Monitoring Transcripts and Applications

The Home dashboard is designed to reduce administrative effort and centralize tracking so Credit Officers can confidently manage a high volume of applications with precision and speed. The dashboard provides key performance indicators for uploaded transcripts.

Key Features

• Centralized Dashboard:

  • View and manage all existing transcripts and applications from a single interface.

  • Track applications across various states: Draft, Completed, In Progress, and Cancelled.

• Sortable Table View:

  • Headers include:

    • Student ID

    • Student Name

    • Start Date

    • Last Update

    • Email

    • Pending Evaluations

    • Courses Completed Count

    • Transcript Count

    • Application Status

• Filters and Sorting:

  • Quickly narrow down applications using filters by student ID, name, or status.

  • Sort by date fields or transcript counts to prioritize workloads.

• New Application Creation:

  • Use the New Transfer Application button to begin a new evaluation.

  • Enables fast access to initiate processing for existing students.