Transfer Credit Approval Processes

Configuration checklist

Your tasks

• Review the following notifications and update each email. Based on the district's preference, notifications can be turned off.  

  • Notifications 

    • Approved Credit Request: A request to transfer credit hours that has been reviewed and authorized by the designated approver, determining whether the credits meet the required criteria for approval. 

    • Denied Credit Request

    • Pending Credit Request Submitted 

    • Pre-Approved Credit Request 

    • Returned to Pending Credit Request 

• Create a new approval process 

  1. Select a workflow 

     • No Pre-Approval, 1 Credit Approval 

     • 1 Pre-Approval, 1 Credit Approval 

     • 2 Pre-Approvals, 1 Credit Approval 

     •  Auto Approval 

  2. Input a title for the Transfer Credit Form.

  3. Build the form by selecting fields to include.

  4. Select Approvers for form (could include Pre-Approvers and Credit Approvers).

  5. Turn the form on by sliding the dial on the Approval Process screen.

You are ready to configure transfer credit request notifications.