A Faculty Guide to TES Evaluation Tasks

This article provides instructions for completing evaluation tasks in TES®, the Transfer Evaluation System.

Faculty will generally receive an email alert when an evaluation task has been assigned to the user's queue in TES. This email will include the course(s) needing review, any comments about the evaluation, and instructions for logging into TES to access the evaluation.

Review the Evaluation Task

To review this task:

1. Log in to TES at tes.collegesource.com.
2. Go to the Track menu.
3. Select My Evaluations.

4. Select the arrow to the left of the INSTITUTION name.

5. Select the arrow to the left of the SEND COURSE(S).

6. Review the details of the evaluation task.

• Review the transfer course information.
  • If prerequisites or corequisites are underlined, select these to review details.
• If an equivalent course is proposed, it will be listed under the home institution's name.
• Select the + sign to the right of the Department name to view all courses within the subject.
• Select the + sign to the right of the Course history to view past versions of the course.
• If Support Files were included in the evaluation, select the PDF icon.
• Review any Comments from the evaluation task creator.

7. To make an evaluation decision, open the SELECT AN ACTION drop-down.

Evaluation Options

The following options are available within the task:

• Approve
• Deny
• Need More Information
• Re-Assign
• Add/Edit Course
• Add/Edit Support File

Approve

This option is only available if at least one equivalent course has been selected. The course may have been proposed by the evaluation task creator or selected during a stage of the evaluation using Add/Edit Course. Select this option to approve the proposed or selected equivalent.

1. Add an optional note pertaining to the evaluation.
2. Select the person to route the evaluation task back to from the Assign drop-down.
3. Ensure the Send Email? checkbox is marked, so the recipient gets a notification.
4. Select Confirm.

Deny

Users can select this option to deny a course. After selecting Deny, you will be asked to choose a reason (Type) for denying the course.

When done, follow these steps:

1. Select the person to route the evaluation task back to from the Assign drop-down.
2. Ensure the Send Email? checkbox is marked, so the recipient gets a notification.
3. Select Confirm.

Need More Information

Select this option to request further information about a course.

1. Add a note about the information required.
2. Select the person to route the evaluation task back to from the Assign drop-down.
3. Ensure the Send Email? checkbox is marked, so the recipient gets a notification.
4. Select Confirm.

Re-Assign

Select this option to assign the course to another evaluator. For example, if another reviewer's input or feel that the course should be evaluated by another Department.

1. Add an optional note.
2. Select the person to route the evaluation task to from the Assign drop-down.
3. Ensure the Send Email? checkbox is marked, so the recipient gets a notification.
4. Select Confirm.

Add/Edit Course

To select an equivalent course(s):

1. Select the appropriate catalog edition from the drop-down.

• The most recent catalog edition will be selected by default.

2. Select a Department from the drop-down menu.

• Your Department may be automatically selected if your TES Administrator has established Priority Departments in the Evaluation Tracker workflow.

3. Select the equivalent course(s) from the list.

The selected courses will appear at the top of the screen.

4. Select Done.

The selected home course(s) will appear to the right of the transfer course(s)

5. Go back to the SELECT AN ACTION drop-down and follow the instructions under Approve.

Add/Edit Support File

To add or remove a support file during the evaluation process:

1. Follow the steps within this article.
2. Go back to the SELECT AN ACTION drop-down and follow the instructions under Approve.