Category Mappings: Edit or Delete Requirement Categories
This article details how to edit or delete both Requirement Categories and the courses assigned to them within the Category Mappings page in Transferology® Lab.
Articles in this series:
- Category Mappings
- Category Mappings: Create and Assign Courses to Requirement Categories
- Category Mappings: Edit or Delete Requirement Categories
- Category Mappings: Assign ACourse/IFlag Statuses
To navigate to Category Mappings:
- Go to the Rule Management menu.
- Select Category Mappings.
- Requirement Categories will be selected by default.
Requirement Categories provides a table listing all the created categories and cross-listed ACourses, IFlags, AltCourses, and Course Tags. 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.
Transferology® treats Course Tags attached to the home course within an equivalency in TES® as Alternate Courses (or AltCourses). As a result, Course Tags will appear within the AltCourse list and will not be referred to by name within the interface. When manually adding a Course Tag to a Requirement Category, for example, the user will be prompted to select the AltCourse to add to the category.
To search existing categories, use the Filter options:
- Enter the Category name, ACourse, IFlag, or AltCourse (or Course Tag) 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®)
Edit Category Names
To edit a category name:
- Select the Edit button (pencil icon) to the right of the Requirement Category name.
- Within the Edit Category pop-up, under Category Name, use the keyboard to make adjustments to the title.
- Select Save.
- Or, select Cancel to no longer make changes.
Remove Assigned ACourses, IFlags, AltCourses, or Course Tags
To remove courses, IFlags, or Course Tags from a category:
- Select the Edit button 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 x within the ACourse(s), IFlag(s), AltCourse(s), or Course Tag(s) to be removed from the Category.
- Select Done.
- Or select the Close (X) button.
Add ACourses, IFlags, AltCourses, or Course Tags to a Category
See Category Mappings: Create And Assign Courses to Requirement Categories for further details.
Enable/Disable Categories
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.
Delete Requirement Categories
Careful consideration should be given before deleting Requirement Categories from Transferology® Lab. Once deleted, students will no longer be able to locate courses that fulfill these categories using Find a Replacement Course.
To delete a Requirement Category:
- Select the Delete button (trash can) associated with the Category to be deleted.
- A pop-up will ask for confirmation that the Requirement Category should be deleted. Courses will no longer be associated with a requirement category.
- Select Yes to delete the Category.
- Or select No to return to the Requirement Categories tab without deleting the Category.
- Select Yes to delete the Category.