# Transfer Credit Applicant 3
Release Schedule
VersionRelease DateChanges
Version 3.1.0October 24, 2025New Features and Enhancements: See 3.1.0 for a complete list.
Version 3.0.0July 21, 2025New Features and Enhancements: See 3.0.0 for a complete list.
## Version 3.1.0 {% tabs %} {% tab title="New Feature" %} #### High School Transcript Support Transfer Credit Applicant now supports High School (HS) transcripts, including upload, parsing, visualization, and storage. * Transfer admissions officers can now upload high school transcripts, review structured course data, and store them in the same dashboard used for college transcripts. * Applies to all transcript workflows. Includes a new parser model for HS transcripts, structured course tables with Advanced Placement (AP) course tagging, PDF viewer, and unified status handling. * Improves efficiency, expands market coverage, and ensures consistent onboarding of high school students for transfer credit workflows. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-high-school) {% endtab %} {% tab title="Enhancements" %} #### Transcript Upload Redesigned the **Upload Transcript** screen to streamline manual uploads and ensure the correct extraction model is applied. **Key Improvements** * Modern upload UI with **drag & drop** / file picker and clear progress **spinner**. * **Transcript type selector** (High School, College) to route files to the correct extraction model. * **File view** showing uploaded filename plus a type dropdown in a clean list layout. * **Error messaging** for invalid formats with specific, user-friendly prompts. * **Continue** button activates only after a valid file and type are selected; proceeds to data extraction. * **Cancel** action returns the user to the dashboard for quick exit. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-high-school/upload-transcripts) *** #### Cancel Application Button College Applications now has a **Cancel Application** action on the final step of the flow. When clicked, it redirects the user to the **Applications Dashboard** and releases the transcripts from the in-progress request so they become available again. **Key Improvements** * New **Cancel Application** button on the last step. * Immediate redirect back to **Applications Dashboard**. * Transcripts from the canceled process are **restored to availability**. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-college/course-articulation-and-final-review#final-review) *** #### **PDF Summary – Credits Information Update** Enhanced the **Official Transfer Credit Report** to display complete and accurate credit information in the **Student Information** section, improving clarity for College applicants and admissions officers. **Key Improvements** * Updated the report title to **“Official Transfer Credit Report.”** * Added precise credit breakdown fields in the Student section: * **Total Number of credits:** Calculates the sum of all evaluated credits from each transcript. * **Total Number of transferred credits:** Displays the total of credits officially accepted and transferred, excluding in-progress courses. * **Total Number of credits In Progress:** Shows only the credits currently marked as in-progress from the corresponding transcripts. * Ensured alignment between PDF data and course evaluation results for accurate reporting. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-college/course-articulation-and-final-review#final-review) *** #### **College Summary for Completed Applications** Introduced a new **College Summary** view for completed applications, giving users access to key academic and process information while hiding unnecessary internal details. **Key Improvements** * **Clickable Completed Applications:** Applications marked as *Completed* in the Applications Dashboard now open a read-only **Summary View**. * **Three-Section Layout:** * **Left Panel:** Expandable sections for *Student Information*, *Application Information*, and *Transcript Details*. * **Indicators:** Numeric data showing transcripts processed, automatches, and manual evaluations—matching the *Submit Reviewed Courses* confirmation. * **Transfer Credit Report:** Displays the official PDF summary sent to the student. * **Transcript Viewer:** Allows users to select a transcript and open it in a new tab with download capability. * **Navigation Controls:** “Close” button returns users to the Applications Dashboard. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-college/course-articulation-and-final-review#summary-for-completed-applications) *** #### **Global Date Format Standardization** Standardized the display of dates across both **Transcript** and **Applicant** workflows for **College** and **High School** features, ensuring visual consistency throughout the platform. **Key Improvements** * Adopted a unified **mm/dd/yyyy** display format across all applicable areas. * Standardization applied to: * **Applications Dashboard:** Start and Last Update dates. * **Student Information sections** in Student Review. * **Summary Pages:** Left panel sections. * **PDF Summaries:** Student and transcript data. * **Transcript Screens:** Birthday and additional student information fields. * Change affects **display only** — no impact on stored data or system functionality. * Excluded course-level transcript data, which retains original source formatting. {% endtab %} {% tab title="Bug Fixes" %} #### **College** * Description changes made by students during the Student Review step are now correctly passed to the Department Review step. Previously, these updates were not visible to departments. * The syllabus uploaded by the student during the Student Review step is now correctly passed and accessible in subsequent steps of the process. Previously, this file was missing from later screens. * Email notifications now display properly across all major email clients, including Outlook, Apple Mail, Gmail, and Yahoo. This resolves previous formatting issues in rich-text content affecting emails sent to students, departments, and admissions officers during each stage of the process. {% endtab %} {% endtabs %} ## Version 3.0.0 {% hint style="info" %} **Release Date:** July 21, 2025 {% endhint %} {% tabs %} {% tab title="New Features" %} #### Transcripts and Applications Dashboards Transcript parsing and application creation are now handled in separate dashboards to improve efficiency and clarity: * **Transcripts** are processed independently in the background, with statuses and confidence scores displayed in a dedicated dashboard. * **Applications** are created only from valid transcripts, allowing officers to focus on matched courses and articulation. * Accessing the dashboards now takes users directly to the initial screen, removing the previously required two-step navigation and improving overall usability. This change supports scalability and a more user-friendly evaluation flow. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-3-college/transcripts-dashboard) *** #### **AI-Powered Transcript Parsing** Transcript parsing now uses Azure OCR to **automatically extract structured data** from uploaded documents: * Key information such as student name, institution, and course details is captured with improved accuracy. * Once the institution is identified, courses are automatically matched, and **AI-generated descriptions** are provided. * Course articulations are automatically reviewed and stored in the database. This enhancement speeds up the evaluation process and reduces manual data entry. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) *** #### **Centralized Transcript Dashboard** Student transcripts are automatically processed immediately upon upload—no manual steps required. A dedicated dashboard allows users to monitor parsing progress in real time and view all transcripts by student. Key features include: * **Instant Processing**: Transcripts begin parsing as soon as they are uploaded. * **Centralized View**: Track transcripts per student with metadata such as filename, institution, source type, and transferability status. * **Live Status Updates**: Easily see whether a transcript is queued, in progress, processed, or failed. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) *** #### **Revert Actions Across Key Workflow Stages** You can now roll back actions at any point in the evaluation process, whether you're selecting transfer courses, reviewing, finalizing, or in departmental or TCO review. * Supported stages include: Select Transfer Courses, Course Selection and Evaluation – In Progress, Review & Confirmation, Finalizing Equivalencies, Department Review, and TCO Final Review. * This added flexibility helps users correct mistakes easily and maintain data integrity throughout. *** #### **Status Tracking with Indicators** Transcripts now follow distinct workflows, clearly reflected in the **Status** and **Transferability** columns of the Transcripts Dashboard: `Processing` -> `In Progress` -> `Ready` -> `In Application` `Processing` -> `In Progress` -> `Failed` {% hint style="success" %} Transcripts that are processed successfully are marked with a green checkmark in the **Transferability** column. {% endhint %} These indicators provide better visibility into parsing progress and help users quickly identify next steps [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) *** #### **Course Routing by Role** Unmatched or unclear courses can now be routed directly to the appropriate users for review: * Assign courses to students or departments based on their role in the evaluation process. * Supports seamless collaboration between Credit Officers, Department Reviewers, and Students across application stages. * Ensures efficient handling of course decisions and reduces bottlenecks in the workflow. [*Learn more*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) {% endtab %} {% tab title="Enhancements" %} #### Student Review Enhancements * **New Student Review Completion Screen**\ A redesigned screen now appears after students complete their reviews, based on the latest UI designs, to provide a clear and smooth end to their tasks. * **Anonymous Web Access for Students**\ Students can now complete course description tasks without logging in, reducing friction and simplifying participation. * **Uploaded File** \ Uploaded files now remain visible on both completed and pending course screens, resolving previous issues where files would disappear. *** #### **Improved Matching Accuracy** Enhanced parsing and evaluation logic for cleaner course matches. [*Learn more!*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) *** #### Smarter Email Notifications Email notifications have been improved to include direct links to the intended forms, giving users quicker access to relevant information and helping streamline task completion. *** #### **Transcript Evaluation Time Reduced by up to 60%** Internal benchmarks and prior implementations of similar workflows demonstrate a **40–60% decrease in transcript evaluation time**. [*Learn more!*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) *** #### **Bulk Evaluation Support** The interface has been enhanced to allow credit officers to efficiently filter, and review **multiple transcripts simultaneously**, supporting high-volume use cases. [*Learn more!*](https://processmaker.gitbook.io/higher-ed/transfer-credit-applicant-2.0/review-transcripts) {% endtab %} {% endtabs %}