Programs

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

In this article:

Overview

The Programs page contains Program information supplied by the institution to Transferology®. This page is accessible to all Transferology® Lab users except the Tech Support role. 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
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Programs

Search by School

The Programs tab is set up to search by school name, by default. To do so:

  1. Enter the school name into the Search by School Name textbox.
    • School names containing the entered text will begin to populate in the search box.
    • Select the institution name from the list.
  2. Select Search.

Search by Program

To search by program:

  1. Select the Change Search toggle.
  2. Once the Program Name field appears, enter the program name (or a partial name) into the Search by Program Name box.
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  1. Select Search.

Users will see an alphabetical listing of all Programs that meet the search criteria entered.

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Information presented includes:

Field Description
School Name The institution name.
Program Name The name of the Program.
Degree Type

The degree the Program results in the award of.

  • Associate's 
  • Minor
  • Bachelor's 
  • Certificate
  • Diploma
  • Master's 
  • Doctorate
  • Other
Program Offered

The format in which the Program is offered.

  • On Campus
  • Online
  • On Campus and Online
Program Information

Select the hyperlink to:

  • View Program Information and Transfer Information hyperlinks.
  • Generates a uAchieve® degree audit, if supplied by the school ("See how courses might count towards a program").
Run Program Select the hyperlink (if available) to run 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. Users have options to:

  1. Scroll through the alphabetical list.
  2. Sort the list by keyword in the Program name field.
  3. Filter by Degree Type.
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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. On the Programs tab, locate the program name.
  2. Select the Run Program hyperlink to the right of the desired Program.

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

No

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

Yes

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 which may or may not contribute to the receiving institution's GPA calculations. The exact definition of a passing grade varies from school to school. Please check with the school for information about their grade acceptance policies. For standardized exams, a median score based on national averages is used.
  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 selecting the My Program Requests tab from within Programs.

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

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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.

Format: MM/DD/YY HH:MM AM/PM
Program Selectable hyperlink to audit.
School School the audit was run at.
Student Student email address (and name) (if applicable).
Bundle Associated bundle (if applicable) .
Viewing Other Courses From Name of an institution other coursework is 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.
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The audit will appear:

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From here:

  • Read through the audit.
    • Select Return to the top to navigate back to the beginning of the audit.
    • Select the arrow to the left of the School Profile to collapse the School Profile sidebar.
  • Select Download PDF Audit to download a copy.
  • 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).

Video

Watch the video below for a brief overview of Programs:

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