Export Closed Evaluation Tasks

This article overviews how to export evaluation tasks within the All Closed Evaluations queue.

To begin:

1. Go to the Track menu.

2. Select All Closed Evaluations.

3. Select Search.

The callouts point to the location of the Search button.
Select to see a larger version

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])

Resulted in EQ?

(Toggle No to include only those closed evaluation tasks that did not result in an equivalency in the search results.)

(Toggle Yes to include only those closed evaluation tasks that resulted in an equivalency in the search results.)

(Toggle Both to search across all closed evaluations.)

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])     

Evaluation Age:                                                                      

The 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)

Close Age

The number of days since the evaluation was closed.

(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)


5. Select Search. 

Export Closed Evaluations

To export evaluations returned from the chosen search criteria:

1. Select Export.

The callout highlights the location of the Export button.
Select to see a larger version
  1. Open the export file from the browser.

Export file

The export will include the column names in the order noted above:

    • Institution
    • Send Courses
    • Proposed Courses
    • Comment
    • Last Action Notes
    • Last Action Date
    • Assignee
    • Creator
    • Created
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