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Administrator Guide
Last Updated: 2023-08-11
Steps: Set Up Student Transcripts

Steps: Set Up Student Transcripts

You can:
  • Configure student transcripts according to your institutional requirements.
  • Customize the:
    • Layout of your official and unofficial transcripts.
    • Options available for students to request.
  • Enable third parties such as students’ parents to generate unofficial transcripts.
  1. Edit Domain Security Policies.
    Configure these domain security policies in the Student Records functional area:
    Domain
    Task
    Manage: Academic Records
    Maintain Transcript Notes for Student
    Manage: Official Transcripts
    Print Official Transcripts
    Manage: Transcript and Verification
    Request Official Transcripts for Students
    Manage: Unofficial Transcript for Student
    Generate Unofficial Transcript for Student
    Self-Service: Generate Unofficial Transcript
    Generate Unofficial Transcript
    Self Service: Request Official Transcript
    Request Official Transcript
    Self-Service: Student Proxy Registration
    Academics for Third Party
     (dashboard)
    Self-Service: Student Proxy Unofficial Transcripts
    Generate Unofficial Transcripts as Third Party
  2. (Optional) Create a custom layout for official and unofficial transcripts with Report Designer.
  3. When you use a custom layout for your transcripts, enable users who print transcripts to have access to the custom report used in the layout.
  5. Access the
    Maintain Transcript Configuration Policy
     task.
    Assign the transcript configuration rule set to an academic unit and level.
    Security:
    Set Up: Academic Records
     domain in the Student Records functional area.
  6. (Optional) Set up access for third parties, such as parents, to generate unofficial transcripts.
  7. (Optional) Configure the
    Academics for Third Party
     dashboard for the Home page of third-party users.
You can view transcript configuration policies on the
Student Policies
 report on the Policies profile group of the academic unit profile.
Students can:
  • Generate unofficial transcripts using the
    Generate Unofficial Transcript
     task.
  • Request official transcripts using the
    Request Official Transcript
     task.
When you set up access for third parties, students' parents and other designated proxies can generate unofficial transcripts using the
Generate Unofficial Transcripts as Third Party
 task.
Generate unofficial transcripts and print official transcripts. See Steps: Manage Student Transcripts.