Steps: Set Up External Transcripts

You can:

Record external transcripts and coursework for prospects and students.

Configure how Workday displays external transcripts on prospect and student profiles.

Create educational taxonomy codes and course tags to help you configure transfer credit rules and meet the transfer policy requirements of your state.

Create Educational Institutions.

Set up educational institutions with grading schemes and course catalogs to record coursework from external transcripts.

(Optional) Access the

Create External Transcript Designation

task.

Create designations for external transcripts. Examples: Honors designations, exit codes.

Security: Manage: Student External Transcript Designations
domain in the Academic Foundation functional area.

Set Up Educational Credentials.

Define the external educational credentials that prospects and students earn from their previous education.

Access the

Create Educational Taxonomy Scheme

task.

Set up educational taxonomy schemes and codes to support state, local, or other classification requirements.

Security: Set Up: Academic Structure
domain in the Academic Foundation functional area.

Access the

Maintain Course Tags

task.

Create course tags to use on the course history on student external transcripts.

Security: Manage: Course Tags
domain in the Student Records functional area.

Edit Domain Security Policies.

Grant the security groups appropriate access to these domains in the Academic Foundation functional area:

Domain	Description
Manage: Student External Transcripts	Enables users to add, edit, and delete external transcripts.
Student Data: External Records	Enables users to view educational institution attendances, external transcripts, and education test results on the student profile.