ProcessMaker Higher Education
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User Documentation
User Documentation
  • ProcessMaker Higher Education Solutions
  • Release Notes
    • Transfer Credit Applicant
  • Transfer Credit Prospect 2.0
    • Overview
    • Student Experience
    • Admissions Dashboard
    • Degree Program Configuration
  • 🎓Transfer Credit Applicant 2.0
    • Overview
    • Submit Transcripts
    • Review Transcripts
    • Route Unmatched Courses
    • Match Courses
    • Submit Evaluation
  • 🏦Grant Radar 1.0
    • Overview
    • Grants Dashboard
    • Grant Application Process
    • System Configuration
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  1. Transfer Credit Prospect 2.0

Student Experience

The Transfer Credit solution begins when students submit their transcripts through a web entry provided by your university. The process involves the following key tasks:

Submit Transcripts

Students upload their academic transcripts—containing course history, grades, and related data—through the institution’s secure online portal. These documents are stored for evaluation and further processing.

Verify Courses

The system automatically analyzes uploaded transcripts to extract course details such as titles, credit hours, and grades. It then compares this data against the institution’s course catalog to identify potential matches or equivalencies. Azure services are used for data extraction.

Additional courses can be manually added if no direct match is found.

Course Classification

The report displays courses to help align previously earned credits. Uploaded or extracted courses are classified into the following categories:

  • Matched: Courses that have a direct equivalency with existing courses in the institution’s database.

  • New: Courses that do not have a direct match but may represent a potential equivalency. These require further review or manual mapping.

This classification helps streamline the evaluation process and ensures accurate credit alignment during transfer or articulation reviews.

Pick Majors

This task generates a report that maps a student’s previously earned credits to available degree programs, supporting informed academic decision-making at the new institution.

Key Features:

  • The system displays a list of recommended degree programs, based on matched courses.

  • At least five options are presented, giving students a broad view of potential academic pathways.

  • Students can “like” their preferred programs to indicate interest.

  • After reviewing the recommendations, students complete a form with their contact information and preferred start term.

  • A Calendly link is provided so students can schedule a meeting with an academic advisor for personalized guidance.

This task supports informed decision-making and smooths the transition into the new institution.

Review Your Options

This task allows students to review and adjust their selected majors by exploring programs that match their academic credentials. Clicking on a major reveals detailed information to support informed decision-making.

Apply

Students complete a final review, select their intended start date, and submit the application. The system automatically routes the application and academic data to the appropriate departments. Faculty or staff are notified for review, and students receive status updates and next steps as needed.

Watch the following product tour to learn how students can submit a transcript:

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Last updated 6 days ago