TES Mode: Creating Evaluations through Transferology and uAchieve

Overview of TES® Mode

Course Reviews

TES Mode provides a means for users of Transferology® Lab and uAchieve® 5.x Self-Service to initiate an evaluation task in TES® directly from these systems.

Individuals sending reviews via TES Mode are not required to have a TES account, but the institution is required to have a TES subscription. Faculty and staff who will be evaluating courses sent to TES will need to have a TES account and the appropriate user right to receive evaluations (see below).

Transfer Rules

In addition to initiating a course review, users of uAchieve® 5.x can also do the following directly in Self-Service:

  • Lookup Transfer/Source Course and Home/Target Course information from TES course data sets.
  • Create uAchieve Transfer Articulation rules.
    • This process does not create an equivalency in TES.

Functional Setup


If evaluation tasks will be routed to TES, some prior setup is required. 

First, the TES Administrator must designate a default creator/assignee for all externally generated evaluation tasks

  • This person will be listed as the creator of all evaluation tasks generated from uAchieve®.
  • This individual will be assigned all evaluation tasks sent via TES Mode (within both Transferology® Lab and uAchieve®) unless another user is selected to receive them. 

Within Transferology Lab, School Administrators have the option of enabling a setting that would allow users with the TES Evaluator role to assign TES evaluation requests to a specific user. 

  • If this setting is enabled, then all users with the SERVICE EVAL user rights in TES would appear on the list of users to whom a request can be assigned. Users can also opt to route evaluations to the default assignee.
  • If the Transferology Lab School Administrator does not enable the setting to allow TES evaluations to be routed to a specific user, then all evaluations will go directly to the default assignee. If someone else needs to complete the review, the default assignee will need to re-assign the task to that person in TES. 

Within uAchieve Self-Service 5.0 and 5.0.1, users can send evaluation tasks to the default assignee or any user with the above-noted TES user right. 

Transferology® Lab

The institution's Transferology Lab School Administrator will need to:

  • Assign the TES Evaluator role to all users who will initiate evaluation requests. 
  • Complete the setup required within the General Information tab of the Lab. 
    • The TES Evaluation Integration (TES Mode) video reviews the setup process.
      • It additionally overviews the processes for initiating evaluation tasks via the Course Bundles, Advise Students, Popular Courses, Recruit Students, and Unknown Equivalencies pages within the Transferology Lab.

uAchieve® 5.0

Log into the CollegeSource Support Center to read about the TES Mode integration available in uAchieve 5.0 Self-Service. The documentation walks through the functional setup and configurations needed to get started. A uAchieve license is required to use TES Mode. TES Mode is not available in the uAchieve Client.

Reviewing Courses with TES Mode

Transferology® Lab

See TES Mode for an overview of how to route evaluation tasks from Transferology Lab to TES®.

In the example below, an evaluation task for the Normandale Community College course COMM 1111 Interpersonal Communication was created via TES Mode. 

  • The EVALUATION LOG indicates that the request was initiated via Transferology (by A Advisor) and assigned to S Hatfield.
  • The EVALUATION DETAILS indicate the same. They additionally provide a timeframe in which the course was reported to have been taken. 
    • In the below instance, the Comment says "From Transferology courses taken between 202302 and 202302" because a student added the course to Transferology as taken Spring 2023. Transferology uses a year-term representation to express this.

uAchieve® 5.0

See TES Mode Using This Feature within the CollegeSource Support Center for more information about routing evaluation tasks from uAchieve 5.0 Self-Service to TES®.

In the example below, an evaluation task for the Hamilton College course PHIL 100 Critical Thinking was created via TES Mode. 

  • The EVALUATION LOG indicates that no equivalent course has been proposed. The evaluation task was assigned from Stacey Baxter to Sarah Hatfield.  
    • Note: TES will always report the default assignee/creator as designated in TES as the initiator of evaluation tasks generated from uAchieve TES Mode. If the default assignee were also selected to receive the evaluation task, the EVALUATION LOG, in this example, would note that the task was created by and assigned to Stacey Baxter.
  • The EVALUATION DETAILS indicate that the evaluation request was created from uAchieve, and assigned to Sarah Hatfield.

Completing an Evaluation in TES®

Once the evaluation has been received, it is time for the evaluator to complete the task. As noted above, if the task was assigned to the default creator/assignee for externally generated tasks, and this person is not the person whose feedback is ultimately needed, the evaluation task will need to be reassigned to the correct individual. See Completing an Evaluation.

Once all evaluation decisions have been made, the next step is to create an equivalency from the evaluation task

Updating Transferology® & uAchieve®

Institutions using TES® as the source of equivalencies within Transferology will see updates to Transferology within 24 hours of the equivalency being created. If immediate updates are needed, institutions can use the UPDATE EQs functionality within Public View Management to immediately refresh equivalencies to a school. 

Institutions using uAchieve as the source of equivalencies in Transferology can insert equivalencies created from evaluation tasks in TES directly into uAchieve tables. This is done within the Completed TES Evaluations tab within the uAchieve 5.0 Self-Service Encoding menu. See Create Transfer Articulation Rules from Completed TES Evaluations within the CollegeSource Support Center for more information. Institutions will see updates in Transferology two days later.

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