03 June 2024

How to make credit offers

View the credit offers

Precedent credit offers and credit offers detail the following:

Precedent credit offer and Credit offer summary

The status indicates the following:

• In credit review: the credit offer has been sent for a credit review.

• Precedent match: the credit offer is matched to a precedent.

• Approved: the credit offer is approved and can be published to make the credit offer to the applicant.

• Rejected: the credit offer was rejected.

• Granted: the credit offer has been published to the applicant.

• Accepted: the applicant has accepted the credit offer or

• Declined: the applicant has declined the credit offer.

For precedent credit offer from external systems, the Precedent ID from the external system.

Credits awarded

The number of credit award from the modules and blocks detailed on the credit offer.

Number of modules and Block

The number of modules and the block of the credit offer. For more information, view the Offer detail.

Entry point

The entry point if the credit offer results in the entry point of the programme changing. For example, the applicant will start the programme at a later date. Otherwise, the entry point is Not changed.

Attention.

The entry point of the application is replaced with the credit transfer entry point if the application point is different and the applicant accepts the credit offer.

Reason for decision

The reason for the credit offer for future reference.

Offer details

The offer awarding elements, the modules and the block, of the credit offer. Credit offers can have several awarding elements. The fields depend on whether the awarding element is a module and the block and are detailed below.

Awarding element details

Modules details the following:

Module

Name the module, such as Advanced Mathematics. You can search by code or description to find the required module.

Percentage

Percentage of the module credit awarded, such as 75%.

Credits

The number of credits for the block, such as 60.

Block

Block, such as Year 1.

Discipline

Disciple of the block, such as Computing sciences.

Status

Status of the awarding element, such as Approved.

Category

Category of the credit transfer, such as Admissions.

Recognition type

Recognition type of the credit transfer, such as Admissions.

Authorising person

Populated automatically with the person adding the credit transfer and with the precedent match approver when the precedent match is approved. Can be changed if needed.

Qualification used for the award

Qualification from the applicant's qualification that is being used for the credit offer. If the qualification does not have a description, the qualification code is used.

Institution

Institution where the qualification was obtained. If Institution is currently empty, it is updated with the institution from the qualification. However, if the qualification has no linked institution, Institution is left empty.

Credit source

Credit source, such as Credit transfer.

Basis for credit

Basis for credit, such as Credit/RPL was offered for prior higher education study only. Note that RPL stands for recognition of priory learning.

Basis course type

Basis course type. To be defined.

Basis for completion indicator

To be defined.

Grouped

To be defined.

Transferable

To be defined.

Comments

Comments added for administrative purposes.

Approve or dismiss precedents

Precedents are added to applications automatically. Approve or dismiss the each precedent credit offers as follows:

1. Check the precedent credit offers that have the status Precedent match. Note that precedents from external systems have a Precedent ID

2. View the credit offer details.

3. Approve or dismiss the credit offer as follows:

   • Approve credit offer to set the status to Approved and move the credit offer to the section Credit offers.

   • Dismiss to remove the precedent credit offer.

Add credit offers

Add credit offers to an application as follows:

1. Add a credit offer. On the Selection and credit tab, select Add credit offer and define the following:

   Entry point

   Optional. If the credit offer results in the applicant starting the programme later, then wait until the applicant accepts the credit offer to set the new entry point.

   Reason for decision

   Enter the reason for the decision.

2. Add the modules and blocks of the credit offer: select Add modules and Add blocks.

   Module details

   Modules details the following:

   Module

   Select the module, which is taken from the reference data Module.

   Percentage

   Enter the percentage.

   Category

   Select the category, which is taken from the reference data Credit offer element category.

   Recognition type

   Select the recognition type, which is taken from the reference data Credit transfer recognition type.

   Authorising person

   Populated automatically with the person adding the credit transfer and with the precedent match approver when the precedent match is approved. Can be changed if needed.

   Qualification used for the award

   Qualification from the applicant's qualification that is being used for the credit offer. If the qualification does not have a description, the qualification code is used.

   Institution

   Institution where the qualification was obtained. If Institution is currently empty, it is updated with the institution from the qualification. However, if the qualification has no linked institution, Institution is left empty.

   Credit source

   Select the credit source, which is taken from the reference data Credit source.

   Basis for credit

   Optional. Select the basis for credit, which is taken from the reference data Basis for credit.

   Basis course type

   Select the basis course type, which is taken from the reference data Basis course type.

   Basis for completion indicator

   Select if applicable.

   Grouped

   Select if applicable.

   Transferable

   Select if applicable.

   Comments

   Add any comments.

Block details

Blocks details the following:

Block

Select the block, which is taken from the reference data Block.

Block credits

Enter the block credits, such as 60.

Discipline

Select the discipline, such as Education and Human Society, which is taken from the reference data Discipline group.

Category

Select the category, which is taken from the reference data Credit offer element category.

Recognition type

Select the recognition type, which is taken from the reference data Credit transfer recognition type.

Authorising person

Populated automatically with the person adding the credit transfer and with the precedent match approver when the precedent match is approved. Can be changed if needed.

Qualification used for the award

Qualification from the applicant's qualification that is being used for the credit offer. If the qualification does not have a description, the qualification code is used.

Institution

Institution where the qualification was obtained. If Institution is currently empty, it is updated with the institution from the qualification. However, if the qualification has no linked institution, Institution is left empty.

Credit source

Select the credit source, which is taken from the reference data Credit source.

Basis for credit

Optional. Select the basis for credit, which is taken from the reference data Basis for credit.

Basis course type

Select the basis course type, which is taken from the reference data Basis course type.

Basis for completion indicator

Select if applicable.

Grouped

Select if applicable.

Transferable

Select if applicable.

Comments

Add any comments.

Send for credit review

If you need confirmation on the credit offer, send the application for a credit review as follows:

1. Send for credit review. Select and then Credit review, and Choose reviewers or Choose to delegate if you are unsure who should review the credit offer.

2. Wait for recommendations. The status of the credit offer on the Selection and credit tab is In credit review. Go to the Reviews tab to view the status and recommendations of the credit review. The statuses are as follows:

   • Awaiting sent for review but not recommendations made yet.

   • Recommend the credit offer.

   • Reject the credit offer.

3. Complete the review. On the Reviews tab, go to vertical ellipsis ⋮ > and then Complete credit review.

4. Choose to publish the credit offer, edit, or reject the credit offer in-line with the recommendations from the review.

Publish the credit offer

Publish the credit offer and optionally create a precedent for the credit offer.

1. Publish the credit offer now or after you have received recommendations from the credit reviewers. Select Publish credit offer.

2. Optional. Select Create precedent to create a precedent using the qualifications from the credit offer. Then, define the precedent as follows:

   Precedent category

   Select the precedent category.

   Precedent type

   Select the precedent type, such as Admissions and Credit transfer.

   Precedent status

   Select the precedent status, such as Active.

   Precedent source code

   Select the precedent source code.

   Precedent start date and Precedent end date

   Enter the start and end date of the precedent.

   Precedent validity period start and Precedent validity period start

   Enter the start and end of the precedent validity.

   Precedent next review date

   Enter the date of the next review of the precedent.

   Precedent publish in website

   Select to publish the precedent on your institution's website.

   Authorising person

   Populated automatically, but can be changed if needed.

   For external qualifications only, define the following:

   Qualification title

   Title of the qualification from the qualification on the Education and experience tab.

   Qualification type code

   Select the qualification type, such as Academic qualification and Professional qualification.

   Qualification type group code

   Select the qualification type group.

   Qualification status

   Select the qualification status, such as Attempted and Verified.

3. Select Publish credit or Publish credit offer with precedent as appropriate.

   On publishing the credit offer, an email is sent to applicants using the communication template Credit offer email. The status then changes to Granted.

Accept or decline credit offers

Applicants can then accept or decline credit offers on the applicant portal. After applicants have accepted the application offer, you can accept or decline credit offers on behalf of applicants.

Accept or decline a credit offer on behalf of applicants as follows

1. Go to the Selection and credit tab of the application.

2. On the drop-down menu of the button Publish credit offer, select Accept credit offer or Decline credit offer as required. On accepting or declining credit offers, the status changes to Accepted or Declined.

Update the entry point

If the applicant chose to accept the offer and the credit, you may need to change the entry point. For example, if the credit offer results in the applicant starting the programme later. On the Selection and credit tab, go to vertical ellipsis ⋮ > and then Edit and select the Entry point.