Audit Setup

NOTE: Audit Setup is restricted to School Administrators and Program Administrators at schools with audits enabled.

School degree audit properties are manageable for those users with the roles of School Administrator and/or Program Administrator. The details of the Audit Setup display may be managed on this page.

New in 1.8  Audit setup was improved to ensure compatibility with uAchieve 4.4

From the Program Setup drop-down menu, select Audit Setup:

Reference Articulation

Reference articulation is a method that allows students to see both the incoming coursework (from a transfer school) and the applied courses (from the home school) for which they would receive credit–all in a single audit. 

Two values on the Audit Setup page below must be set to determine whether to show the list of xref schools during the audit process: Audit Request Format and Degree Audit System.

If these values are set when running audits in Transferology, the user will be asked "Do you want to view how courses from another school might apply to this program?" This allows students to select a school and view how courses from that school would fit into their program.




EGAD Url The URL of the external degree audit system that Transferology uses to send degree audit requests N
Audit Visibility Select the audience to which audits will be visible:
  • Admins Only
  • Everyone
Allow audit to wrap Drop-down options for audit wrapping include the following:
  • Yes
  • No
EDAG SOAP action Defines the SOAP action that Transferology sends as part of the SOAP request,  only when SOAP HTTP Request body is chosen as the above EDAG XML data method.

NOTE: EDAG SOAP Action will be disabled if the EDAG XML Data Method field is set to any setting other than "SOAP HTTP Request Body for PeopleSoft"
Audit InstCD Typically left blank, the Audit instCD field identifies the instCD value for your school.

Connector Schools:
For Connector schools, this value is your instcd.

Non-Connector Schools:

For non-Connector schools, this value will be specified by the EntityIDCodeGroup element of the reference articulation.

Warning: Any COM used to run an audit for Transferology or that will be rendered in DARwin interactive audit cannot use the WIFDPROG=F in uAchieve (click here for more details).

Audit sidebar* Select the display preference for the audit sidebar from the drop-down menu (default setting is collapsed):
    collapsed (default)
  • Interactive audits will not display the audit sidebar since the interactive audit opens in a new application
Max audit requests per connection Maximum EDAG requests per send
For example:
Degree audit system* Select the type of degree audit system used by your school from the drop-down menu:
    Ellucian DegreeWorks
    Other Set degree audit system to either "uAchieve" or "DARwin 3.5" shows the list of xref schools during the audit request process for the purpose of reference articulation.
Articulate Courses for Audit?*
  • Yes, articulate courses first (default)
  • No, send source courses
Program current year only Checkbox instructs Transferology on the proper catalog year term for a degree audit request.
  • Check to enable Transferology to use the current year term, as long as the program’s fyt value is not in the future. When the fyt is in the future, Transferology uses the program’s fyt.
  • Leave unchecked to disable, in which case Transferology uses the program’s lyt value for the program’s catalog year term.
Allow Reference Audits  New in 1.8! Checkbox instructs Transferology whether to run an audit as a reference articulation
  • Left unchecked, users will not see the following (reference audit) prompt when requesting audits:

Click the Save button to conserve changes after customizing fields and checkboxes.