# 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.

<figure><img src="/files/GS7q3798rAQxFdLAy5ZZ" alt=""><figcaption></figcaption></figure>

***

## 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:

{% tabs %}
{% tab title="Course Information" %}
Collapsible sections showing:

* Toggle key to send the application to the student for entering any missing information

  <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>This toggle is only available for unmatched courses that are pending review.</p></div>
* Course Grade
* Credit hours
* Upload option for adding additional documentation
  {% endtab %}

{% tab title="Change Log" %}
Collapsible section displaying a list of records, each showing:

* Course Status
* Course Name
* Last Updated Date

{% hint style="info" %}
This section is only available for unmatched courses that are pending review.
{% endhint %}
{% endtab %}

{% tab title="Articulation Section" %}
Displays options to define course articulation:

* **Direct:**\
  Make a direct articulation:
  * Option to mark as `Transferable`&#x20;
  * Choose between:
    * `Single` mapping → one or more internal courses
    * `Multiple` mapping → with articulation type: `Equivalency` or `Substitution`
* **Department:**\
  Displays a drop-down to select the department used for mapping before articulating.

{% hint style="info" %}
This section is only available for unmatched courses that are pending review.
{% endhint %}
{% endtab %}
{% endtabs %}

### 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.

<figure><img src="/files/OKWmvrr8fhdcZutJlncW" alt=""><figcaption></figcaption></figure>

***

## 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.

### Multiple Equivalences (OR)

The **Multiple Equivalencies (OR)** feature enables support for **complex equivalency rules**, where a single external course can map to multiple internal equivalency options.

Previously, the system supported only a single equivalency rule per course (implicit **AND logic**). This limitation required institutions to simplify their equivalency structures, often leading to manual workarounds and inconsistencies.

With this enhancement, the system now supports **OR-based equivalency rules**, allowing evaluators to choose the most appropriate equivalency during the evaluation process.

<details>

<summary>Complex Rule Support and Visibility</summary>

* Supports equivalency rules with **OR logic**, allowing multiple options per external course
* Displays all predefined transfer rules using the **# Rules** column and interactive views
* Enables evaluat

</details>

<details>

<summary>Enhanced Matching and Evaluation</summary>

* Evaluates courses against all available rules instead of a single rule
* Introduces **Auto-Select** when multiple rules are fully satisfied, requiring evaluator selection
* Maintains **Automatch** (single rule) and **Manual** (no rule) evaluation paths
* Allows evaluators to switch from **Auto-Select → Manual** when:
  * No rules are applicable
  * Available rules are not appropriate

</details>

<details>

<summary>Dynamic Evaluation Control</summary>

* Provides real-time rule availability and validation indicators
* Allows **Manual fallback** when no suitable rules are available
* Supports **Revert functionality** to restore courses to pending and recalculate rules
* Ensures consistent behavior across Course Evaluation, Department Review, and Final Evaluation

</details>

<details>

<summary>Limitations</summary>

* Complex rules **cannot be created within TCE**
* Existing “**Save as Equivalency**” functionality remains unchanged (simple rules only)
* No outbound synchronization of rules back to SIS systems

</details>

<details>

<summary>Glossary</summary>

* **Simple Rule:** A rule using AND logic (1-to-1 or N-to-N)
* **Complex Rule:** A rule using OR logic, representing multiple options
* **Predefined Transfer Rules:** Institution-defined equivalency rules
* **Auto-Select:** Multiple valid rules require evaluator selection
* **Automatch:** Single valid rule applied automatically
* **Manual:** No rule fully satisfied
* **Rule State:** Indicates whether a rule is available or unavailable

</details>

Watch the product tour below to learn how to manually add articulations and update course information.

{% embed url="<https://demos.processmaker.com/demo/cmdo124yb0osm9f962nj84rqj?utm_source=link>" %}

***

## 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.

{% embed url="<https://demos.processmaker.com/demo/cmdoz4ce6001p2g0i4ob50fzy?utm_source=link>" %}

***

## 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.

{% embed url="<https://demos.processmaker.com/demo/cmdp0w9gw0043ya0i65bvalwh?utm_source=link>" %}

***

## 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.&#x20;

The following product tour demonstrates how to validate course entries, make final updates, and submit the application for approval or confirmation.

{% embed url="<https://demos.processmaker.com/demo/cmhnlgezk04y50i0ha7pbpvs1?utm_source=link>" %}

## 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](/higher-ed/transfer-credit-applicant-college/applications-dashboard.md) to open the **Application Summary** view.

<figure><img src="/files/3zfyp5JwrQRowvYqk7x9" alt=""><figcaption></figcaption></figure>


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