TES User Manual

The TES User Manual Provides a complete overview of all the features and related technologies found in TES. In addition, it contains recommendations on best-practices, tutorials for getting started, and troubleshooting information for common situations.

This Manual is organized by the menu structure you will find in TES: Search, Track, Match, and Manage. Click on a heading, or navigate to a specific topic using the links below. Click on the ellipses in each window to see a full list of the available topics.

Search for one of thousands of schools, college-level coursework repositories, college-level examination programs, and more from across the US and the world. View institutional and organizational profiles including accreditation, calendar system, identifier IDs , and more. Search for course descriptions in our database containing hundreds of millions of courses. Access complete course details including course code, course title, and full course details.

The Evaluation Tracker is a built-in workflow that is available to all TES clients. The workflow allows you to route courses and/or proposed equivalencies to the subject-matter experts in your institution to get their input on how a course or a combination of courses should transfer. The Evaluation Tracker allows you to track every step and document every decision-point in the evaluation process. Whether you choose to store the resulting equivalency in TES or not, the evaluation log retains documentation of the process for future review.

If you would like to store your equivalencies in TES, they will be collected in the Equivalency Manager. You can add, update, delete or otherwise manage your equivalencies easily and efficiently in the Equivalency Manager. There is also an Equivalency Batch Editor feature included in TES that can be used to efficiently edit equivalencies in groups rather than having to update them one-by-one. There is an Equivalency Explorer that offers four different reports that can be used to explore potential new equivalencies. The Course Change Explorer (also located within the Equivalency Explorer) offers a means to compare two of an institution's catalogs and find which courses have been changed, or dropped or added. The User-Added Course feature allows you to create and manage pseudo-courses to create and manage transfer courses that may need more than just a direct equivalent. 

Staff access to TES is one of the features that is included in this menu. Individual staff profiles as well as managing the overall configuration of TES are possible through this menu - provided you have the proper User Rights!

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