Pathway Management
* New in 1.7!
These agreements, or pathways, are sometimes referred to as "transfer pathways" or "2+2 agreements. Pathways are established one-on-one between partnering schools through mutual agreement. Pathways allow students to explore transfer options between schools to take advantage of these partnership agreements, e.g., by taking the first two years at a local community college followed by two more years at a four-year university.
Pathways Management functionality is available to Transfer Pathways Administrators and School Admin roles in the Transferology Lab.
In the screenshot below, for example, my school (Ohio University) has three partner schools:
- Columbus State Community College
- Hocking College
- Washington State Community College
From the School Profile drop-down menu, select the Pathway Management option. The Pathway Management page displays existing pathways in a table format:
Pathways may be created to any school, whether they subscribe to Transferology or not.
Notifications
Whenever changes are made in the Pathway Management area, email notifications are generated behind the scenes to the Transfer Pathway Administrator at the school.
Schools will receive email notifications whenever the following actions occur:
- A partnership is created
- A pathway is approaching its expiration date
- A pathway name is changed
- A pathway is deleted
The pathway creator ONLY receives an email notification when either of the following conditions are met:
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CollegeSource does not perform any type of validation on transfer pathways to ensure content. |
Partner Schools
Partner schools (those schools that your institution has established transfer agreements with) are displayed alphabetically with an interactive link for Total Pathways.
View Partner Schools
- Click a partner school's Delete button (
) to delete it from the list; this is only available if the school has zero pathways
-
If the Delete button is grayed out (inactive), the school may only be deleted once all of its pathways are removed
To ensure accuracy, pathways expire after one year but may be "re-approved."
Filter
Since the list of partner schools may be quite extensive, use the Filter field near the top of the window to filter the list to your specifications.
Populating List of Partner Schools
The list of partner schools in the table may be populated in (any combination of) three different ways:
- Pathways exist because they were manually added by my school
- Created new because my partner school added me
- Both schools benefit since it eliminates re-work
- Imported automatically because I am a TES user and have at least one TES Group Report
Pathways
View the pathways associated with the partner school by clicking on the pathways hyperlink. In the example below, we will take a look at one of our partner schools: Capital University
View Pathways
When initially viewing pathways established with a particular partner school, a pop-up Warning window appears:
This message serves as an informal agreement to the accuracy of the transfer information and is binding both schools to mutual responsibility.
The pop-up Warning window only appears once per school per login session, unless it is not agreed to, in which case it will continue to display until log out. |
Click the I agree checkbox. Then click the Agree button () to proceed to the pathways with your selected partner school.
Pathways To/From Your School
Two tabbed categories appear:
- Pathways To My School (default)
- Pathways From My School
Pathways To My School
This tab presents a list of pathways from partners schools to my school, e.g., TO my university (and FROM my community college). Pathways are listed alphabetically by name.
Filter
Filter extensive lists of pathways using the text field filter or the filter box:
- Text field filter
- Filter box
- By creation
- Created by Anyone (default)
- Created by Me
- Created by Partner
- TES Reports
- By approval status
- Any Approval Status
- Approved by Me
- Not Approved by Me
- Approved by Partner
- Not Approved by Partner
- Active and expired
- By creation
Field | Screenshot | Description | |
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Pathway | ![]() |
Click the Pathway button to review the details of the pathway agreement. In the screenshot below, a TES Group Report format file opens in a new tab for your review: Pathways may be one of two types:
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Name | ![]() |
Name of the pathway, should be descriptive to the partner school | |
Partner | ![]() |
Hover over the button with the mouse to view the date of pathway approval by the partner school
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Me | ![]() |
Unconfirm/unapprove the pathway to make it expire the pathway by clicking the Me checkbox to remove the checkmark
Confirm/approve the pathway to make it current by clicking the Me checkbox to add the checkmark back
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Expires | ![]() |
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Edit | ![]() |
Edit Pathway pop-up window provides an area to change the name of the pathway IF YOU ARE THE CREATOR:
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Delete | ![]() |
Delete the selected pathway IF YOU ARE THE CREATOR A confirmation window will appear to ensure the pathway deletion: |
Approve
Click the blue Approve button () to approve pathways in bulk. From the Approve drop-down button:
- All: approves all pathways to your school listed in the table
- None: approves no pathways to your school listed in the table
Pathways will not show to students until they are approved.
If you Approve, and then immediately "unapprove" a pathway, the expiration date will reset. |
Refresh From TES
For those "to" partner schools using TES Group Reports–created in TES and based on equivalencies–the Refresh From TES button refreshes the list of pathways from TES on-demand instead of having to wait for nightly refreshes. Click the Refresh From TES button () to perform the refresh:
A green bubble momentarily appears in the upper right corner to indicate the pathway has been successfully refreshed, including:
- Number of created pathways
- Number of updated pathways
- Number of deleted pathways
Refresh From TES is only available for "to" partner schools. |
+ Add Pathway
Add a new pathway to the Pathways to my School tab with the + Add Pathway button ()
- Name*: (required) enter a unique name for the new pathway
- File Name*: (required) choose a file location for the new pathway
- File must be one of two formats:
- TES Group Report
- File must not exceed 2.0 MB
- File must be one of two formats:
- Approved for display to students? (selected by default) Select whether to approve the pathway for display to students in the Transferology application using the checkbox
- TES-imported pathways may not be deleted
The partner school will be notified of the addition of a new pathway within 24 hours.
Pathways From My School
This tab presents a list of pathways from my school to partners, e.g., FROM my community college (and TO my university). Pathways are listed alphabetically by name.
Filter
Filter extensive lists of pathways using the text field filter or the filter box:
- Text field filter
- Filter box
- By creation
- Created by Anyone (default)
- Created by Me
- Created by Partner
- TES Reports
- By approval status
- Any Approval Status
- Approved by Me
- Not Approved by Me
- Approved by Partner
- Not Approved by Partner
- Active and expired
- By creation
Field | Screenshot | Description | |
---|---|---|---|
Pathway | ![]() |
Click the Pathway button to review the details of the pathway agreement. In the screenshot below, a PDF format file opens in a new tab for your review: Pathways may be one of two types:
|
|
Name | ![]() |
Name of the pathway, should be descriptive to the partner school | |
Me | ![]() |
Unconfirm/unapprove the pathway to make it expire the pathway by clicking the Me checkbox to remove the checkmark
Confirm/approve the pathway to make it current by clicking the Me checkbox to add the checkmark back
|
|
Partner | ![]() |
-Hover over the button with the mouse to view the date of pathway approval by the partner school
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Expires | ![]() |
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Edit | ![]() |
Edit Pathway pop-up window provides an area to change the name of the pathway IF YOU ARE THE CREATOR:
|
|
Delete | ![]() |
Delete the selected pathway IF YOU ARE THE CREATOR A confirmation window will appear to ensure the pathway deletion: |
Approve
Click the blue Approve button () to approve pathways in bulk. From the Approve drop-down button:
- All: approves all pathways to your school listed in the table
- None: approves no pathways to your school listed in the table
+ Add Pathway
Add a new pathway to the Pathways to my School tab with the + Add Pathway button ()
- Name*: (required) enter a unique name for the new pathway
- File Name*: (required) choose a file location for the new pathway
- File must be in one of two formats:
- PDF format
- TES Group Report
- File must not exceed 2.0 MB
- File must be in one of two formats:
- Approved for display to students? (selected by default) Select whether to approve the pathway for display to students in the Transferology application using the checkbox
- The partner school will be notified of the addition of a new pathway within 24 hours
Add a Partner School
Add a new partner school to the table via the + Add a Partner School button (). The Add a Partner School dialog box appears, where you may input a School Name to add:
Click the Add School button () to add this new school to your table of partner schools.
A green confirmation bubble momentarily appears in the upper right corner to indicate the pathway has been updated: |
The new partner school will be added into the list of partner schools by alphabetical order:
- In addition to adding partner school, if your partner adds pathways to/from you, the list will populate
- If you have TES Group Reports (pre-loaded), they will populate the list
Delete Partner School
Delete a partner school from the table by clicking that school's corresponding Delete button () in the table. A confirmation bubble will appear to confirm the deletion:
A red confirmation bubble momentarily appears in the upper right corner to indicated the partnership with the partner school has been deleted: ![]() |