TABLE OF CONTENTS


Transfer Credit Courses Section


The Transfer Credit Courses tab is located in the Lead tab on the student’s page:



The tab shows the Transfer Credit Courses table. This table includes information about the credit granted courses the student plans to receive instead of the provided transfer credit courses. 



The school decides whether to exchange a Credit Granted Course for the provided Transfer Credit Course or not, and the decision statuses can be:

  • Pending — no decision yet
  • Approved — the school approved the exchange
  • Rejected — the school rejected the exchange


Adding Transfer Credit Courses

Add a new transfer credit course by clicking Add below the table and filling out the form:


The form includes the following fields in the Transfer Credit Course section:

  • Group — required. Select the group the student is assigned to. 
  • Institution — the institution where the transfer credit course was completed.
  • Course — the transfer credit course. Selecting the Institution + Course combination automatically populates the Course field in the Credit Granted Course section based on the Transfer Credit Courses List. If Institution or Course is cleared, the autopopulated field is reset.
  • Clock Hours — the number of clock hours for the transfer credit course.
  • Credit Hours — the number of credit hours for the transfer credit course.
  • Credit Hours Term — the term type for the credit hours (e.g., Semester).
  • Grade — the grade received for the transfer credit course. The available options are managed in Admin → School Settings → Available Values in Transfer Credit Courses Grades.

The Credit Granted Course section includes:

  • Course — autopopulated based on the selected Institution + Course combination. The field is locked when an existing transfer credit course is selected. It becomes editable only when Add New is selected in the Course dropdown.
  • Status — the school’s decision status: Pending, Approved, or Rejected.


Note: A student cannot have the same transfer credit course added twice for the same group. The same transfer credit course is allowed for different groups.


The Institution and Course field values are taken from the lists the school provides and maintains. You can also add new items to those lists directly from the field options using the Add New option.


Transfer Credit Courses List


The Transfer Credit Courses List is available at Admin → Lists → Transfer Credit Course. Editing it requires the Manage Transfer Credit Courses permission. 


The list contains the following columns:

  • Institution — the institution of the transfer credit course.
  • Transfer Number — the number of the transfer credit course.
  • Transfer Title — the title of the transfer credit course.
  • Program — the program of the credit-granted GEGI course.
  • Number — the number of the credit-granted GEGI course.
  • Title — the title of the credit-granted GEGI course.
  • Description — the description of the credit-granted GEGI course.


Each row must satisfy two uniqueness rules simultaneously:

  • The same Transfer Title + Transfer Number + Institution cannot exist more than once in the list.
  • Within the same institution, the same transfer number cannot be mapped to the same credit-granted GEGI course more than once.


Institutions List


The Institutions list is available at Admin → Lists → Institutions and requires the Manage Institutions permission.


The list contains the following columns:

  • Title — the name of the institution.