This article provides an overview of the Programs page within Transferology® Lab.

In this article:


The  Programs page is accessible to all Transferology® Lab users, regardless of role(s). Here, users can view Program information supplied by the institution to Transferology®. If the school supplies uAchieve® degree audits, Lab users can also run audits and view previously requested audits.

To navigate to Programs:

  1. Go to Advising & Recruiting
  2. Select Programs.

Two tabs are available:

  1. Programs 
  2. My Program Requests


The Programs tab displays by default, with an alphabetical listing of all Programs available at the school in the Program Name field. A Program's associated Degree Type is displayed, along with a hyperlink for Program Information and Run Program (this generates a uAchieve® degree audit, if supplied by the school). 

Depending on the number of Programs at the institution, the table of Program Names could be quite extensive. Scroll through the alphabetical list, or sort by typing into the Program field to search for the program of interest:

In the example above, the search "Engl"  includes English and excludes Engineering.

School Name

The School Name field defaults to the name of the institution the user is logged in from:

To view Programs at other institutions, type over the existing text in the School Name field. Select the School Name once it appears. 

The Program Names automatically change to reflect the school selected.

Special Scenarios

No Programs Found for Selected School

A school may not have any Programs loaded into the Program Name list. In this case, Program information will be unavailable. 

Running a Program Not Enabled

A school may have some Program data loaded in Transferology®, but has not enabled running a Program. In this case, Program Information Links will be available but the Run Program hyperlink will not display.

Run Program

To generate a Program audit:

  1. Locate the Program Name on the Programs tab.
  2. Select the Run Program hyperlink to the right of the desired Program.

If the school supplies uAchieve® degree audits, Transferology® Lab will walk the user through a sequence of question pop-up dialogue boxes. Answer the questions, using the  Next button to proceed to the following question. Some questions (not included below) may be state-specific, created by the institution. 

Question Options/Instructions
What courses should be included when running this program? Include courses from a bundle
Toggle the option and then Choose the bundle from the drop-down menu; the list is populated with all of the user's Course Bundles (including those shared with the user).

If no bundles are available, the drop-down will not appear.

Include a student's coursework
Toggle the option and then Choose the student from the drop-down menu; the list is populated from student Information Requests within Recruit Students and Advise Students.

If no student coursework is available, the drop-down will not appear. To select student coursework, one must have the Recruiter or Advisor role.

Do not include any coursework
Option selected by default; no coursework from a bundle nor student coursework will be applied to the audit.
Do you want to view how courses from another school might apply to this program? This question will only display for schools running uAchieve 4.2.x or higher. Institutions must also have enabled the  Allow Reference Audits checkbox within the Audit Setup page within the Lab. 

Schools meeting the above requirements are provided the option to run a reference articulation audit. This audit shows current equivalencies to courses at the home/Target school in {green}, in addition to applying the bundle or student coursework selected above.

Option selected by default. Reference articulation will not be provided.

Selecting  Yes will initiate a reference articulation audit.
  • Select a school from the included coursework within the drop-down menu. If no bundle or student coursework is being applied to the audit, this drop-down would not appear. 
    • If not selecting a school from included coursework, use the Select a different school drop-down menu to choose another college. This list is populated with all institutions the home/Target school has equivalencies established at (minus those included in the bundle or student coursework).

A final pop-up box will appear: 

  1. If the user is a School Administrators, the user will have the option to enable a checkbox to the left of Create debug information from this audit?
    • It is beneficial to select this in case any audit troubleshooting needs to be done. 
  2. Enable the checkbox to the left of the following statement: 
    • I understand courses are submitted assuming a passing grade (C or better) which may or may not contribute to the receiving institution's gpa calculations. The exact definition of a passing grade will vary from school to school so check with the school for more information about their grade acceptance policies.
  3. Select Run Audit.
    • Or, select Cancel to return to the Program description page.

3. A pop-up notification indicates that the institution requested the Program audit and instructs the user to select the notification to view the audit when it is ready. 

An email confirming the audit request is also sent from Transferology to the person making the request. 

My Program Requests

After running an audit, selecting the green hyperlinked  Success message will take the user to the My Program Requests tab. If the user was unable to select the notification before it went away, the audit could still be viewed by by selecting the My Program Requests tab from within Programs.

The following information will be displayed on the  My Program Requests tab: 

Column Explanation
Select to remove (checkbox) Enable checkbox(es) to delete one or many audit requests

Once enabled, the  Remove button will appear above the checkbox column. Select Remove to delete all checked audits:
A statement will appear asking for confirmation that the selected program request(s) should be deleted. Select Yes to proceed. A confirmation will note that the program request(s) has/have been deleted.

Select  No to return to My Program Requests without deleting the audits
Time Date/time stamp of the Program request

Program Selectable hyperlink to audit
School School the audit was run at
Student Student email address (and name)
Bundle Associated bundle (if applicable) 
Viewing Other Courses From Name of institution other coursework applied from
Status Status of audit

A "spinning wheel" means that the audit is still in progress:
Enable the Auto Refresh button to refresh the audit. A progress bar will display while the audit processes.

A green checkmark means the audit has successfully completed:
A white exclamation mark within either a black circle or triangle means an error has occurred while running the audit:
If audit troubleshooting is needed, select Show JobIDs under the Search Filter to display the JobID for the audit. Supply this information to the uAchieve® administrator at the school when asking for assistance.
Mail Select the  Mail button to send the program request to a recipient via email

To view the audit:

  1. Locate the name of the Program audit. 
    • Use the Search filter to filter by Program, School, or Student.
  2. Verify the Status is a green checkmark. This means the audit has successfully completed running.
  3. Select the Program name hyperlink.

The audit will appear:

From here:

  • Read through the audit.
    • Use the Open All Sections and Close All Sections to control the amount of information on the page.
    • Select Return to the top to navigate back to the beginning of the audit.
  • Select Return to Programs to navigate back to My Program Requests.
  • Select Email Program to send the Program request to a recipient via email.
    • The user will be prompted to fill in the following fields: To (required), CC, and Additional Message.
      •  The email subject will be auto-populated: Planning Guide for (student email) - Submitted to (College name) for degree (Program name).
  • Select Print to print the audit or save it as a PDF. 
  • Select the Show Sidebar icon to display the School Profile on the audit.


Watch the video below for a brief overview of Programs:

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