manchester Version 1.0 Student Records Management Transfer Credit User Guide

manchester Version 1.0 Student Records Management Transfer Credit

Product Information

Student Records Management Transfer Credit
Specifications

• Product Name: Student Records Management Transfer Credit
• Version: 1.0

Product Usage Instructions

Transfer Course Credit
To transfer course credit, follow these steps:

1. Navigate to Menu > Records & Enrolment > Transfer Credit Evaluation > Course Credits – Manual.
2. Select the Add a New Value page.
3. Enter the ID number of the student for whom you wish to transfer the credit.
4. Select the student’s Academic Career from the system options and click Add.
5. The Transfer Course Entry page will open by default.
6. In the Target Information section, select the Academic Program and the corresponding Academic Plan that the student is transferring the credit to.
7. In the Source Information section, enter the Source Institution from which the credit is being transferred from, and select the relevant School Type (this will usually be Higher Education).
8. In the Transfer Credit Term section, select the Term for which the transfer is to be valid.
9. Enter the Incoming Course information. This includes:
   • The Year the course was taken
   • The Subject area of the course
   • The Course Number
   • The course Description
   • The number of Units Taken
10. In the Equivalent Course section, select the University of Manchester Course ID that you want to transfer the credit to. Once you do this, all of the remaining fields will auto-complete.
11. Select the Course Credits by Term page and click Calculate.
12. The record now displays how many course units are to be transferred.
13. Click Post.
14. This will update the information in the Course Credits Summary section, along with the date of the transfer (Posted Date) and the User ID (name) of the user who did it. This now completes the transfer of course credit.

Transfer Other Credit
To transfer other credit, follow these steps:

1. Navigate to Menu > Records & Enrolment > Transfer Credit Evaluation > Other Credits – Manual.
2. Within the Add a New Value page, enter the ID number of the student for whom you wish to transfer the credit.
3. Select the student’s Academic Career from the system options and click Add.
4. The Other Credit Detail page will open by default.
5. In the Target Information section, select the Academic Program and the corresponding Academic Plan that the student is transferring the credit to.

FAQ

1. Q: Can credit be transferred if there has been a change of Programme after the start of term?
   A: No, credit cannot be transferred if there has been a change of Programme after the start of term.

INTERIM TRAINING RESOURCE

IMPORTANT TRAINING NOTE:

• This interim training resource replaces information previously contained within the Student Records Maintenance Complete Guide v11.2 and includes updates as part of the
• Student Experience Project.
• This interim training resource is for use between 1st May – 14th July 2023 ONLY.
• Student Records Management Transfer Credit
• From Monday 17th July 2023 onwards, this training resource will be replaced with a brand-new online Student Records Management training suite.

Transfer Course & Other Credit
IMPORTANT NOTE: Credit is NOT able to be transferred to a student if they have had a change of  Programme AFTER the start of term.

Transfer Course Credit

Navigate To: Menu > Records & Enrolment > Transfer Credit Evaluation > Course Credits – Manual

1. Select the Add a New Value page.
2.  You will then be prompted to state the ID number of the student for whom you wish to transfer  the credit.
3. Select the student’s Academic Career from the system options and click Add.
4. The Transfer Course Entry page will open by default.
5. In the Target Information section, select the Academic Program and the corresponding Academic Plan that the student is transferring the credit to.
6. In the Source Information section, enter the Source Institution from which the credit is  being transferred from, and select the relevant School Type (this will usually be Higher Education).
7. In the Transfer Credit Term section, select the Term for which the transfer is to be valid.
8. You will then need to enter the Incoming Course information. This is course unit that has been taken from which you want to transfer the credit. You will need to free-text enter the following:
9. In the Equivalent Course section, select the University of Manchester Course ID that you want  to transfer the credit to. Once you do this, all of the remaining fields will auto-complete.
10. Select the Course Credits by Term page and click Calculate.
11. The record now displays how many course units are to be transferred.
12. Click Post.
13. This will update the information in the Course Credits Summary section, along with the date of  the transfer (Posted Date) and the User ID (name) of the user who did it.

This now completes the transfer of course credit.

Transfer Other Credit

Navigate To: Menu > Records & Enrolment > Transfer Credit Evaluation > Other Credits – Manual

1. Within the Add a New Value page.
2. Enter the ID number of the student for whom you wish to transfer the credit.
3. Select the student’s Academic Career from the system options and click Add.
4. The Other Credit Detail page will open by default.
5. In the Target Information section, select the Academic Program and the corresponding Academic Plan that the student is transferring the credit to.
6. Select the Term for which you wish the transfer to be valid and then click on the Equivalent Course Information icon.
7. You will then be taken to the Equivalent Course Information section, where you will first need to complete the Other Credit section.
8. In the Other Credit and Short Description fields, enter RPL (Recognized Prior Learning). Then enter a Long Description of the other credit being applied. Select the Other Credit Type (either Work Experience or Life Experience) from the system options. The Evaluation Date will default in as today’s date, but this can be amended as required.
9. In the Equivalent Course section, select the University of Manchester Course ID that you want to transfer the credit to. Once you do this, all of the remaining fields will auto-populate.
10. Click OK to be returned to the Other Credit Detail page, where you will now see the  Equivalent Course Information displayed.
11. Select the Other Credit by Term page.
12. Click Calculate to work out the number of units to be transferred.
13. Click Post to confirm.
14. This should then update the information in the Other Credits Summary section, along with the date of the transfer (Posted Date) and the User ID (name) of the user who did it.
    This now completes the transfer of other credit.

Any Transferred Credits for a student can be viewed on the Term History component : Navigate To: Menu > Records & Enrolment > Student Term Information > Term History

You should see that they now have a current row entered as an ‘Administrative Withdrawal’.

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