Transfer Credit Rel 9.2 Ed 4 Course Overview

Transfer Credit Rel 9.2 Ed 4 Course Overview

The Transfer Credit Rel 9.2 Ed 4 course provides a comprehensive guide to managing transfer credits within PeopleSoft's academic environment. It is designed to help learners understand the integration of transfer credit functionality with other applications, ensuring a seamless educational experience for students transferring courses between institutions. The course is structured into six modules, each focusing on different aspects of transfer credit management, from defining external organizations to running batch processes and generating reports.

By participating in this course, learners will become proficient in setting up student agreements, evaluating course and test credits, and defining course transfer equivalency rules. They will also learn how to enter incoming coursework and test results for individuals, ensuring proper credit allocation. Furthermore, the course equips learners with the knowledge to run the transfer credit batch process and use self-service tools to view transfer credit information. The skills gained from this course will enable academic professionals to efficiently manage transfer credits, enhancing the student experience and maintaining the integrity of academic records.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 8 Hours)
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Course Prerequisites

To ensure that participants have the best chance of successfully completing the Transfer Credit Rel 9.2 Ed 4 course and fully understanding the content, the following prerequisites are recommended:


  • Basic understanding of higher education administration and student information systems.
  • Familiarity with academic records and the concepts of transfer credits within educational institutions.
  • Experience with or exposure to PeopleSoft Campus Solutions or similar higher education administrative software.
  • Working knowledge of PeopleSoft navigation and common operations if the course is focused on a PeopleSoft application.
  • Some experience in academic advising, student records, or enrollment services is beneficial but not mandatory.
  • Ability to comprehend and manage data related to courses, programs, and student information.
  • Comfort with using computer systems and software for data entry and report generation.

These prerequisites are designed to provide a foundation that will help students grasp the course material more effectively. However, individuals with a strong desire to learn and a commitment to engaging with the course content can also be successful, even if they do not meet all of the above criteria.


Target Audience for Transfer Credit Rel 9.2 Ed 4

Transfer Credit Rel 9.2 Ed 4 is a course designed to optimize credit transfer processes using PeopleSoft's integrated systems for educational professionals.


  • University and College Registrars
  • Admissions Officers
  • Enrollment Management Professionals
  • Academic Advisors
  • IT Professionals in Education Sector
  • Student Information System (SIS) Administrators
  • PeopleSoft Users and Consultants specializing in Higher Education
  • Higher Education Policy Makers
  • Institutional Researchers
  • Degree Audit Coordinators
  • Transfer Credit Evaluators
  • Student Services Professionals


Learning Objectives - What you will Learn in this Transfer Credit Rel 9.2 Ed 4?

Introduction to Learning Outcomes and Concepts

The Transfer Credit Rel 9.2 Ed 4 course equips participants with the knowledge to effectively manage and evaluate transfer credit processes within PeopleSoft's applications.

Learning Objectives and Outcomes

  • Understand the integration of PeopleSoft's Transfer Credit functionality with other applications to streamline the transfer process.
  • Identify and utilize essential implementation resources for setting up and maintaining transfer credit systems.
  • Define external organizations, subject areas, and courses to accurately categorize and record incoming academic credentials.
  • Establish transfer equivalency rules, including program source equivalencies, to ensure consistent and fair credit evaluation.
  • Input individual incoming coursework, set up student agreements, and assess course transfer credit to aid in student transitions.
  • Configure and manage test information, including setting up equivalency rules and recording test results for transferable credit.
  • Assess and review other forms of credit, such as military or professional experience, to broaden the scope of transferable credentials.
  • Execute batch processes for transfer credit evaluation to enhance operational efficiency.
  • Generate and interpret transfer credit reports, gaining insights into transfer credit data and trends.
  • Explore transcript setup options and leverage self-service features for students to view their transfer credit information online.