Export Open Evaluation Tasks
This article overviews how to export evaluation tasks within the All Open Evaluations queue.
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: 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: 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: 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) |
Comment Note supplied by the Evaluation Task Creator when initiating a task Evaluations sent through 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 - the course(s) was taken. Example: 202204, or Fall 2022. (input text; field is case-insensitive and will return results including - but not limited to - the entered value) |
Creator: 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: 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: 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.
Selecting INSTITUTION LIST VIEW would return a user to the main page of the All Open Evaluations queue.
2. The EXPORT screen will open. Select the Institution Identifiers to include in the export file.
- Choices are: OPEID, IPEDS, CEEB, and/or PESCGEO.
3. Select Export.
- Depending on the browser being used, the extracted file will be accessible in a pop-up window or through a button at the bottom.
If using Chrome, for example, the file will appear in the bottom left-hand corner of the browser. Right-click and select Open to view the file.
- The file will then open in Excel (as a Read Only file).
- Select the Enable Editing button to edit the output file.
