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Transferology User Guide for TES Evaluators


Welcome to Transferology Lab! The Transferology User Guide for TES Evaluators is written specifically for those users working with TES evaluation, whose functions include creating and sending evaluation tasks to TES. Using this new role, Transferology administrators can determine who has access to the feature and exercise some control over the quantity of TES evaluation requests stemming from Transferology. This user guide is a brief, function-focused document that was written to guide the user through the application, thereby supplementing the Help and overlay features already built into Transferology.

First, a basic overview of the application is presented, followed by key user functions for TES Evaluators in the remainder of this guide.


Basics

Before proceeding, some basic, higher-level details about navigation, access, and design of the application can assist you as you work. Click here for the basics!


TES Evaluation Integration

The TES evaluation integration provides the following functionality for schools with an active TES subscription:

  • Any Lab user can view evaluation requests.
  • Only those Lab users assigned the new TES Evaluator role can create evaluation tasks.
NOTE:
Remember: The institution must have an active TES license to view TES evaluation information in Transferology.

Two mandatory actions are required by TES administrators and Transferology administrator for the institution:

  1. TES Administrator One-Time Setup
    Prior to attempting to create evaluation tasks from Transferology, a TES administrator must choose the Creator/Assignee for any external evaluations requests. The TES administrator will find the field on the Evaluation Workflow page under the Manage tab.
  2. Transferology Administrator One-Time Setup
    Prior to attempting to create evaluation tasks from Transferology, a Transferology administrator must define their TES Evaluation Request Daily Limit. This number identifies a daily limit that will be enforced by Transferology.

TES Mode

The purpose of TES Mode is to help users target the courses from other institutions for which students most want transfer answers. TES Evaluators in TES Mode may create evaluation tasks from courses appearing in two areas of the Transferology Lab, including the Course Bundles area (green path match results) and the Unknown Equivalencies page:

TES Mode in Course Bundles

TES Mode in Unknown Equivalencies

  • Note that TES Mode is only available in Unknown Equivalencies to those users assigned the role of School Administrator or Transfer Specialist AND TES Evaluator

When viewing matches in the Course Bundles, TES Mode tab is available for those courses listed on the Maybe tab (i.e., courses that have not yet been reviewed by this school and therefore may not transfer), if applicable.

Remember: the institution the Lab user is logged in from must have an active subscription for TES in order to utilize this function.

The example below will explore TES Mode when searching for matches on a course bundle. Clicking the % Match button for the school directs you to the school's page listing the tab for MatchesMaybes, and/or Misses:

The TES Mode tab is available only when the following two conditions are met:

  • Maybe tab is present
  • The school you are logged in from is a subscribing TES school

When both conditions are met, a TES Mode tab will appear on the right side of the page adjacent to the School Profile:

Add Courses to the TES Mode tab

On the right side of the screen, click on the TES Mode tab; the Maybe tab on the left will automatically toggle to the top when this action is performed.

The TES Mode tab is the area where "Maybe" courses from the left side of the screen may be added to and sent to TES for evaluation. As you know, the Maybe tab provides a list of courses that have not yet been reviewed by this school and may not transfer. Adjacent to the course of interest at each school on the left, click on the plus button(s) () to list the course(s) on the TES Mode tab on the right. 

 Only courses that exist in TES can be part of an evaluation task; they are marked with the plus button.

Delete Courses

To delete a course added to the TES Mode tab, simply click the trash can button () adjacent to the desired course. The course will be removed from the list.

Link Courses

Users may link together two or more courses from the same institution, which will result in them being evaluated together in TES.

When multiple courses are added to TES Mode, those courses taken at the same school display the ability to be selected and linked together via the Link button (). 

The TES Evaluation may send a maximum of 10 evaluation tasks per Send to TES click.

Click in the selection box to select the courses to be linked, and then click the Link button; the linked courses will now display on the same line on the TES Mode tab:

 Note that the Link button disappears once the courses are linked together.

Unlink Courses

To unlink courses, click the Unlink button () next to the course that needs removed from the grouping. This unlinked course is dissociated from the linked group and drops back down to the bottom of the course list:

Send to TES

After adding courses to the TES Mode tab, click the blue Send to TES button () to send the selected courses out to TES for evaluation. Send to TES actually creates the evaluation task in TES, but the progress of evaluation requests are viewable in both the Transferology Lab and in TES to all Lab users.

Successful Request

Below, a Sociology course taken at EKU is successfully sent to TES for evaluation:

The View link provides additional details for the TES Evaluator in a pop-up window:

  • Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.
  • Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).
Failed Request

Occasionally, a request for TES evaluation fails. Below, History course taken at EKU are not able to be sent to TES for evaluation because an they were previously request from the Transferology Lab:

The View link provides additional details for the TES Evaluator in a pop-up window:

  • Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.
  • Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).

All Lab users can view/filter their school's evaluation tasks from the Rule Management menu option for TES Evaluations. The table provides a listing of all requests submitted for TES evaluation, in addition to filter and sort capabilities that the user can apply to the table to customize the display.

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