Category Mappings: Create and Assign Courses to Requirement Categories

This articles details how to create and assign courses to Requirement Categories within the Category Mappings page in Transferology® Lab.

To navigate to Category Mappings:

1. Go to Rule Management.
2. Select Category Mappings.
   • The Requirement Categories tab will be selected by default.

Requirement Categories provides a table listing all the created categories and cross-listed ACourses, IFlags, or AltCourses. See Category Mappings for an overview of these terminologies. 

• Institutions supplying transfer rules from uAchieve® and PeopleSoft® will note ACourses/IFlags used in the table below and as the title of the second tab. Those supplying rules from TES® or an import file will note the terminology AltCourse used in these places.

To search existing Categories, use the Filter options:

• Enter the Category name, ACourse, IFlag, or AltCourse into the Search filter. 
  • Toggle All to include all Enabled and Disabled Categories in search results (selected by default)
  • Toggle Enabled to include only includes only Enabled Categories (those approved for display in Transferology®)
  • Toggle Disabled to include only Disabled Categories (those not or not yet approved for display in Transferology®)

Create Requirement Categories

There are two ways to create Requirement Categories:

1. Auto Create Categories 
2. Manually Create Categories

Auto Create Categories

Requirement Categories can be automatically generated from existing Glossary Messages if existing Alternate Course or IFlag Message IDs have not already been assigned to an existing Requirement Category. Multiple courses may be assigned to a single Requirement Category; however, an individual course can only be assigned to one Category. If Alternate Course or IFlag messages are available for assignment, the Auto Create Categories button will be green.

If Alternate Course or IFlag Message IDs are not available for assignment, the button will be grayed-out:

To automatically generate Requirement Categories:

1. Select the green Auto Create Categories button.
2. The Auto Create Requirement Categories pop-up will appear, noting the number of Requirement Categories that will be created based on current Glossary Messages. 
   • Transferology® Lab will assign the ACourses, IFlags or AltCourses within the Glossary Messages to any matching Category names.  
   • Category names are limited to 80 characters. In the event that a Glossary Message exceeds this length, users will be directed to choose the beginning or end of the Glossary Message as the auto-generated Requirement Category Name. 
     • Toggle the selection.
       
       • If opting to use the beginning of the message for the Requirement Category Name, the first 80 characters will be used. 
       • If opting to use the end of the message, the last 80 characters will be used.
   • Select Assign Categories to auto-create the Requirement Categories.
     • Or select Cancel to return to the Requirement Categories tab without creating Categories.

It is recommended that users review auto-created Requirement Category names and ensure that they will make sense to students using Transferology® .

• To edit a Requirement Category name:
  • Select the Edit button (pencil icon) to the right of the Requirement Category name. 
  • Within the Edit Category Name pop-up, under Category Name, use the keyboard to make adjustments to the title.
  • Select Save.
    • Or, select Cancel to no longer make changes.

If ACourses, IFlags, or AltCourses were not added to Categories in the auto-creation process, they will need to be added manually. See the instructions below.

Manually Create Categories

To create a Category:

1. Select +Create Category.
2. Within the Create Category Name pop-up, under Category Name, type in the Category name.
3. Select Save.
   • Or, select Cancel to return to the Requirement Categories tab without creating a Category.

Manually creating a Category will require the user to manually assign ACourses, IFlags, or AltCourses to the Category.

Add ACourses, IFlags, and AltCourses to Categories

To add courses or flags to a Category:

1. Select the Edit icon furthest to the right of the screen.
   • uAchieve® and PeopleSoft® institutions: this will appear to the right of ACourse/IFlag in this Category.
   • TES® or flat file import: this will appear to the right of AltCourse in this Category.
   • The Edit Category Courses pop-up will appear. 
     • Select the ACourse(s), IFlag(s) or AltCourse(s) to be added from the drop-down menu.Once selected, courses will appear on the list of courses in the category: 
       
       If a course was selected in error, select the x next to the course to remove it from the Category.
   • Select Done.
     • Or select the Close (X) button.

Enable Categories

Categories must be enabled before a student can utilize them to Find Replacement Courses in Transferology®.

To enable all Categories at once, select Enable All Categories:  To enable an individual Category, place a checkmark in the checkbox associated with the Category: 

To disable the Category, select the checkbox again.