Edit or Delete Group Reports

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 a Group Report.

See Related Articles for instructions on creating and cloning Group Reports.

In this article:

Edit a Group Report

Edit the Group Report Header
Add Groups
Remove Groups

Delete a Group Report

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 Report was created, a checkmark will appear to the right of the institution name in the GROUP REPORTS? column and - if selected - will take the user to those reports.

Callout shows the location of the Group Reports column. — Select to see a larger version

Similarly, a checkmark within the GROUPS? column indicates that a Group exists for that institution, and if selected, it will navigate the user to the Group(s).

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

Edit a Group Report

To edit a Group Report:

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 shows 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.

Choose the Select a group report button to the left of the Group Report name.

Callout shows the location of the Select a group button. — Select to see a larger version

Edit the Group Report Header

To change the GROUP REPORT NAME, PUBLIC VIEW DISPLAY? setting, or SUBHEADER TEXT:

Select Edit Group Report Header.

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

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

Edit Group Report Detail pop-up fields as described below. — Select to see a larger version

Field	Description
Group Report Name	The name of the Group Report. The name will appear in all uppercase once saved. 255 character limit.
Public View Display?	This checkbox controls the display of the Group Report within the Public View. The default setting is blank (do not display). The best practice is to leave the box unchecked until the report is complete (and approved internally for display).
Subheader Text (optional)	A note within the Group Report that is used to convey information to students. This note is generally explanatory text explaining the report or requirements for admission. 2,048 character limit.

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

Select Submit.

Add Groups

Select the Add course group button to the left of each Group to be added to the Group Report.
- Important: Groups must be added in the order they should display in the report. Groups cannot be "moved up" or "moved down." If Groups need to be rearranged in a different order, they must be deleted and readded in the desired order.

Callout shows the location of the Add course group buttons. — Select to see a larger version

As Groups are added, they will display in the ADDED COURSE GROUPS column.

Callout shows the location of the Added Course Groups column. — Select to see a larger version

Remove Groups

To remove a Group from a Group Report:

Select the Delete course group button.

Callout shows the location of the Delete course groups buttons. — Select to see a larger version

A pop-up will note that performing this action only removes the Group from the report. It does not delete any underlying course equivalencies or groups. This action cannot be undone.
Select OK to confirm and proceed with the deletion.

Delete a Group Report

Tip: Institutions should remove Group Report URLs from school websites and Pathway Management in the Transferology® Lab before deleting the report.

To delete a Group Report:

Select Delete Group Report.

Callout shows the location of the Delete Group Report button. — Select to see a larger version

A pop-up will note that performing this action will only delete the Group Report. It does not delete any underlying course equivalency groups or course equivalencies. This action cannot be undone.
Select Confirm to proceed with the deletion.