Course Bundles: Manage Collaborative Empty 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 Collaborative Empty Bundle. Collaborative Empty Bundles are Collaborative Transfer or Replacement Bundles from which all courses (or Requirement Categories) have been removed.

As noted above, Collaborative Empty Bundles start as Collaborative Transfer or Replacement Bundles. The bundle becomes empty when a bundle collaborator removes all the courses, exams, and military credits from a Collaborative Transfer Bundle - or all courses and Requirement Categories from a Collaborative Replacement Bundle. Once this happens, the bundle moves under the Empty Bundles header on the Collaborative tab.

The options available for managing a Collaborative Empty Bundle depend on the permissions the user was given for the bundle.

To manage Collaborative Empty Bundles:

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

By default, any previously saved bundles within the Empty Bundles section will populate the table.

3. Use the grid actions to manage Collaborative Empty Bundles.

Update Bundle Names

To update a Collaborative Empty Bundle name, a user must be the bundle owner or co-owner.

1. To the right of the bundle name, under Add Courses, select the button corresponding to the type of courses that ultimately will be added to the bundle - either Transfer or Replacement.

• The Edit Bundle screen will appear.

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

4. 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.
5. Select Update.

Add Transfer Courses

A user must have the Edit permission in order to add transfer courses, exams, and military credits to an Collaborative Empty Bundle. To add courses:

1. To the right of the bundle name, under Add Courses, select the Transfer button.
   • The Edit Bundle screen will appear.
2. Proceed to add courses, exams, and military credits using the instructions within Course Bundles: Create Transfer Bundles ("Add Courses to Bundles").

From here:

• Select Return to Bundles to return to the main Course Bundles page.
  • Since the bundle is no longer empty, it will now appear on the Transfer tab.
  • See Course Bundles: Manage Transfer Bundles for an explanation of the actions available for this bundle type.
• Select Search for Matches to view how the courses, exams, and military credits have been evaluated for transfer.

Add Replacement Courses

A user must have the Edit permission in order to add replacement courses or Requirement Categories to an Empty Collaborative Bundle. To add courses:

1. To the right of the bundle name, under Add Courses, select the Replacement button.
   • The Edit Bundle screen will appear.
2. Proceed to add courses and Requirement Categories using the instructions within Course Bundles: Create Replacement Bundles ("Add Courses to Bundles").

From here:

• Select Return to Bundles to return to the main Course Bundles page.
  • Since the bundle is no longer empty, it will now appear on the Replacement tab.
  • See Course Bundles: Manage Replacement Bundles for an explanation of the actions available for this bundle type.
• Select Search for Matches to view how the courses and Requirement Categories have been evaluated for transfer back to the institution.

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.

In order to add or remove collaborators, the user must either be the bundle owner or have been granted the permission of Invite.

• 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.

To grant, remove, or adjust access to a Collaborative Empty 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.
   • Collaborators will be highlighted in green.
     • Permissions are specific to the selected bundle and do not apply to all Collaborative Transfer Bundles.

If a user has not been granted the Invite permission, the title of the pop-up will read View Collaborators. All of the View, Invite, Edit, Delete, and Owner checkboxes will be grayed out, and the individual will not be able to make any selections. Additionally, the Collaborate button will be grayed out and cannot be selected.

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.

The user will receive an email indicating that the collaboration permissions for the bundle have been updated. The permissions granted will be noted.

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 Empty 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 Empty 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 Empty Bundle.

Remove/Delete Bundles

Users must have been granted the Delete permission to remove a Collaborative Empty Bundle.

To delete a Collaborative Transfer 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.