Get Started with the Evaluation Tracker Workflow
The TES® Evaluation Tracker workflow gives institutions a means to route course descriptions to faculty and staff for review by creating evaluation tasks. This article overviews the basic steps for implementing the workflow.
In this article:
Process Overview
TES Administrators should read the following articles before proceeding:
Determine Roles & Business Processes
- Determine the roles needed to complete evaluation tasks at the institution.
| Role | Description |
| Evaluation Task Creator | The individuals sending evaluation tasks to evaluators at the institution. |
| Course Evaluators | The individuals reviewing the evaluation tasks and determining how courses do or do not transfer. These individuals may be staff, faculty, or administration. |
| Equivalency Creators & Managers | The individuals who monitor the evaluation task process, send or schedule email reminders, close evaluation tasks, or create equivalencies from evaluation tasks. |
- Determine business processes for using the Evaluation Tracker workflow.
TES Configurations
| Task | Description |
| Review the institution's User Added Home Courses. | Create any User Added Home Courses needed to make evaluation decisions (optional). |
| Create User Accounts in TES and assign User Rights and Permissions. | Create user accounts and assign user rights for faculty and staff filling each of the roles above. |
| Establish settings within the Evaluation Tracker. | Setup the:
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| Establish Priority Departments for evaluators. | Assign Priority Departments by identifying the Department or Departments whose courses each evaluator is approved to or frequently makes equivalencies to speed up the evaluation process. The Priority Departments assigned to each evaluator will appear (in alphabetical order) at the top of the Department drop-down list within each evaluation task. (optional) |