Course Bundles: Manage Empty Bundles

Course Bundles are grouped collections of courses, standardized exams, military credits, and program requirements within Transferology® Lab. These can be used by college staff to provide students with more efficient advisements and to research transfer scenarios. Pre-named bundles can be automatically created from advising & recruiting leads. Occasionally, a user may begin to create a Transfer or Replacement Bundle but not proceed with adding courses to it. This article provides an overview of how to manage these Empty Bundles.

Articles in this series:

Course Bundles: Manage Empty Bundles
Course Bundles: Manage Collaborative Empty Bundles

If courses are not added to a Transfer or Replacement Bundle upon its creation, these bundles become Empty Bundles. A user has the option to:

Add transfer courses, exams, and military credits to the bundle and thus convert it to a Transfer Bundle.
Add replacement courses and Requirement Categories to the bundle and thus convert it to a Replacement Bundle.

To manage Empty Bundles:

Go to the Advising & Recruiting menu.
Select Course Bundles.
- By default, the Transfer tab will be selected.
- Select the Empty tab.

Four tabs are depicted on the Course Bundles screen, as described below. One transfer bundle names appear on the Empty tab. — Select to see a larger version

Existing Empty Bundles will populate the table. The following fields will display:

Column	Example	Description/Actions Available
Empty Bundle name	New Bundle 9/05/2023	Name of the Course Bundle By default, if no title has been entered by the user, the bundle will take on the name New Bundle followed by the date the bundle was created (format: New Bundle MM/DD/YY) Otherwise, the title last entered on the Edit Bundle screen will appear
Last updated	9/5/23 11:18 AM	Date and time of the bundle's last update MM/DD/YY HH:MM ET
Created	9/5/23 11:18 AM	Date and time of the bundle's creation MM/DD/YY HH:MM ET
Add Courses		Transfer Add transfer courses to the bundle Replacement Add replacement courses and Requirement Categories to the bundle
Remove		Remove (delete) the bundle

Add Transfer Courses

To add transfer courses, exams, and military credits to the bundle:

To the right of the bundle name, under Add Courses, select the Transfer button.
- The Edit Bundle screen will appear.
To rename a bundle, navigate to the box under Bundle Name. Use the keyboard to adjust the title.
Proceed to add courses, exams, and military credits using the instructions within Course Bundles: Create Transfer Bundles ("Add Courses to Bundles").

From here:

Select Return to Bundles to return to the main Course Bundles page.
- Since the bundle is no longer empty, it will now appear on the Transfer tab.
- See Course Bundles: Manage Transfer Bundles for an explanation of the actions available for this bundle type.
Select Search for Matches to view how the courses, exams, and military credits have been evaluated for transfer.

Add Replacement Courses

To add replacement courses or Requirement Categories to the bundle:

To the right of the bundle name, under Add Courses, select the Replacement button.
- The Edit Bundle screen will appear.
To rename a bundle, navigate to the box under Bundle Name. Use the keyboard to adjust the title.
Proceed to add courses and Requirement Categories using the instructions within Course Bundles: Create Replacement Bundles ("Add Courses to Bundles").

From here:

Select Return to Bundles to return to the Course Bundles page.
- Since the bundle is no longer empty, it will now appear on the Replacement tab.
- See Course Bundles: Manage Replacement Bundles for an explanation of the actions available for this bundle type.
Select Search for Matches to view how the courses and Requirement Categories have been evaluated for transfer back to the institution.

Remove/Delete Bundles

To delete an Empty Bundle:

Select the trashcan icon to the far right of the bundle name.
When asked to confirm the bundle and all courses inside should be deleted, select Yes.