# Transfer Credit Officer Experience

## **Overview**

The **Transfer Credit Officer (TCO) Experience** provides institutional users with a centralized view to monitor, manage, and act on prospective student transfer credit evaluations.

Through the **Prospect Dashboard**, TCOs can track transcript submissions, review evaluation outcomes, and identify prospects that require follow-up. This enables faster response times, improved visibility into the evaluation pipeline, and more effective engagement with prospective students.

<details>

<summary><strong>Benefits</strong></summary>

* **Centralized Visibility:** TCOs have a single dashboard to view all prospective student submissions, including transcript status and evaluation progress.
* **Efficient Prospect Management:** Filtering, sorting, and real-time updates allow TCOs to quickly identify and prioritize prospects.
* **Faster Follow-Up:** Immediate notifications and access to evaluation results enable timely outreach to prospective students.
* **Standardized Evaluation Insights:** Consistent data presentation ensures that all evaluations follow the same structure and logic.
* **Improved Enrollment Engagement:** Early access to evaluation data helps institutions engage prospects sooner and guide them through the enrollment process.

</details>

<details>

<summary><strong>Limitations</strong></summary>

* Evaluation results are **preliminary** and may require formal validation
* Dashboard data depends on **student-submitted information accuracy**
* Duplicate entries may occur if a student restarts the process without completing it

</details>

## TCO Dashboard Features

<details>

<summary>Prospect Monitoring</summary>

The Prospect Dashboard gives TCOs a centralized view of prospective student submissions, including:

* Prospect ID, email, and institution
* Transcript status
* Current stage (Uploading, Reviewing, Completed)
* Last update timestamp

This helps TCOs monitor evaluation activity and track student progress in real time.

</details>

<details>

<summary>Filtering and Record Management</summary>

TCOs can efficiently organize and review prospect data through:

* Filtering by status, institution, email, or last update
* Sorting records to prioritize work
* Opening individual student records for more detail

This supports faster navigation and better management of large numbers of prospects.

</details>

<details>

<summary>Student and Evaluation Details</summary>

TCOs can access detailed information for each prospect, including:

* Personal information
* Transcript details
* Course-level evaluation data
* Transferability results and courses requiring further assessment

This provides the context needed to review submissions and support next steps.

</details>

<details>

<summary>Notifications and Follow-Up</summary>

The system notifies TCOs when a prospect completes the process and provides:

* Student information
* Transfer Evaluation Report (PDF)

This enables timely follow-up and supports engagement with prospective students.

</details>

<details>

<summary>High-Volume Support</summary>

The dashboard is designed to support large numbers of prospect submissions while maintaining structured, consistent visibility across records.

</details>

## Tour Demo

{% embed url="<https://demos.processmaker.com/demo/cmoailglr05u7d1ilzji1sjh9?utm_source=link>" %}


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