Course Review

The Course Review step enables Credit Officers to add missing student data, and also select and edit courses eligible for transfer. This step is designed to ensure accuracy, academic integrity, and institutional compliance by combining automated tools with human oversight.

Review Extracted Data

Once a transcript is processed and marked as Transferable, select it from the Transcripts Dashboard to review it. The transcript review interface is divided into two panels for side-by-side evaluation:

• Left Navigation Panel: Displays extracted course details.

• Right Panel: Displays the uploaded transcript in its original PDF format.

Follow these steps to review a transcript:

1. If not already selected, choose the correct student from the Student drop-down menu.

   • If the transcript matches more than one student in the system, a list of potential matches will appear.

   • Review the options and select the appropriate student profile.

1. Examine each extracted course in the table. Every course is assigned one of the following statuses:

   • Auto – The system successfully matched the course to an existing equivalency.

   • !Auto – No automatic match was found; review is required.

   • Manual – The course must be matched manually.

2. If a course requires updates, click directly into the editable columns to modify details such as course code, title, or credit hours.

3. Once all courses have been reviewed and necessary updates are complete, click Start TCE to proceed with the credit evaluation workflow.

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Reprocess Transcripts

If any changes are made to the automatically extracted data, such as correcting course details or updating student information, the transcript must be reprocessed to ensure accuracy and consistency in the evaluation workflow.

Follow these steps to reprocess a transcript:

1. Confirm that all updated transcript data reflects your intended updates.

2. Select Reprocess to initiate a new parsing and matching cycle. You will be redirected to the Transcripts Dashboard while the system reprocesses the updated information.

3. Once reprocessing is complete, locate and open the transcript from the Transcripts Dashboard to review the new extraction and matching results.

4. When all fields are correct and matches are verified, click Start TCE to initiate the formal transfer credit application.

Reprocessing is required any time significant changes are made to student details, course data, or institution information