Course Bundles: Manage Replacement 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. This article provides an overview of how to manage existing Replacement Bundles.

To manage Replacement Bundles:

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

Any previously saved bundles will populate the table in hyperlinked text format.

3. Use the grid actions to manage Replacement Bundles:

View/Edit Bundles

To view or modify a Replacement Bundle:

1. To the right of the bundle name, select the view/edit button.
   • The Edit Bundle screen will appear.
2. To rename the bundle, navigate to the box under Bundle Name. Use the keyword to adjust the title.
3. To remove a Course from the Course List, select the delete button (trash-can icon) to its right. 
   • To delete all courses from the institution from the list, select the Delete All button to the right of the institution's name.
4. To add additional courses or Requirement Categories, see Course Bundles: Create Replacement Bundles within Related Articles("Add Courses to Bundles").

Copy Course Bundles

To create a copy of a Replacement Bundle:

1. To the right of the bundle name, select the create copy button.
2. The bundle will appear within the hyperlinked list under the name Copy of (Bundle Name).

Share Course Bundles

To share a Replacement Bundle with another Transferology® Lab user:

1. To the right of the bundle name, select the share bundle with someone button.
2. Select the user to share the bundle with from the list of Transferology Lab users. 
   • Mark the checkbox to the right of the user's email.
   • To share with all Lab users, choose the Select button and select All. 
     • If an error is made, reselect None to clear the selections and start again.
3. The Send Email? checkbox is enabled by default. Unselect this checkbox if an email should not go to the person with whom the bundle is being shared.
4. Select Share.
   • Or select Close to return to the Replacement bundle page without sharing the bundle.

The individual with whom the bundle was shared can locate the bundle on the Replacement tab under the name Copy of (Bundle Name).

View Matches

Select the view matches button to the right of the Replacement Bundle name to see how courses will transfer back to the school currently being attended. For additional steps, see Course Bundles: View Replacement Matches under Related Articles (go to "The Schools Found page will appear.")

Export Bundles

Select the export bundle button to the right of the Replacement Bundle name to export the bundle to a CSV or JSON file. For additional steps, see Course Bundles: Export Replacement Bundles under Related Articles.

Manage Bundle Collaborators

1. To the right of the bundle name, select manage bundle collaborators.
2. A list of all Transferology® Lab users at the institution will appear. User permissions will be noted by a checkmark in the corresponding field.
   • Mark the box next to the action(s) to which to grant the user(s).
     • Permissions are specific to the selected bundle and do not apply to all Collaborative Transfer Bundles.

3. Select Collaborate.

A pop-up notification will indicate that bundle collaborators have been updated and the bundle has moved to the Collaborate tab.

View/Edit Comments

Select view/edit comments to view, add, and manage comments. For additional steps, see Course Bundles: View, Add, and Delete Replacement Bundle Comments under Related Articles.

Remove/Delete Bundles

To delete a Replacement 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.