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
This toggle is only available for unmatched courses that are pending review.
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
This section is only available for unmatched courses that are pending review.
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.
This section is only available for unmatched courses that are pending review.
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.
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.
Complex Rule Support and Visibility
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
Enhanced Matching and Evaluation
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
Dynamic Evaluation Control
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
Limitations
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
Glossary
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
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 product tour demonstrates how students can:
Respond to requests for additional course information.
Upload supporting documents.
Complete the required steps to move the evaluation forward.
Student comments are available during the Department Review and Final Review stages, giving reviewers additional context and improving transparency throughout the evaluation process.
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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