1. Transferology™ Lab for Recruiters and Advisors JOHN P. PANZICA COLLEGESOURCE, INC.

2. Overview Welcome to Transferology™! The information in this presentation is also available in the Transferology User Guide for Advisors, and in the Transferology User Guide for Recruiters. The User Guides are brief, function-focused documents that are written to guide the user through the application, thereby supplementing the Help and overlay features already built into Transferology. All user guides are available electronically at https://clients.collegesource.com/home/display/TFO/Transferology+Home and do not require a login. https://clients.collegesource.com/home/display/TFO/Transferology+Home

3. Agenda for today’s webinar Basics Sign in User Preferences User Roles User Functions (Recruiter) User Functions (Advisor)

4. Basics Navigation ◦As you work within the Transferology Lab, keep an eye out for the green “action buttons” that will help you process, proceed, and move to other areas ◦These buttons generally appear as light green rectangles with white text (ex. ) Hyperlinks ◦Hyperlinks generally appear as blue text or colored buttons/icons and usually have a tooltip that appears when you hover (ex. )

5. Basics, continued Notification Bubbles ◦When processing information within certain areas of Transferology, colored text bubbles may appear onscreen momentarily to notify the user. The bubbles generally appear in the upper-right part of the screen near the username, and only display temporarily (about 5 seconds). ◦Red notification bubbles contain alerts (ex. ) ◦Green notification bubbles contain information ◦NOTE: If you click within a green notification bubble while it is displayed onscreen, you will be linked to an area with additional information to view. (Ex. )

6. Sign in Access the Lab at www.TransferologyLab.comwww.TransferologyLab.com

7. Sign in, continued Sign in requires a valid Email and Password. If you need to create an account, click the Request Lab account link:

8. Sign in, continued If you forgot your password or experience other difficulties signing in, click the Can't sign in? link:

9. User Preferences User preferences including changes to the user profile, overview of program requests, and logging out can be accessed in the top right of the menu bar on the User's drop-down menu: ◦My Stuff allows you to view your roles and change your password

10. User Roles Access to different areas and functions within the application is assigned based upon the user role assigned in the User Management System (UMS) by your school's Transferology Lab Administrator.

11. User Role Permissions All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

12. User Role Permissions – All ( no role assigned ) All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

13. User Functions (All) Anyone who has an account in Transferology Lab has access to the following features: ◦My Stuff (profile) ◦(School) Profile Preview/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles

14. Profile Preview/List of Users The school Profile Preview is the default tab displayed within the user’s Transferology Lab account It provides a preview of how the school profile will appear to students in Transferology The Users tab contains a list of all the users at your institution and their roles ◦This will be helpful if you come across a class that is not articulated yet, that you think should be, so that you can contact the Transfer Specialist at your institution to review it

15. View Equivalencies View Equivalencies is a robust feature of Transferology that any user in Transferology Lab to view comprehensive lists of all of the equivalencies that participating schools have defined From the I would like to... drop-down menu, click the View Equivalencies function:

16. View Programs View Programs allows that any user in Transferology Lab to view the program lists for different schools to create 'What If' audits (where available) ◦Programs may be run for any school with integration connected to its degree audit From the I would like to... drop-down menu, click the View Programs function:

17. Manage Course Bundles A course bundle is a collection of courses that any user in Transferology Lab can assemble for the purpose of creating different transfer scenarios for a student ◦The Manage Course Bundles functionality simulates the student's user experience in Transferology by allowing users to locate schools that accept transfer coursework and run student audits ◦Users have the capability to create multiple bundles, thereby streamlining their workflow From the I would like to... drop-down menu, click the Manage Course Bundles function:

18. User Role Permissions – Recruiter All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

19. User Functions (Recruiter) ◦Recruit Students is an area of Transferology Lab where Recruiters can manage the information gathered from prospective students who have initiated contact with their school via the Transferology student application ◦When exploring transfer options within Transferology, the student has the option to Request Information about a particular school or program ◦Any student request, regardless of information requested, is copied or routed to the Recruit Students Module

20. Student Request for Information

21. User Functions (Recruiter) From the I would like to... drop-down menu, click the Recruit Students function: ◦Active Leads ◦Archived Leads ◦Sort/Filter ◦Export

22. User Functions (Recruiter), continued Student Profile ◦Courses ◦Programs run Schools Found Program Interest (from information request) ◦Not validated against your catalog ◦May not be offered at your institution

23. User Role Permissions – Advisor All Users: ◦View School Profiles/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

24. User Functions (Advisor) ◦Advising Students is an area of Transferology Lab where Advisors can manage the information gathered from prospective students who have initiated contact with their school via the Transferology student application ◦When exploring transfer options within Transferology, the student has the option to Request Information about a particular school or program ◦Any student request, regardless of information requested, is copied or routed to the Recruit Students Module ◦A student must select Advising to rout to the Advising Module ◦Or a Recruiter may move them to Advising Students by clicking the Advise flag

25. Student Request for Information

26. User Functions (Advisor) An Advisor in the Lab access the Advising Students module by selecting I would like to… Advise Students ◦Needs Advising ◦Done Advising ◦Sorting and Filtering ◦Exporting to Excel

27. User Functions (Advisor), continued Student Profile ◦Courses ◦Programs run Schools Found Program Interest (from information request) ◦Not validated against your catalog ◦May not be offered at your institution

28. User Role Permissions – Recap All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

29. User Role Permissions – All ( no role assigned ) All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

30. User Role Permissions – Recruiter All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

31. User Role Permissions – Advisor All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

32. User Role Permissions – Recap All Users: ◦View School Profile/List of Users ◦View Equivalencies ◦View Programs ◦Manage Course Bundles ◦My Stuff Advisor: ◦Advise Students Recruiter: ◦Recruit Students Transfer Specialist: ◦View Equivalencies ◦ACourse/Iflg page ◦Manage Source Schools ◦Check Transfer Rules ◦Popular Courses ◦Unknown Equivalencies School Administrator (Admin): ◦User Management ◦School Management ◦Student Traffic Statistics Each role controls a different page or pages. Individuals that will do all functions need to have all roles.

33. Additional Resources Support Center ◦clients.collegesource.com/home YouTube videos ◦http://www.youtube.com/results?search_query=Transferology Additional Webinars ◦CollegeSource.com – News and events http://www.collegesource.com/news-events/webinars Introducing, Administrators, Transfer Specialists

34. Questions? If you have additional questions after the webinar: ◦Contact Me: ◦johnp@collegesource.comjohnp@collegesource.com ◦513 864-8841 ◦Support Center – clients.CollegeSource.com/home ◦Transferology tab: User Guides, FAQs 1 ◦In the Lab – www.TransferologyLab.com ◦Click the Questions? Link and submit the form 1 FAQs are available to users that have a Support Center account and that log in