Create and Manage Institution Profile Notes

This articles provides an overview of how to create and manage User Added Admin Notes within an institution profile in TES®.

Institution Profile

Colleges and universities have a number of resources available within TES® to assist in reviewing both whether credit can be accepted from an institution and for evaluating the credit itself. The institution profiles of United States schools contain information such as institution type, degree levels, calendar system, and accreditation. Additionally, transcript keys, if available, are supplied for review.

Colleges and universities may wish to supplement these resources with additional information about the institution that can be used in the evaluation process; for example, institution name changes, points of contact, and other helpful notes. TES Administrators can opt to record this information as User Added Admin Notes in TES. These notes are internal to the college or university and can be viewed by all active TES users at the school anywhere the institution profile displays.

Notes will display in descending order of which they were created. If more than three notes exist, the user can select View More to see all institution notes.

Create a User Added Admin Note

To create a note:

1. Go to the Search menu.
2. Select Course Finder.
3. Use the INSTITUTION SEARCH box to enter the name of the institution to which a note will be added.
   • The U.S. Schools toggle is selected by default.
4. Select Search.
5. Select the arrow to the left of the institution's name (Select an institution).
6. Select the View institution profile button (institution icon).
7. Select Add/Edit Note.
8. Within the USER ADDED ADMIN NOTE pop-up, enter information into the Note field.
   • Each note may contain up to 255 characters.
9. Select Add.
   • Repeat as needed to create additional notes.
10. Select Close (or the x) to return to the Institution Profile page.

Edit a User Added Admin Note

1. Go to the Search menu.
2. Select Course Finder.
3. Use the INSTITUTION SEARCH box to enter the name of the institution from which a note will be moodified.
   • The U.S. Schools toggle is selected by default
4. Select Search.
5. Select the arrow to the left of the institution's name (Select an institution).
6. Select the View institution profile button (institution icon).
7. Select Add/Edit Note.
8. Within the USER ADDED ADMIN NOTE pop-up, locate the note that needs to be modified.
   • Sort by the NOTE, CREATOR, CREATE DATE, and EDIT DATE fields if needed.
9. Select the Edit note button to the right of the note.
10. Edit the text within the Note field.
11. Select Update.
12. Select Close (or the x) to return to the Institution Profile page.

Once updated, the date that the note was modified will appear in the EDIT DATE field.

Delete a User Added Admin Note

To delete an existing note:

1. Go to the Search menu.
2. Select Course Finder.
3. Use the INSTITUTION SEARCH box to enter the name of the institution from which a note will be deleted.
   • The U.S. Schools toggle is selected by default
4. Select Search.
5. Select the arrow to the left of the institution's name (Select an institution).
6. Select the View institution profile button (institution icon).
7. Select Add/Edit Note.
8. Within the USER ADDED ADMIN NOTE pop-up, locate the note to be deleted.
   • Sort by the NOTE, CREATOR, CREATE DATE, or EDIT DATE fields if needed.
9. Select the Delete note button (trash can icon) to the right of the note.
10. When asked if the user is sure the note should be deleted, select OK.
11. Select Close (or the x) to return to the Institution Profile page.