Transfer Credit Applicant 3.0

Version 3.0.0

Release Date: July 21, 2025

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.

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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.

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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.

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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

These indicators provide better visibility into parsing progress and help users quickly identify next steps

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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.

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