Transfer Agreement

The Transfer Agreement object (added in v3.9) identifies the individual Courses lined up for transfer. Additionally, it holds details about the student’s Transfer Agreement, and links to an Agreement record that has the predefined Agreement Courses.

Transfer Agreement allows the Credit Transfer function to support student mobility, where a student completes a part of their Program in another university (under an agreement between both universities).

For example, a student from RIO University is taking a Program, with a duration of 4 Terms.

That student goes for an exchange program, to a different university during Term 3. During that Term 3, the credits that the student earned, will be for the Courses in that other university.

Thus, those credits will need to be transferred back to fulfil the student's program completion in RIO University.

A Transfer Agreement record needs to be created to specify the start and end Terms (duration of the exchange program). Then, create credit transfers for those Courses.

The Transfer Credit object also has a "Type" field to indicate the type of credit transfer (default / outgoing). If it is an outgoing transfer, it will look up to this Transfer Agreement.

Simply put, the whole process is the same as the regular (incoming) credit transfer, but with additional steps.

To find out how this object works in relation to credit transfer, head here.

Important fields