Course Articulation and Final Review
The Course Articulation and Final Review step provides a comprehensive summary of all evaluated courses and their articulations. This interface allows Credit Officers to perform a final review before completing the transfer credit process.
Upon accessing the application review screen, users are presented with a streamlined layout designed to support efficient validation and final edits.
Course Layout and Sorting
On the left side, courses are grouped by match status:
Auto-Matched courses with valid articulations are shown at the top.
Courses requiring manual action appear at the bottom for easy identification.
The right panel provides a summary view showing:
The number of courses automatically matched.
The number of courses pending student or departmental action
Tip: Use this view to ensure all courses have been reviewed and properly articulated before moving to final submission.
Selecting a course from the left navigation panel displays its full details on the right-hand side of the interface. This detailed view includes:
Collapsible sections showing:
Toggle key to send the application to the student for entering any missing information
Course Grade
Credit hours
Upload option for adding additional documentation
Collapsible section displaying a list of records, each showing:
Course Status
Course Name
Last Updated Date
Displays options to define course articulation:
Direct: Make a direct articulation:
Option to mark as
TransferableChoose between:
Singlemapping → one or more internal coursesMultiplemapping → with articulation type:EquivalencyorSubstitution
Department: Displays a drop-down to select the department used for mapping before articulating.
AI-Generated Descriptions for Courses
When a university match exists, AI-generated course descriptions are automatically displayed to provide detailed and relevant context for the matched course. This feature supports reviewers during credit evaluation by delivering clearer information, streamlining decision-making, and reducing the need for manual lookup or interpretation.
Add Course Articulations
When auto-matching is not available, Credit Officers can manually add course articulations. The interface is designed to streamline the review process, allowing for quick edits and accurate entry of course details.
Watch the product tour below to learn how to manually add articulations and update course information.
Student Input
A transfer application can be routed to a student when additional course information is needed during the credit evaluation process. The following product tour demonstrates how students respond to requests, upload supporting documents, and complete the required steps to move the evaluation forward.
Departmental Review
During the transfer credit evaluation process, unmatched courses can be routed to academic departments for review. The following product tour demonstrates how department reviewers assess course details, define articulations, and submit their decisions as part of the evaluation workflow.
Final Review
Once all courses have been articulated and approved, Credit Officers perform a final review to complete the transfer credit application. This is the last chance to revert or adjust any course decisions before submission.
The following product tour demonstrates how to validate course entries, make final updates, and submit the application for approval or confirmation.
Summary for Completed Applications
To enhance visibility into finalized applications, ProcessMaker introduces a College summary view for requests marked as Completed. This view offers a concise, read-only interface for reviewing academic and processing outcomes, without exposing internal workflow details.
To acces it, click any Completed application from the Applications Dashboard to open the Application Summary view.
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