Using the Course Tag Audit within the Equivalency Explorer

Equivalency Explorer reports provide institutions with data that can be used to add, improve, and maintain equivalencies. This article will give an overview of the Course Tag Audit report. 

Overview

The Course Tag Audit report enables a user to produce a list of courses with one or more Course Tags from an institution's data set. The report will indicate whether an equivalency has been established to each course on the list. If one has not, a user can navigate to the Course Finder directly from this report and proceed to either create an equivalency or an evaluation task.

This report is primarily intended for use by state systems with coordinated general education (or similar) tagging systems. For more information, see Course Tags. 

A user must have the EXPLORE EQ user right to access this report. 

Navigating the Equivalency Explorer

To utilize the Course Tag Audit report:

1. Go to the Match menu.
2. Select Equivalency Explorer.
   • The user will see five reports, along with a description of each: 1) Reciprocal, 2) Course Title Match, 3) Course Code Match, 4) Course Tag Audit, and 5) Course Change Explorer.
3. Select the radio button next to the Course Tag Audit report.
4. Select Submit.

Auditing an Institution's Course Tags

1. Enter the name or a keyword of the institution name in the INSTITUTION SEARCH box.

• The search is performed, by default, against a list of U.S. Schools. 
  • If needing to search for a Non U.S. School, toggle that radio button.
  • To search by U.S. and Non U.S. School, toggle the All radio button.

In the example below, we are looking to review California State Polytechnic University-Pomona's Course Tags, so we have typed "Pomona" into the INSTITUTIONAL SEARCH field.

2. Select Search, or hit the Enter key.

3. Choose the institution from the list by selecting the arrow button next to its name.

• Depending on the specificity of your search criteria, you may see one or many names appear on the list.

In our example, we select the arrow next to California State Polytechnic University-Pomona.

4. Select the transfer institution data set.

• Then, select Submit.

Within this screen, one can also:

• View the institution's institutional profile by selecting the building icon.
• View the institution's website by selecting the globe icon.
• View a PDF copy of the institution's course catalog by selecting the Adobe icon.
• View the institution's transcript key by selecting the key icon.

We are reviewing California State Polytechnic University Pomona's 2021-2022 catalog in this example.

5. The user will be presented with a report of all Course Tags associated with the queried catalog, sorted alphabetically by Group Name.

In the example below, A1 - Oral Communication is the first Group Name listed. Within that Group, the following information is provided.

• Course Code
  • Each course belonging to the Group will be listed. 
    • Example: COM 1100
• Course Title
  • The corresponding title of each course belonging to the Group will also be noted.
    • Example: Public Speaking
• Group Name Abbreviation
  • In the example below, CSU-GE-A1 is the Group Abbreviation for the A1-Oral Communication Group.
• EQ EXISTS?
  • This field indicates whether an equivalency has been created between the transfer and home institution courses.
  • One can select the column name to sort the list of classes by this field. 
  • Click once to sort by courses to which there are no equivalencies ("NO") and twice to sort by courses that have equivalencies ("YES"). 

If there are multiple pages of courses listed, use the index to navigate through them.

Reviewing Course Details

Click the arrow button next to the course code to view a transfer course's details.

Creating an Equivalency or Evaluation Task

If no equivalency has been created, the following steps can be taken:

1. Find the transfer course to which an equivalency should be created.

2. Select NO from the EQ EXISTS? column.

3. A message will appear, indicating that you are about to navigate to the Course Finder.

• Select OK.

4. From within the Course Finder, one can:

• Select the puzzle piece icon to create an equivalency.
  • See Create Equivalency for more information. A user must have the CREATE EQ user right to create an equivalency.
• Select the footprints to initiate an evaluation task.
  • To route an evaluation without a proposed equivalent, see Evaluation Tracker Workflow - Route Evaluation to Reviewer with no Course Attached.
  • To route an evaluation with a proposed equivalent, see Route evaluation to Reviewer with your institution course attached.
    • A user must have CREATE EVAL user rights to initiate an evaluation task.