Transfer Credit Rel 9.2 Ed 4 Certification Training Course Overview

Participants will learn how to build unique rules for processing transfer work or test credit based on the student’s academic program or academic plan. You will also learn how to prepare the student’s academic record for transfer credit processing, how to calculate, post, and unpost credit manually or by using the batch process. Participants will learn about student agreement tracking and how to generate the Transfer Credit Report.

Target Audience

  • Implementer

Learning Objective

  • Define course transfer rules
  • Manage incoming coursework
  • Manage test and other credit
  • Describe how to run the batch process and generate transfer credit reports
  • Describe the transfer credit business process
  • Define external organizations, subject areas, and courses


Transfer Credit Rel 9.2 Ed 4 (8 Hours) Download Course Contents

Live Virtual Classroom Fee On Request
Group Training
01 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 Dec GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Describing PeopleSoft’s Transfer Credit Functionality
  • Describing How Transfer Credit Integrates With Applications
  • Describing Implementation Resources
Module 2: Defining External Organizations, Subject Areas, and Courses
  • Defining External Organizations and Affiliations
  • Defining the External Course Catalog
Module 3: Defining Course Transfer Equivalency Rules
  • Copying Component Subject Areas
  • Defining Program Source Equivalencies
Module 4: Managing Incoming Coursework
  • Entering Incoming Coursework for Individuals
  • Setting Up Student Agreements
  • Evaluating Course Transfer Credit
Module 5: Managing Test and Other Credit
  • Setting Up Test Information
  • Setting Up Test Transfer Equivalency Rules
  • Entering Test Results
  • Evaluating Test Credit
  • Evaluating Other Credit
  • Reviewing Test and Other Credit
Module 6: Running the Batch Process and Generating Transfer Credit Reports
  • Describing How To Run The Transfer Credit Batch Process
  • Viewing Transfer Credit Information
  • Describing Transcript Setup Options
  • Describing How to Use Self-Service to View Transfer Credit Information
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Course Prerequisites
  • Basic Computer Knowledge.