This chapter provides an overview of external education information and discusses how to:
Enter and update external data.
View summary education data.
Enter and update academic information from external sources, such as transcripts, in the Education component. You can record general and specific external education data, such as schools attended, academic summaries, subjects, degrees, courses, dates of attendance, and so forth. You can also link the appropriate data from these pages to actual applications.
Note. The education information on this component is linked to a person as opposed to an application, so that you can consider the information when you evaluate specific applications for the person.
This information can be reported on a transcript, self-reported, or reported from another source and linked to specific applications on the Application Materials page.
This section discusses how to:
Enter general external data.
Enter and update external academic summary information.
Enter and update external subject information.
Enter external subject area details.
Enter and update ESIS previous education data (CAN).
Enter and update external degrees.
Enter and update external courses.
Enter external course default data.
Page Name |
Object Name |
Navigation |
Usage |
EXT_ACAD_DATA |
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Record information about the schools that a person has attended. |
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EXT_ORG_LOC |
Click the Org Primary Location link on the Education - External Data page. |
View the primary address of the organization. |
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SCHOOL_INFO1 |
Click the Detail button on the Organization Primary Location page to view additional information about the school. |
View additional information about schools that a person has attended. Close the Organization School Information page to return to the External Data page. |
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EXTERNAL_ACAD_SUMM |
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Enter external academic summary information. |
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EXTERNAL_ACAD_SUBJ |
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Enter external subject information. |
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EXT_SUBJ_DETAIL |
Click the External Subjects Detail link to open the External Subject Detail page. |
Enter details about an external subject area. |
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CAN_EXT_ACAD_DATA |
Manage Student Records, Process Transfer Credit, Use, Education, Canadian Data |
Define previous education information for ESIS (Extended Student Information System) reporting (CAN). |
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EXTERNAL_DEGREE |
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Enter information about a person’s degrees that have been received or that are still in progress. Examples of degree-related information include fields of study, honors, and degree status. The system enables you to link degree data on this page to a specific transcript or other existing information from the External Data page. |
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EXT_COURSE |
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Enter detailed course information for a person. These might be courses that exist on a transcript, are self-reported, or reported from another source. You can also link courses on this page to a specific transcript or other existing information from the External Data page. |
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EXT_COURSE_DEFAULT |
Click the Defaults link on the External Courses page. |
Enter default data for external courses. |
Access the External Data page.
Org ID (organization ID) |
The school to which this external data is related. The system automatically populates this field from the initial add of Last School Attended on the Prospect School/Recruiting page or the Application School/Recruiting page if a value. You can edit this field. |
Checklist Item Update |
Select this check box to indicate that the checklist that relates to this row of external data (or transcript) is updated when you run the Checklist Item Update Automated process. Select this option if you select the Received check box. |
Org Primary Location (organization primary location) |
Click this link to view the primary address of the organization. The Organization Primary Location page appears. |
Career |
Select the external career for the external data that you are entering. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Data Nbr (data number) |
The system populates this field automatically. The first data item (or row) you enter is 1. The system numbers subsequent rows sequentially (2, 3, and so on). If you change the Data Nbr field on this page, click the Save button prior to prompting on the Data Nbr field in any of the other pages in the Education component. |
Acad Level (academic level) |
Enter the academic level of the person at the time this data was collected or issued. This level might be different from the person’s current level. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Term Type |
Select the term type that is used by the external organization. Values for this field are delivered with your system as translate values. You can modify these translate values. The delivered values are (none), Full Year, Miniterm, Other, Quarter, Quinmester, Semester, Trimester, and Unknown. This field is optional; leave the field blank until you are ready to enter Transfer Credit information. |
Ext Term (external term) |
Select the external term to which this data relates. For example, if this is a Fall transcript, select FALL in the Ext Term field. The available values depend on what you entered in the Term Type field. Define external terms on the External Term Table page. This field is optional; leave it blank until you are ready to enter Transfer Credit information. |
Term Year |
Enter the appropriate term year that is pertinent to this external data entry. This field is optional; leave it blank until you are ready to enter Transfer Credit information. |
From Date and To Date |
Enter the dates that the person attended this school. |
Desired |
Select this check box if you are entering data for a transcript that you requested. The remaining fields in the Transcript group box become available. |
Transcript Date |
Enter the date that the transcript was issued. The transcript date cannot occur after the received date. |
Transcript Type |
Select a transcript type. Values for this field are delivered with your system as translate values. You can modify these translate values. You can also define a user default for this field on the User Defaults 3 page. The system populates this field with the user default after you select the Desired option. |
Transcript Status |
Select a transcript status. Values for this field are delivered with your system as translate values. You can modify these translate values. If the Received check box is selected, you can link the data to an application on the Application Materials page. |
Received |
Select this check box if the data that you are entering is for a transcript you have received. The remaining fields in the Receipt group box become available. |
Received |
Enter the date on which your office received the transcript. The received date cannot occur before the transcript date. When you save the page, the system populates this field, but you can override it. |
Data Source |
Enter the data source for this transcript. Values for this field are delivered with your system as translate values. You can modify these translate values. You can also define a user default for this field. The system populates this field with the user default after you select the Received check box. |
Data Medium |
Select the format in which you received the transcript. Values for this field are delivered with your system as translate values. You can modify these translate values. You can also define a user default for this field on the User Defaults 3 page. The system populates the field with the user default after you select the Received check box. |
Note. If you are entering two careers, the Desired or Received check boxes must be selected before you save the page.
Access the External Academic Summary page.
You can enter GPA (grade point average), units, and rank details for this data, which can be reported on a transcript, self-reported, or reported from another source. You can enter multiple transcripts (or similar data) under an academic institution.
The layout of the page enables you to define how you want to represent a person’s academic transcripts. You can associate one or more summaries for a single transcript. You can also enter the summary GPA, units, and rank of a person’s entire career; or insert rows to create individual summaries that capture data for various segments of a person’s academic career. Enter as many summary types as you require. This structure enables you to capture the GPA, rank, and units for each individual year of school, in addition to the overall summary, on one transcript.
Note. The system automatically populates many of the values on this page according to your user defaults and the data that you entered on the External Data page.
Org Primary Location (organization primary location) |
Click this link to view the primary address of the organization for this external academic summary. The Organization Primary Location page appears. |
Sum Type (summary type) |
Select the summary type for this external data. For example, this could be an overall summary of an entire high school transcript, or a summary of the 12th grade only. Define summary types on the External Summary Type Table page. |
Institution |
The code for your academic institution appears. |
Acad Level (academic level) |
Select the academic level of the person at the time this piece of information was current, which might not be the person’s current academic level. For example, this could be a summary of a school year the person has completed. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Ext Term/Year (external term/year) |
Select the external term and year regarding this summary. Define external terms on the External Term Table page. |
GPA Type |
Select the GPA type that is used by the school from which the information was received. For example, the school can use a 4-point scale or a 100-point scale. Define GPA types on the GPA Type Table page. |
Ext GPA (external GPA) |
Enter the external GPA from the reported information. If you have defined external GPA values for this GPA type on the GPA Type Table page, you can prompt for those values here. Otherwise, you can type in the appropriate numeric GPA value. |
Conv GPA (converted GPA) |
When you navigate to a new page or click the Refresh button, the system automatically converts the GPA if you have defined GPA conversion rules. If you have not defined GPA conversion rules, the GPA that you enter in the External GPA field is copied into the Conv GPA field. The system converts the GPA when you click the Refresh button or when you navigate out of this page. |
Unit Type |
Select the unit type that is used by the school on this transcript or reported information. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Attempted |
Enter the number of units that were attempted by the person for this summary. |
Completed |
Enter the number of units that were completed at the time this summary transcript or reported information was recorded. |
Rank Type |
Select the rank type. Values for this field are delivered with your system as translate values. You can modify these translate values. The delivered values are Unweighted and Weighted. |
Class Rank/Class Size |
Enter the person’s rank in their class and the size of the class. |
Percentile |
When you navigate to a new page or click the Refresh button, the system automatically calculates the percentile. |
Access the External Subjects page.
External subject information can be reported on a transcript, self-reported, or reported from another source. Storing this data is useful for grouping subjects. For example, if your office tracks subject area requirements but does not want to enter or load all of the external courses a student has taken, you can record course level, number of courses, units, external GPA, and converted GPA details about external subject areas.
Org Primary Location (organization primary location) |
Click this link to view the primary address of the organization where these external subject areas were taken. The External Subject Detail page appears. |
External Subject Area |
Select an external subject area. Define external subjects on the External Subject Table page. |
Course Level |
Select the course level taken in this area. Values for this field are delivered with your system as translate values. You can modify these translate values. |
External Subject Detail |
Click this link to enter details about an external subject area. The External Subject Detail page appears. |
Nbr Crses (number of courses attempted) |
The system populates this field from the External Subject Detail page. |
Units |
The system populates this field from the External Subject Detail page. |
Ext GPA (external grade point average) |
The system populates this field from the External Subject Detail page. |
Conv GPA |
The system populates this field from the External Subject Detail page. |
Access the External Subject Detail page.
Institution |
The code for your academic institution appears. |
GPA Type |
Select the GPA type for the school that the person attended. Define GPA types on the GPA Type Table page. |
External GPA |
Enter the external GPA that was earned by the applicant for this subject. If you have defined external GPA values for this GPA type on the GPA Type Table page, you can prompt for those values here. Otherwise, type in the appropriate GPA value. |
Converted GPA |
The system automatically converts the GPA if you have defined GPA conversion rules. If you have not defined GPA conversion rules, the system copies the GPA that you enter in the External GPA field into the Converted GPA field. |
Unit Type |
Select a unit type. Values for this field are delivered with your system as translate values. You can modify these translate values. The delivered values are (none), Adult, Carnegie, CEU, No Credit, Other, Quarter, Semester, Units, Unknown, or Vocational. |
Number of Courses, Attempted, and Completed |
Enter the number of courses that the person attempted and completed. |
Units/Credits, Attempted, and Completed |
Enter the number of units or credits that the person attempted and completed. |
Access the Canadian Data page.
Previous Educational Activity |
Enter the most recent educational activity of the student. |
Previous PostSecond Credential (previous postsecondary credential) |
Enter the type of credential that is associated with successful completion of the student’s most recent postsecondary education. |
Access the External Degrees page.
Org Primary Location (organization primary location) |
Click this link to view the primary address of the school to which this degree is related. The Organization Primary Location page appears. |
Degree Nbr (degree number) |
The system populates this field automatically. The first data item (or row) you enter is 1. The system numbers subsequent rows sequentially (2, 3, and so on). |
Degree Date |
Enter the date this degree was or will be granted. |
Data Source |
Enter the data source for this degree information. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Degree |
Select the external degree that the person received or that is still in progress. The system populates the description automatically. Define degrees on the Degree Table page. To enter a degree that is not defined in the Degree Table page, leave the Degree field blank and type in the appropriate information in the description field to the right of the Degree field. |
Honors Category |
Select an honors category if the person received an honor for this degree. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Degree Status |
Select the degree status. Values for this field are delivered with your system as translate values. You can modify these translate values. |
External Subject 1 and Field of Study 1 |
Select an external subject or field of study if the person had a subject or field of study concentration for this degree. Define external subjects on the External Subject Table page. However, if you must enter an external subject area that is not defined in your system, leave the field blank and click the tab to access the related description field and enter descriptive text. This description also applies to the External Subject 2 and Field of Study 2 fields. |
External Career |
Select the person’s external career for this degree. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Data Nbr (data number) |
If this degree information is related to a specific transcript or source of information, enter the data number of the transcript or other source. The system populates this field from the External Data page. You cannot link to a newly entered data number until the External Data page has been saved. |
Access the External Courses page.
Important! If you have more than one course to enter, click the Defaults link to enter information that is common to each course. This will save you data entry time.
Defaults |
To enter a group of courses with different default information for this same school and person, save the page and then click the Defaults button to return to the External Course Defaults page and enter new default information. |
Org Primary Location (organization primary location) |
Click this link to view the primary address of the school to which this degree is related. The Organization Primary Location page appears. |
Course Nbr (course number) |
The system populates this field automatically. The first data item (or row) you enter is 1. The system numbers subsequent rows sequentially (2, 3, and so on). |
Institution |
The system displays the code for your academic institution. |
Transfer Credit |
Select this check box to consider the external course information to be transfer credit. The system includes this course in its transfer credit process. |
School Subject |
Select the subject of the course that you are entering. If you have set up a course catalog for this school, you can prompt for valid values on this field. If a course catalog does not exist for this school, enter the subject. |
Course Nbr (course number) |
Select the school course number of this course. If you have set up a course catalog for this school, you can prompt for valid values on this field. If a course catalog does not exist for this school, type in the course number. The system displays the description of the course if the course is linked to a course catalog. If the course is not linked to a course catalog, enter the description of this course. |
Subject Area |
Select the external subject area to which this course belongs. Subject areas help you identify common subjects with different titles. For example, similar subjects that offered at external schools could have diverse titles such as “Creative Writing,” “Writing Fiction,” and “Freestyle Writing.” You can link a common external subject area such as “writing,” to all of these subjects. Define external subject areas on the External Subject Table page. |
External Career |
The system automatically populates the external career from the School Data page for this organization. Edit the field if necessary. |
Data Nbr (data number) |
If this course information is linked to a row of data, such as a transcript on the External Data page, enter the data number from that page. When you tab out of this field, the system automatically populates remaining fields from the data that is linked to this data number. If the courses you are entering are not linked to a data number, skip this field and complete the remaining fields. Note. The newly entered data number values are not available until they have been saved on the External Data page. |
Data Source |
Select the data source for this course information. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Acad Level (academic level) |
Select the person’s academic level at the time these courses were taken. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Unit Type |
Select the unit type for these courses. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Course Type |
Select the course type that defines this course. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Course Level |
Select the course level of this course. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Transfer Credit Type |
This field appears only if your system installation country equals CAN. Indicate the type of transfer credit for the student. Your choices are Dom Exch, Foreign Ex, More than 1, No Permiss, Other, PLA/Skill, Unknown, and W/Permiss. |
Term Type |
Select the term type that is used by the school where these courses were taken. Values for this field are delivered with your system as translate values. You can modify these translate values. Depending on the term type you enter, you must enter a begin date and end date or an external term and term year. |
External Term |
Select the external term in which these courses were taken. This field becomes available if you enter a Term Type of Full Year, Miniterm, Quarter, Quinmester, Semester or Unknown. Define external terms on the External Term Table page. |
Term Year |
Enter the term year during which these courses were taken. This field becomes available if you enter a Term Type of Full Year, Miniterm, Quarter, Quinmester, Semester or Unknown. |
Begin Dateand End Date |
These fields become available if the term type ofOther is entered. Enter the date the course began or enter the date the course ended. |
Units Taken |
Enter the number of units taken for this course. |
Grading Scheme |
Select the grading scheme to convert the external school’s grading scheme to your standards. Define grading schemes on the Grading Scheme Table page. |
Grading Basis |
Select a grading basis for the grading scheme. The available values depend on what grading scheme you enter. |
Grade In/Official Grade |
Select the grade that the applicant earned in this course. The available values are determined by the grading scheme. When you click the Refresh button or navigate out of this page, the system converts the grade according to your grading scheme definition and displays in the field to the right of the Grd In/Official field. |
Access the External Course Defaults page.
External Career |
The system automatically populates this field from the School Data page for this organization. Edit this field if necessary. |
Data Nbr (data number) |
If this course information is linked to a row of data, such as a transcript on the External Data page, enter the data number from that page. When you navigate out of this field, the system automatically populates the remaining fields from the data that is linked to this data number. If the courses you are entering are not linked to a data number, skip this field and complete the remaining fields. Note. The newly entered data number values are not available until they have been saved on the External Data page. |
Data Source |
Select the data source for this course information. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Acad Level (academic level) |
Select the person’s academic level at the time these courses were taken. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Unit Type |
Select the unit type for these courses. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Institution |
The system displays the code for your academic institution. |
Term Type |
Select the term type that is used by the school where these courses were taken. Values for this field are delivered with your system as translate values. You can modify these translate values. Depending on the term type you entered, you must enter a begin date and end date or an external term and term year. |
Begin Dateand End Date |
These fields become available if the term type ofOther is entered. Enter the date the course began or enter the date the course ended. |
External Term |
Select the external term in which these courses were taken. This field becomes available if you enter a Term Type of Full Year, Miniterm, Quarter, Quinmester, Semester or Unknown. Define external terms on the External Term Table page. |
Term Year |
Enter the term year during which these courses were taken. This field becomes available if you enter a Term Type of Full Year, Miniterm, Quarter, Quinmester, Semester or Unknown. |
Grd Scheme (grading scheme) |
Select the grading scheme to convert the external school’s grading scheme to your standards. Define grading schemes on the Grading Scheme Table page. |
Grading |
Select a grade base for the grading scheme. The available values depend on what grading scheme you have entered. |
Note. The values that you enter on the External Course Defaults page appear automatically on the External Courses page.
Use the Education Summary component to look up summaries of external education information stored for prospects and applicants.
This section discusses how to:
View external academic summary information.
View external subject summary information.
View external degree summary information.
View external course summary information.
Page Name |
Object Name |
Navigation |
Usage |
EXT_ACAD_SUMMARY |
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View a person’s external academic summary information displayed in the order you designate. You can access this page for prospects and for applicants. |
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TRANSCRIPT_SEC1 |
Click the Transcript Data link on the External Academic Summary page. |
View details about an external academic entry. |
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EXT_ACAD_SEC |
Click the Academic Data Detail link on the External Academic Summary page. |
View further details about a transcript. |
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EXT_SUBJ_SUMMARY |
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View summaries of a person’s external subject matter displayed in the order you designate. You can access this page for prospects and for applicants. |
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TRANSCRIPT_SEC2 |
Click the Transcript Data link on the External Subject Summary page. |
View further details about an external academic entry. |
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EXT_SUBJ_SUM_SEC |
Click the Academic Subject Detail link on the External Subject Summary page. |
View further details about an external subject summary. |
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EXT_DEGREE_SUMMARY |
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View a person’s external degree summary information that is displayed in the order you designate. You can access this page for prospects and for applicants. |
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TRANSCRIPT_SEC3 |
Click the Transcript Data link on the External Degree Summary page. |
View further details about an external academic entry. |
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EXT_COURSE_SUMMARY |
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View a person’s external course summary information that is displayed in the order you designate. You can access this page for prospects and for applicants. |
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TRANSCRIPT_SEC4 |
Click the Transcript Data link on the External Course Summary page. |
View further details about an external academic entry. |
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EXT_COURSE_DTL |
Click the External Course Detail link to view on the External Course Summary page. |
View further details about External Course summary information. |
Access the External Academic Summary page.
To retrieve information about a person on this page, you must first enter academic summary information for the person in the Education component.
Select criteria such as academic level, data source, academic institution, organization ID, summary type and term year to search for external academic summary information.
Sort Academic Data By |
Select which sort order you prefer. A person can have multiple rows of data (such as official 10th grade, official 11th grade, and so on). Sort order defines the order in which the system displays the data. |
Search |
Click this button to view information matching your search and sort criteria. |
Transcript Data |
If an external academic entry is from a transcript, click this link to view details about the transcript. The Transcript Data page appears. |
Academic Data Detail |
Click this link to view additional details about a transcript. The Academic Data Detail page appears. |
Access the External Subject Summary page.
To retrieve information about a person on this page, you must first enter academic summary information for the person in the Education component.
Select criteria such as academic level, data source, course level, organization ID, subject, and term year to search for external subject summary information
Sort Subjects By |
Select which sort order you prefer. A person can have multiple rows of data (such as math, English, and so on). Sort order defines the order in which the system displays the data. |
Search |
Click this button to bring up information matching your search and sort criteria. |
Transcript Data |
If an external subject summary is from a transcript, click this link to view details about the transcript. The Transcript Data page appears. |
Academic Subject Detail |
Click this link to view further details about an external subject summary. The Academic Subject Detail page appears. |
Access the External Degree Summary page.
To retrieve information about a person on this page, you must first enter academic summary information for the person in the Education component.
Sort Degree By |
Indicate the order in which you want to view degree information. For example, you can view the data by Degree, Trans Date (transcript date), or (none). |
Transcript Data |
If an external degree summary is from a transcript, click this link to view details about the transcript. The Transcript Data page appears. |
Access the External Course Summary page.
To retrieve information about a person on this page, you must first enter academic summary information for the person in the Education component.
Select criteria such as academic level, data source, course level, organization ID, subject, and term year to search for external course summary information.
Sort Course By |
Select which sort order you prefer. A person can have multiple rows of data (such as ENGL101, MATH125, and so on). Sort order defines the order in which the system displays the data. |
Search |
Click this button to bring up information matching your search and sort criteria. |
Transcript Data |
If this course information is from a transcript, click this button to view details about the transcript. |
External Course Detail |
Click this link to view further details about external course summary information. The External Course Detail page opens. |