Set Up Learning Equivalency Rules

Create Learning Records

Note Use the External Learning Wizard to create external learnings and relate them to learning outcomes. See Define External Learning by Using the External Learning Wizard.

1. Create a learning record for any academic activity to represent the high-level subjects for both the source and target institutions.
   1. From the App Launcher, find and select Learnings.
   2. Click New.
   3. Enter a name for the learning.
   4. For courses coming from other institutions, select External Learning as the type.
   5. Select the institution that provides the learning as the provider.
   6. Enter the learning details.
   7. Save your changes.
2. If the learning type is External Learning, define the specific external details.
   1. From the App Launcher, find and select Learnings.
   2. Select an learning record where the learning type is External Learning.
   3. On the Related tab, in the External Learnings section, click New.
   4. Enter a name for the external learning.
   5. Enter a unique identifier and select a field of study.
   6. Select the type of external learning.
   7. Save your changes.

Connect Learnings to Achievements

To help applicants earn credit for their work, connect a learning to a learning achievement by using the learning outcome item. Define a source learning achievement for an external course and a target learning achievement for an internal course.

1. Create learning achievement records to represent the successful completion of the external course and the internal course.
   1. From the App Launcher, find and select Learning Achievements.
   2. Click New.
   3. Select Achievement Group as the record type.
   4. Enter a name for the learning achievement.
   5. Enter all relevant information about the new learning achievement.
   6. Save your changes.
   7. Similarly, create additional learning achievements for the Achievement Group All, Learning Course, or Learning Program record types.
      

      Note Use Achievement Group All record type if multiple courses are required (AND condition) to earn one credit.
2. 

   Note Use the External Learning Wizard to create external learnings and relate them to learning outcomes. See Define External Learning by Using the External Learning Wizard.
   To connect the external and internal learnings and achievements, create learning outcome item records.
   1. From the App Launcher, find and select Learning Outcome Items.
   2. Click New.
   3. Select the learning associated with an external learning.
   4. Select the learning achievement for the required learning record type.
   5. Enter the minimum letter grade and minimum numeric grade.
   6. Enter the outcome item details.
   7. Save your changes.
   8. Similarly, create a learning outcome item record for an internal learning to identify the achievement that an applicant earns after a successful transfer.

Define External Learning by Using the External Learning Wizard

Use the External Learning Wizard to create external learnings, relate them to key and additional learning outcomes, and set valid date ranges and duration.

1. From the App Launcher, find and select External Learning.
2. Click New from External Learning Wizard.
3. Enter a name for the external learning.
4. Select the active dates.
5. Enter the duration to complete the learning and select a duration unit.
6. Select an academic level.
7. Enter a unique identifier and select a field of study.
8. Select the type of external learning.
9. Enter a description.
10. Click Next.
11. Define key learning outcomes. If there are multiple outcomes, set one as primary.
12. Define additional learning outcomes.
13. Click Create External Learning.

Create a Learning Equivalency

Define a relationship between your institution and an external provider to track the agreement status and valid date ranges.

Note Use the Learning Equivalency Wizard to define relationships between external and internal learnings and the learning programs. See Define Learning Equivalency By Using the Learning Equivalency Wizard.

1. From the App Launcher, find and select Learning Equivalencies.
2. Click New.
3. Enter a name for the learning equivalency.
4. Select a type of learning equivalency.
   • To make the learning equivalency available to all learners, select General.
   • To create custom methods, select Discrete.
5. To apply the rule only for credits earned during valid periods, enter the Start Date and End Date.
6. Save your changes.
   

   Note You can't publish and activate a learning equivalency at the same time. Create the learning equivalency without publishing, map it to an achievement, and then publish and activate the record.

Define Learning Equivalency by Using the Learning Equivalency Wizard

Use the Learning Equivalency Wizard to define relationships between external and internal learnings and the learning programs, and the valid date ranges for the learning equivalency.

1. From the App Launcher, find and select Learning Equivalencies.
2. Click New from Learning Equivalency Wizard.
3. On the External Learnings tab, click Add External Learning to map the external learning from transferring institutions to your internal learning. Select external learning and enter the learning information, such as minimum letter and numeric grades, duration and duration unit. Select the equivalency logic, and add more external learnings if needed.
4. On the Internal Learnings tab, click Add External Learning to select internal learning equivalent to the selected external learning. Select the internal learning and enter the learning information, such as minimum letter and numeric grades, duration and duration unit. Select the equivalency logic, and add more internal learnings if needed.
5. On the Learning Program Requirements tab, select learning program requirements for the learning equivalency. Make this equivalency available for all learning programs, or restrict to specified learning programs.
6. On the Learning Equivalency Details tab, enter the learning equivalency information, such as name, type, start and end dates, and learning category.
7. Save your changes.

Note You can't publish and activate a learning equivalency at the same time. Create the learning equivalency without publishing, map it to an achievement, and then publish and activate the record.

Map Achievements

To define the logic used to articulate and suggest credits, specify the source achievement from the applicant and the target achievement granted by your institution.

1. From the App Launcher, find and select Learning Equivalency Achievement Mappings.
2. Click New.
3. Select the learning equivalency.
4. Select a source learning achievement for the external course.
5. Select a target learning achievement for the internal course.
6. Save your changes.

Publish and Activate the Learning Equivalency

After mapping the learning equivalency to learning achievements, publish and activate the record to make it available for credit suggestions.

1. From the App Launcher, find and select Learning Equivalencies.
2. Select the learning equivalency mapped to the source and target learning achievements in learning equivalency achievement mapping.
3. From the actions menu, select Edit.
4. To publish the learning equivalency, select Published.
5. Save your changes.
6. To activate the published learning equivalency, select Active.
7. Save your changes.

Note You can't publish and activate a learning equivalency. Create the learning equivalency without publishing, map the learning equivalency to an achievement, try publishing, and then try activating.

Example 1: Standard 1:1 Course Equivalency

To map an applicant’s English Composition 1 credit from Greenwich Bay Community College to Connected Campus ENGL 1001, follow these steps.

1. Create a learning record for English Composition 1 at Greenwich Bay Community.

   Field	Source Learning Value
   Name	English Composition 1
   Description	Foundational writing course
   Type	External Learning
   Provider	Greenwich Bay Community College
   Duration	3
   Duration Unit	Credit Hours

2. Create a learning record for ENGL 1001 at Connected Campus.

   Field	Target Learning Value
   Name	ENGL 1001: Writing I
   Description	Internal core writing requirement.
   Type	Learning Course
   Provider	Connected Campus
   Duration	3
   Duration Unit	Credit Hours

3. Create external learning and learning course records to link the details to the learning records.
   External Learning

   Field	External Learning Value
   Name	GBCC ENG 101 Detail
   Learning	English Composition 1
   Type	Education
   Description	Standard freshman composition
   Status	Transferable

   Learning Course

   Field	Learning Course Value
   Name	ENGL 1001 - Writing I
   Learning	ENGL 1001: Writing I

4. Create a source learning achievement record.

   Field	Source Achievement Value
   Name	Completed ENG 101 (GBCC)
   Record Type	Achievement Group All
   Issuer	Greenwich Bay Community College

5. Create a target learning achievement record.

   Field	Target Achievement Value
   Name	Credit for ENGL 1001 (CC)
   Record Type	Achievement Group All
   Issuer	Connected Campus

6. Link the English Composition 1 learning to the Greenwich Bay Community College’s ENG 101 achievement by using a learning outcome item.

   Field	Source Outcome Item Value
   Learning	English Composition 1
   Learning Achievement	Completed ENG 101 (GBCC)
   Minimum Numeric Grade	8
   Minimum Letter Grade	B

7. Link the ENGL 1001 learning to the Connected Campus ENGL 1001 achievement by using a target learning outcome item.

   Field	Target Outcome Item Value
   Learning	ENGL 1001: Writing I
   Learning Achievement	Credit for ENGL 1001 (CC)
   Minimum Numeric Grade	–
   Minimum Letter Grade	TC

8. Create a Standard Writing Equivalency learning equivalency record.

   Field	Value
   Name	GBCC ENG 101 to CC ENGL 1001
   Type	General
   Start Date	12/01/2025

9. Create a learning equivalency achievement mapping.

   Field	Value
   Learning Equivalency	GBCC ENG 101 to CC ENGL 1001
   Source	Completed ENG 101 (GBCC)
   Target	Credit for ENGL 1001 (CC)

10. Publish and activate the learning equivalency.

    Field	Value
    Name	GBCC ENG 101 to CC ENGL 1001
    Active	True
    Published	True

Example 2: Complex Many-to-Many Mapping

To map an applicant’s ENG 101 AND ENG 102 credit from Greenwich Bay Community College (GBCC) to Connected Campus (ENGL 1001 AND 1002) OR (COMM 1001 AND 1002), follow these steps.

1. Create learning records.

   Learning Record	Field Values
   Source Learning 1	Name: English Composition 1 Type: External Learning Provider: Greenwich Bay Community College Duration: 3 Duration Unit: Credit Hours
   Source Learning 2	Name: English Composition 2 Type: External Learning Provider: Greenwich Bay Community College Duration: 3 Duration Unit: Credit Hours
   Target Learning 3	NameENGL 1001: Writing I Type: Learning Course Provider: Connected Campus Duration: 3 Duration Unit: Credit Hours
   Target Learning 4	NameENGL 1002: Writing II Type: Learning Course Provider: Connected Campus Duration: 3 Duration Unit: Credit Hours
   Target Learning 5	NameCOMM 1001: Intro to Comm Type: Learning Course Provider: Connected Campus Duration: 3 Duration Unit: Credit Hours
   Target Learning 6	Name COMM 1002: Public Speaking Type: Learning Course Provider: Connected Campus Duration: 3 Duration Unit: Credit Hours

2. Create external learning and learning course records to link the details to the learning records.

   External Learnings: Link the external learning to the source learnings.

   Learning Record Name	Field Values
   English Composition 1	Learning: English Composition 1 Type: Education Status: Transferable Duration: 3 Duration Unit: Credit Hours
   English Composition 2	Learning: English Composition 2 Type: Education Status: Transferable Duration: 3 Duration Unit: Credit Hours

   Learning Courses: Link the learning courses to the target learnings.

   Learning Course Name	Field Values
   ENGL 1001: Writing I	Learning: ENGL 1001: Writing I Course Number: 1001 Subject Abbreviation: ENGL
   ENGL 1002: Writing II	Learning: ENGL 1002: Writing II Course Number: 1002 Subject Abbreviation: ENGL
   COMM 1001: Intro to Comm	Learning: COMM 1001: Intro to Comm Course Number: 1001 Subject Abbreviation: COMM
   COMM 1002: Public Speaking	Learning: COMM 1002: Public Speaking Course Number: 1002 Subject Abbreviation: COMM

3. Create a source learning achievement record. Create achievements that group individual courses together.

   Field	Source Achievement	Target Achievement A	Target Achievement B
   Name	GBCC Writing Bundle (101 & 102)	CC English Core (1001 & 1002)	CC Comm Core (1001 & 1002)
   Record Type	Achievement Group All	Achievement Group All	Achievement Group All
   Issuer	Greenwich Bay Community College	Connected Campus	Connected Campus
   Field of Study	English	English	Communication

   

   Note Use the Achievement Group All record type if an applicant is to complete every course (AND condition) linked to that achievement. Use the Achievement Group record type, or any designated OR record type if any one course in the group satisfies the requirement.
4. Link the learnings to the achievements by using learning outcome items.

   Learning (Master)	Learning Achievement (Parent)	Minimum Numeric Grade	Minimum Letter Grade
   English Composition 1	GBCC Writing Bundle (101 & 102)	8	B
   English Composition 2	GBCC Writing Bundle (101 & 102)	8	B
   ENGL 1001: Writing I	CC English Core (1001 & 1002)	–	TC
   ENGL 1002: Writing II	CC English Core (1001 & 1002)	–	TC
   COMM 1001: Intro to Comm	CC Comm Core (1001 & 1002)	–	TC
   COMM 1002: Public Speaking	CC Comm Core (1001 & 1002)	–	TC

   

   Note Minimum grade information is required only on the source records.
5. Create a learning equivalency record.

   Field	Value
   Name	GBCC to CC Multi-Path Writing Agreement
   Type	General
   Start Date	12/01/2025

6. Create learning equivalency achievement mappings.

   Learning Equivalency Achievement Mapping	Learning Equivalency	Source Achievement	Target Achievement
   GBCC to CC Mapping 1	GBCC to CC Multi-Path Writing Agreement	GBCC Writing Bundle	CC English Core (1001 & 1002)
   GBCC to CC Mapping 2	GBCC to CC Multi-Path Writing Agreement	GBCC Writing Bundle	CC Comm Core (1001 & 1002)

   

   Note The same source achievement is used in both the learning equivalency achievement mappings. If one source can lead to multiple target options, create multiple learning equivalency achievement mapping records pointing to the same source, but different targets.
7. Publish and activate the learning equivalency.

   Field	Value
   Name	GBCC to CC Multi-Path Writing Agreement
   Active	True
   Published	True