Manage Year Term Conversions (uAchieve)

As part of the onboarding process, institutions supplying transfer articulation rules from uAchieve® will need to provide CollegeSource with a month-by-month mapping of the Year/Terms used in transfer encoding. This article provides an overview of the process for creating, editing, and deleting year term conversions in Transferology® Lab after the initial setup has occurred. See Initial Setup of Year Term Conversions (uAchieve) for an overview of year terms and how Transferology® uses them.

In this article:

Year Term Conversions
- Create
- Edit
- Delete

Year Term Conversions

Year term conversions are managed by the School Administrator in the Transferology® Lab. To add, edit, or delete conversions:

Go to the School Profile menu.
Select Year Term Conversions.

The following fields will display on the page:

Image of Year Term Conversion page. Fields are described below. — Select to see a larger version

Field	Description	Required
First Year Term	The first year term of the selected year term conversion Format: YYYYTT	Yes
Last Year Term	The last year term of the selected year term conversion Format: YYYYTT	Yes
Course Month	The course month assigned to the selected year term conversion Select from the drop-down: Beginning <Calendar months: January - December> Ending	Yes
Term Code	The term code assigned to the selected year term conversion	Yes
Term Description	Input the term description Examples: Fall, Winter, Spring, Summer	Yes
Start Term?	Indicates whether the noted month is the start of the term Select from the drop-down: Yes No (*While an optional field, each term must have a start month)	Optional*
Year Adjustment	Year adjustment for the selected year term conversion, if applicable Select from the drop-down: None Add 1 Year Subtract 1 Year	No
Edit	Edit the selected year term conversion
Delete	Delete the selected year term conversion

Create Year Term Conversions

Institutions are encouraged to create and test new year term conversions in the Transferology® Lab test environment before adding them to production.

To add a year term conversion:

Select +Create Year Term Conversion.
The Year Term Conversion pop-up will appear.
- Enter/select information using the chart above.
Select Save.

Year Term Conversion pop-up; fields are described in the table above.

Edit Year Term Conversions

Institutions are encouraged to make and test adjustments to year term conversions in the Transferology® Lab test environment before making them to production.

To edit a year term conversion:

Select the Edit Button to the right of the conversion to be adjusted.
The Year Term Conversion pop-up will appear.
- Edit the information using the chart above.
Select Save.

Year Term Conversion pop-up; fields are described in the table above.

Delete Year Term Conversions

Institutions are encouraged to delete year term conversions in the Transferology® Lab test environment and test the results before making changes in production.

To delete a year term conversion:

Select the Delete Button to the right of the conversion to be deleted.
The user will be asked to confirm that the selected conversion should be deleted.
- To proceed, select Yes.
  - Otherwise, select No to return to the Year Term Conversions page.
Select Save.