Audit Setup

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

School degree audit properties are managed on this page. 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.




Audit request format * Select the desired degree audit XML request format required by the school's degree audit server from the drop-down menu:
    None  1
    Connector 4.x  1
    Connector 5.x  2
    PESC xml version 1.5
    PESC xml version 1i
    Set Audit Request Format field to either "None" or "Connector" to show the list of xref schools during the audit request process for the purpose of reference articulation.
    2 If Audit Request Format is set to any setting other than "Connector 5.x," then the Audit Report Type field will be disabled.
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
Audit Report Type Select an audit type from the drop-down menu:
  • TXT
  • HTM
  • PDF
  • NOTE: Audit Report Type field will be disabled if the Audit Request Format is set to any setting other than "Connector 5.x."
Audit Response Time The estimated creation time for the degree audit report. The time includes the following steps:
  • Transferology sends the degree audit request to the school
  • The school’s degree audit server generates the degree audit report
  • The school sends the degree audit report to Transferology

NOTEBe sure to specify the time measurement in the field, i.e., day or hours. For example, you may have 3 minutes, 1 day, or a few minutes listed in the Audit Response Time field.

    For example: 45 seconds
Audit InstIDQ The desired institution code type used to identify schools within the degree audit system. The audit instidq typically includes the following:
  • 71 (for IPEDSID)
  • 72 (for ATP)
  • 73 (for FICE)
  • 74 (for ACT)

However, any two-character value can be defined, including spaces.

    Connector Schools:
    For Connector schools, this value is your instidq.
Catalog first year term* Select from a chronological list of terms for the catalog first year term from the drop-down menu:
  • Beginning
  • Winter
  • Spring
  • Summer
  • Fall
  • Ending
EDAG XML data method*

Instructs Transferology on the proper method to send the degree audit request to the school’s degree audit server. Select the EDAG XML data method from the drop-down menu:

  • Default for Request Format
  • HTTP Request Body
  • HTTP Request Form Field
  • HTTP Request Body for PeopleSoft Synchronous
  • SOAP HTTP Request Body for PeopleSoft
  • HTTP Request Body, GZIP upon verification
Audit InstID The code used to identify your own institution. The value should be a valid code within the code type defined in the Audit instIDQ field. For example, suppose your school uses IPEDSID–this field should be your school’s IPEDSID code.

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

Non-Connector Schools
For non-Connector schools, this value will be specified by the EntityIDCode element of the External Degree Audit Guide Interface Specification.
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)
  • expanded

Audit sidebar display

Interactive audits will not display the audit sidebar since the interactive audit opens in a new application:

Audit With Audit Sidebar

Interactive Audit Without Audit Sidebar

Max audit requests per connection Maximum EDAG requests per send
For example:
  • 10
Degree audit system* Select the type of degree audit system used by your school from the drop-down menu:
  • uAchieve3
  • DARwin3,4
  • Ellucian DegreeWorks
  • Other

3 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 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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us