Configure General Information in the Transferology Lab

Field 

Description/Instructions 

Website* 

Institution website address.

Course equivalencies* 

Turn the display of course equivalencies on or off on the Transfer Equivalencies page by selecting the corresponding option from the drop-down: 

• Enabled 
• Disabled 

Subscription level* 

Indicates the type of Transferology® subscription the institution has purchased: 

• Full 

Subscription level is set by CollegeSource and cannot be changed by the School Administrator. 

Equivs public* 

Turn the display of course equivalencies on or off for all Transferology and Transferology Lab users by selecting the corresponding option from the drop-down: 

• Enabled 
• Disabled 

This field is set by CollegeSource and should not be changed by the School Administrator. Please contact CollegeSource to update this field.

Programs enabled* 

Indicates whether or not Programs are visible to students viewing the institution: 

• Enabled 
• Disabled 

Memo aligned* 

Select a left or right alignment for the memo on the Advising & Recruiting > Transfer Equivalencies page by selecting the corresponding option from the drop-down: 

• Right 
• Left 

Example: Right alignment

Auto archive leads & advisees* 

Select whether or not to automatically archive leads and advisees' requests that are older than 90 days from the drop-down: 

• No 
• Yes 

Limits the view access to the TES Evaluations Activity Log to a specific role; useful for hiding comments that may contain restricted information.

Select one of the following from the drop-down: 

• Any Role (If "Any Role" is selected, then all Lab users at the institution can view the activity log)
• No One (If "No One" is selected, then no Lab users at the institution can view the activity log)
• Advisors 
• Program Admins 
• Recruiters 
• School Admins 
• State Coordinators 
• TES Evaluators 
• Transfer Pathways Admins 
• Transfer Specialists 

Limits the view access to the TES Evaluation Comments to a specific role.

Select one of the following from the drop-down: 

• Any Role (If "Any Role" is selected, then all Lab users at the institution can view the comments)
• No One (If "No One" is selected, then no users Lab users at the institution can view the comments)
• Advisors 
• Program Admins 
• Recruiters 
• School Admins 
• State Coordinators 
• TES Evaluators 
• Transfer Pathway Admins 
• Transfer Specialists 

Limits the ability to view TES Evaluation Private Notes to a specific role.

Select one of the following from the drop-down: 

• Any Role (If "Any Role" is selected, then all Lab users at the institution can view the Private Notes)
• No One (If "No One" is selected, then no users Lab users at the institution can view the Private Notes)
• Advisors 
• Program Admins 
• Recruiters 
• School Admins 
• State Coordinators 
• TES Evaluators 
• Transfer Pathway Admins 
• Transfer Specialists 

Controls the turning on/off of the Transferology Lab-TES integration.

Key in a numerical daily limit (example: 25) for the number of courses that may be sent from the Transferology® Lab per day to the TES® Evaluation Tracker workflow.

A value of "0" indicates that the institution is not using Transferology Lab-TES integration.

Field 

Description/Instructions 

Enable 

Select the checkbox to turn on Student Information System (SIS) import; deselect to turn off SIS import.

If SIS Import is turned off, then the URL and Response Time fields are inactive (grayed out).

URL 

URL of SIS import.

Response Time 

Length of time (minutes) that the SIS import may take (example: 2 minutes). 

Field 

Description 

School ID* 

Transferology® school ID number.

CAS uniq 

Course Applicability System (CAS) unique ID. 

IPEDS ID 

Integrated Postsecondary Education Data System (IPEDS) institution ID number. 

ATP code 

ATP institution identifier code.

ACT code 

American College Testing (ACT) institution identifier code.

FICE code 

Federal Interagency Committee on Education (FICE) institution identifier code. 

CEEB code 

College Entrance Examination Examination Board (CEEB) institution identifier code.

OPE ID 

US Department of Education Office of Postsecondary Education (OPE) institution ID number. 

Field 

Description/Instructions 

Catalog source* 

Indicates how an institution's course catalog is provided to Transferology®: 

• TES 
• Cached 
• Local (Required to use the Course Catalog Import/Export feature)
• None 

Equiv type* 

Select the source of the institution's equivalencies from the drop-down: 

• uAchieve 
• DARwin 
• TES 
• TES Import 
• PeopleSoft 
• Banner 
• None 

Equiv Sort* 

Select the type of sort for the equivalencies from the drop-down: 

• Alphabetical 
• uAchieve/Darwin 

Sync TES Group Report Titles 

Controls alignment between the GROUP REPORT NAME field in TES® and the Pathway Name field in Transferology. 

Select one of the following from the drop-down: 

• Initially  (Populates the GROUP REPORT NAME field as the Pathway name. Updates to the GROUP REPORT NAME field in TES will not be reflected in Transferology.)
• Always  (Populates the GROUP REPORT NAME field as the Pathway name. Updates to the GROUP REPORT NAME field in TES will be reflected in Transferology.)

Controls whether the course hour units (example: up to 3 hours) of the source and home courses are displayed within the Transfer Equivalencies page.

• When marked (default setting):
• When equivalencies are supplied through TES, the source course and home course hours will display if they are provided within the institutions’ catalog data sets.  
• When equivalencies are supplied through uAchieve®, the source course and home course hours will display if provided within the transfer rule.  
• Note: Source and home course hours will not display if the unit contains a decimal, and source course hours will not display for institutions supplying equivalencies through PeopleSoft T-Rex. 
• When unmarked:
• Neither the source course nor home course hours will be displayed on the page.