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Setup Transfer Equivalency

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Robert Watson edited this page Oct 24, 2019 · 8 revisions

Overview of Transfer Equivalency

When a student want to transfer from one institution to another, they want to know how their course history will transfer to equivalent course credit at a desired institution. Details about the course at the originating institution, details about the course at the destination institution, how many transfer credits a course is worth, and a history of equivalency attempts and successes can be captured using Transfer Equivalency.

Students will be able to see how their courses transfer to the destination institution. This database of transfer equivalencies is exposed to students so students can "window shop" to see how their existing credits could transfer to different institutions.

Checklist for transfer equivalency set up

Pre-requisite: You should already be using the Courses, Program Plans, and Plan Requirements objects in EDA.

Step 1: Install the Transfer Equivalency app

Step 2: Follow the Verify Profile Access for Transfer Equivalency section below

Step 3: Update all of your existing Course records to use the "Internal" record type.

  • If you’re already tracking external courses in the Course object, you will need to update these existing Course records to use the "External" record type.

Step 4: External educational institutions should be created as Educational Institution record type with the "Available for Course Transfers" checkbox checked.

After these steps are completed, you’re now ready to start creating External Courses and Course Transfer records. See the Use Cases page for data examples.

Verify Profile Access for Transfer Equivalency

  • Update admin profile & other relevant profiles to have the correct permissions to the "Available for Course Transfers" checkbox field
  • Update admin profile & other relevant profiles to have the correct permissions on the Course Transfers object and fields
  • Update admin profile & other relevant profiles to have access to two new record types on the Course: Internal and External
  • Update the Course page layout assignments to assign the External page layout to the External record type
  • Optionally, add the "Available for Course Transfers" checkbox to the desired Account page layout(s).

Working with CumulusCI

CumulusCI is an open source project supported by Salesforce.org. Useful links:

If your machine is setup with CumulusCI, you can clone the repository and run the following commands to set up a new scratch org with the Transfer Equivalency code:

  1. Run cci flow run dev_org --org dev
  2. Follow the Verify Profile Access for Transfer Equivalency section above for page layouts
  3. Load some basic Account, Program Plan, and Plan Requirement data into the org by running cci task run test_data_dev_org --org dev

Data Sets

A data set was created to pre-populate the environment with test dummy data. A script copies the data from an SQL database into the org. It can be found on the datasets/dev (https://github.com/SFDO-Sprint-2019-Philadelphia/transfer-equivalency/tree/master/datasets/dev) folder

Creating a data set with examples of course transfer records is included under next steps.

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