Creating equivalencies on the fly

Creating New Transfer Equivalencies

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

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  • Next, select an existing "Equivalency Partner" or click "Add another school" to add rules to a new school:

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  • Next, click, "Create New Rule":

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  • Next, search for the "send" course from the transfer school and click '+ Add To List':

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    • Click Next and set the minimum grade and search for the granted transfer course(s) and click '+ Add To List':

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    • 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.

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    • Lastly, click Next and you'll be prompted with an optional comment box:

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