Create or Edit Transcript Requests

You can create transcript requests and edit existing transcript requests for a student.

Prerequisites

You must have:

• Common - Student - View authorization

• To add a transcript request, Contact Manager - Transcript Request - New authorization

• To edit a transcript request, Contact Manager - Transcript Request - Edit authorization

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Transcript Requests tile.

Procedure to Create or Edit a Transcript Request

1. If you want to: 

   • Create a transcript request, select one of the three New buttons based on the transcript request type. If you create a transcript request without printing it, the transcript request record will be saved with an empty Date Sent.

   • Edit a transcript request, select the Recipients link

2. Specify the following values based on the transcript request type.

   College	College The college to which the transcript request was sent. Date Requested The date when an institution, person, or a student requested documents or information to be submitted for evaluation.	Date Sent The date when the requested information, document, or item is sent. Note Area that displays, or that you can use, to specify comments or additional information.
   Student	City The name of the city. Country The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country. Date Requested The date when an institution, person, or a student requested documents or information to be submitted for evaluation. Date Sent The date when the requested information, document, or item is sent. First Name The first name of the student or person.	Last Name The last name of the student or person. Note Area that displays, or that you can use, to specify comments or additional information. State If within the United States, the name of the state. Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated. ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.
   Other	City The name of the city. Company Name The Corporate, Company, Institution, or Campus name in official student records or reports. Contact Name The name of the contact within the institution. If you are selecting a contact in a list, it contains the contacts configured for your institution. Country The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country. Date Requested The date when an institution, person, or a student requested documents or information to be submitted for evaluation.	Date Sent The date when the requested information, document, or item is sent. Note Area that displays, or that you can use, to specify comments or additional information. State If within the United States, the name of the state. Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated. ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

3. If you want to save and: 

• Continue making changes, select the Save button

• Close, select the Save & Close button