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. Settings and Administration

Transfer Rules, Automations, and Assignments

The following pages outline the settings/configuration for Transfer Rules, Automations, and Assignments

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Last updated 9 months ago

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Equivalencies Management
Defaults, Policies, & Limits
Missed Equivalencies