Public View Management and Customization

Institutions can use the TES Public View to display their transfer equivalencies, transfer agreements, and transfer guides. The below article illustrates the options that TES Administrators have when it comes to setting up, customizing, and maintaining their institution's Public View:

Managing & Customizing the Public View

TES Administrators can manage their institution's Public View by going to Manage and selecting Public View Management. The page is organized into four sections:


Initial Setup

When first deploying your institution's Public View, you will want to review the following:

Share/Embed URL

Visitors will access your institution's Public View through your unique URL. If you embed this behind a text or graphic on a page on your institution's website, prospective students, parents, advisors, etc., can click on this link and be directed to your institution's equivalencies, transfer agreements, and transfer guides. CollegeSource hosts this URL.

Display Options

Display Mode

Here you can toggle our institution's Public View ON and OFF to control whether it is visible to the public. 

Page Header

The name of your institution will display at the top of the Public View. You can update this name to what the public would most likely identify you as. 

  • For example, suppose the official name of your institution includes the text " - Main Campus." In that case, you may want to omit this so that you don't mislead prospective students into thinking your equivalencies are different from one campus to the next.
Read Me Text

You can add text to the top of the Public View providing instructions, disclaimers, or anything else you would like those looking at your Public View to know. 

  • Want to emphasize your Read Me text? You can bold, underline, italicize or change the color of the text. See the Appendix below for some sample HTML tags.
Optional URLs

Here you can link visitors to:

  • Transfer Website 
  • Transfer Policy 
  • Transfer Appeals
EQ Display

You can show all equivalencies no matter the effective date range or only active equivalencies (keep in mind that equivalencies with future Begin Dates are not considered active).

Report Link Text

Public Group and Group Reports are accessible using the GUIDES links in the Public View. If you would like to use the phrase "TRANSFER AGREEMENT" to describe these, you would enter that phrase in this box.

Public View Email

If you would like visitors to be able to contact your institution with questions, add an email and select the Display on public view? checkbox. Users of the Public View will see an email inquiry link at the bottom of the list of equivalencies for each institution.

Custom CSS

You can change the colors and fonts used in the Public View to match your institution's branding. You can read more about this in the below Related Article! 

Show/Hide Send Institutions

If there are certain institutions or campuses with shared catalogs that you do not want to display in the Public View, you can hide them by choosing an institution from the drop-down list and selecting Submit. When prompted, select the Hide radio button. Once the institution has been hidden, you will see a notation after its name. To unhide an institution, choose the institution's name again, select Submit, and when prompted select the Show radio button. 

Some schools may opt to use this feature to limit the number of shared catalogs visible in the Public View.

Tip: Before you deploy your Public View, click the Preview button to understand what your visitors will see.

Maintaining the Public View

As the TES Administrator, you can update the DISPLAY OPTIONS or hide and show institutions within your Public View at any time. Changes to existing equivalencies, and new equivalencies, will show in the Public View every 24 hours.

Update EQs

If there is a need to update equivalency data before the following day's refresh, you can use the UPDATE EQS feature. Here, you would select the name of the institution whose equivalencies need an immediate refresh, and select Update.

Appendix: Read Me Text

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="">CollegeSource Website</a>
This creates a hyperlink that will direct the user to the CollegeSource Website when clicked on.

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
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