30 April 2024

How to set up credit transfer

This process describes how to set up the Credit transfer (New) method and requires integration with a student management system that manages precedents.

Pre-requisites

Ensure that the administrator setting up credit transfer and admissions officers managing credit transfer have the required permissions. For more information on permissions, go to What is authorisation?

Administrator

Administrators require the permissions in the table Admin permissions.

Admin permissions

Task

Authorisation area

Permission

Use the required applications

Web apps

Edge Admin and Settings - Use Application

Check the permissions of the admissions officers

Admin

Manage authorisation

Select the credit transfer method

Settings

Credit transfer settings - Edit

Define the institutions used for creating precedents

Settings

Institution settings - Edit

Enable credit reviews on desks

Reference data

Reference data - Edit
Admissions officers
Admissions officers require permissions to process applications at the required desks. For example, applications officers have permissions to process applications at the desk MyReviews.
Staff permissions

Task

Authorisation area

Permission

Use the required applications

Web apps

Applications - Use Application

Edit the selections and credit details of an application, including module selections and module credits

Applications

Selections and Credit- Edit

Select the credit transfer method

Select the credit transfer method as follows:

  1. Log in as administrator and with the required permissions as defined in the pre-requisites.

  2. Go to Admissions settings and then Credit transfer.

  3. Go to the edit iconEdit and then select the required credit transfer method Credit transfer (new).

  4. Add the institutions that are used for creating credit precedents. Go to System admin Institution then select Edit and add the institutions.

    The institutions must have been defined in the reference data Institution.

  5. Ensure that the desks have credit review enabled to allow credit offers to be sent for review.

    Go to Admissions settings Reference data Applications Desks. On each desk that requires credit reviews, select Edit and ensure that Credit review enabled is selected.