Overview
The Transfer Credit Prospect Standard provides prospective students with early insight into how their prior coursework may transfer to an institution. It enables a simplified, self-service experience where students can submit transcripts or enter course data and receive a preliminary evaluation.
By automating transcript intake and course matching, the solution reduces evaluation time and provides clarity earlier in the decision-making process.
Roles
The Transfer Credit Prospect Standard is designed to support both prospective students and institutional officers, each with distinct responsibilities and interactions within the process.
Prospective Student
Prospective students are the primary users of the intake and evaluation experience. They can:
Upload transcripts or manually enter course information
Review and validate extracted data
Update or complete missing information
Trigger reprocessing when changes are made
Receive the Transfer Evaluation Report via email
Their goal is to obtain early insight into how their prior coursework may transfer and make informed enrollment decisions.
Transfer Credit Officer (TCO)
Transfer Credit Officers are responsible for monitoring and managing prospect activity. They can:
Access the Prospect Dashboard to track all submissions
Filter and review prospects based on status, institution, or activity
Open individual prospect records to review transcript and course details
Receive notifications when new prospects complete the process
Use evaluation results to support follow-up and recruitment efforts
Their goal is to ensure visibility into prospect evaluations and support timely engagement with potential students.
How It Works
The Transfer Credit Prospect Standard follows a streamlined workflow:
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