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Set Up Transfer Credit for Applicants

Configure the TransferCreditWrapper Omniscript, add a Transfer Credit dynamic application stage, and set up Experience Cloud access so that applicants can submit transfer credit information.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create and activate versions of Omnistudio components:

Education Cloud Full Access permission set

AND

Omnistudio Admin

AND

Omnistudio User

Prerequisites for the Transfer Credit Stage

  1. Set up an education portal.
  2. Create supporting records for applications.

Configure the Transfer Credit Stage

  1. From the App Launcher, find and select OmniScripts.
  2. Select the Omniscript named TransferCreditWrapper, with the type EDUAdmissions.
  3. Click New Version.
  4. Click the Transfer Credits element.
  5. Click the transferCreditPageWrapper element.
  6. In the Custom LWC Properties panel, expand the Custom Lightning Web Component Properties section.
  7. To make sure that each transfer credit type collects its corresponding document type, specify the property sources for their respective property names.
    The Transfer Credit Application stage includes the Education, Examination, Military, Employment, and Other types by default. To locate the record ID of a document type, from Setup, find and select Document Type, and click a document type. Look for its ID in the URL. For example, if the Unofficial Transcript document type URL is https://my.demo.com/lightning/setup/DocumentType/page?address=%2F0deSG000001NGxx, the record type ID is 0deSG000001NGxx.
    1. Enter the ID of the Unofficial Transcript record type as the property source of educationDocumentTypeId.
    2. Enter the ID of the Unofficial Score Report record type as the property source of examinationDocumentTypeId.
    3. Enter the ID of the Unofficial Military Experience Document record type as the property source of militaryDocumentTypeId.
    4. Enter the ID of the Unofficial Work Verification Letter record type as the property source of employmentDocumentTypeId.
    5. Enter the ID of the Unofficial Prior Learning Document record type as the property source of otherDocumentTypeId.
  8. To remove a transfer credit type from the application, find the property name isTypeEnabled, and then enter false as its property source.
    For example, if your institution doesn't accept transfer credits from military experience, remove the Military type. Find isMilitaryEnabled, and enter false as the property source. Leave the instruction, document type record ID, and record type fields unchanged.
  9. To further tailor the application experience, update these properties.
    • isEditMode: Controls whether the applicant can view or edit their transfer credit application. If applicants can edit application tasks, set the property source to true. If applicants can’t edit application tasks, set the property source to false. See Configure Application Submission and Management Options for Applicants.
    • isAllVsSomeVisible: Shows or hides options to evaluate all or specific items. To render these options, isEditMode must be true.
    • allCoursesConsidered: Determines what appears when isAllVsSomeVisible is false. Customize this property to show either a message that all courses are considered or the Add button and table.
    • isTranscriptRequired: Controls whether the application requires at least one document that corresponds to the transfer credit type. For example, a transcript, score report, verification letter, or similar supporting document.
  10. Click Activate.

Create the Transfer Credit Stage for Dynamic Applications

  1. Define the Transfer Credit Application stage. See the Define Your Application Stages section in Set Up Your Application Stages.
  2. Create an application render method for Transfer Credit. See the Create Application Render Method Records section in Build Your Application.

    For Method Record, select Omni Process, and then find and select the copy of the Omniscript that you previously created. For Method Type, select Omniscript.

  3. Create an application render method assignment record for Transfer Credit. See the Create Application Render Method Assignment Records section in Build Your Application.

    For Application Render Method, find and select the application render method that you created for Transfer Credit. For Application Component, select the application stage definition that you selected for Transfer Credit.

  4. Create an action plan template, or select an existing one. See the Create an Action Plan Template section in Create and Set Up an Action Plan Template for Applications.
  5. Add a Transfer Credit Stage individual application task to your action plan template. See the Add Tasks to Your Action Plan Template section in Create and Set Up an Action Plan Template for Applications.
  6. Make sure that you have a program term application timeline record that’s associated with your action plan template. See the Create Program Term Application Timeline Records section in Create Supporting Records for Applications.
  7. Alternatively, add the action plan template that represents your application to an existing program term application timeline record. See the Assign Your Action Plan Template to a Program Term Application Timeline section in Create and Set Up an Action Plan Template for Applications.

Customize Access to Transfer Credit Applications on the Experience Cloud Site

  1. Assign the required permissions to the student.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. Click the student’s name.
    3. Verify that the user license is Customer Community Plus and the profile is Customer Community Plus User.
    4. In the Permission Set License Assignments related list, click Edit Assignments.
    5. Select these permission set licenses.

      - Education Cloud Advanced Academic Operations for Experience Cloud

      - Education Cloud for Experience Cloud User

      - Omnistudio

      - Omnistudio Runtime for Communities

    6. Save your changes.
    7. In the Permission Set Assignments related list, click Edit Assignments.
    8. Select these permission sets.

      - Education Cloud for Experience Cloud Access

      - Omnistudio User

      - Omnistudio Experience Cloud User

      - Product Catalog Management Viewer

      - Unified Catalog Community User

    9. Save your changes.
  2. Create a sharing set for external users who request transfer credit estimates in the application portal.
  3. Give users access to these objects, access lookups, and access levels.
    Object Access determined by Access Level
    Account User:Account.PersonContact = Account:PersonContact Read/Write
    Course Credit Transfer Application User:Contact = Course Credit Transfer Application:PriorLearningEvaluation.Contact Read Only
    Prior Learning Evaluation User:Contact = Prior Learning Evaluation:Contact Read/Write
  4. Make sure that you provide access to the profiles that you assign to external users.
  5. Save your changes.