1. Transfer Credit Processing and Transfer Articulation
Ashley Wheelis, Senior Assistant Registrar
Sabina Hernandez, Assistant Registrar Transfer Credit Processing
University of North Texas
M4 3:45pm-4:35pm| February 4, 2019

2. Intelligent Capture of Transcripts
What is Intelligent Capture?
Intelligent Capture is a software program that allows for the electronic processing of all domestic transcripts through a workflow (product frm Hyland).
What are the steps of the workflow process?
Imaging/Linking
Verifying
Eforms
PDT
Post PDT
Other parts of the process
System Errors/Cleanup
Transfer Articulation

3. Implementation Who? Testing Plan Resources Needed Prep Work
Transfer Articulation Rules
Documentation
Training
Understanding Shared and Individual Processes
Back Up Plan

4. Process Workflow

5. Imaging/Linking/Orphan Transcripts

6. Imaging/Linking/Orphan Transcripts
Link transcripts in Perceptive Content
Student profile in EIS

7. Verifier
High School
College

8. Verifier/EDI Processing

9. E-Forms

10. College E-Form

11. High School E-Form

12. PDT/Post PDT PDT Push to SIS Push to degree audit system
Post PDT – Internal Process
Evaluate course work
Duplications
Totals

13. System Errors/Cleanup
All Errors
Error Correction
Other Considerations
Relationships with Other Offices
Errors unable to fix
Tracking Data

14. Transfer Articulation
Rules
Core Flags
Texas Common Course Numbering System (TCCNS)
TES/Transferology
Future Rules Creation

15. Benefits Decrease processing time Standardized process
Quicker articulation times
Student
Advisors
Immediate linking of transcript upon receipt of transcript
Stats on transcript processing
Data from Transcript processing

16. Things Learned/Recommendations
Stay Positive!
Relationship with other offices
Learning Experience
Expect Hiccups
Data tracking is important!
Good tracking of errors/issues/enhancements/fixes
By in from campus

17. Transcript Processed Month Total # of transcripts processed February
662
March
6,701
April
4,405
May
6,284
June
9,888
July
5,463
August
6,393
September
4,364
October
8,728
November
10,516
December
8,183

18. Questions?

19. Thank you!