How to Navigate through TES

This article provides an overview of the menu within TES®. It provides an explanation of the functionality available in the menu paths in TES but does not cover the user rights required to access/use each feature. See User Rights and Permissions for this information.

Menu Paths

All users with an active TES® account will be able to see the navigation menu within TES. Top-level options are grouped into the actions of Search, Track, Match, and Manage. Within these paths, users will only be able to view the features to which required permissions have been granted.

In addition to the paths noted, the menu also contains links to the TES Support Center (Support), contacting CollegeSource (Contact), and logging out of TES (Log Out).

TES menu bar, as described above.


Within this section, users can search for information within TES® - actions performed include looking up course descriptions and viewing catalogs, transcript keys, institution profile data, and equivalencies.

  • Course Finder
    • Navigate the course description database and begin the process of building equivalencies by printing, emailing, or routing the courses for evaluation.
      • Use the EQ Search to find potential equivalent courses by title keyword(s).
      • When viewing a course description, view the equivalencies of institutions the user's college or university has identified as peer institutions to help inform evaluation decisions.
    • View and track other institutions' catalogs and course data sets and, in instances where no information is available about these catalogs, and they have not already been requested by CollegeSource, ask that they be added to TES.
    • Create and delete user added notes within U.S school Institution Profiles.
  • Equivalency Finder
    • View and search for equivalencies established by the institution.
      • The Equivalency Finder echoes the Public View and gives users without the CREATE EQ user right access to view existing equivalencies.
  • Course List Report
    • Create a custom report containing selected courses/descriptions.
      • Courses from multiple institutions can be included.
      • Within a Course List Report, an Equivalency Report (or EQ Audit) can be generated, showing the equivalencies that have been established by the institution to the noted courses.


Track is where faculty and staff evaluate the course descriptions and proposed equivalencies within evaluation tasks and determine how curriculum may transfer to and/or earn credit at the institution. Within TES®, the entire evaluation process is tracked and recorded; users additionally have the option to add notes at each step of the process to provide further documentation as needed. All evaluation data will be stored within the evaluation log for future reference.

Institutions also have the ability to create equivalencies from completed evaluation tasks. Doing so enables the institution to take advantage of equivalency maintenance tools within TES.

  • My Evaluations
    • Queue that contains all of the evaluation tasks assigned to or created by a user.
  • All Open Evaluations
    • Queue that lists every open/pending evaluation task for all TES users at the institution/in the institution account. 
  • All Closed Evaluations
    • Queue that contains all closed evaluation tasks.
  • Send Email Reminders
    • Send e-mails to individuals that have open evaluation tasks.
      • Evaluators can be contacted based on what institution the pending evaluations are from, the age of the outstanding task, or both.


Match is where the institution manages equivalencies, runs reports, and creates User Added Courses. An institution can also opt to add course tags and/or outlines to the college or university's own courses.

  • Equivalency Manager
    • Create and manage course equivalency relationships between the college or university's course inventory and that of another institution.
      • The equivalency relationships are shared between all members/users of the institution account and can be displayed on the institution's website using the Public View. These equivalencies also display in the Equivalency Finder.
    • Create Groups and create, edit, and share Group Reports.
  • Equivalency Batch Editor
    • Identify and/or edit existing equivalencies in TES®.
      • Institutions must store equivalencies in TES to take advantage of this tool.
      • There are two basic features in the Equivalency Batch Editor:
        • The Equivalency Search (EQ Search); and the
        • Health Check reports.
  • Equivalency Explorer
    • There are five different reports in the Equivalency Explorer:
      • The Reciprocal, Course Title Match, Course Code Match, and Course Tag Audit are comparison reports that can assist institutions in creating equivalencies.
      • The Course Change Explorer report compares two of an institution's catalogs and informs the user which courses have changed, been dropped from the catalog, or have been added to the catalog.
  • User Added Courses
    • Add Departments and Courses that do not already exist in a TES course data sets for use in evaluation.
  • Course Tags & Outlines
    • Add Course Tags and Outlines to the institution's courses.
      • Course Tags are institution-supplied codes attached to a course and are used to facilitate system and statewide transfer. Generally, these are applied to the core or general education requirements.
        • Institutions interested in adding Course Tags in TES should reach out to CollegeSource for further information. Course Tags are added to the institution's database by CollegeSource and then attached to courses by the institution's TES Administrator.
      • Outlines are PDF files that can be attached to an institution's courses by the TES Administrator as a means of displaying learning outcomes.


This menu is for TES® Administrators and primarily functions to assist with the management of TES, such as user accounts, catalog requests, Evaluation Tracker workflow settings, Peer Sharing, the Public View, etc.

  • User Preferences
    • Available to anyone with a TES account, a user can change the individual's account password and set a default login page.
  • Dashboard
    • Highlights of data pertaining to the institution's TES account:
      • Where equivalencies are distributed;
      • New catalogs for schools to which the institution has equivalencies; and
      • User Activity.
    • Statistics pertaining to both the institution's account evaluation totals and the user's evaluation to-dos.
    • View and manage the institution's Catalog Status Tracking watchlist.
  • Usage Statistics
    • Detailed reports regarding how staff and faculty are using TES - including the Evaluation Tracker workflow.
      • Institutions can use this information to help justify the expense of a TES subscription, understand the impact of training, and analyze evaluator and evaluation activity patterns.
    • Infographics of equivalency counts by state and institution.
  • Evaluation Tracker
    • Set default options for the Evaluation Tracker workflow.
  • Peer Management
    • Designate other TES-subscribing institutions as peers for the purpose of seeing how these colleges and universities are evaluating courses and other learning experiences for transfer and award of credit. 
  • Public View Management
    • Display/publish unhidden equivalencies, Groups, and Group Reports as a means of communicating transfer information.
      • Equivalencies and reports displayed within the Public View automatically update with any changes in the underlying TES database. This provides institutions with a flexible, efficient way to publish equivalencies, Transfer Guides, and articulation agreements.
  • User Management
    • Add new users and assign user rights.
    • Update, de-activate, re-activate, and/or export a list of users.
    • Assign Priority Departments to evaluators to reduce the number of steps needed to complete evaluations tasks.
    • Send an email to a user - or all users - at the institution.
  • Equivalency Export
    • Extract selected equivalencies to a .txt or XML file using various filter options.
  • Switch Account
    • Switch to another user's view of TES. The same user rights set up under the home account apply to this additional account view.
      • Available to anyone with a TES account by request.
        • Contact CollegeSource (see below).



Select Support to navigate to the TES® Support Center. Within this area, users can:

  • Search and view the TES help documentation (including release notes); and
  • View on-demand videos.


Select Contact to reach out to CollegeSource for assistance in using TES®.

    • Users can also reach CollegeSource staff by selecting the Help button on any page in TES.

Log Out

Select Log Out to sign out of TES®.

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