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 advise students more efficiently 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.

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:

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

To manage Empty Bundles:

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

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

Add Transfer Courses

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

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

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 (under Related Articles) 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. See Course Bundles: View Transfer Bundle Matches under Related Articles for further details.

Add Replacement Courses

To add replacement courses or Requirement Categories to the bundle:

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

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 under Related Articles 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. See Course Bundles: View Replacement Bundle Matches under Related Articles for further details.

Remove/Delete Bundles

To delete an Empty Bundle:

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