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 provide students with more efficient advisements 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.

Four tabs are depicted on the Course Bundles screen, as described below. One transfer bundle names appear on the Replacement tab.
Select to see a larger version
  1. Use the grid actions to manage Replacement Bundles:
Column Example Description/Actions Available

Replacement Bundle name



G. Nolan-Thompson - Summer 2024


Name of the Course Bundle

Select the hyperlinked name or the number of courses (3) to view/edit the bundle

Hover over the "present" icon to see the email of the person who shared the bundle: 

Last updated 8/29/23 12:57 PM

Date and time of the bundle's last update 


MM/DD/YY HH:MM ET

Created 8/29/23 12:56 PM

Date and time of the bundle's creation


MM/DD/YY HH:MM ET

Actions


View/edit the existing bundle and course list:

Create a copy of the course bundle (include all coursework):

Share the bundle with another Transferology® Lab user:

View matches within the Schools Found page:

Manage bundle collaborators

Allow other Lab users at the institution to view, edit, delete, co-own a bundle, and invite others to work jointly on a bundle

Remove

Remove (delete) the bundle



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 ("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.

List of Transferology Lab users at CollegeSource University SH

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. See Course Bundles: View Replacement Matches for additional steps (go to "The Schools Found page will appear.")

Manage Bundle Collaborators

Individuals can give other Transferology® Lab users at the same institution permission to view, edit, delete, co-own, or invite others to collaborate on a bundle. Doing so will convert the user's personal bundle into a collaborative bundle and move it to the Collaborative tab.
To grant others access to a Replacement Bundle:
  1. To the right of the bundle name, select manage bundle collaborators.
  2. A list of all Transferology Lab users at the institution will be displayed.
    • 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 Replacement Bundles.

User List Table as described above

Field Description
View

Allows the user to:

  • View the courses in the bundle
  • View collaborators and permissions
  • View bundle activity
  • Hide and unhide the bundle from the user's list

Selection of any of the options below automatically marks this checkbox

Invite

Allows the user to:

  • View the courses in the bundle
  • View collaborators and permissions
  • View bundle activity
  • Hide and unhide the bundle from the user's list
  • Grant others the permission(s) the user has
  • Remove the same permissions from other users who are not a bundle owner, with one exception
    • When removing Invite, Edit, or Delete, View cannot also be removed

Selection of this option automatically grants the View permission

Edit

Allows the user to:

  • View, add, remove, and edit the courses in the bundle
  • View collaborators and permissions
  • View bundle activity
  • Hide and unhide the bundle from the user's list
  • Combined with Invite, add and remove the Invite and Edit permissions for the bundle from other collaborators who are not owners (will not remove View)

Selection of this option automatically grants the View permission

Delete

Allows the user to:

  • View the courses in the bundle
  • View collaborators and permissions
  • View bundle activity
  • Hide and unhide the bundle from the user's list
  • Delete the bundle
  • Combined with Invite, add and remove the Invite and Delete permissions for the bundle from other collaborators who are not owners (will not remove View)

Selection of this option automatically grants the View permission

Owner

Allows the user to

  • View, add, remove, and edit the courses in the bundle
  • View collaborators and permissions
  • View bundle activity
  • Hide and unhide the bundle from the user's list
  • Add and remove other users and grant or change permissions within the bundle with no restrictions
  • Rename the bundle

Selection of this option automatically grants the View, Invite, Edit, and Delete permissions, giving the user the ability to perform all the noted actions on the bundle



  1. Select Collaborate.

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

Image of Collaborative Replacement Bundles.
Select to see a larger version

See Course Bundles: Manage Collaborative Replacement Bundles for an explanation of the actions available for this bundle type.

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.
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