TES Mode: Create Evaluation Tasks from the Transferology Lab

TES Mode allows Transferology® Lab users to send evaluation tasks to TES® directly from the Lab. Individuals sending reviews via TES Mode are not required to have a TES account, but the institution must have a TES subscription. This article provides an overview of the process for setting up TES Mode in the Lab and creating and routing evaluation tasks.

In this article:

Access and Role Permissions
Required Setup
Create Evaluation Tasks
Video Overview

Access and Role Permissions

Within the Transferology® Lab, users with the TES Evaluation role can create evaluation tasks from courses appearing within six areas:

Area	Use	Role Permissions
Course Bundles	Review courses from the Maybes tab when viewing Match results.	TES Evaluation
Recruit Students	Review courses from the Maybes tab when viewing Match results.	TES Evaluation + Recruiter
Advise Students	Review courses from the Maybes tab when viewing Match results.	TES Evaluation + Advisor
Check Transfer Rules	Review courses without active rules within a Department.	TES Evaluation + Transfer Specialist
Popular Courses	Review courses that do not have active rules that students have entered into Transferology.	TES Evaluation + Transfer Specialist
Unknown Equivalencies	Review courses that do not have active rules for students who have viewed the institution's Match results page.	TES Evaluation + Transfer Specialist

A transfer evaluation rule is active if the institution would award transfer credit if a student takes the class in the current term.

Required Setup

TES Mode: Creating Evaluation Tasks through Transferology and uAchieve provides an overview of the functional setup needed in TES® and the Transferology® Lab before using TES Mode.

Assign the TES Evaluator Role

The School Administrator must assign the TES Evaluator role to all users who will initiate evaluation requests. As noted above, other roles are required to access specific Lab areas containing TES Mode.

General Information

The School Administrator will need to update multiple fields in the General Information tab of School Management, within the TES Evaluation section.

Create Evaluation Tasks

The example below illustrates how to use TES Mode after viewing Match results within a student profile via Recruit Students. The procedure for using TES Mode is similar within all applicable areas of the Transferology Lab, but there may be some variance. For example, TES Mode will appear as a tab in all areas except Check Transfer Rules, where it is a button.

To create an evaluation task from within the Transferology® Lab:

Select TES Mode.

Callout highlights the location of the TES Mode button within Recruit Students. — Select to see a larger version

Select the course needing review.

The plus button is highlighted. — Select to see a larger version

If the School's Administrator has enabled the Allow users to assign TES Evaluation requests to a specific user checkbox in the General Information tab of School Management, users will see the option to Assign these requests to a particular individual.
- The Default Assignee is selected by default.
- Use the drop-down arrow to select from a list of eligible recipients (all individuals with the SERVICE EVAL user right in TES®).

The callout highlights the Default Assignee.

The Send email alert? checkbox will be marked by default if the school's TES Administrator has turned the default setting for evaluation task actions that have a SEND EMAIL checkbox setting On in TES.
- If not marked, select the checkbox. It is best practice to send an email alert to evaluators so the users know a task has been assigned.

Changes to the SEND EMAIL checkbox default setting in TES will appear in the Transferology Lab each time a page with TES Mode functionality is loaded.

Courses from a single institution can be sent as a single evaluation task if needed.
1. Select the checkbox above the course code.
2. Then, select Link.

Linked courses will appear as shown. To remove the link, select unlink courses.

The example shows two linked courses - ECON2201 and 2202.

Select Send to TES.

The callout highlights the Send to TES button.

A message will appear indicating the status of the evaluation request.

Successful: The evaluation request has been sent to TES.

The user can select View to see details of the request.
Users with the TES Evaluator role permission can track the evaluation process through the Lab's TES Evaluations page.

Callout illustrates the location of the View button. — Select to see a larger version

Failed: The evaluation request was not sent to TES. This message may appear if:

The institution has reached its daily evaluation request limit.
The default assignee for evaluation tasks is not defined in TES.
An equivalency for the course already exists in TES.
An open evaluation for the course already exists in TES.
At least one course was not found in TES.
An evaluation task for the course was previously created from the Transferology Lab.
Linked courses are not within the same catalog edit.
An error occurred (please contact CollegeSource).