Transfer Evaluation System (TES) - Evaluation Tracker Directions

This is a demonstration on how to use the evaluation tracker workflow in the Transfer Evaluation System, also known as TES.

If you are a reviewer for your department, this is how you will review syllabi and let the CES team know if the equivalency should be the same or changed.

So you will receive an email that will look like this once you have something to be reviewed in your queue. So it will come on behalf of the CES team or your colleague in your department. There will be information that the team has put in there, any comments, and then you can see the transfer institution, the transfer course and then a link to go directly to TES.

You can also go to tes.collegesource.com and click in the login, and then you'll put in your email and your password. It is the same login information if you use Transferology, the same username and password. If you forgot your password, click on this “Forgot your password?” and it will send you an email to reset that password.

So click login. This is how I have my home screen set up. So when I log in I see all of my evaluations. If you would like that to be your home screen, you’ll click on Manage, User Preferences, and then on the right hand side, set my homepage to “My Evaluations” and click Submit. If you do not want that to be your homepage, this is the homepage how it will always appear for you, and then you would go into Track, My Evaluations.

So this will have everything that is assigned to you that is still waiting for review. So each institution that is assigned, how many courses from that institution, the city where it's located, and the state where it's located. So we'll look at University of Wisconsin-Whitewater. So I have these five in my queue, and so however many you have in your queue, it will show up here. You'll click on the blue button to review the course that you would like to review. So it will have the course description, from the transfer institution. And so you can read the course description. It will have -- this plus sign here links to the department, so you can open it to view all of the courses in the department. So if it has a prerequisite for a course or you would like to see the course that comes after it, you can do that, and then it will have the course that you are reviewing in red. So you can see which course you're looking at and then any prerequisites, or if you want to see all of the courses in the department, that is how you would do that. Just click on this plus sign here. If you're interested in seeing the course history, you can click on this “View Detail," and so that will show you all of the iterations of the course. So if the course description changed at all, it would show it in here.

And then this would be the proposed UW–Madison course. And then on the right hand side is who it's assigned to, when it was created, who created it, and then comments. So in the comments field is where the CES [team] will include the information about if it's a reevaluation request or a course equivalency request, the rule that the student received, the course that the student received, if there is a rule in SIS and when and who it was reviewed by, and then what course the student is seeking, or what elective credits they're seeking, and then the additional comments are our internal comments.

So then to view the syllabus, you'll click on this support files, and it will download so that you can open up and view the syllabus. And then once you've reviewed that and reviewed the course description, you will click on “Select an Action.” Then you can approve. So if you would like to approve the course that is listed under UW–Madison, you'll click approve and that will send it back to the CES team.

If you would like to deny the course, you can click deny. They do have these broken up: subject, level, labs, sequence, other reason for denying. If you would like to include that, you can; you do not have to. And then if you need more information, if the syllabus doesn't include all of the information that you would like, you can ask for more information. You can also reassign it. So if there's a colleague that you would like to have review it, you can reassign it to someone else that is also using TES. So for this course as an example we'll say we're going to deny it. Any of the actions -- the approve, deny, reassign, need more information -- will have the option to include some comments if you would like to include comments. If you are denying a course, we would ask that you would put comments in. So you could say “Not equivalent to History 130. Should be humanities at the elementary level.” So then we know what course to award for the student and then to build that equivalency for all future students. If there's additional information that you would like to say, you know, doesn't cover X, Y, and Z, you can include that in that as well. We ask that you always keep the send email alert on, so that the CES team is aware that they have something in their queue for review.

So you would click confirm. And then it is out of your queue. You would need to go back to My Evaluations and then -- it's probably actually still in my queue because it was assigned to me, but it would not appear in your queue anymore. So then it would be out of your queue, and you could start working on the next course in your queue. Then once you're done reviewing, click log out.

And that is all that you would need to do to review these courses.