Applications Dashboard
The Applications Dashboard provides a centralized view for managing all transfer credit applications. This interface enables Credit Officers and administrators to track the status of submitted applications, monitor progress, and initiate new evaluations. Each record is associated with a student and reflects the real-time state of the application process, including course completion and transcript count.
Key Features
The Applications Dashboard provides access to the following featurees:
Real-Time Status Indicators: Color-coded tags (e.g., blue for Completed, yellow for In Progress, pink for Canceled) allow users to quickly scan application states at a glance by clicking each card.
Pagination and Sorting: Users can navigate across pages and sort columns to quickly find specific applications.
Launch a New Application: Click the New Transfer Application button in the top-right corner to initiate a new credit evaluation. This opens the application builder pre-populated with transcript data for eligible students.
Advanced Filtering and Sorting: The dashboard provides advanced filtering and sorting capabilities to help users quickly find and organize applications. Every column in the table supports filtering and sorting, allowing users to refine results and view data based on the criteria most relevant to their workflow.
Application Statistics
At the top of the dashboard, key metrics provide a summary of application activity within a specified date range (e.g., Last Month). These high-level indicators help users quickly assess application volume and progress. Each metric is displayed in a card, which can be selected to filter the dashboard data based on that specific indicator.
All Applications: The total number of applications, including those that are In Progress, Completed, and Canceled.
In Progress: Applications currently undergoing review or awaiting final submission.
Completed: The number of applications that have been fully reviewed, finalized, and submitted.
Canceled: Applications that were started but canceled before completion.
Displayed metrics update dynamically based on the selected Date Range.
Application Table Overview
Below the statistics, the dashboard displays a sortable, paginated table listing all transfer credit applications. Each row contains the following fields:
Case – Unique identifier for the case.
Student ID – Unique identifier for the student.
Student Name – Clickable name linking to the student’s detailed application.
Start Date – The date and time when the application was initiated.
Last Update – The most recent activity timestamp for that application.
Email – Contact email for the student associated with the application.
Status – Current stage of the application. See Application Statuses.
Type – Type of institution (College, High School, or Military)
Courses Completed – Indicates how many courses have been reviewed and finalized out of the total evaluated.
Transcripts – Total number of transcripts associated with the application.
Application Statuses
Below describes the app statuses:
Draft: Application created during the course selection stage.
Assigning Courses: First evaluation stage where the TCO assigns who performs articulations and identifies courses that need additional student information.
In Evaluation: Courses are under evaluation.
Student: Some courses are assigned to the student.
Department: Some courses are being evaluated by a department.
(no tag): Some courses were reassigned back to the TCO.
Final Review: All courses assigned to other roles have evaluations completed; the TCO performs the final review and makes final decisions as needed.
Completed: Evaluation completed; selecting it shows a summary of the evaluation.
Canceled: Evaluation canceled; transcripts used in the evaluation are released for reuse.
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