Download to read offline
![Transcri t Re uest Mana er
. NA VI AN C E Students Planner Courses ScholarshipS Colleges Careers Connections Reports 0 &archfor Student I 0 I
Quick Links
Application Manager
Transqiot Reqyest Manager
Multiple Transcnpt Manager
Document Manager
Scholarship Application Manager
Teacher Recommendations
Journal Dashboard
Mailing Manager
Naviance Cumculum
PrepMe
Transcript Request Manager
Add requests for this student: (enter last name and hrt enter key)
requests J
Grade/Class:
Currently showing:
students I payments I settings
rdass of 2015 (grade 12L..:_
8 requests
All new requests added in the past 7 days
l(selectlist)Show me:
Quick lookup:
:]
C2Dlast name:
id number.
l and/or recipient:
1..!12.)
1..!}
2_'
showO>g requests:1to 8 (8 total)
Process selected transcripts: View printer-friend ylist : , 'J!O
U all
r
Recipient
Uof Al Tuscaloosa
Student
Asly, Troy
Added
619/15
Deadline Mailed
pending
Mid-Year
N/A
Final
N/A
Confirmed
No
Paid
No
SAT
No
ACT
No
0 The Ohio State University Caya,Matthew 619/15 211/13 pending N/A N/A No No No No
0 Allegheny Coli Marko,Dreu 619/15 2115113 pending N/A N/A No No No No
0 Oakland Univ Delamer,Marty 619/15 pending N/A N/A No No No No
0 Coli of William & Mary Romeo, Chelsea 619/15 1/1/14 pending NIA NIA No No No No
0 AdelphiUniv Marko,Dreu 619/15 pending N/A N/A No No No No
0 Uof Richmond Romeo, Chelsea 619/15 1/15114 pending N/A N/A No No No No
c
Acadia Univ Marko,Dreu 619/15 pending N/A NIA No No No No](https://image.slidesharecdn.com/transcriptsa-zjuly2015-150717140922-lva1-app6891/85/Transcripts-A-Z-Requesting-Preparing-and-Tracking-Student-Transcript-Requests-22-320.jpg){kind=tracking}
![Hover over sna shots to see details...
Match to student in Naviance
F ·for student
• Previou
s
Viewing Transcript415 8 Page Artlons •
il_,
_
-<
-::
-..
-..._...._._..
._... ,..f.
11011
..
..--_,_
-"·--"·
-
--·
:-;:
r----]
li ••
Next •
0](https://image.slidesharecdn.com/transcriptsa-zjuly2015-150717140922-lva1-app6891/85/Transcripts-A-Z-Requesting-Preparing-and-Tracking-Student-Transcript-Requests-38-320.jpg){kind=tracking}
Uploaded byNaviance
Transcripts A-Z: Requesting, Preparing and Tracking Student Transcript Requests
The document outlines the process of requesting, preparing, and tracking student transcript requests using Naviance. It details the full transcript lifecycle, including how students request transcripts, the roles of school officials, and the electronic transmission of transcripts via eDocs. Additionally, it highlights the benefits of electronic transcripts, such as increased efficiency and easier tracking of submissions.
More Related Content
Similar to Transcripts A-Z: Requesting, Preparing and Tracking Student Transcript Requests
Transcripts A-Z: Requesting, Preparing and Tracking Student Transcript Requests
- 2. Transcripts A -Z: Requesting, Preparing and Tracking Student Transcript Requests Adam Dietz, Lead Training Specialist Elizabeth Halim, Technical Product Manager
- 3. Agenda Quick Facts Transcripts inNaviance Overview The full transcript lifecycle Student experience Transcript request process School experience Track and manage transcript requests Electronic Transcripts Upload and send electronic transcripts via eDocs
- 4. Quick Facts: Transcripts inNaviance
- 5. 2014-15 School Year 2.6Mtranscripts requested by students in Naviance 5.9M transcripts uploaded and sent electronically via eDocs 3.8M transcripts sent to Common App via eDocs 500+ Common App member colleges receiving transcripts from eDocs
- 6. Overview: The full transcriptlifecycle
- 7. Overview: The fulltranscript lifecycle students request transcripts in family connection Registrar / Counselor / School Official manages and tracks transcript requests in Naviance Colleges receive transcripts directly or via Common App mail transcripts send transcripts electronically via eDocs 2. Track/ Manage/Upoad 3. Send 4. Deliver1. Request
- 8.
- 9. Electronic Transcript Requests- Benefits ● Streamlines and simplifies request process ● Easy to track transcript requests ● Faster fulfillment of requests ● Maintains a record of document submission ● Frees staff to focus on student
- 10. Requesting Transcripts Options ● Transcriptslink on the Colleges tab in the Resources section ● Request box in the Transcript column while adding to Colleges I’m Applying to ● Request Transcripts link on the Colleges I’m Applying to page
- 11.
- 12.
- 13.
- 14.
- 15.
- 16.
- 17. Requesting Transcripts F Q..CLJlQII.'11;::III.HUI! enrichme nt program s scholarships & money scholarship match scholarship list scholarship applications national scholarship searchresourc es transcnpt s test scores t add to this list I request transcripts Iview detailed status Icompare me Action s Colleg e Applying via Common App? Submissions Oeadlinet Transcript Office Status Edit Man ;< C<lmmuni<at ion Graph II'WW My App. Results Type Arizona State Univ E J Initia lQ app .. , "' I2 J (';5/1/13 materials submitted Accepted submitted Initi alQ 1/15/ 15 app requested materials submitted submitted Accepted cl [g J Initia lQ app .. , "' I2 J 2/1/ 12 sent materials subrrutted submitted Initial materials app submitte d submitted Mid-year app submitted submitted Accepte d s 11/30/14 sent Q Accepte d "> "' l ¥1 ('; Accepted c/ sent R O Auburn Univ R O Bavtor Univ R O R O Oocufide lnst of Tech !not a real ROLL collegeI Delete Application
- 18.
- 19. Transcript Request Manager ● Requests tab ○ Show me drop-down menu ○ Sort by column headings ● Students tab
- 20. Application Manager ● Pendingapps tab ○ Show me drop-down menu ○ Advanced search ○ Sort by column headings
- 21. Application & TranscriptRequest Managers . NAVIAN C E Students Planner Courses Scholarshtps Colleges Careers Connecttons Reports 0 &archforStudent I Transcript Request Manager Multiple Transcript Manager Document Manager Scholarship Application Manager Teacher Recommendations Joumal Dashboard Mailing Manager Naviance Curriculum PrepMe Account Settings School Account My Account Manage Subscriptions Setup Current Services AchieveWorks"' Career Key Naviance Naviance Curriculum Naviance Course Planner Naviance eDocs PrepMe for the ACT Naviance Succeed High School .. Arlington,VA •. u.s. Class of 2015 Snapshots ( Students with submitted applications 'J 10/1120 10/1120 10/1120 10/1120 10120/15 7116/16 10/1120 Chart data is updated every 24 hours. Click graph for details System Maintenance • 6/5/15 N a v i a n c e M a r k e t p l a c e Boost student auccesa with po-werful third party add-one for Naviance Navlance Professional Development Courses Visit the Nayiance professional peyelopment Resources Page In the Navlance Network to access the course catalog, course workbooks, public course schedule, and detailed information regarding professional development offerings. To register for public web-based courses using your Naviance coupon code or a credit card, visit our Naviance Public Course Registration Site. Coupon codes are located in the Naviance Professional Development: Next Steps email sent to primary account contacts. For help registering for public courses or to schedule private training sessions, email training@naviance.com . System Maintenance - 6/5115 (May 26, 2015)
- 22. Transcri t Reuest Mana er . NA VI AN C E Students Planner Courses ScholarshipS Colleges Careers Connections Reports 0 &archfor Student I 0 I Quick Links Application Manager Transqiot Reqyest Manager Multiple Transcnpt Manager Document Manager Scholarship Application Manager Teacher Recommendations Journal Dashboard Mailing Manager Naviance Cumculum PrepMe Transcript Request Manager Add requests for this student: (enter last name and hrt enter key) requests J Grade/Class: Currently showing: students I payments I settings rdass of 2015 (grade 12L..:_ 8 requests All new requests added in the past 7 days l(selectlist)Show me: Quick lookup: :] C2Dlast name: id number. l and/or recipient: 1..!12.) 1..!} 2_' showO>g requests:1to 8 (8 total) Process selected transcripts: View printer-friend ylist : , 'J!O U all r Recipient Uof Al Tuscaloosa Student Asly, Troy Added 619/15 Deadline Mailed pending Mid-Year N/A Final N/A Confirmed No Paid No SAT No ACT No 0 The Ohio State University Caya,Matthew 619/15 211/13 pending N/A N/A No No No No 0 Allegheny Coli Marko,Dreu 619/15 2115113 pending N/A N/A No No No No 0 Oakland Univ Delamer,Marty 619/15 pending N/A N/A No No No No 0 Coli of William & Mary Romeo, Chelsea 619/15 1/1/14 pending NIA NIA No No No No 0 AdelphiUniv Marko,Dreu 619/15 pending N/A N/A No No No No 0 Uof Richmond Romeo, Chelsea 619/15 1/15114 pending N/A N/A No No No No c Acadia Univ Marko,Dreu 619/15 pending N/A NIA No No No No
- 23. • NA VIAN C E Students Planner Courses Scholarshrps Colleges Careers Connearons Reports 0 &ard>.for Stud•nt I 0 I Quick Links Application Manager Transcrrpt Request Manager Muiple Transcript Manager Document Manager Scholarship Applicabon Manager Teacher Recommendations JournalDashboard Mailing Manager Naviance Curria.Jium PrepMe Application Manager ,,pending apps tsubmitted apps Jhistory T SUilVTlal'f J PENDING APPLICATIONS Grade/Class: Currently showing: [ class of 2015 (gra 106 applications All pending applications r (select list) and/or college: -- =::iJ or Iadvanced searchShow me: Quick lookup: last name: )all Application Manager 'E) DeadlineCollege OaklandUniv Student Delamar, Marty Office Status "'mg Student Status submitted Type RD Delivery Type " Eranscrlpt ICollege requested lntemal Deadline Added 7n/09 Abilene Christian Univ Caya, Matthew Pending RD Q requested 2/1/15 4/15/10 Uof Michigan Beamer, Fred Pend• 11 submitted RD requested 1/31/12 11/1/13 317/11 Uof Notre Dame Beamer,Fred Pending RD requested 1/1/14 11/1/13 818/11 Furman Univ Caya, Matthew Pendrn! RD requested 1/15/12 11/17/11 Uof Wisoonsin Madison Beamer, Fred Pendmg submitted RD Q requested 2/2/15 11/1/13 11129/11 NavianceU (not a realcollege) Caya, Matthew Pendrrg RD requested 2128/12 12/8/11 Whitman Coil Beamer,Fred Pending submitted RD requested 1/15112 11/1113 1/31/12 Acadia Univ Marke, Oreu Pendin RD Q requested 6/26/12 AdelphiUniv Marke, Dreu Pending RD requested 6/26/12 0 c c c 0 0 0 c 0 l
- 24. Electronic Transcripts: Uploading andsending transcripts via eDocs
- 25. Electronic Transcripts ineDocs Overview
- 26. Electronic Transcripts -Benefits ● Efficient ○ Upload once, send to multiple colleges. ○ Save time, paper and money. ● Easy to track uploads and submissions in eDocs ● Confirmation on transcript submission and delivery to colleges
- 27. Transcript Types ineDocs ● Initial transcript ● Mid-year transcript ● Optional transcript ● Final transcript ● Transfer transcript
- 28. Acceptable transcript formats ● PDF ● PESC XML (student data)
- 29.
- 30. Upload Options ● Singletranscript upload for one student at a time ● Multiple transcript upload for multiple students via Multiple Transcript Manager (MTM)
- 31. ICommonApp MATCHED IICAF:QPAI'IaM!rWAIYED IIAct ve Transcnpt MUIYEAit I Collin App Class of 2015 Documents Checklist Hide Final C:hedcllst Teacher Documents +Add Type • Author Dace Size Actions ( View I View Common App Tea<:her :vauation (The OhiO State Univel'5ity) _ette"' of Recommendation (The OhiO State Umvel'5ity) Susan Hallerrbeck 09/22/2()14 160.44 1<. 3 Susan Ha llenbeck 09/22/2014 20 92 KB Counselor Documents + Add Type • Author Date 10/2412014 Size 132.34 K3 Actions Common App OptionalReport Hallenbeck View Rep'- ace Delete Common App SchoolReport 10/2412014 221.32 1<.3 View Rep ace Delete Grade Report/Report Card 10/2412014 15 30 KB View Replace Delete Wmten Eva!uaoon 09/2312014 20 91KB View Replace Delete Transcript Type • n tial Transcript Author Dace Size Actions View Rep1aceSusan Hallenbeck 10/201201< 29 18 KB Delete ' .d-year Transcript (active) Art Allen 03/23/20 S 2.28 <B [View Rep' ace Delete lnitlaiCheddist Mid-year Cheddist mtial Transmpt -'Transfer Transaipt .,Wntten Evaluaoon - Other School Report - Leallng :xamResuts .,ComiT1Qfl AppSchool Repo<t - 'IIACAC SchoolReport - CurrentCourses .,Mod-ye..-Transcnpt -Optional Transetipt - OR Explanation o Change - Oth"rOpt><ma1qeport - MRExplanation of Change -Othe.r Mid·year RE"port .,Grade Reportllleport Card - CommonApp M•d·year Report .,ComiTIOil App Opbona Repo<t - NACAC Mid-year Report - FinaiTranscnpt - Other FinalReport - FQ: Explana:ionof Change - CommonApp FinalReport
- 32. Add a Transcript eUpload a File Type: * Initial Transcript File Name: * initial-transcript pdf Browse File upload si:ze cannot exceed SOOkb. Average processing time is currently less ttlan 1minute.
- 33. Multiple Transcript upload:4 easy steps 1. Upload a file containing multiple student transcripts 4. Add matched transcripts to student records 2. Match transcripts to student records 3. Review and fix matching = = = + + +
- 34. Step 1: UploadFile Mult iple Transcript Manager IUpload Transcripts Before uploading. tell us the transcript type and class year of the transcript PDF or XML that you plan to upload. Transcript Type: Final Class Yea r: 2015 . . Drag and drop a transcr ipt PDF or XML here OR Choose file to upload Maximum file size: 15MB
- 35. Step 2: Matchtranscripts Multiple Transcript Manager IUpload Transcripts Before uploadfng, tell us the transcript type and class year of the lranscript PDF or XML that you plan to upload. Transcript Type: Final Class Year: 20 15 batch_indiana_minimal_2<ransc rip<s.xml Upload complete! Copyright C 2015, Hol:lsons Inc. ITerms of Sellice IPrivacy Signed in as Elizabettl Hatim from QA • MTU •JB HOBSONS )
- 36. Multiple Transcript ManagerIMatching C Feel free to continue other work in Naviance or just hang out while this matches! What can I do about matched transcripts? You can click to view,verify matches or add matched transcripts w eDocs. What can I do about unmatched transcripts? You can st llmake progress!just click onthe unmatched transcr pts and match them to students. What will happen to existing transcripts within eDocs? Th's will only replace existing transcripts f they are the same transcript type.such as Initial.Mid-Year.Fina1 and Optional. Copyright 02015, Hobsons Inc. 1 Terms of Sef'lice 1 Privacy Signed in as Elizabeth Halim from QA • Ml1J •JB HOBSONS )
- 37. Step 3: Review&fix matchin Multiple Transcript Manager IReview Transcripts Final Transcr ipt Class of 2015 2 transcripts W' unmatched 3 transcripts matched 0 0 transcripts added to eDocs Sort By Last Name A-Z UnmatchedAbling. Austin alexi.s. kaizmondStudrl!nt. Carlos Unmatched '2pages '1page ' £3 1 page Copyright e2015,Hobsons Inc. ITerms of Service I Privacy Signed inas Elizabeth Halim from OA - MTU - JB Close + Add Matches to eDocs HOBSONS ) 1pa ge £3 1 pa ge
- 38. Hover over snashots to see details... Match to student in Naviance F ·for student • Previou s Viewing Transcript415 8 Page Artlons • il_, _ -< -:: -.. -..._...._._.. ._... ,..f. 11011 .. ..--_,_ -"·--"· - --· :-;: r----] li •• Next • 0
- 39. Find students tomatch... aus Match to student in Naviance Ab.-.g, Auotin (Matcllod) OOB:07/0611998 10: nJa -_: 0 AUSTIN ABLING 2209 NELSON STREET COURSE NAME FNL Viewing Tr anscri p t 415 Pag e Acti ons •
- 40. Assemble es &matchto students... %Austin Abling Change unmatch 0 Bom:07/06/1998 10:n/a 4 P ev o Viewing Transcript 1 Next• %Austin Ablin Bom: 0710611998 10: nla g Change I Unmarch 0 4 P"' ou M D StudentTra AUSTIN ABLING 2209 NELSON STREET ARLINGTON,VA 22206 STUDENT NUMBER:999902276 COURSE NAME IN GP A FNL CRE D ATI YES A 1.0 ALGEBRA I
- 41. Ste 4: Addmatched transcri ts to eDocs to finalize Multiple Transcript Manager IReview Transcripts Final Transcript Class of 201S 2 tra nscripts W unmatched 0 3transcripts matched 0 added to eDocs 0 uanscripts - 2pages .... "'-- 4 · ......... ·---- 1page Copyrtght e2015, Hobsons Inc.ITerms of SefVice IPnvacy HOBSONS ' Signed Illas Elizabeltl Halim from QA - MTU - JB
- 42. Send Transcripts viaeDocs
- 43. Where can Isend transcripts to via eDocs? ● Send electronically to colleges that students are applying to: ○ Common Application member colleges ○ Colleges that can receive electronic documents via Parchment ● Print & Mail to colleges that cannot receive electronic documents
- 44. Send to CommonApp College Allbright College Hide fulldetails • Teache r LORs:1 min / 1 max I 0 submitted • Written Eva luation required This is a Common App college -select the forms you' Form 0 SchooI Report Midyear/OtherInitialReport like to submit online and click "Review and Submit".. Information prepared on August 12, 20 14 by jason Woys uploaded on A gust 3, 2014 byjason Woys uploaded on April 9, 2015 by Krisry Cunningham required in order to submit Common App Counselc required in order to submit Common App Teacher uploaded on April 9, 2015 by Krisry Cunningham uploaded on Apri/9, 2015 by Krisry Cunningham uploaded on Apri/9, 2015 by Krisry Cunningham Written Evaluation Common App Teacher Evaluation Letter of Recommendation Midyear Report Active Transcripr (Rnal) Optional Report Active Transcripr (Rnal) Final Report Active Transcripr (Rnal)
- 45. Send to non-CommonApp Send Documents Expand All l.Ai st upda ted with Com mon A,pp Online: 0512612015 08:46 a4 Coll<>g e lnitia I Report - Wnnen Evaluaoon is ready to send - School Profile is ready to send - Transcript ready to send - School Report is ready to send idyear/Oth er Report - Grade Report/Report Card is ready to send final Report AdelphiUniversity f ull details Agnes Scott College f ull details This college is not in the student 's Common App application list Teacher eva uauons: 1 m.n I 2 max 0 eva luation(s}have been submitted rms you'd like to su bmit on line an d <l ick "Review and Submit". I nform ation up/coded on Morch 23, 2015 by Art Allen Actions View !;";! American Acade my of Art -i1de fu Idetails This college accepts electron ic submissions.Selec For Written Evaluation School Prof.le M1dyear .<eport Midyear Change Explanat>on Opt>onal Report Opt>onal Change Explanaoon Grade Report/Report Card nal Qeport F'mal Change Explanation uplc-::1ed on Sep!tmber 23,2.014 by Susan Holo'tnb«.k uploaded onAugust 3, 20ld by Joson Vlcys V1e w View Ve v uploaded on October 2<1, 2014 by Suson Hollenbeck V1e w Ve Davidson College 0ull details Application sean:ed by student hrou-gh Common App • Teacher eva uauons: 2 m.n I 4 max • 0 eva luation(s} have been submitted - School Report is ready to send
- 46. Submission Status Collin AppClass of 2.015 - - Student Details i>repare Send l>rint Sutlmission Status J>revious 'tears ICommon App MATCHED I ICA. F!:RPA Waive r WAIVED IIAct ive Trans<:ripc MIDYEAR I Submissio n Status VIew eDocs Destinations 1 1 1 1 1 1 Application The Ohio State University Oocument Type Common App Optional Report Oate Created 10/24/201 Author Susan Hallenbeck Status 5.Jbmitted Date Submitted • 10/24/2.01 Submitted By Susan Hallenbeck 110 Action View The Ohio State University 10/241201 Susan Hallenbeck Submitted 10/241201 Susan Hallenbeck View Docuide nst of Iecfl (not a real college) 091291201 Jason Woys Delivered 09129/2.01 Susan Hallenbeck llPCSUSM View Docuiide nst of Tecfl (not a real college) (!;!ial Transcript 10/20.12.01 Susan Hallenbeck Delivered 09/29/2.01 Susan Hallenbeck llPCSUAN View Docuiide nst of Iecfl (not a real college) Written Eva!uati.on 09/23/2.01 Susan Hallenbeck Delivered 09129/2.01 Susan Hallenbeck llPCSUSO View The Ohio State University Common App Teacher =·al. and _etter of !lee. 09/221201 Susan Hallenbeck Submitted 09/221201 Susan Hallenbeck View
- 47. Print I Maildocuments Maeve April Class of 2015 ICommonApp NOT MATCHED IICA FERPA Waive r NCOMPLETE IIActive Transcript INmAL I Batch Print Documents Batch Print History File Date Transcripts.pdf 06129/2015 Completed By Erin Coul'se or Actions Dov.'fliOcl d Batch Descript on:* -l'lblr batch desa1ptian School Reports Name ... Application AllApp'icat ons AllAppicat ons AllAppficat ons AllAppricat ons Author ErinCounse'or ErinCounselor ErinCounse'or ErinCounse•or 0 0 0 0 Common App SchoolRepon lnittalTranscript NACAC SchoolRepon Written Eva uat on Midyear Reports Name ... Application AllApp'icat ons Author ErinCounselor0 Optional Transcript Final Reports 0 Name ... FinalTranscript Application AllApp'icat ons Author ErinCounse'or Sele red documenr:s will be combined in a single PDFfile.
- 48.