Transcripts Dashboard

The Transcripts Dashboard serves as the centralized workspace for managing all incoming transcripts. It offers Credit Officers a real-time, organized view of each transcript’s status—from initial upload through data extraction, course matching, and final evaluation. The dashboard enables users to monitor the full lifecycle of a transcript, identify processing errors or unmatched items, and take timely action to ensure accurate and efficient evaluations.

Transfer Credit Statistics

At the top of the Transcripts Dashboard, users have access to key performance indicators (KPIs) that provide a high-level overview of transcript activity over a selected time period. These metrics help stakeholders monitor system performance and identify trends in transcript processing.

The dashboard displays the following metrics:

Automated Courses

Indicates the percentage of successfully auto-matched courses out of the total number of parsed courses.

Transferable Transcripts

The number of transcripts that resulted in at least one successfully matched and transferable course.

Non-Transferable Transcripts

The number of transcripts where no courses qualified for transfer credit.

New Transcripts

The number of transcripts that have completed parsing and matching.

Processed Transcripts

The number of transcripts that have completed parsing and matching.

Failed Transcripts

Transcripts that could not be processed due to missing or unreadable critical data.

Tip: You can adjust the Date Range filter (e.g., Last Month) to view metrics for different reporting periods.

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Key Features

Structured Overview

A centralized, sortable table lists all uploaded transcripts, grouped by student. Each row displays key metadata, including:

• Filename (click on the filename to view details of the transcript)

• Student ID

• Student Name

• Institution Name

• Transferability Status

• Source Type (manual or bulk upload)

• Processing Status (processing, inprogress, ready for TCE, or failed)

Real-Time Monitoring

The dashboard provides live tracking of transcript parsing and matching progress, allowing users to observe each transcript as it moves through the evaluation pipeline.

Status Indicators

Transcripts are labeled with color-coded status tags and can be filtered by current state:

• Processing : The transcript is currently undergoing OCR and data extraction. No user actions can be performed at this stage.

• In Progress: The transcript is valid but missing key information such as the student’s name, institution, or course list. User intervention is required to complete or correct the data.

• Ready : The transcript has been successfully processed and contains all required information. It is eligible for use in a transfer credit application.

• In Application: The transcript is currently in use within an active Transfer Credit Evaluation (TCE) application and cannot be edited.

• Failed: The file is invalid or not recognized as a transcript. It cannot be processed and should be replaced.

Transcripts that are processed successfully are marked with a green checkmark in the Transferability column.