Academic Transcripts

Enable Academic Transcripts

To start using Academic Transcripts you will need to:

Enable Academic Transcript policy

• from the Home page
• click Management
• click Manage Policy
• tick Academic Transcripts are enabled?
• tick Academic Transcripts are numbered?
• click Save Changes

Enable automatic numbering

• from the Home page
• click Management
• click Manage Automatic Identifiers
• highlight the Academic Transcript Number item
• click Enable Identifier
• enter the Format and Previous number
• click Save Changes

Enable the Academic Transcript event

• from the Home page
• click Management
• click Manage Event Templates
• highlight the Academic Transcript item
• click Edit Event Template
• tick Is Enabled
• click Save Changes

Add an Academic Transcript report

• from the Home page
• click Management
• click Manage Reports
• click Add a Report
• select the template file
• enter the Name & Description as Academic Transcript
• click Save Changes
• enter the Comment as First Draft
• click Save Changes

Add an Academic Transcript rule

• from the Home page
• click Management
• click Manage Academic Transcript rules
• click Add an Academic Transcript rule
• enter Report as Academic Transcript
• click Save Changes