Management of Transfer Credit Request

Overview

Transfer Credit Manager (formerly known as External Credit Requests) is a tool designed for teachers to submit requests for reviewing professional development (PD) completed outside the district. Created by the admin team, these forms allow educators to seek approval for external PD activities to be added to their user transcripts. 

The key benefit for teachers is the consolidation of all PD records in one place, which simplifies the process of applying for re-licensure. 

Get Started

1. Choose Professional Learning from the main menu.
2. Choose Manage, then Transfer Credit Approvals.

Approve a Credit Request

1. From the In Progress list, click a request Title.
2. Select the Credit Area and assign credit value.
3. Click Approve.
4. Click Submit.

Deny a Credit Request

1. From the In Progress list, click a request Title.
2. Click Deny.
3. Enter a Note. You must provide a reason for denying the request.
4. Click Submit.

Return a Request to Pending

1. From the Submitted list, click a request Title.
2. Click Return to Pending.
3. Click Submit.

Setup Transfer Credit Manager

1. Click New Approval Process 

2. Select Workflow  (This step is required) You will determine which approval workflow best fits your needs. 

   1. No Pre-Approval, 1 Credit Approval: A requester submits a credit request that requires 1 approval to receive credit. 

   2. 1 Pre-Approval, 1 Credit Approval: A requester submits a pre-approval request that requires 1 approval prior to submitting a credit request. 

   3. 2 Pre-Approvals, 1 Credit Approval: A requester submits a pre-approval that requires 2 approvals prior to submitting a credit request. 

   4. Auto Approval: Credit will be received when requester submits the credit request. No approvals are required. 

   5. Request Title: Enter a title which will serve as your form name.  This is the Credit Request Type a r equester will choose. Examples are College Course, Conference, Workshop, External PD. 

3. Click Next.

Process Details  

1. Under the process details, the form name will be listed.

2. Enter a description or instructions that your user can reference.

3. Click Next.

Now it’s time to configure your form.  

You can add fields by clicking the Add Field button, when adding fields, you can choose between various Field Types. Select a Field Type, then enter an explanation.  Tailor the external credit request form to capture all necessary information from users. Fields may include:  

• Training Details: Name, date, location, and duration of the external training. 

• Attachments: Functionality for users to upload supporting documents. 

Configure Approval Workflows: 

Approval Workflow: Specify who will review and approve the requests (e.g., direct supervisors, professional development coordinators). 

• Approvers can be identified by site (Site Administrators) 

• Approvers by pool (You will identify specific users that can approve requests 

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