Add an Institution and Institution Course

You can use the Transfer Credits page to add a new institution, such as a college/high school, and a new institution course that can be selected for both basic or advanced transfer credits.

Prerequisites

You must have Common - Student - View authorization

To add and edit records, you must have Academics - Student Transfer Credit - New and Edit authorization.

To add items to institution and course lists, you must have Admissions - Configuration - Manage authorization.

Based on your institution setting for Allow Advanced Transfer Credits Select Yes to use the new feature in 21.2 that lets you configure Advanced Transfer Credits. When selected, you can configure more complex Transfer Types such as one-to-one, one-to-many, many-to-one, and many-to-many transfers. Select No if you only want to use the existing options of transfer credits. (Select the Settings tile > expand System > select Advanced Features.), Anthology Student displays the configuration to add a new institution and new institution course.

Access Method

Select the Students tile > select the name in the Students list > expand Academic Records > select the Transfer Credits tile.

Procedure to Add an Institution

1. If you want to: 

   • Add a basic transfer credit, select the + icon next to Institution. Anthology Student displays the dialog box to based on the value selected for Transfer Type The type of transfer credit. The types of transfer credits are configured by your institution..

   • Add an advanced transfer credit, select the New Institution button. Anthology Student displays the dialog based on the value selected for Institute Type The type of the institution. The options are college or high school. .

2. Take the appropriate action depending on the type of institution:

   For a College:

   1. Specify the following values.

      Active Specifies whether the associated record is active. City The name of the city. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. 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. Fax Number The number where a facsimile (fax) can be received. Name The descriptive name of the item.

      Note Area that displays, or that you can use, to specify comments or additional information. Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). 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.

   2. In Transcript Office, specify the Transcript Office Contact 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. and Transcript Fee The fee charged by the institution to process a transcript request..

   3. Take the appropriate action. If you want to: 

      • Use the same address as the college, select Copy College Address and specify the Transcript Office Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). and Transcript Office Fax Number The number where a facsimile (fax) can be received..

   • Specify a different address, specify or change these values.

     Transcript Fee The fee charged by the institution to process a transcript request. Transcript Office City The name of the city. Transcript Office Contact 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. Transcript Office 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. Transcript Office Fax Number The number where a facsimile (fax) can be received.

     Transcript Office Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). Transcript Office State If within the United States, the name of the state. Transcript Office 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. Transcript Office 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.

   4. Select the Save button.

   For a High School:

   1. Specify the following values.

      Academic Year End The month in which the academic year for the institution ends. Active Specifies whether the associated record is active. Campus Group The group you specified for the campus. Your institution configures the groups for campuses. City The name of the city. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. 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. County The county for the address. Driving Directions The directions a driver would follow to get to the institution. Email Address The email address.

      Fax Number The number where a facsimile (fax) can be received. High School Advisor The advisor at your institution. The list contains staff members at your institution who are in a staff group with an advisor type code of ORGLSN (Organization Liaison). Name The descriptive name of the item. Note Area that displays, or that you can use, to specify comments or additional information. Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). 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. URL The web address for the person or institution. 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.

   2. Expand Transcript Office and specify or change the values.

      City The name of the city. Copy High School Address The high school address is automatically used to populate the address values. Use this option if the address information for the transcript office or the contact is the same as the school. Contact Name The descriptive name of the item. Country The county for the address. Fax Number The number where a facsimile (fax) can be received.

      Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). 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. Transcript Fee The fee charged by the institution to process a transcript request. 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. Select the Save button.

Anthology Student adds a new institution.

Procedure to Add an Institution Course

1. If you want to: 

   • Add a basic transfer credit, select the + icon next to Course. Anthology Student displays the dialog box to based on the value selected for Transfer Type The type of transfer credit. The types of transfer credits are configured by your institution..

   • Add an advanced transfer credit, select the New Institution Course button. Anthology Student displays the dialog based on the value selected for Institute Type The type of the institution. The options are college or high school. .

2. Take the appropriate action depending on the type of institution:

   For a College:

   1. Specify the following values.

      Active Specifies whether the associated record is active. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Converted Credit Type When you select Do Not Convert (default), uses the same value as Credit Hours when the course is added to the Transfer Credit lists for a student. When you select Quarter Credits, multiplies the value for Credit Hours by 1.5 and uses the result when the course is added to the Transfer Credits list for a student. When you select Semester credits, multiplies the value for Credit hours by .67 and uses the result when the course is added to the Transfer Credits list for a student. The results are also displayed in the Converted Credits field. Converted Credits If you select Quarter Credits or Semester Credits in the Convert Credit Type list, it displays the result of the calculation. Credits The credits that the student achieved in the course. End Date If your institution has a range of dates that a transfer course is valid, the end date of the range.

      Hours The number of hours. Institution The name of the institution. If you are specifying the value, it displays a dialog so that you can search for the institution. The list contains all of the colleges or high schools configured by your organization. Minimum Grade Required The minimum grade required for the course to transfer to your institution. Name The descriptive name of the item. Start Date If your institution has a range of dates that a transfer course is valid, the start date of the range.

   2. Select the Save button.

   For a High School:

   1. Specify the following values.

      Active Specifies whether the associated record is active. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Clock Hours The clock hours earned for the course. Credit Hours Area you can use to specify comments or additional information. For international students, notes or comments is a required field if you select either F-1 or M-1 with Trans Status set to R or D and Action is "Other". The phone number. The format will depend on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). End Date If your institution has a range of dates that a transfer course is valid, the end date of the range.

      Institution The name of the institution. If you are specifying the value, it displays a dialog so that you can search for the institution. The list contains all of the colleges or high schools configured by your organization. Minimum Grade Required The minimum grade required for the course to transfer to your institution. Name The name of the course at another institution being transferred to your institution. Start Date If your institution has a range of dates that a transfer course is valid, the start date of the range.

   2. Select the Save button.

Anthology Student adds a new institution course.