Importer

• The following options refer to the required columns in our import file layout (Sample File Layout and Data Dictionary)

• Which fields drive the acceptable time period for inbound courses? (“SendEditionX”)

  • In cases where credits are only granted for courses completed during a certain time period, you can configure which fields will set the time period on the individual equivalencies:

    • Neither. Accept all regardless of date course taken.

    • SendEditionLowYear / SendEditionHighYear

    • ActiveDateBegin / ActiveDateEnd

• In cases where there's a default earliest year that you don't accept courses before, you can set that value which will override the individual years set on the equivalency rule level:

  • Do you have a default earliest time period that we should not accept courses before (overriding all else)?

    • Leave this value blank if you only want to use the dates stated directly in the rules.

• When importing equivalency data, you have the ability to deactivate existing rules. The following option dictates whether or not existing rules should be deactivated:

  • Which fields drive the duration that a rule is active? (“EffectiveFrom”/”EffectiveTo”)

    • Neither. Keep all rules active.

    • ReceiveEditionLowYear / ReceiveEditionHighYear

    • ActiveDateBegin / ActiveDateEnd

• Ignore ReceiveEditionHighYear?

  • Does ReceiveEditionHighYear turn off a rule? Or, would you still accept a course that was taken in a future year’s catalog?

    • Enable this option if you'd like to still apply prior years’ rules by default regardless of ReceiveEditionHighYear.

• When credits granted come in as a range (e.g., “1-24”), should we use the min value (“1”) or max value (“24”)?

  • Do not import. Throw error for range.

  • Min value

  • Max value

• In addition to turning off auto-approval while also matching at the equivalency rule level, this option allows you to turn off auto-approval if a rule has a public comment:

  • Do public comments turn off auto-approval?

    •