Get Started with Transferology: An Onboarding Guide
This article overviews the onboarding process and resources available for colleges and universities implementing Transferology®.
In this article:
Process Overview
During onboarding, CollegeSource will work with the institution to complete the following:
| General Setup | Required |
| Set up the School Profile | Required |
| Establish user accounts for the main School Administrator and Recruiter | Required |
| Input contact emails | Required |
Retrieve and load equivalencies into Transferology Institutions supplying rules from uAchieve® will need to install the Transferology Connector before equivalencies can be loaded Institutions supplying rules from PeopleSoft will need to install the T-Rex Transfer Rule Extractor Institutions submitting an import file will need to work with the CollegeSource import specialist throughout this process |
Required |
| Equivalency Review & Support | |
| Define YearTerm conversions | uAchieve schools only |
If needed, establish aliases in Manage Source Schools |
Required for institutions supplying rules from uAchieve or PeopleSoft |
Review Crosswalk Mappings If needed, create mappings to display transfer rules |
Required for institutions supplying rules from uAchieve or PeopleSoft |
Create Glossary Messages uAchieve institutions can define messages for Target Courses, Alternate Courses, IFlags, and DPMask values Institutions supplying equivalencies from TES® can define messages for Target Courses and Course Tags |
Recommended for all institutions |
| Create Requirement Categories | Recommended |
| Test equivalencies | Required |
| Final Steps | |
| Create a Program list | Recommended |
| Add a Student Referral Badge/Link | Recommended |
| Go live with equivalencies | Required |
While the creation of institution landing pages is not a part of the basic setup, School Admins can work on creating a page at any time. See Customize the Transferology Landing Page and Create Institution Landing Pages: An Overview Guide for further details. The landing page can be published after the institution has added a student referral badge/link.
If an institution is part of a state/system and wishes to create or be a part of a state/system landing page, please refer to Create State/System Landing Pages: An Overview Guide and contact CollegeSource for further information.
uAchieve Institutions
Institutions supplying equivalencies from uAchieve® will undergo onboarding in two phases. The first phase will consist of the steps outlined above. Phase II will include:
| Program Setup | Required |
| Create & import Programs | Required |
| Create Questions/Answers for use with degree programs | Optional |
| Test degree audits | Required |
| Go live with degree programs | Required |
See Get Started with Transferology: Considerations for uAchieve Schools for further information about additional steps required for institutions supplying equivalencies from uAchieve.
Resources
The following resources are available to assist institutions in onboarding to Transferology®.
Transferology Support
The CollegeSource Support Center provides information to assist institutions with using CollegeSource products.
Transferology Support provides links to both the Transferology and Transferology Lab knowledge bases, where institutions can search Transferology help documentation to find the information needed.
Help Beacon
Institutions can select the Help button on any page within Transferology Lab, wherein various articles about Transferology Lab are available to view and search.
Select Ask to submit a question to CollegeSource staff.
CollegeSource Staff
During onboarding, CollegeSource staff will work closely with the institution to ensure a successful implementation. As questions occur, they can be directed to TFOSupport@collegesource.com.