In PeopleSoft, transfer credit can be awarded from courses, test results, or through the “other credit” process (for prior learning).  The process for awarding credit for courses and test results can be expedited by creating rules for the system to generate your college’s equivalent course automatically.  Your college will be building these transfer rules directly into the live version of PeopleSoft, and they will not be tested in the UAT process.

Setting Up a Test Student

• The last step in the Transfer Credit UAT flow will be to run a transcript where you can view the different transfer credit types you have awarded.  
  • You may want to select one test student to use for all scenarios so you can compare how the different types of transfer credit appear together. 
• All types of transfer credit will be awarded to a specific term, and your test student will need to be term activated for the articulation term you select with an active Program/plan stack.
• Your test student will need a test score entered (or converted) on the Test Results page.

Awarding course credits begins with data entry into the External Education area.  If an electronic transcript is received from one of the Washington Community Colleges, course data will be loaded into External Education.  If a paper transcript is received, courses can be manually entered.  The UAT process will include manually entering courses into a student’s External Education record.

Next, external course information is fetched into the Course Credits Automated page, where any existing transfer rules are applied.  Since there are no transfer rules configured in the UAT environment, you will manually assign a course equivalent.  Transfer credits are assigned and posted to a specific term.  Your test student will need to be term activated for the articulation term you select with an active program/plan stack.

To award transfer credits based on a test score, begin by selecting a student who has a converted test score on the Test Results page or enter a test result for a student.   Navigate to the Test Credits Automated page and fetch the existing test score.  Select a course equivalent and post the transfer credit.

The Other Credits Manual page will be used to award Academic Credit for Prior Learning (ACPL).  

When you have completed awarding course, test, and other credits, navigate to the Request Transcript Report page.  Generate an Official and Unofficial transcript for your test student to view how transfer credit summaries are displayed.

Printable View of CC.003.3 Transfer Credit Flow Diagram

***Please refer to Overview above for Setting Up a Test Student 

Credit for Prior Learning, Course Challenges

• CC.003.3.1 Post Transfer Credit Using Other Credits - Manual
  • Processing Other Transfer Credit - Manual
• CC.003.3.6 Request Transcript Report
  • Viewing and Printing Student Transcript

Test Credit Automated

• CC.003.3.2 Enter Test Results
  • Entering Test Results
• CC.003.3.5 Post Transfer Credits Using Test Credits - Automated
  • Processing Transfer Test Credit - Automated
• CC.003.3.6 Request Transcript Report
  • Viewing and Printing Student Transcript

Course Credit Automated 

• CC.003.3.3 Enter/Verify course details in External Education
  • Entering External Education Information
• CC.003.3.4 Post transfer credits using Course Credits -  Automated

***Note: For this one, you first have to add courses to the student's External Education page. Then in the Course credits - Automated page, you will be able to select the External Org ID that you entered the courses for.

• Post Transfer credits using Course Credits
• CC.003.3.6 Request Transcript Report
  • Viewing and Printing Student Transcript

• Enter External Courses for a transcript received in External Education
• Fetch courses from External Education using Course Credits automated
• Enter course equivalencies in Course Credits Automated and post-transfer credit
• Select a student with test results that are eligible for awarding transfer credit 
• Use the test credits automated page to fetch test results and post-transfer credit
• Award academic credit for prior learning using the Other Credits Manual page 
• Generate an official transcript report to view the transfer credits awarded

• Error Condition: Course credits can’t be posted because the student is not active for the specified articulation term.
• Error Condition: Courses from external education can’t be fetched into Course Credits Automated because required fields in the External Courses area are not populated.

CC.003.2 Program/Plan Maintenance

CC.003.4 Enrollment