TES Mode: Creating Evaluations through Transferology and uAchieve

This article overviews the TES Mode integrations in Transferology® Lab and uAchieve® 5.x. Functional setup and links to further documentation on use are provided below.

Overview of TES® Mode

Course Reviews

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

Individuals sending reviews via TES Mode are not required to have a TES account, but the institution must have a TES subscription. TES accounts must be established for faculty and staff who will be (1) evaluating courses and (2) creating equivalencies from the complete evaluation tasks.

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

TES®

To route evaluation tasks to TES, some functional 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. 

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. 
  • TES Mode: Create Evaluation Tasks from the Transferology Lab provides further instructions.
    • It additionally overviews the processes for initiating evaluation tasks via the Course Bundles, Advise Students, Check Transfer Rules, Popular Courses, Recruit Students, and Unknown Equivalencies pages within the Transferology Lab.
  • One step of the setup process involves configuring whether users with the TES Evaluator role can assign TES evaluation requests to a specific user in TES® or only to the default assignee.
    • If users can choose the recipient, all individuals 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 users cannot choose the recipient, then all evaluations will go directly to the default assignee. If someone else needs to complete the review, the default assignee must re-assign the task to that person in TES. 

uAchieve® 5.x

The CollegeSource Support Center houses documentation pertaining to the TES Mode integration available in uAchieve 5.x Self-Service. Documentation is classified by application version and 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.

uAchieve 5.0

Further information about the setup of TES Mode within uAchieve 5.0 is available here. Evaluation tasks can be directed to the default assignee or any user with the SERVICE EVAL TES® user right. 

uAchieve 5.1

Further information about the setup of TES Mode within uAchieve 5.1 is available here. A configuration was introduced in this version to allow evaluation task requests to be restricted to the default assignee.

Reviewing Courses with TES Mode

Transferology® Lab

See TES Mode: Create Evaluation Tasks from the Transferology Lab (NEW LINK) for an overview of how to route evaluation tasks from Transferology Lab to TES®.

In the example below, an evaluation task for the North Hennepin Community College course SOC 1110 Introduction to Sociology was created via TES Mode. 

• The EVALUATION LOG indicates that the request was initiated via Transferology and assigned to Comte, A.
• The EVALUATION DETAIL provides this same information but also notes the timeframe in which the course was taken.
  • In the below instance, the Comment says, "Evaluation request created from Transferology. Course was taken in Spring 2024."

uAchieve® 5.x

See TES Mode Using This Feature within the CollegeSource Support Center uAchieve 5.0.x and 5.1 documentation for further information about routing evaluation tasks from uAchieve Self-Service to TES®.

In the example below, using uAchieve 5.1, an evaluation task for the same North Hennepin Community College course (SOC 1110 Introduction to Sociology) was created via TES Mode. 

• The EVALUATION LOG indicates that no equivalent course has been proposed. Sarah Hatfield assigned the evaluation task.
  • 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, as in this example, would note that the task was created by and assigned to that person.
• The EVALUATION DETAIL provides this same information but also notes the timeframe in which the course was taken.
  • In the below instance, the Comment says, "Evaluation request created from uAchieve. Course was taken in Spring 2024."

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.x Self-Service Encoding menu. See Create Transfer Articulation Rules from Completed TES Evaluations within the CollegeSource Support Center uAchieve 5.0.x and 5.1 documentation for more information. Institutions running the Transferology 5.0.x Connector can see equivalencies in the application as soon as the next day.