Transferology Lab Basics
Many basic aspects of the Lab are consistent throughout the application, regardless of your assigned user role.
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 may be granted Lab access.
The Request Lab Account page displays:
Complete the Required fields (*): Name, School, Email, Job Title, Phone, Reason. Click the optional "Copy Me" checkbox to receive e-mail notification of your account request.
Gray fields cannot be edited. Mandatory fields are marked with a red asterisk (*).
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 role(s) within the app.
Sign In/Log in
Access the Transferology Lab login from the Transferology Lab home page. Sign in requires a valid Email and Password entry.
Password
The unification of user accounts between the Transferology Lab and TES in the 1.6 release also includes a unified password, meaning that there will be only one password for each user. If you experience any issue logging in, reset the password via the Can't sign in? link.
Change Your Password
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:
NO
TE:
Because passwords were unified in the 1.6 release of the 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)
Forgot Your Password
If you simply forgot your Transferology password, click the Can't Sign In? link. The Can't Sign In? page displays:
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.
Keep Me Signed In
The [ ] Keep me signed in checkbox provides a convenient way for users to remain signed into the application as they work:
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 upper-right corner of your window 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
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:
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Notification Bubbles
When processing information within certain areas of Transferology, colored text bubbles may appear onscreen momentarily 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 and warnings: 
Footer
Regardless of which user role is logged in, hyperlink access to the following areas is always available in the Transferology Lab footer:
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Contact Us
The Contact Us page provides an area for the user to generate a free-form message to CollegeSource.
Mandatory fields marked with a red asterisk (*) are required:
- 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, and are 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.
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.
About Transferology Lab
The About Transferology Lab page provides a general overview of the Lab application and its functions.
What's New?
The What's New? page provides staff with a high-level summary of release notes for the Lab to learn about new features and functionalities. Versions are listed by reverse chronological order of release date.
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
Support Documentation
Support documentation links to the CollegeSource documentation, which houses functional documents such as user guides and technical documentation for the Lab user.
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