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Program Questions

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

The Program Questions page allows Lab users to add program questions and answers and add/change information presented to a student on a plan. This functionality allows schools to ask Transferology users questions about their intentions or past academic history, which may then be used to add a minor to a program or find out if a student has completed a state transfer module or degree. Much of the terminology used for the field names are DARwin/uAchieve-specific.In the Transferology Lab, questions are posed before a user runs an audit. The user's answers are used to determine whether to ask additional questions or to add information to the audit request. Questions are now manageable for those users in the roles of School Administrator and Program Administrator.

Questions

Program Questions are managed under the Program Setup, Questions menu:

A table of existing program questions (and hyperlinked answers) are displayed:

The user can manage the answers to each question by clicking on a question's corresponding Answers hyperlink (e.g., ):

Click ← Back to Question List (). 

Question Fields

Questions are arranged by several columns:

Name

Screenshot

Description

Restriction (if applicable)

Move button

Drag-and-drop on the Move button corresponding to the selected question to change the order in the list; a green bubble () confirms that the list order was updated.

This will reorder the questions for ALL programs and is not customizable per program.

 
Ask Order

The numerical order in which the questions are asked of the user

Not directly editable by user-set by rearranging rows
Description Unique identifier that links programs to a question during import/export, as well as links followup questions to an answer

Required

Must be unique within school

Max length 128

Text The text displayed to the Transferology user during the audit request process

Required

Max length 300

Type

Used to determine when a question should be displayed to the user

The type of question, which may be one of three types: Initial, Followup, and Program:

  1. Initial: First question a user sees when beginning the audit request process
  2. School:
  3. Followup: Questions shown to a user only if he/she selects a certain answer to a previous questions, so it is determined based upon previous user action
  4. Program: Questions that are only shown for certain programs depending upon student selections, i.e., requesting an audit on a specific program

The dark number bubble () displaying next to some Program types indicates that the number of programs that the selected question is tied to.

Required

  • Initial
  • School
  • Program
  • Followup
Answers

Hyperlinks to the Answers page to indicate the number of answers provided (in the screenshot below, 8 answers are listed):

Like their corresponding questions, answers may also be added, moved, edited, and deleted.

Use the Back to Questions List button () to return to the previous screen of questions.

 
Edit button

Edit the selected question, generates the Question Information pop-up window

 
Delete button

Delete the selected question

(a confirmation pop-up window will ensure against accidental deleting)

 

Create Question

Create a new program questions by clicking the + Create Question button (). Pop-up window fields will need to be completed:

  • Description *
    • Short description of the Program Question (default: "Quest_##")
  • Text *
    • Key in the customized question text in this field
  • Type
    • Drop-down menu offers options including the following:
      • School (default)
      • Followup
      • Program
  • Program
    • Provides a list of linked programs from which to select
    • Is inactive (gray) unless the Type field (above) is changed to "Program"

Import

When importing questions and answers, it is good practice to import the question file FIRST and then the program file to ensure that the questions are linked up correctly with their corresponding programs.

Import questions into the existing Program Questions table by clicking the Import button (). Pop-up window fields will need to be completed:

  • File to import*
    • Select a file to import using the Choose File button
  • Format
    • Transferology (default, this is also the recommended format)
    • u.select (legacy)
    • Formatting differences for two fields when exporting include:
      • Rcredit: Blank values display as 0.00000 in u.select and as blank in Transferology
      • Pflag: TRUE or FALSE in u.select, N or Y in Transferology
  • Delimiter
    • Drop-down menu includes options for the following:
      • Comma (default)
      • Tab
      • Pipe
  • Delete existing questions? [ ] checkbox

See Questions Import Record Format for more information.

Export

Export all of the questions in the Program Questions table by clicking the Export button (). Pop-up window fields will need to be completed:

  • File name*
    • Defaults to a "Questions Export_mm-dd.yy_hh-mm-ss.csv" file name
  • Delimiter
    • Comma (default)
    • Tab
    • Pipe
  • Export Format
    • Transferology (default, this is also the recommended format)
    • u.select (legacy)

NOTE:
The File namefield generates a default file name that may be customized before exporting. 

See Questions Import Record Format for more information.

Answers

Answers are managed from the Program Questions page. Click on an Answers hyperlink () on the Questions page to link out to the Answers page:

Answer Fields

Answers are arranged by several columns:

Name

Screenshot

Description

Restriction
(if applicable) 

Move button

Click-and-drag on the Move button corresponding to the selected answer to change the order in the list; a green bubble () confirms that the list order was updated.

 
Display Order The order in which the answers are listed Not directly editable–set by rearranging rows with the Move button
Text The text displayed to the user

Required

Max length 100

Type

Determines what information, if any, will be added to the audit request

Three types of answers include None, Marker Requirements, and Pseudo Courses:

  1. None: Adds no information to the audit request, leads to a followup question
  2. Marker Requirement: Adds a marker requirement or list to the audit request
  3. Pseudo Course: Adds a pseudo course to the audit request

Required

  • None
  • Marker Requirement
  • Pseudo Course
Next Question The followup question to this answer Can be none or a Followup-type Question
Edit Edit the selected answer. Clicking Edit for a specific Answer generates an Answer pop-up window with Answer Information and Marker Information.  
Delete Delete the selected answer  

Edit Answer

Answer Information Window

The Answer Information section of the window is displayed regardless of Answer Type (None, Marker Requirement, or Pseudo Course), and is always displayed as the top pane of the Answer pop-up window. 

Fields for answer information include the following:

Field

Description

Text * Key in customized text for the answer information (required)
Next Question

Select the subsequent question from the drop-down selection, including None (default) or one any of the other previously created questions

Answer Type

Select an answer type form the drop-down selection:

  • None
  • Pseudo Course
  • Marker Requirement

Marker Information

Sends a marker requirement or list with the plan request to the degree audit.

The Marker Information section of the window is displayed with an Answer Type selection of "Marker Requirement":

Additional fields for Marker Information include the following:

Field

Description

uAchieve Equivalent

Restriction

Marker Type Select whether to add a marker requirement or list (list of requirements) to the plan

DrType

Required

  • Requirement
  • List
Requirement Name* Insert the value, beginning with $, currently listed in the degree program definition for the specified program $RName

Required

Max length 9

Requirement/List Value* Insert the replacement requirement name (RNAME) to be included in the degree audit. The value replaces the $Marker in the degree program definition. DrVal

Required

Max length 9

Catalog Year Term Specify a Year/Term value if it should be specific rather than the catalog year/term selected by the user in the Request Plan. Catlyt 4 digits followed by 0-2 alphanumeric characters
Instcd Specify a value if different from the INSTCD defined for your institution in Transferology. Instcd Max length 3
Control Code* Enter the Exception Control Code for processing parameters CtrlCd

Required

Max length 2

See additional field specs here.

Cancel (or ) to close without saving, Save and Add Followup Question to save and continue adding questions, or Save to save changes: 

Pseudo Course Information

Adding a Pseudo Courses adds a fake course to be used in the Transfer processing to cause something to occur for the student in the audit, e.g., if a student completed a subset of GENED and that generates multiple requirements to have completed areas.

The Pseudo Course Information section of the window is displayed with an Answer Type selection of "Pseudo Course":

Additional fields for Pseudo Course Information include the following:

Field

Description

uAchieve Equivalent

Restriction

Pseudo Course (pflg)?* Pseudo course Pflg

Required

  • No
  • Yes
Instidq InstIDQ associated with the course Instidq

 

Instid* InstID associated with the course Instid

Required

Max length 8

Instcd InstCD associated with the course Instcd Max Length 3
Rcredit Enter credit hours to be assigned to the course for the inclusion in the request. RCredit  
Course Dept* The pseudo course prefix of the course to be added Part of Course

Required

Max length 15

Course Number The pseudo course number of the course to be added Part of Course Max length 15
Course Title Enter a pseudo coure title to show in the student's Plan with this course Title Max length 29
Course Year Month* Enter a Year and Month in CCYYMM format for the course YR/TM

Required

Required length 6

Grade* Enter a grade to assigned to the course. The grade given should match a grade given for the institution identified in the INSTID, INSTID and INSTCD definition with this course. Grade

Required

Max length 4

See additional field specs here.

Cancel (or ) to close without savingSave and Add Followup Question to save and continue adding questions, or Save to save changes: 

Add Answer

To create a new answer, click the Add Answer button (). Pop-up window fields will need to be completed:

  • Text*
  • New Question
  • Answer Type

Questions Import/Export Record Format

View the two file import/export record formats for programs in the Lab for Transferology and u.select on the Questions and Answers Import Record Format page.

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