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CollegeSource Support

Transferology Lab Basics

 

Welcome to the Transferology Lab. Some basic, high-level detail about the navigation, access, and design of the application can assist you while you work.

Many of these basic aspects of the Lab are consistent throughout the application, regardless of your assigned user role.

 

 

 

 

 

 

 

 

 

 

 

 

 

Transferology Lab Home Page

TFO Lab home page.jpg

The Transferology Lab home page is the starting point for accessing your school's account.

 

Create an Account


If you need to create a new Transferology Lab account, click the Request Lab Account link.

Only schools that subscribe to Transferology are granted Lab access.

 

The Request Lab Account page displays:

Request Lab Account window.jpg

 

Complete the Required fields (*):

  • Name
  • School
  • Email
  • Job Title
  • Phone
  • Reason

Optional field:

  • Copy Me: select (click) this checkbox to receive e-mail notification of your account request

Complete the form submission by clicking the Send Request button ().

The request is sent to the School Administrator on your campus--CollegeSource does not approve accounts. Your School Administrator will verify that you need a Transferology Lab account, and assign you to the appropriate user role(s) within the app.

Sign In/Log in


If you have an existing account, access the Transferology Lab login from the Transferology Lab home page. Sign in requires a valid Email and Password:

TFO Lab login page.jpg

Password

The consolidation of user accounts between Transferology Lab and TES with the 1.6 release means a single, unified password for each user. If you experience any issue logging in, reset the password via the Can't log in? link.

 

Forgot Your Password or Need to Reset

If you simply forgot your Transferology password, click the Can't Sign In? link. The Can't Sign In? page displays:Click the hyperlink to request a password reset:

Lab Request Password Reset.jpg

Enter your email address to proceed. Complete the form submission by clicking the Request Password Reset button ().

 

Enter Recovery Code

When you request a password reset in the Lab, an email is generated that contains a recovery code. Enter this code in the "Recovery Code" text box to confirm the password reset.

You will then be logged in to Transferology and prompted to change your password immediately. Be sure to change your password to something unique that can be easily remembered.

Passwords must be between 6-20 characters in length and contain at least one letter and at least one number.
Change Your Password

You may only change your password once you have successfully logged into the application.

All users can change their passwords by clicking their user names in the upper right part of the menu. Click the My Profile option, then click the Update Password tab:

NOTE: Because passwords were unified in Transferology Lab 1.6, changing the user password on the My Profile page will also change the password for TES. (i.e., Transferology Lab password=TES password)

 

Keep Me Logged In

The [ ] Keep me logged in checkbox provides a convenient way for users to remain signed in to the application as they work:

Keep me logged in checkbox.jpg

As a best practice, we recommend keeping this option selected ("checked") to avoid expired sessions and unplanned logouts that may interrupt workflow.

 

Logout


End your Transferology session from any screen in the application by logging out. Click your user name in the User menu (upper-right corner) to view the drop-down menu containing Logout:

You will be returned to the initial Sign in screen to log back into the application.


Hyperlinks help navigate between functional areas within the application, generally appearing as black text or colored buttons/icons, usually with a tooltip that momentarily appears upon mouse hover:

 

 

Notifications



When processing information within certain areas of Transferology, colored text bubbles may momentarily appear onscreen to notify the user. The bubbles generally appear in the upper-right part of the screen near the username, and only display temporarily (about 5 seconds). Color and tooltip information can help guide you through the application.

Green notification bubbles contain information:

 

Click on the green notification bubble while it appears onscreen to link to an area with additional related information.

 

Red notification bubbles contain alerts/warnings:

 


Hyperlinks to several areas are displayed across the Transferology Lab footer at the bottom of the page:

Lab footer.jpg

 

CollegeSource®

Contact Us

Privacy Policy

Accessibility

Terms of Use

About Transferology Lab

What's New?

Students

Support Documentation

 

CollegeSource

Click the CollegeSource logo/link to redirect to our corporate website.

 

Contact Us

The Contact Us page provides a form for users to generate a free-form message for CollegeSource staff.

Mandatory fields marked with a red asterisk (*) include the following:

  • First and Last Name*
  • Email*
  • Message*

First and Last Name* and Email* fields are autopopulated for logged-in users, and the Message field cannot be empty.

NOTE
Messages are directed to support staff at CollegeSource--not sent to staff at your school.

Privacy Policy

The Privacy Policy page discloses to Transferology users how CollegeSource manages user data.

 

Accessibility

The Accessibility page displays the CollegeSource Accessibility statement and provides users with a direct link to address Accessibility concerns.

Accessibility footer.jpg

 

Terms of Use

The Terms of Use page directs the user to the rules of use the Transferology end user, including the following areas: Scope, Email/Password, Limitations, Availability/Accuracy of Content and Services, and Disclaimers/Limitations on Liability.

Terms of Use footer.jpg

 

About Transferology Lab

The About Transferology Lab page provides a general overview of the Lab application and its functions.

About Transferology Lab footer.jpg

 

What's New?

The What's New in Transferology Lab? page provides staff with a high-level summary of release notes for the Lab, including new features and functionalities. Versions are listed by reverse chronological order of release date.

What's New in Transferology Lab footer.jpg

 

Students

Students who accidentally navigate to the Lab application can easily redirect to Transferology (the companion site designed for students) via the Students hyperlink: http://www.transferology.com

Transferology student page footer.jpg

Support Documentation

Support documentation links to the CollegeSource documentation, which houses functional documents such as user guides and technical documentation for the Lab user.

Support Documentation footer.jpg

 

facebook

Access our Transferology page on social media via the facebook button ().

facebook footer.jpg

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