Using the Public View

This article provides an introduction to the TES® Public View. Use of the Public View is granted by permission from CollegeSource. Once granted, TES Administrators can configure and deploy a Public View on behalf of the institution to share transfer equivalencies, articulation agreements, and transfer guides with prospective students.

In this article:

Public View Management

TES® Administrators are responsible for setting up and customizing the institution’s 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. Students visiting the college or university’s Public View will see:

  • The institution name.
  • Customized messaging entered by the institution (optional).
  • Transfer resources provided by the institution (optional).
  • A listing of institutions for which the college or university has defined equivalencies, displayed alphabetically.
    • If Groups and Group Reports are publicly available, they are labeled on the right as GUIDES or the Report Link Text the school customizes in Public View Management.
Example of Public View. Callout illustrates the area in which customized messaging would appear.
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Transfer Equivalencies

To see how the college or university has evaluated coursework for transfer, the student would:

  1. Locate a transfer institution using the INSTITUTION SEARCH, A-Z INDEX search, or scroll through the list of institutions within the browser window. 
Callouts illustrate location of Institution Search box and A through Z Index.
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  1. Select the hyperlinked institution name to go to its EQUIVALENCY LIST.
Callout of hyperlinked institution name - Alabama A and M University.
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Equivalency List. Fields include transfer institution name, home institution, Note, Begin, and End. Search, Reset, and Add slash View My List buttons display towards the top right.
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  1. Select the hyperlinked transfer course and be taken into the EQUIVALENCY DETAIL.
    • This screen provides additional details about the equivalency and the equivalent home course(s).

Equivalency Detail pop-up.

Field Description
BEGIN DATE

First day on which the equivalency is effective.

Format: (MM/DD/YYYY) 

If no Begin Date is entered, the equivalency is considered effective from the “beginning of time” (or at least since the course was created).
END DATE

Last day on which the equivalency is effective.

Format: (MM/DD/YYYY) 

If no End Date is entered, the equivalency is considered effective into the future.
NOTE Institution-supplied note populated from the equivalency's Public Note; generally conveys details about the transfer evaluation.


Students looking to locate a course evaluation quickly can select the Search button to go to the EQUIVALENCY SEARCH box:

Equivalency Search pop-up, as described below.

Field Description/Instructions
EQ Status

Toggle the radio button corresponding to the type of equivalencies to be returned in the search.

Active

Those equivalencies which have a Begin Date of today or prior (or no Begin date), but an End Date that has not yet occurred (or no End Date).

In-Active

Those equivalencies which have a Begin Date in the future, or an End Date that has already passed.

For example, an equivalency with a Begin Date of tomorrow would be considered In-Active.

Both

Equivalencies with any or no Begin Date and End Date.
Course Code

Course identifier (often structured as subject + number).


Transfer Course

Transfer institution course identifier.


Equivalent Course

Home institution course identifier.


Both

Search results will include both the Transfer Course and Equivalent Course codes.

Input the full or partial code, and toggle the radio button.
Records Per Page

Number of equivalencies displayed on the page.

Select from the drop-down: 25, 50, 100, 200.
Sort List By

Arrange results in descending order.

Select from the drop-down: Transfer Course, Equivalent Course, Begin Date, End Date.


Add/View My List

Students can create a temporary list of equivalencies to email or export by doing the following:

  1. Select the checkbox next to the course(s) to be added to the list.
The callout highlights the location of the checkboxes.
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  1. Select +Add/View My List.
The callout highlights the location of Add View My List button.
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The MY LIST pop-up will appear:

The callout highlights the location of Add View My List button.
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Email Equivalency Details

  1. Select the Email button to email the equivalency details.
Callout highlights the location of the Email button.
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  1. Select or enter the following information.
Screen from which to email equivalency details, as described below.
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Field Description/Instructions Required
From Address to appear in the From field in the email.

Pre-populated:

tes@collegesource.com
Send To Email

Recipient email address(es).

Enter the email address(es) of the recipient(s); separate multiple emails with a comma or semi-colon.

 Required
Body Text to appear within the body of the email. Optional




Tip: Enter a reply-to email in the email body to inform the recipient who to respond to.

  1. Select Send.

The student’s list will be retained as long as any tab in the browser is kept open. Closing the MY LIST pop-up does not delete the list, but it will no longer be available once the browser is closed.

Export to Excel

Select Export to excel to export the equivalency details to a .xlsx file.

Callout highlights the location of the Export to excel button.
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Delete a Course Equivalency from My List

If a course was added in error, select the Delete course equivalency from my list button (recycling can) to remove the course from MY LIST.

Callout highlights the location of the Delete course equivalency from my list button.
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Transfer Guides

Students who select the GUIDES (or other-named) hyperlink to the right of an institution name will see all the Groups and Group Reports displayed by that institution.

To view a Group or Group Report/transfer guide:

  1. Select the hyperlinked EQ GROUP or EQ GROUP REPORT name.
Callout points to EQ GROUP REPORT name.
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  1. Select the hyperlinked transfer course and be taken into the EQUIVALENCY DETAIL.
    • This screen provides additional details about the equivalency and the equivalent home course(s).

Equivalency Detail pop-up.

Field Description
BEGIN DATE

First day on which the equivalency is effective.

Format: (MM/DD/YYYY) 

If no Begin Date is entered, the equivalency is considered effective from the “beginning of time” (or at least since the course was created).
END DATE

Last day on which the equivalency is effective.

Format: (MM/DD/YYYY) 

If no End Date is entered, the equivalency is considered effective into the future.
NOTE Institution-supplied note; generally conveys details about the transfer evaluation.


Send Email

  1. Select Send email to email a copy of the Group Report.
Callout points out the Send email button.
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  1. Select or enter the following information:

Field Description/Instructions Required
Format

Toggle the radio button to select the format in which to send the Group Report:

Embed HTML

Inserts the report as HTML text within the email body.

Attach PDF

The report is attached within a PDF file.

Required

Embed HTML selected by default.
From Address to appear in the From field in the email and PDF attachment.

Pre-populated:

tes@collegesource.com
To

Address to appear in the To field in the email and PDF attachment.

Enter the email address(es) of the recipient(s); separate multiple emails with a comma or semi-colon.

 Required
Subject Text to appear in the Subject field in the email and PDF attachment. Optional
Body Text to appear within the body of the email. Optional



  1. Select Send.

Select Print group or Print group report to print or save a copy of the report as a PDF.

Callout points out the Print group report button.
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