Innovation, Automation, Optimization, Service: Your Transcript Processing Partner CACCRAO Region 9 & 10 Norco College, November 7, 2014 Presented by: Margaret Freeman

Our Credentials. Your Solutions. Since 1997 Credentials Has Serviced Students as an Agent for Higher Education 2 Process Focused Industry Leading Consumer Facing Degree and Enrollment Verification TranscriptsPlus® RoboRegistrar ® Integrated Automation Transcript Network™ eRoboMail™

Credentials & Scrip-Safe Announce Merger  Credentials and eScrip-Safe will be merging online ordering and electronic distribution  New Enterprise will include: Over 800 Sending Institutions Close to 3,000 Receiving Institutions  Security Paper and Diplomas on Demand not part of the merger  Company managed out of Northfield, IL with Customer Service and print offices in Loveland, OH and Las Vegas, NV  New Company will be called: 3

Our Credentials. Our Security. 4 Adhering to industry standards of today and tomorrow. Providing a secure environment for servicing student data.

Solution Snapshot 5 Hosted Online Application 24/7 Access Campus Branded Consumer App Text & Communication Integrated Automation Oracle, Datatel, Banner, Legacy Oracle App Designer / Component Interface Limited Access for Institutional Security Customer Service State-of-the- Art Self Serve Environment M-F 12.5hr. Customer Care Client Service Dedicated Client Relationship Manager Dedicated IT Resource Registrar Support Services

 Online transcript ordering & payment processing  3 rd party certified PCI-DSS compliant  Student charged when order is completed  Branded & Customized Order Form  Over 3,000 Parameters Set During Implementation 6

The Key to the TranscriptsPlus ® Solution is Our Proprietary Automation Software: RoboRegistrar ® 7 Firewall RoboRegistrar® SIS RoboRegistrar ® is Java-based software that is installed on a PC behind the institution’s firewall and interacts between the TranscriptsPlus ® system and the student information system.

ROBO’S AUTOMATED FUNCTIONS 8  Locates Records  Student & Alumni Authentication  Checks for Financial Obligations  Communicates with Students via and Text  Creates FedEx Air Bills  Facilitates a Variety of Fulfillment Options Add print requests to your SIS Can print your transcripts at Credentials EDI & XML School-to-School PDF 3 rd Party PDF

Comprehensive eTranscript Strategy Vendor Networks ETran CA F.A.S.T.E.R. Students & Alumni SPEEDE FASTER eTranCA OBOR Regional Hubs

10 We print. We stuff. We mail. High-speed printing, folding, inserting & stamping Tamper-proof envelopes USPS Intelligent Mail Barcoding Highly specialized rendering Copy & thermal protections Your institution’s watermark Accommodates attachments Date and TimeLocationActivity :41 AM (CT)PALATINE, ILOut for Delivery Scan :20 PM (CT)CAROL STREAM, ILSorting Scan :25 PM (CT)CAROL STREAM, ILSorting Scan :00 PM (CT)NORTHFIELD, ILDelivered to USPS

New Network Receiving Institutions Overview 11 School to School (over 3,000 in network) EDI, XML and PDF supported Agency Relationship Established with Regional Hubs (Texas, OBR, etc.) TS130, TS131, TS146 all supported Data elements can differ (possible to include SSN, DOB) Includes academic work and legend Controlled Access to Registrar Support Services reminders sent 3 times/day when work is pending Color Coded Identification of Transcripts

12 Third Party PDF 2 s sent for each transaction-must utilize access code Transcripts removed hours after downloaded Includes cover page, watermarks, printed copy, header, footer, signature of Registrar, logo, and legend New Network Receiving Institutions Overview, cont.

Communication 13 Answer student/alumni questions before they ask them and text message notifications include :  Transcript Order Receipt  Authorization Notification has been authorized authorization received authorization required authorization reminder(s)  Transcript Order has a problem  Transcript Order has been canceled  Transcript Order Completed  Transcript has arrived  Attachment Needed  Transcript Order Credit Card Failed  Transcript Order has been received  Transcript Order has Bad Recipient

14 Credentials’ Industry Leading Customer and Client Service  Client Relationship Managers  Customer Service Representatives  13.5 hour/day Live Customer Service operators  Online Order Status 24/7

Online Student Self-Service 15

Administrative Application

Database of ALL Orders

Detailed Order Information

Sending Reports Receiving Reports

User Created Reports Control Sheet for OrderNo STQtySIDStudent NameSvcTTypCopiesHow_SentDelivery Info 3CV735680C DUCK, DAFFYREGUGRD1PDF OFFICE OF ADMISSIONS CALIFORNIA ST UNIV - FULLERTON 3C C BUNNY, BUGSRUSHGRAD1PDF OFFICE OF ADMISSIONS CALIFORNIA ST UNIV - FULLERTON 3GE718525A PIGGY, MISSRUSHGRAD1PRT-MAIL ADMISSIONS & RECORDS OFFICE DE ANZA COLLEGE 3GE718526A KING PRAWN, PEPEREGMED1PRT-MAIL AMCAS - ATTN: TRANSCRIPTS AAMC MED SCHOOL APPL SVC

Electronic Receiving Network

Ellucian API 22  Credentials Solutions and Scrip-Safe are both Community Partners of Ellucian.  While we’re in the beginning stages of learning about the service and how it’s capabilities relate to RoboRegistrar, the Ellucian API will provide another transcript data extraction option for our institutions.  We’ll utilize the Ellucian API when they are the best option for a client institution.

Recent/Upcoming Enhancements  Credentials and Scrip-Safe will merge January 1 st, 2015 to become Credentials eSCRIP-SAFE  New Nevada branch office for expanded customer service hours and faster West Coast USPS delivery  Sending transcripts electronically to Graduate Application Services AMCAS LSDAS PHARMCAS etc.  Reverse transfer initiatives project  Inputting transcript data directly into Student Information System with RoboRegistrar® 23

24 Import Processing

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Automated Order Processing Operational Services Electronic Delivery / Receipt Hosted Online Access No Upfront Costs Initial programming and integration into Banner provided at no cost. Staff training and support provided at no cost. Initial marketing materials provided at no cost. Implementation Requires Limited IT Resource! Credentials has taken care of the heavy lifting by delivering a pre-programmed package for each of the major student information systems. Our Credentials. Your Solutions. eRobo Mail

27 Margaret Freeman Sales Director