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CollegeSource Production

- General Information Tab

NOTE:
General Information functionality is restricted to School Administrators only.

The General Information tab contains fields autopopulated with data from the National Center for Education Statistic (NCES). All admin changes made to the data in the General Information tab will supersede NCES data.

General Information Tab Fields

The details of the General Information display in fields that may be managed on this page.

Field Description
Details

Website*

Web address of your institution
Course Equivalencies*

Enable or disable course equivalencies by selecting the corresponding option from the drop-down menu:

  • Enabled
  • Disabled
Equivs public

Indicates to the Administrator whether Transferology has equivalencies enabled or disabled for their school via the drop-down menu:

  • Enabled
  • Disabled
Memo Alignment*

Select a left or right alignment for the memo (on the Transfer To page in View Equivalencies) by selecting the corresponding option from the drop-down menu:

  • Right
  • Left
Subscription level*

Indicates the type of Transferology subscription your institution has purchased:

  • Full

Subscription Level is set by Transferology and cannot be changed () by the Administrator.

Programs enabled

Indicates to the Administrator whether or not programs are enabled for students viewing your institution via the drop-down menu:

  • Enabled
  • Disabled
Auto archive leads & advisees*

Select whether or not to automatically archive leads and advisees requests older than 90 days from the drop-down menu:

  • No
  • Yes
TES Eval Request Daily Limit*

Virtually controls turning on TES Evaluation integration. Key in a numerical daily limit to the number of TES evaluation requests, which is the number of courses that may be sent from the Transferology Lab per day to the TES Evaluation Tracker workflow.

  • 8888
NOTE:
A value of "0" indicates that TES Evaluation Integration is not being utilized by your institution.

The "Groups who can view TES Evaluation Activity Logs" field (below) must also be selected. View TES Evaluation integration page for more details.

Groups who can view TES Evaluation Activity Logs

Controls the view access to the TES evaluation activity log from a drop-down menu:

  • Advisors
  • Recruiters
  • State Coordinators
  • TES Evaluators
  • Transfer Specialists
  • School Admins
  • Program Admins
  • Any Role
    • If "Any Role" is selected, then everyone is able to view the activity log
  • No One
    • If "No One" is selected, then only the superuser role is able to view the activity log
SIS Import
  • Enable

Checkbox to select to enable SIS import, deselect to disable SIS import

If SIS Import is not enabled (i.e., checked), then the URL and Response Time fields are inactive (grayed out).
URL URL of SIS import
Response time

Length of time (minutes) that the SIS import may take

Response Time is set by Transferology and cannot be changed () by the Administrator.

Identifiers

School ID*

School ID of your institution

School ID is set by Transferology and cannot be changed () by the Administrator

CAS uniq

CAS unique ID of your institution

IPEDS ID

IPEDS code ID of your institution
ATP code ATP code of your institution
ACT code ACT code of your institution
FICE code FICE code of your institution
Misc Data

Catalog Source*

Select the source of your course catalog from the drop-down menu:

  • TES
  • Local
  • None

Equiv Type*

Select an equivalency type from the drop-down menu:

  • u.achieve
  • DARwin
  • TES
  • TES Import
  • None

Equiv Sort*

Select the type of sort for the equivalencies from the drop-down menu:

  • Alphabetical
  • u.achieve/DARwin

NOTE:
Gray fields cannot be edited. Required fields are marked with a red asterisk (*).

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

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