Statement

Processes for reviewing and articulating transfer credit for prospective and admitted transfer students coming to Valparaiso University.

Valparaiso University Departments/Personnel

Office of the Registrar - Transfer Credit team
Enrollment Management - Transfer Admissions team
Office of the Provost
- Department Chairs, Deans
- Transfer Credit appointees per department
- Athletic transfer liaisons per College
Executive Associate Athletic Director

Files Used by Process

Gen Ed Articulation & Plan of Study - Google Sheets Template
- Example: Google Sheets template for GEA and Plan of Study

Process Specific Tools

Google Sheets Template for Gen Ed Articulation & Plan of Study
Slate to Perceptive import of Transcript files
Perceptive Content workflow and document management
TES and Transfer Equivalency Database
Valparaiso University Catalog
Valparaiso University Degree Maps

Procedures

Transcript Received by Valparaiso University

via Slate

Automated export from Slate to Perceptive Content
- Selection criteria for query:
Details about magic happening
Received in the Perceptive Content Student Academic Files Drawer, TC - Transcript Sort queue
Document Keys populated:
- Student Name
- Colleague ID

via Mail, Hand-Delivery, or email

Add to Perceptive Content via Scanner or ImageNow Printer
Received in the Perceptive Content Student Academic Files Drawer, Scan & Link queue
Scan & Link the transcript with the student's Colleague record using the XRIA screen

Transcript Sort queue in Perceptive Content

Office of the Registrar team reviews incoming documents
Assign Custom Properties
- Department (dropdown list)
- College (dropdown list)
- NCAA Sport, if applicable (dropdown list)
Route forward to TC - Gen Ed Artic if needed for transfer credit
- This creates a folder for the student to contain all subsequent documents submitted
Route to TC - Complete queue if no action needed
Route to TC - Incoming Student Hold queue for later review

Transfer Credits Articulated

Courses already in the Transfer Equivalency Database

Registrar -
Transfer Admissions Team -

Courses not in the Transfer Equivalency Database

Request for articulation sent to Department Transfer Liaison via TES by Office of the Registrar
48 hour response expected (M-F)

General Education Articulation prepared

Office of the Registrar

Using the Google Sheets template, prepare a General Education Articulation (GEA) of transfer credits to Valpo courses & Gen Ed requirements
- Hover your cursor down to Google Sheets, then the right arrow next to Google Sheets
- Select 'From a Template'
- Select the General Education Articulation template
- Name the new file using the convention: LName, FName_ColleagueID
Major courses included if known
Transfer Equivalency Report (TRER) prepared
GEA submitted using the button on the template
TRER Documents uploaded to Perceptive Content using ImageNow Printer capture profile
48 hour turnaround (M-F) from receipt of the transcript

Plan of Study prepared

Departmental or Athletics Transfer Liaison

Receives a notification email via Perceptive Content of a new Plan of Study needed
Review documents in Perceptive Content
Using the Google Sheet shared by the Office of the Registrar, and found in the Google Share Drive folder Transfer Articulations & Plans of Study prepare a plan of study for the student's remaining terms at Valpo
Submit using the "Click to Submit" button on the Google Sheet
Plan of Study is submitted to Perceptive Content
48 hour turnaround (M-F)

Plan of Study shared with student

Transfer Admissions, Athletics

Transfer Admissions & Athletics receive notification that the student's articulation & plan of study are complete
Coordinate communication with the student.

Degree Audit updated