Public View Management and Customization

Institutions can use the TES® Public View to display transfer equivalencies, agreements, and guides with prospective students. The article below provides TES Administrators with the information needed to request access to, set up, customize, and maintain the institution's Public View.

Request Access

Use of the Public View is granted by permission from CollegeSource. See Request Access to the Public View for instructions.

Initial Setup

Once access has been granted, TES Administrators can set up and manage the Public View. To do so:

1. Go to the Manage menu.
2. Select Public View Management.

The Public View Management page contains four sections:

1. UPDATE EQS
2. SHOW/HIDE SEND INSTITUTION
3. SHARE/EMBED URL
4. DISPLAY OPTIONS

Display Mode

The ON and OFF buttons control whether the institution's Public View is visible. When configuring the Public View, ensure this button is set to OFF.

Page Header

The institution's name will be displayed at the top of the Public View. Review the name entered.

Institutions may consider updating this to the name prospective students are most likely to identify the institution as. For example, if the official institution name includes the text " - Main Campus," this phrase may be omitted to avoid misleading prospective students into thinking equivalencies differ from one campus to the next.

Read Me Text

Institutions can add text to the top of the Public View to provide students with instructions, disclaimers, or other important information. HTML can emphasize the text.

Optional URLs

Supply URLs to direct students to:

• A transfer website, such as the college or university's transfer admissions page.
• The institution's transfer policy.
• The institution's transfer appeals process.

EQ Display

Select the type of equivalencies to be displayed in the Public View:

• Show All - Toggle to display equivalencies with any or no Begin Date and End Date.
• Active Only - Toggle to display equivalencies with a Begin Date of today or prior (or no begin date), but an End Date that has not yet occurred (or no End Date). Equivalencies with future Begin Dates are not yet considered active.

Report Link Text

Public Group Reports are accessible using the GUIDES links in the Public View. To display these reports under a different name, enter it into this field.

• Example: Enter "Transfer Agreement" to display guides under the heading "TRANSFER AGREEMENT".

Public View Email

Enter the email that prospective students should contact with questions.

Enable the Display on public view? checkbox to display this email in the Public View. Students will see an email inquiry link at the bottom of the list of equivalencies for each institution.

Custom CSS

Colors and fonts within the Public View can be changed to match the institution's branding. For further information, see Using Cascading Style Sheet (CSS) to Style the Public View.

Show/Hide Send Institutions

TES Administrators can prevent certain institutions - or campuses with shared catalogs - from displaying in the Public View. To do so:

1. Navigate to the SHOW/HIDE SEND INSTITUTION drop-down.
2. Select the institution name from the drop-down.
3. Select Submit.
4. Within the SHOW/HIDEN SEND INSTITUTION pop-up, select the Hide radio button.
5. Select Update.
6. A confirmation will appear on the screen.
   • Select Close.

Once the institution has been hidden, a notation will appear after its name. To unhide the institution, follow the instructions above and select the Show radio button.

Test the Public View

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. Before going live with the Public View, TES Administrators are encouraged to browse the Public View to understand what students will see when visiting. To do so, select the Preview button to the right of the SHARE/EMBED URL.

Deploy the Public View

To turn on the Public View:

1. Navigate to DISPLAY OPTIONS.
2. Toggle the Display Mode setting ON.
3. Select Submit.
4. A confirmation will appear on the screen.
   • Select Close.

The Public View will now be live to students viewing the SHARE/EMBED URL.

Maintain the Public View

TES Administrators can update the settings within the Public View at any time using the information above.

Update EQs

Changes to existing public equivalencies and newly-added public equivalencies will automatically be displayed in the Public View every 24 hours. If immediate updates are needed, TES Administrators can use UPDATE EQS to refresh equivalencies for a particular institution. To do:

1. Navigate to the UPDATE EQS drop-down.
2. Select the institution name from the drop-down.
3. Select Update.
4. A confirmation will appear on the screen.
   • Select Close.
5. Repeat as needed.

Appendix: HTML

The below HTML tags will help you add emphasis to the Read Me Text in the Public View. Most tags are pairs that turn the feature <on> and <off>.

Bold text = <b>text</b> (the text will appear bolded)

Underline text = <u>text</u> (the text will appear underlined)

Italic = <i>text</i> (the text will appear italicized)

Paragraph = <p>text</p> (starts and ends the paragraph, inserting a blank line)

Add a hyperlink = <a href= “Web Address”>text</a>.
An example is: <a href="http://www.collegesource.com">CollegeSource Website</a>
This creates a hyperlink that will direct the user to the CollegeSource Website when selected.

Add color (red) to text = <span style="color:red"> body text </span>
This can be used to change to basic colors: red, blue, green, black, white, etc.

Change the size of text:
<big>text</big> - increases by one font size
<small>text</small> - decreases by one font size
<h1>text</h1> - displays text in biggest Heading Style
<h6>text</h6> - displays text in smallest Heading Style
<font size="1">text</font> - displays text in smallest font size (8 pt)
<font size="7">text</font> - displays text in largest font size (36 pt)

The <small> and <big> tags can also be compounded. 
For example:
<big><big>text</big></big> - increase by two font sizes
<small><small>text</small></small> - decrease by two font sizes