Batch Edit Equivalencies
The EQ Search, or Equivalency Search, is a feature within the Equivalency Batch Editor that locates specific groups of equivalencies in the institution’s TES® database based on selected criteria. From there, equivalencies can be exported, edited, or deleted. Individuals must have the CREATE EQ user right to use this functionality. This article reviews the process for editing equivalencies through the EQ Search.
In this article:
Select Equivalencies
See Find Equivalencies through the Equivalency Search for instructions on locating equivalencies for editing.
A maximum of 5,000 results can be updated at once. If additional results are returned in the search, criteria will need to be refined to allow for batch editing.
Batch Edit Equivalencies
Once equivalencies have been located:
- Select Batch Edit.
- Select the field(s) to edit below.
When querying for an equivalent course code, if the Exact Match checkbox is marked, an additional field called Replace Home Course will appear on the page. See Replace Home Course for further instructions on updating the equivalent course.
| Field | Description/Instructions |
| Begin Date | First day on which the equivalencies are effective. Format: (MM/DD/YYYY) If no Begin Date is entered, but this field is selected, the equivalencies are considered effective from the “beginning of time” (or at least since the course was created). |
| End Date | Last day on which the equivalences are effective. Format: (MM/DD/YYYY) If no End Date is entered, but this field is selected, the equivalency is considered effective into the future. |
| Public View Hide? | Yes Hides the selected equivalencies from the TES® Public View. No The selected equivalencies will be displayed in the TES® Public View. |
| Public Note | Note to display in the Public View. |
| Private Note | Note documenting the evaluation process or the rationale behind the evaluation. |
Institutions that supply rules to Transferology® from TES should note that equivalencies and notes visible within the Public View will also be visible within Transferology.
The BATCH EDITOR will update ALL currently selected equivalencies with ALL selected criteria. Edits replace (overwrite) existing data and cannot be undone. All existing data will be removed when a data field is selected, but new data is not supplied.
To illustrate, marking the Public Note checkbox and then leaving it blank will wipe out all the Public Notes for the selected equivalencies. Typing information into the Public Note box will overwrite the existing Public Notes for the selected equivalencies.
- Select Submit.
If the updates made through the Equivalency Batch Editor fall within the parameters of the initial search criteria, changes to the selected equivalencies will appear within the grid. Otherwise, the user can select EQ Search and enter the updated criteria to verify the changes made.
Replace the Home Course
Users are given the option to replace the home course within all selected equivalencies with one replacement course when ALL of the following are performed in the EQ Search:
- A full Course Code is entered.
- The Equivalent Course is toggled.
- The Exact Match checkbox is marked.
To update the equivalent course within selected equivalencies:
- Select Replace Home Course.
- The DATA SET and SELECT DEPARTMENT drop-downs will appear in the pop-up. Use these to select the replacement course.
The BATCH EDITOR will update ALL currently selected equivalencies with ALL selected criteria. Edits replace (overwrite) existing data and cannot be undone. All existing data will be removed when a data field is selected, but new data is not supplied.
Replacing a home course updates that course within all selected equivalencies – including those containing multiple home course codes. BATCH EDITOR will not remove the other courses from the equivalency. Users should review all updated equivalencies containing multiple home courses to ensure accuracy and verify if manual updates are needed.
- Select and update additional fields (if needed).
Any changes to other fields above (such as Begin Date) will also apply to all selected equivalencies when updating a replacement course.
All existing data will be removed when a data field is selected but new data is not supplied. To illustrate, marking the Public Note checkbox and then leaving it blank will wipe out all the Public Notes for the selected equivalencies. Typing information into the Public Note box will overwrite the existing Public Notes for the selected equivalencies.
- Select Submit.
Since the replacement course is outside the original search parameters, results will not appear in the grid. Select EQ Search and search by the updated criteria to review changes made.
