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Setup Transfer Equivalency

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Tiago Ruivo edited this page Jul 19, 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 section below 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

Working with CumulusCI

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

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