# 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.

{% embed url="<https://demos.processmaker.com/demo/cmdrrazgs00k20t0hdvo3kbs0?utm_source=link>" %}

## 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:

<table data-view="cards"><thead><tr><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>Automated Courses</strong></td><td>Indicates the percentage of successfully auto-matched courses out of the total number of parsed courses.</td></tr><tr><td align="center"><strong>Transferable Transcripts</strong> </td><td>The number of transcripts that resulted in at least one successfully matched and transferable course.</td></tr><tr><td align="center"><strong>Non-Transferable Transcripts</strong></td><td>The number of transcripts where no courses qualified for transfer credit.</td></tr><tr><td align="center"><strong>New Transcripts</strong></td><td>The number of transcripts that have completed parsing and matching.</td></tr><tr><td align="center"><strong>Processed Transcripts</strong></td><td>The number of transcripts that have completed parsing and matching.</td></tr><tr><td align="center"><strong>Failed Transcripts</strong></td><td>Transcripts that could not be processed due to missing or unreadable critical data.</td></tr></tbody></table>

{% hint style="info" %}
**Tip:** You can adjust the **Date Range** filter (e.g., Last Month) to view metrics for different reporting periods.
{% endhint %}

***

## 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
* Type of institution (College or High School)
* Source Type (manual or bulk upload)
* Processing Status

### 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:

* `Draft`: A case has been started.
* `Processing` : The transcript is currently undergoing OCR and data extraction. No user actions can be performed at this stage.
* <mark style="background-color:$warning;">`Needs Review`</mark>: The transcript is valid but missing key information such as the student’s name, institution, or course list. User intervention is required to complete or correct the data.
* `Reprocessing`**:** The transcript is currently undergoing updates to add or complete missing information.
* <mark style="background-color:$success;">`Ready`</mark> : The transcript has been successfully processed and contains all required information. It is eligible for use in a transfer credit application.
* <mark style="background-color:blue;">`In Application`</mark>: The transcript is currently in use within an active Transfer Credit Evaluation (TCE) application and cannot be edited.
* <mark style="background-color:red;">`Failed`</mark>: The file is invalid or not recognized as a transcript. It cannot be processed and should be replaced.

{% hint style="success" %}
Transcripts that are processed successfully are marked with a green checkmark in the **Transferability** column.
{% endhint %}


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