RIO Challenge v4 - C04.06 - Credit Transfer (Manual Assignment)

When transferring credit not all units are totally equivalent to another University unit. However, the credit of that unit can be contributed to the relevant Individual Plan Structure Group reducing the required credits for its completion. Therefore, credit transfer is manually assigned using Manual Assignment Agreement Unit Equivalents.

Follow this exercise to understand the steps required to create a credit transfer application. 

Learning outcomes

1. Understand the Manual Assignment type agreement unit equivalent. 
2. Understand how credit is transferred to the Individual Plan Structure Group. 

What does success look like?

1. Able to successfully transfer credit to the relevant Individual Plan Structure Group.

Estimated time to complete

20 minutes

Steps to complete the challenge

Fred Smith has previously completed ‘Introduction to German’ unit at an External University, and is now studying at RIO University.

Fred would like to have the credits from this external course to be transferred to an equivalent course at RIO University.

However, there is no equivalent German Course in RIO University to transfer the credits to.

So instead of a 1-to-1 credit transfer between courses, the credits will be transferred to one of the program groups instead.

For example, there is an elective group that need 20 credits for the completion.

By transferring the credits (e.g. 2 credits) from the external course to this group, Fred Smith will only need to complete the 18 credits left. 

As an Enrollment officer, let's create a credit transfer application on Fred Smith's behalf, and manually assign which Individual Study Plan Group should receive the credits from the external course.

1.  Click on the ‘RIO Challenge v4’ tab at the bottom left of the page. Click on ‘Initiate Challenge’ to generate the data required for this challenge.
   
   
   
    
2. Go to the ‘Accounts’ tab, and select the list view ‘C04.06 - Credit Transfer MA’ to find the relevant record created for this challenge. 
   
   
   
    
3. Click on the ‘C04.06 - RIO University' and navigate to  ‘Transfer Credit Agreement’ tab.
   
   
   
    
4. Click the ‘C04.06 - Agreement’ and create a new agreement unit equivalents with the following details.
   
   
    

5. As agreement unit equivalents is created, lets create the credit transfer for Fred Smith Contact.
   Click on the 'Contact' tab, and select the list view ‘C04.06 - Credit Transfer MA’ to find the relevant record created for this challenge. 
   
   
   
    
6. Click on the ‘C04.06 - Fred Smith’ contact and navigate to ‘Credit Transfer’ tab.
   
   
   
   
    
7. Create a new Credit Transfer Application on Fred Smith's behalf with the following details. 
    
   
   Take note that unlike a 1-to-1 Credit Transfer between an external Study Unit and an equivalent one, we are transferring the credits to a group instead.
   
   So, we need to specify the Individual Program Enrollment (the program the student is studying) and the Individual Plan Structure (the group).
   
   
   
   
    

8. From the created record's drop down menu, click ‘Approve’ and a confirmation box will open. Fill the below table information and click approve. . 
   
   
    
    

9.  We have approved the credit from an external course to be contributed to a group instead of an equivalent Study Unit.
   
   That group will now have 2 credits earned from that external course.
   
   Let's take a look.
   
   From Fred Smith's Contact record, navigate to the “Enrollments” tab, and open the Individual Program Enrollment record.
   
   
   
   
   
   Then, from the Individual Program Enrollment record, navigate to the “Program Completion” tab.
   
   Notice that the Individual Plan Structure Group: ‘C04.06 - Global Exploration’ has received 2 credits earned, which were transferred from the external course in step 7 and 8.
   
   
   
    
   
   
   What this means is that even if your university has no equivalent Study Unit for a 1-to-1 credit transfer, you can choose to transfer the external credits to a group instead.
   
   The student now has 2 less credits to take at your university.
   
   
    
10. Congratulations, you have completed the challenge! Click on the 'RIO Challenge v4' tab at the bottom left of the page, and click on 'Complete Challenge'.