Edit or Delete Groups

Group Reports are used to create and display articulation agreements ("transfer pathways") and transfer guides between two institutions. Each Group Report is comprised of Groups, which contain equivalencies and optional explanatory text to help convey transfer information to students. These Groups can be reused and combined in any order in other Group Reports. Group Reports dynamically update to reflect changes made to a Group's equivalencies. This article provides instructions for editing or deleting groups.

See Related Articles for instructions on creating and cloning Groups.

In this article:

Edit a Group

Edit the Group Header
Add Equivalencies
Remove Equivalencies

Delete a Group

Groups and Group Reports are created and stored at the institution level in the Equivalency Manager. To navigate there:

Go to the Match menu.
Select Equivalency Manager.

All institutions where the user's college or university has established equivalencies will be listed. If a Group was created, a checkmark will appear to the right of the institution name in the GROUPS? column and - if selected - will take the user to those Groups.

Callout highlights the location of the Groups column. — Select to see a larger version

Similarly, a checkmark within the GROUP REPORTS? column indicates that a Group Report exists for that institution, and if selected, it will navigate the user to the reports.

Users can sort by institutions that have established Groups or Group Reports by selecting the named header twice.

Edit a Group

To edit a Group:

Select the INSTITUTION name.
- Use the INSTITUTION SEARCH, letter, or page indexes to navigate.
Equivalencies for the selected institution will appear within a list.
- Select the Groups button.

Callout highlights the location of the Groups button. — Select to see a larger version

Any previously created Groups or Group Reports will appear on the Equivalency Groups page.

Edit the Group Header

To change the GROUP NAME, PUBLIC VIEW DISPLAY? setting, PUBLIC NOTE, or PRIVATE NOTE:

Select Edit Group Header.

Callout highlights the location of the Edit Group Header button. — Select to see a larger version

Adjust the content within the EDIT GROUP DETAIL pop-up where needed.

Edit Group Detail fields as described below. — Select to see a larger version

Field	Description
Group Name	The name of the Group. The name will appear in all uppercase once saved. 255 character limit.
Public View Display?	This checkbox controls the display of the Group within the Public View. The default setting is blank (do not display). The best practice is to hide Groups within the Public View.
Public Note (optional)	A note within the Group that is used to convey information to students. This note is generally explanatory text explaining or detailing restrictions around the requirement. 1,024 character limit.
Private Note (optional)	An internal, administrative note that will not display within the Group Report or the Equivalency Finder. 1,024 character limit.

Institutions can use Hypertext Markup Language (HTML) to bold, underline, and italicize text and create paragraph breaks in the Public Note. For further information, see HTML Tags for Group and Group Report Customization under Related Articles.

Select Submit.

Add Equivalencies

To add equivalencies to the Group:

Use the filters to help locate equivalencies. Hit enter or select the Search button.
Select the checkbox to the left of the courses to be added.
Select Add.

Callout highlights the location of the filters, the checkboxes to the left of courses to be added, and the Add button. — Select to see a larger version

As equivalencies are added, they will display under the header:

Callout highlights how equivalencies that appear under the header once added. — Select to see a larger version

Remove Equivalencies

To remove an equivalency from a Group:

Select the Delete course equivalency from group button.

Callout highlights the Delete course equivalency from a group button. — Select to see a larger version

Delete a Group

Tip: Before deleting a Group, check to see whether it's being used in any Group Reports.

To delete a Group:

Select the Delete course equivalency group button.

Callout highlights the Delete course equivalency group button. — Select to see a larger version

A pop-up will note that performing this action will delete the equivalency group and any reference to it in Group Reports. This does not delete any underlying course equivalencies. This action cannot be undone.
Select OK to confirm and proceed with the deletion.