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CollegeSource Production

Audit Setup

NOTE:
Access is limited to only those schools with audits enabled. 

School degree audit properties are manageable for those users in the roles of School Administrator and Program Administrator.From the Program Setup drop-down menu, select Audit Setup:

 

Audit Fields

The details of the audit setup display in fields that may be managed on this page.

Reference Articulation

Reference articulation is a method that allows students to see both the incoming coursework (from a transfer school) and the applied courses (from the home school) for which they would receive credit–all in a single audit. 

Reference Articulation
Two values on the Audit Setup page below must be set to determine whether to show the list of xref schools during the audit process process: Audit Request Format and Degree Audit System.

If these values are set when running audits in Transferology, the user will be asked "Do you want to view how courses from another school might apply to this program?" This allows students to select a school and view how courses from that school would fit into their program.

Field

Description

Required?

Audit request format*

 

Select the desired degree audit XML request format required by the school's degree audit server from the drop-down menu:

  • None*
  • Connector*
  • PESC xml version 1.5
  • EDAG xml request for XML versions h, i
  • EDAG xml request PESC version g
  • EDAG xml request PESC version f
  • EDAG xml request pre-PESC version 0

*Set Audit request format to either "None" or "Connector" to show the list of xref schools during the audit request process for the purpose of reference articulation.

Y
Audit Visibility Select the audience to which audits will be visible
  • Admins Only
  • Everyone
Audit InstIDQ

The desired institution code type used to identify schools within the degree audit system. The audit instidq typically include the following:

  • 71 (for IPEDSID)
  • 72 (for ATP)
  • 73 (for FICE)
  • 74 (for ACT)

However, any two-character value can be defined, including spaces.

Connector Schools:
For Connector schools, this value is your instidq.

Non-Connector Schools
For non-Connector schools, this value will be specified by the EntityIDCodeQualifier element of the External Degree Audit Guide Interface Specification.

N
Audit InstID

The code used to identify your own institution. The value should be a valid code within the code type defined in the Audit instIDQ field. For example, suppose your school uses IPEDSID–this field should be your school’s IPEDSID code.

Connector Schools:
For Connector schools, this value is your instid.

Non-Connector Schools
For non-Connector schools, this value will be specified by the EntityIDCode element of the External Degree Audit Guide Interface Specification.

N
Audit InstCD

Typically left blank, the Audit instCD field identifies the instCD value for your school.

Connector Schools:
For Connector schools, this value is your instcd.

Non-Connector Schools
For non-Connector schools, this value will be specified by the EntityIDCodeGroup element of the External Degree Audit Guide Interface Specification.

N

 

Degree audit system*

Select the type of degree audit system used by your school from the drop-down menu:

  • u.achieve 4.2 or greater*
  • u.achieve 4.1 or earlier
  • DARwin 3.5*
  • Ellucian DegreeWorks
  • Other

*Set Degree audit system to either "u.achieve 4.2 or greater" or "DARwin 3.5" show the list of xref schools during the audit request process for the purpose of reference articulation.

Y
  • Program current year only

Instructs Transferology on the proper catalog year term for a degree audit request.

  • Check to enable Transferology to use the current year term, as long as the program’s fyt value is not in the future. When the fyt is in the future, Transferology uses the program’s fyt.
  • Leave unchecked to disable, in which case Transferology uses the program’s lyt value for the program’s catalog year term.
N
Catalog first year term*

Chronological list of calendar months

For example:

  • Winter Term
  • Start of Winter Term
 
Allow audit to wrap

Drop-down options include the following:

  • Yes
  • No
 
Audit sidebar*

Select the display preference for the audit sidebar from the drop-down menu (default setting is collapsed):

  • collapsed (default)
  • expanded

Audit sidebar display

Interactive audits will not display the audit sidebar since the interactive audit opens in a new application:

Audit With Audit Sidebar

Interactive Audit Without Audit Sidebar

Y
Articulate Courses for Audit?*
  • Yes, articulate courses first (default)
  • No, send source courses
 
EDAG Url The URL of the external degree audit system that Transferology uses to send degree audit requests N
Audit response time

The estimated creation time for the degree audit report. The time includes the following steps:

  • Transferology sends the degree audit request to the school
  • The school’s degree audit server generates the degree audit report
  • The school sends the degree audit report to Transferology

NOTE:  
Be sure to specify the time measurement in the field, i.e., day or hours. For example, you may have 3 minutes, 1 day, or a few minutes listed in the Audit response time field.

For example:

  • 45 seconds
N
EDAG XML data method*

Instructs Transferology on the proper method to send the degree audit request to the school’s degree audit server. Select the EDAG XML data method from the drop-down menu:

  • HTTP Request Body, except pre-PESC V0 uses FORM FIELD
  • HTTP Request Body
  • HTTP Request Form Field
  • HTTP Request Body for DegreeWorks
  • SOAP HTTP Request Body for PeopleSoft
  • HTTP Request Body, GZIP upon verification

NOTE:
This field remains inaccessible (gray) unless the SOAP HTTP Request Body for PeopleSoft is selected as the EDAG XML data method. 

Y
EDAG SOAP action

Defines the SOAP action that Transferology sends as part of the SOAP request, only when SOAP HTTP Request body is chosen as the above EDAG XML data method.

N
Max audit requests per connection

Maximum EDAG requests per send

For example:

  • 10
N

Click the Save button () to conserve changes after customizing fields and checkboxes.

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