Course Bundles: Manage Collaborative 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 Collaborative Replacement Bundles.

To manage Collaborative Replacement Bundles:

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

By default, any previously saved bundles within the Replacement Bundles section will display in a hyperlinked table format.

4. Use the grid actions to manage the Collaborative Replacement Bundles:

View Bundles

• The name of the bundle; and
• The courses and Requirement Categories entered.

From there, the user can:

1. Select Return to Bundles to return to the main Course Bundles page.
2. Select Search for Matches to view how the courses and Requirement Categories have been evaluated for transfer back to the institution.

View/Edit Bundles

Users who have been granted the appropriate permissions can view and edit the Collaborative Replacement Bundle.

Update Bundle Names

1. Navigate to the box under Bundle Name.
2. Select Update bundle name.

3. The Update Bundle Name pop-up will appear.
   • Use the keyboard to adjust the title.
   • The notify collaborators checkbox will be marked by default. Unless this checkmark is removed, all bundle collaborators will receive an email notification that the bundle name has changed.

4. Select Update.

Remove Courses and Requirement Categories

To remove a Course or Requirement Category from the Course List, select the delete button (trash-can icon) to its right. 

• To delete all courses and Requirement Categories from the institution from the list, select the Delete All button to the right of the institution's name.

Add Courses and Requirement Categories

To add additional courses and Requirement Categories, see Course Bundles: Create Replacement Bundles.

• Add courses to the bundle.
• Add Requirement Categories to the bundle.

Copy Course Bundles

1. To the right of the bundle name, select the create copy button.
2. Select the Replacement tab.
3. The bundle will appear within the hyperlinked list under the name Copy of (Bundle Name).
   • The email address of the creator of the bundle will display when the present icon is selected.

Share Course Bundles

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, select 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.
   • The recommendation is to send an email notifying the individual.
4. Select Share.

View Matches

Manage Bundle Collaborators

• The owner of a collaborative bundle can assign and revoke permissions to and from any Lab user at the institution.
• A user with the permission of Invite can only grant others the same permissions that the user has.
  • This individual can also remove the same permissions from other users who are not bundle owners, with one exception - when removing Invite, Edit, or Delete, View cannot also be removed.

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.
   • Collaborators will be highlighted in green.
     • Permissions are specific to the selected bundle and do not apply to all Collaborative Replacement Bundles.

3. If the user has been granted permission to invite collaborators, the title of the pop-up will read Select the user(s) to collaborate with. The checkboxes corresponding to the permissions that the user does not have will be grayed out and unable to be selected.

Add Collaborators

1. To the right of the user's name, mark the box next to the action(s) to which to grant the user(s).
• See the permission descriptions below.
2. Select Collaborate.

Remove Collaborators

1. To the right of the user's name, unmark the box next to all the actions the user has been granted.
2. Select Collaborate.

Modify Permissions

1. To the right of the user's name:
   • Mark the checkbox(es) of the permissions to be assigned.
   • Unmark the box(es) corresponding to the permissions to be removed.

2. Select Collaborate.

Show Bundle Activity

Hide Bundles

1. To the right of the bundle name, select hide.
2. When asked to verify the bundle should be hidden from the user's list, select Yes.
   • The user will receive a notification that the bundle has been hidden, and it will disappear from the page.

Show Bundles

1. Mark the show hidden bundles checkbox.
2. All hidden bundles will be displayed within the Collaborative Replacement Bundle list.
   • Select show.
3. When asked to verify the bundle should be shown in the user's list, select Yes.

• The user will receive a notification that the bundle is now visible on the page.

Transfer Collaborative Bundle Ownership

If an owner of a Collaborative Replacement Bundle no longer wishes to see the bundle and no longer wants to be an owner, but still wants other users to be able to collaborate on the bundle, the user can:

1. First, ensure that there are two additional users who are collaborators on the bundle, one of whom is an owner.
2. Ask an owner to remove all of the individual's permissions.
   • The user will no longer have access to the Collaborative Replacement Bundle.

Remove/Delete Bundles

To delete a Collaborative 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.