlink = <a href= “Web Address”>text</a>. An example is:

    <a href="">CollegeSource Website</a>.

    • This creates a hyperlink that when clicked on will direct the user to the CollegeSource Website.

  • Once you click the button, you will be prompted to add the courses to the Group.

  • Use the  button to add the desired courses to the Group.

  • As you add the courses, they will display under the Header.

  • Once you’ve added all the courses, click the button to see what the Group looks like.

  • From here, if needed, use the  , , or   buttons to modify the Group.
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