> For the complete documentation index, see [llms.txt](https://degreesight.gitbook.io/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://degreesight.gitbook.io/getting-started/setting-up-your-instance/setting-up-your-equivalencies/managing-and-editing-equivalencies-over-time/creating-equivalencies-on-the-fly.md).

# Creating equivalencies on the fly

### Creating New Transfer Equivalencies

* First, browse to 'Main Menu->Settings and Administration->Transfer Rules, Automations, and Assignments->Equivalencies':
  \*

  ```
  <figure><img src="/files/5BPPxvyKCFHGIVtvTbyY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/NsmhL2iw3L5LWyb0WO1m" alt=""><figcaption></figcaption></figure>
  ```

  * Next, select an existing "Equivalency Partner" or click "Add another school" to add rules to a new school:
    * ![](https://3046618989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiyviMMlChSSdhBqB0jnD%2Fuploads%2FEweZsAOdXNrDegEaEzu5%2Fimage.png?alt=media\&token=6423a587-40f6-42df-ba2a-f4ae8d5995fb)
  * Next, click, "Create New Rule":
    * ![](https://3046618989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiyviMMlChSSdhBqB0jnD%2Fuploads%2FZQ2LtyfwfczntrDOK1Zu%2Fimage.png?alt=media\&token=97532f17-4b37-4959-8303-3d514ce7c095)
  * Next, search for the "send" course from the transfer school and click '+ Add To List':
    * ![](https://3046618989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiyviMMlChSSdhBqB0jnD%2Fuploads%2FPXCKrlvhYUDZMYy8juZO%2Fimage.png?alt=media\&token=170f06ba-2e36-4aa2-9ada-d84bdd5e137d)
    * Click Next and set the minimum grade and search for the granted transfer course(s) and click '+ Add To List':
      * ![](https://3046618989-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiyviMMlChSSdhBqB0jnD%2Fuploads%2FRa3norpIM9VkMhxv3t5d%2Fimage.png?alt=media\&token=3a8c2144-4811-499b-92a2-3aa753b32d8a)
    * Click Next and you'll be prompted with the following options:
      * **Turn off auto-approval. Only set to matched and 'PENDING'.**
        * This option can be used when there's a special approval required for a transfer credit but you'd like only the matching to be completed automatically.
      * **Only accept this if was taken between specific years?.**

        * This option will limit the time period that the course was taken at the transfer institution will be granted credit by your institution.
        *

        ```
        <figure><img src="/files/IP4mStQamJlfseGMQTfi" alt=""><figcaption></figcaption></figure>
        ```
    * Lastly, click Next and you'll be prompted with an optional comment box:
      \*

      ```
      <figure><img src="/files/O9iGwiEFTIenkqzuIuvN" alt=""><figcaption></figcaption></figure>



      * The comments saved here will display automatically on the transfer equivalency found in "Transfers Queue" or "Transfer Leads".
      ```
