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CollegeSource Support

Customize your Public View


The Public View Management page allows the TES Administrator to customize various elements of the Public View for your institution:

  • Pass the Embed URL: link to your webmaster to embed behind a text or a graphic element to deploy your public view.

    • The public view is hosted by CollegeSource and will automatically display all public equivalencies and public Groups and Group Reports.

  • Set your Display Mode to ON or OFF.

    • You can control whether your Public View is available to the public using this setting.

  • Manage the Institution Display Name to update the name to what the public would most likely identify you as.

    • For example, if the official name of your institution includes the text “- Main Campus”, you may want to omit that, so that you don’t mislead prospective students into thinking your equivalencies are different from one campus to the next.

  • Public Groups and Group Reports will be accessible using the "GUIDES" link to the right of the institution row.

    • If you would like to change the term "guides" to something else - for example, TRANSFER AGREEMENTS - enter the text in the Report Link Text: box.

  • Add text to the Read Me Text: field to be displayed at the top of the Public View page.

    • This is a great place for instructions, disclaimers, and anything else you would like those looking at your Public View to know about it.

    Here are some basic HTML tags, to help you add emphasis to the Read Me text in Public View. 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> (ends the paragraph and 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.

    • Add color (red) to text = <span style="color:red"> body text </span>

      • This can be used to change to basic colors: red, blue, green, black, white, etc.

    • Change the size of text

      • <big>text</big> - increases by one font size

      • <small>text</small> - decreases by one font size

      • <h1>text</h1> - displays text in biggest Heading Style

      • <h6>text</h6> - displays text in smallest Heading Style

      • <font size="1">text</font> - displays text in smallest font size (8 pt)

      • <font size="7">text</font> - displays text in largest font size (36 pt)

        • The <small> and <big> tags can also be compounded. For example:
          <big><big>text</big></big> - increase by two font sizes
          <small><small>text</small></small> - decrease by two font sizes

  • Your EQ (Equivalency) Default Display can be set to Show All equivalencies no matter what the Effective Date Range is, or to show Active Only which are those equivalencies with no end date in the past.

  • Add an E-mail Address For Inquiries for users to contact your institution about an equivalency or to ask a question. Check the Display on public view? checkbox for the e-mail option to display on your Public View.

    • The E-mail inquiry link displays at the bottom of the list of equivalencies within each institution.

  • Add Custom CSS to alter the colors and/or fonts used, to make it look like your actual institution’s data.

  • Add Optional URLs for links to your Transfer, Transfer Policy, and/or Transfer Appeals web pages.


  • Preview the Public View before you deploy it using the CLICK TO PREVIEW button.


  • The Public View layout is similar to the Equivalency Manager view available to Staff with the Equivalency Manager User Right assigned, with the notable differences that:

    1. Users of the Public View cannot modify equivalencies, and

    2. The Public View shows Group Reports in the same view (using the GUIDES link) whereas in the Equivalency Manager, you would have to navigate into the institution, then into the Groups and Group Reports feature to see these reports.

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