Skip to main content
Skip table of contents

Transfer Credit Approval Processes

https://vimeo.com/1089806196/1821655446

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.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.