# 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. The dashboard enables users to monitor a transcript, identify processing errors.

{% embed url="<https://demos.processmaker.com/demo/cmg9q6giq00sfuf0h6vot6xnq?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 relevant to High School transcripts. Other statistics may also appear on the dashboard, but the ones listed below are specifically related to high school transcripts.

<table data-view="cards"><thead><tr><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>New Transcripts</strong></td><td>The number of new transcripts uploaded to the system.</td></tr><tr><td align="center"><strong>Transferable Transcripts</strong> </td><td>The number of transcripts where the transcript information is complete and deemed transferable.</td></tr><tr><td align="center"><strong>Non-Transferable Transcripts</strong></td><td>The number of transcripts missing either student or institution information</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, 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.&#x20;
* `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 able to confirm and send the transcript information.
* <mark style="background-color:blue;">`In Application`</mark>: The transcript is available to review in the Applications Dashboard.
* <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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