The following webinars are offered live and we also provide short tutorials on-demand. To discuss custom training options, please contact us.

TES 101: An Introduction to the Transfer Evaluation System
This introduction will demonstrate …

  • User Management – Adding new users and maintaining existing ones.
  • Import/Export Options
  • User-Added Courses – How to build placeholder courses for equivalencies to elective credit or to designate courses that will not transfer.
  • Course Finder – A research tool for quickly researching institution profiles and course descriptions.
  • Equivalency Manager – For creating, editing, storing, grouping, retrieving, and sharing college-to-college transfer credit equivalencies.
  • Evaluation Tracker – A paperless workflow for recording and summarizing the decisions involved in transfer credit evaluation.
  • Equivalency Explorer – For discovering changes from one catalog to the next or quickly and proactively finding likely equivalencies between any two institutions.
  • The Public View – A feature that allows you to publish your equivalencies on your website so that prospective transfer students can see for themselves how their courses may transfer.
  • Reports – A quick look at some of the information you can get out of TES about what you have in it and how you are using it.

TES Office Hours
This is an open session for you to bring your own questions. Topics may include (but are not limited to):

  • The TES Administrator Role – User Management, Usage Statistics, Evaluation Workflow defaults, Public View Management, Course Tags and Outlines, etc.
  • The Evaluation Tracker Workflow – Creating an evaluation, completing an evaluation, re-assigning an evaluation.
  • The Equivalency Batch Editor –  Searching for equivalencies, batch editing equivalencies, using the Health Check Reports to maintain equivalencies.
  • Reports – Course List Report, Course Change Explorer,  the Equivalency Explorer, and the Alternate Search
  • User-Added Courses – how to build placeholder courses for equivalencies to elective credit or to designate courses that will not transfer.
  • Equivalency Manager – for creating, editing, storing, grouping, retrieving, and sharing college-to-college transfer credit equivalencies.
  • Groups and Group Reports
  • Import/Export options
  • The Public View – a feature that allows you to publish your equivalencies on your website so that prospective transfer students can see for themselves how their courses may transfer.
  • Reports – a quick look at some of the information you can get out of TES about what you have in it and how you are using it.