Category Mappings: Edit or Delete Requirement Categories

This articles details how to edit or delete both Requirement Categories and courses assigned to them 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. Colleges 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®)

Edit Category Names

To edit a Category name:

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

Remove Assigned ACourses, IFlags, or Alt Courses

To add or remove courses from 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.
2. The Edit Category Courses pop-up will appear. 
   • Select the x within the ACourse(s), IFlag(s) or AltCourse(s) to be removed from the Category.
3. Select Done.
   • Or select the Close (X) button.

Add ACourses, IFlags, or Alt Courses to a Category

See instructions here.

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

To delete a Requirement Category:

1. Select the Delete button (trash can) associated with the Category to be deleted. 
   
2. A pop-up will ask for confirmation that the requirement Category should be deleted. Courses will no longer be associated with a requirement category. 
   1. Select Yes to delete the Category.
      1. Or select No to return to the Requirement Categories tab without deleting the Category.