2025 TES Enhancements

The following information pertains to changes made to TES® in 2025. Five enhancements and/or fixes has been made to TES within the year.

• See the yearly Release Notes pages within the TES Support Center for details regarding prior enhancements.

New: Ability to Clone Groups and Group Reports

Individuals with the CREATE EQ user right can create copies of Groups and Group Reports within the same send institutions, making the process for creating Group Reports with similar structures more efficient.

How It Works

Group Reports are used to create and display articulation agreements and transfer guides between two institutions. Each Group Report is composed of Groups, which contain equivalencies and optional explanatory text (in the Public Note) to help convey transfer information to students. These Groups can be reused and combined in any order in other Group Reports.

Institutions can now create copies of Groups and Group Reports within the same send institution. This will speed up creating Group Reports for institutions that reuse equivalencies, text within the Public or Private Notes, or use custom HTML in their Groups and Reports.

Users can select Clone Group to create a copy of an existing Group when viewing a Group within the Equivalency Manager. Users will be prompted to enter a name for the new Group, and if there are equivalencies within the Group, select which ones should be copied into the new Group. The PUBLIC VIEW DISPLAY? setting and the contents of the PUBLIC NOTE and PRIVATE NOTE fields will automatically be copied into the new Group. This means that if the PUBLIC VIEW DISPLAY? setting is set to Yes, the Group will display in the Public View by default. After creating the new Group, users can add additional equivalencies and adjust the Group Header if needed.

Users can select Clone Group Report to create a copy of an existing Group Report when viewing a report within the Equivalency Manager. Users will be prompted to enter a name for the new Group Report, and if there are Added Course Groups within the report, select which ones should be copied into the new Group Report. The PUBLIC VIEW DISPLAY? the setting and the contents of the SUBHEADER TEXT field will automatically be copied into the new Group Report. This means that if the PUBLIC VIEW DISPLAY? setting is set to Yes, the Group Report will display in the Public View by default. After creating the new report, users can add additional Groups and adjust the Group Report Header if needed.

For more information, see Groups and Group Reports.

Changes to Multifactor Authenticated (MFA) Login

The multifactor authentication process within TES® and the Transferology® Lab is being streamlined to provide a more similar experience between applications.

How It Works

Multifactor authentication – also known as “MFA” – protects a user’s account – and the data within – from unauthorized access if the user’s password becomes stolen or compromised. It introduces a second verification step to confirm the user’s identity. Within TES and the Transferology Lab, users are prompted to enter a six-digit code sent to the individual’s email.

After entering the verification code, users can choose to bypass multifactor authentication when logging into TES or the Transferology Lab for the next 45 days. During this timeframe, no additional verification beyond one’s username and password will be required. Language within the user interface and verification code emails has also been condensed and will now be consistent between applications.

For more information, see How to Log In to TES. Further detail is also provided within the CollegeSource blog post This month: Changes coming to multifactor authenticated log in TES and the Transferology Lab.

Email Reminder Rule Button Label Change

The Create button within the EMAIL REMINDER RULE pop-up has been renamed Save.

How It Works

Individuals with the MANAGE EVAL user right can use the Send Email Reminders feature in TES® to send reminder notifications to evaluators who still need to complete evaluation tasks. Users can send email reminders in one of two ways:

1. On a weekly schedule via an email rule.
2. Manually to selected individuals.

Institutions can create one email reminder rule based on the number of days since evaluation tasks were created. Users turn the rule on and off (default setting) via the Email Reminder Rule toggle. When on, email reminders are sent every Monday at 8:00 a.m. (PST) to any evaluator assigned evaluation tasks meeting the established criterion. Previously, the user would select the Create button to make or edit the rule. The label of this button has been changed to Save to help make the process of updating the rule clearer.

For more information, see Send Email Reminders for Open Evaluation Tasks: Create and Manage an Email Rule.

Improvements to TES Account Password Setup Email

The TES Account Password Setup email origination field and text have been updated for clarity.

How It Works

TES Administrators manage the creation and maintenance of the institution's TES® user accounts. When creating an account, an optional notification email with instructions on how to set the account password can be sent to the new user.

The following changes were made to better help provide clarity about where the email originated from

• The From: line will no longer say the email was sent on behalf of the TES Administrator who created the account. The TES Administrator's username will now appear as the sender's name.
  • The body of the email will also identify this individual as the account creator.
• Text in all capital letters now appears in sentence-case.

For more information, see Creating a New User Account in TES.

Updates to the Public View Error Message Page

Students accessing inactive Public View URLs will be provided with suggested contacts to help obtain transfer credit information.

How It Works

Institutions can use the TES® Public View to display transfer equivalencies, agreements, and guides with prospective students. Each subscribing institution is given a unique URL for the Public View that can be shared or embedded behind a text or graphic on a website. 

Students accessing a partial Public View URL or the URL for a disabled Public View see a message stating that the page is not available. Additional information has been added to help connect students with resources at the institution. Students are encouraged to contact an Admissions representative or advisor at the college or university for further information about transferring credit. Staff members assisting students with transfer are encouraged to contact the office managing transfer articulations at the institution (this is often the Office of the Registrar).

For further information, see Using the Public View.