Transfer Applicant - Credit Evaluation, Application & Plan of Study Creation

Owned by Melanie Steider, created
May 03, 2024
2 min read

This process describes the process for a newly admitted transfer applicant to receive an evaluation of their transfer credit(s) and a plan of study for degree completion at Valpo. This is a collaborative process between Enrollment Management and Office of the Registrar for undergraduate students.

 Instructions

This process uses Slate, Colleague UI, and Self-Service

  1. During Application Review for a transfer student the Enrollment Management Transfer Team will add notes in the Transfer Advising Notes field on the student’s program interests, if any, beyond their selected program of study (e.g. double major, concentration, minors)

  2. When a transfer student is admitted, the student record moves to the Credit Evaluation Bin

    1. A notification will be triggered to Office of the Registrar Transfer team that a new student has been added to the Bin

  3. Office of the Registrar will complete the following and upload them to the student’s record in Slate to the established Material Type:

    1. TES equivalency report

    2. TRER - Transfer Evaluation

    3. EVAL or PRSP for the student’s selected program of study

  4. Once all documents have been uploaded, Office of the Registrar will move the student to the Plan of Study bin.

    1. Email notification to the student is triggered that they may view their Transfer Summary in Self-Service. Login information is included in this message.

    2. Email notification to the Department Chair is triggered directing them to generate a Plan of Study for the student

      1. Email includes a link to Slate to find the student’s transcripts, transfer equivalency report, etc.

      2. Email includes a link to Confluence instructions for creating a Plan of Study

  5. Department Chair sends completed Plan of Study to transfer@valpo.edu

    1. Transfer Admissions team will monitor this email inbox for Plans of Study

    2. When a Plan of Study is received, Transfer Admissions team will upload it to the student materials in Slate

    3. Receipt of Plan of Study in student materials will cause the student to move to the Complete queue.

  6. Transfer Admissions team will email the student (from Slate) and include the Plan of Study as an attachment.

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