Getting Started
  • Overview
  • Setting up your Instance
    • Onboarding and Support Overview
    • Customizing Your Portal
      • Setting up a Custom URL
      • Customizing your Homepage
      • Customizing your Homepage Verbiage
      • Customizing Estimated Savings
      • Customizing your Verbiage on the Student's Submission Report
      • Customizing your Email Logo
      • Customizing your Reviewer's Email Address
      • Customizing Gender on the Personal Information Section
    • Loading in your Catalog and Adding Courses
    • Setting up your Equivalencies
      • How Equivalencies work in DegreeSight
      • Using Policies to control how Equivalencies are Imported and execute over time
      • Importing Equivalencies
      • Managing and editing equivalencies over time
        • Creating equivalencies on the fly
        • Editing through the admin pages
        • Deprecating and turning off old equivalencies
    • Integrating your ecosystem
      • Slate
      • Salesforce
      • Push Records to SIS
    • Notification Settings
    • Settings and Administration
      • Curriculum
        • Courses & Rotations
        • Catalogs
          • Adding Courses (from Catalog)
      • Transfer Rules, Automations, and Assignments
        • Equivalencies Management
          • Equivalencies
          • Exam Matches
        • Defaults, Policies, & Limits
          • General Settings
          • Transfer Course Settings
          • Transfer Exam Settings
          • Articulations Engine
          • Transcript Settings
        • Missed Equivalencies
      • Team
        • Manage Team
          • Manage Team/User Roles within DegreeSight
        • Team Notifications
      • Settings
        • Importer
        • Integrations
        • Report Customizations
        • Chat & Bot
      • Export
        • Export Equivalencies
        • Export Transfers
      • Logging and Tracing
        • Email Logs
        • Importer Logs
        • Integration Logs
  • How to use DegreeSight
    • Workflows in DegreeSight
    • Organizing your Institution for Success
  • Coursework Evaluations
    • Evaluating Coursework
      • How to change inputs and submitted courses and exams
      • Updated Coursework (after initial submission)
      • Handling many-to-many courses
      • Filter/Sort by "University of Origin" on the "Transfers Queue" Screen
      • Power Mode
    • Creating a new Equivalency Rule from a Prior Decision
    • Submitting a Transcript on a Student's Behalf
    • Editing a Student's Transcript on Their Behalf
    • "Stale" records (and how to handle them)
  • Other Capabilities
    • Notes
    • Chats
  • General
    • Tech Support
      • Contacting Tech Support
    • New User Help Center
  • Press Kit
    • Press Kit
  • Changelog
  • Lead Records
  • Audits ("Insight")
    • DegreeSight's philosophy on "audits" for prospective students ("progress estimates")
    • Ingesting audit rules into DegreeSight
    • Providing Overrides and Exemptions to students
    • Running audits on a student's behalf as a "what-if" scenario
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  1. Setting up your Instance
  2. Setting up your Equivalencies

Using Policies to control how Equivalencies are Imported and execute over time

Please see Equivalencies Management.

PreviousHow Equivalencies work in DegreeSightNextImporting Equivalencies

Last updated 11 months ago

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