My Evaluations: Tasks Created by Me

The Evaluation Tracker Workflow overviews the three queues of evaluation tasks in TES®: My Evaluations, All Open Evaluations, and All Closed Evaluations. Each user’s My Evaluations queue contains all evaluation tasks assigned to or created by that person. This article will focus on those evaluations created by a user.

The CREATE EVAL user right is required to initiate an evaluation task. However, SERVICE EVAL user rights are required to access the My Evaluations queue. Within this area of My Evaluations, a user can view, take action on, or search pending evaluation tasks created by that person.

To navigate to My Evaluations:

  1. Go to the Track menu.
  2. Select My Evaluations.
    • Select Created by me.

Details are provided regarding: 

  • The institution from which an evaluation was created.
  • The number of evaluation tasks from that institution (EVAL COUNT).
  • The city and state in which the institution is located.

Screenshot of My Evaluations queue, as described above.

View a Pending Evaluation Task

1. Select the blue arrow to the left of the institution's name.

Screenshot of My Evaluations queue. Red call out illustrates location of the blue arrow to the left of the institution's name.

The following information will be displayed in the EVALUATION LIST:

Screenshot of EVALUATION LIST as described below. Multiple Psychology courses from Central Lakes College have been sent for evaluation.

SEND COURSE(S)                                                                       

Transfer institution course identifier (often structured as a subject + number)

PROPOSED COURSE(S)                                                          

Equivalency suggested by the evaluation task creator or evaluator (if blank, no equivalency was proposed)

LAST ACTION NOTES                                                                

Description of the last action taken (may include comments)

LAST ACTION DATE                                                                   

Most recent date an action was selected

ASSIGNEE                                                                                   

Person to whom the evaluation task is currently assigned

CREATOR                                                                                    

Person who initiated the evaluation task

CREATED                                                                                    

Date the evaluation task was created


  1. Select the blue arrow to the left of the SEND COURSE(S) to view its details.

Screenshot illustrates blue arrow to the left of PSYC 1425.

The EDIT EVALUATION screen will appear:

Screenshot depicting EDIT EVALUATION screen. Course information for Central Lakes College's PSYC 1425 Environmental Psychology displays.

Select an Action

Options vary based on user rights and include: 

  • Approve
  • Deny
  • Need More Information
  • Re-Assign
  • Add/Edit Course
  • Create Equivalency and Close
  • Add/Edit Support File
  • Send Email
  • Close

For Approve to appear as an option, an equivalency has to have been proposed by the evaluation task creator or selected in the evaluation process.

Course Information

The transfer institution's name will appear on the left. The following course details will be available. When optional data is not provided by the institution, the header name will not appear. 

Code                                                                                           

Institution course identifier (often structured as a subject + number)

Title                                                                                              

Name of the course (a brief label)

Description                                                                                 

Summary of the content of the course

Units                                                                                           

Credit value of the course (educational systems vary; this number could represent semester, quarter, unit, or other credit types)

Lecture Hours  (optional)                                                                            

Number of credit hours assigned to instructor presentation (a portion of the total credit hours of the course)

Lab Hours (optional)                                                                                  

Number of credit hours assigned to laboratory work (a portion of the total credit hours of the course)

Other Hours (optional)                                                                                

Additional hours assigned to the course, outside of lecture or laboratory

Prerequisite (optional)                                                                                

Requirement that must be met prior to taking the course

Corequisite (optional)

Requirement that must be fulfilled while the course is taken

Recommended (optional)                                                                           

Additional coursework or skills that should be acquired before taking the course

Offered (optional)                                                                                          

Term(s) in which the course is typically scheduled

Grade Basis (optional)                                                                                     

Scale or options under which the course will be evaluated (ex. A-F, CR/NC)

Department                                                                                 

Faculty by which the course is taught or attributed to

Source catalog                                                                           

Name of the academic publication the course was sent for evaluation from

Course tag(s) (optional)

Institution-supplied code attached to a course, used to facilitate system and statewide transfer; generally applied to core or general education requirements

Course outline (optional)                                                                           

Institution-supplied document attached to a course; a PDF of a curriculum outline, learning outcomes, and/or a syllabus

Course history                                                                           

Select +  to see previous versions of the course


If the evaluation task creator suggests a proposed equivalency or if the evaluator has already chosen an equivalency, the course will appear under the home institution's name. 

Evaluation Details

The following will be noted: 

Assigned:                                              

Name and job title of the person to whom the evaluation task is currently assigned

Create Date:                                                                            

Date and time the evaluation task was created (time is reported in Pacific time)

Created by:                                                                               

Name and job title of the person who initiated the evaluation task

Comment:                                                                                 

Notes or additional information supplied by the evaluation task creator


Evaluation Log

The EVALUATION LOG tracks all of the activity that occurs during the evaluation. This log is stored within the evaluation task; if an institution stores equivalencies in TES®, this information is available when viewing a course equivalency in the Equivalency Manager.

The more steps an evaluation task goes through, the longer its EVALUATION LOG will be. Below is an example of a task that has not yet undergone evaluation.

Screenshot of EVALUATION LOG as described below.

  1. S Hatfield sent an evaluation task to J Piaget on 8/8/2022. No equivalent course was proposed.

Searching for an Evaluation Task

1. Select Search.

Screenshot of My Evaluations Assigned to Me. Red callout illustrates that Search button is located on the top right.

  1. Select and/or enter the appropriate search criteria. Search criteria apply filters that refine how results are returned.

Screenshot of EVALUATION SEARCH, as described below.

Institution:                                                                               

College, university, or organization the course is from

(select from the drop-down or search across all institutions [SHOW ALL])

Course Code:                                                                              


Transfer Course                                                                    

Transfer institution course identifier (often structured as a subject + number)

Proposed EQ Course                                                             

Equivalency suggested by the evaluation task creator or evaluator

(input a full or partial code, and toggle the radio button)                        

Evaluation Type:                 


Assigned to me                                                                       

Toggle to search evaluations assigned to the person

Created by me                                                                        

Toggle to select evaluations created by the person                         

Evaluation Age:                                                                       

Number of days since the evaluation was created

(select from the drop-down: >2 DAYS,  >5 DAYS, >10 DAYS, >15 DAYS, >20 DAYS, >30 DAYS, >60 DAYS, >90 DAYS)

Sort List By:                                                                             

Arrange results in descending order 

(select from the drop-down: COURSE CODE, CREATE DATE, ASSIGNEE, CREATOR, INSTITUTION, LAST ACTION DATE)


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