Export Open Evaluation Tasks
This article overviews how to export evaluation tasks within the All Open Evaluations queue of the Evaluation Tracker workflow.
In this article:
Search Criteria
1. Go to the Track menu.
2. Select All Open Evaluations.
3. Select Search.
The EVALUATION SEARCH screen will appear:
4. Select and/or enter the appropriate search criteria. Search criteria apply filters that refine how results are returned.
Current Assignee: The person to whom the evaluation task is currently assigned. (Select from the drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL]) |
Previous Assignee: The person to whom the evaluation task was at one point assigned. (Select from the drop-down or search across all users with the SERVICE EVAL user right [SHOW ALL]) |
Institution: The college, university, or organization the course is from. (Select from the drop-down or search across all institutions [SHOW ALL]) |
Course Code: Transfer Course The transfer institution course identifier (often structured as a subject + number). Proposed EQ Course The equivalency suggested by the evaluation task creator or evaluator. (Input a full or partial code, and toggle the radio button) |
Comment A note supplied by the evaluation task creator when initiating a task. Evaluations sent through the Transferology® Lab or uAchieve® TES Mode will include a comment noting the system from which the evaluation was generated and the year/terms, or an English translation of the terms, in which the courses were taken. For example, 202204 or Fall 2022. (Input text; field is case-insensitive and will return results including – but not limited to – the entered value) |
Creator: The person who initiated the evaluation task. (Select from the drop-down or search across all users with the CREATE EVAL user right [SHOW ALL]) |
Last Action Status: The most recent action selected. (Select from the drop-down: Approve, Deny, Need More Information, Re-Assign, Add/Edit Course, Add/Edit Support File) |
Evaluation Age: The number of days since the evaluation was created. (Select from 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) |
5. Select Search.
Export Open Evaluations
To export evaluations returned from the chosen search criteria:
1. Select Export.
2. The EXPORT screen will open. Select the institution identifiers to include in the export file.
- Choices are: OPEID, IPEDS, CEEB, and/or PESCGEO.
- Select Export.
- Open the export file from the browser.
The export will include the column names above, along with any identifiers selected.