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Administrator Guide
Last Updated: 2026-03-13
Create Transcript Configuration Rule Sets

Create Transcript Configuration Rule Sets

Security:
  • Set Up: Academic Policies
     in the Academic Foundation functional area.
  • Set Up: Academic Records
     in the Student Records functional area.
To ensure proper printing of student transcripts, you must create rule sets and assign them to an academic unit and level. Workday implements these rules to determine the:
  • Layout of official and unofficial transcripts.
  • Options available when requesting and printing transcripts.
When determining the transcript layout, Workday uses the primary program of study for the current reporting record if:
  • Multiple records are selected.
  • No academic records are selected.
Otherwise, Workday uses the selected record when generating an unofficial, or requesting an official, transcript.
  1. Access the
    Create Transcript Configuration Rule Set
     task.
  2. Complete the task:
    Option Description
    Official Transcript Report Layout
    Workday provides a standard report for official transcripts, but you can use a custom layout to present the data.
    Unofficial Transcript Report Layout
    Workday recommends that you use a custom layout, but you can use the same standard report as official transcripts.
    Delivery Methods Allowed
    Your selection determines the delivery methods that:
    • Students can request on the
      Request Official Transcript
       task.
    • Administrators can request on the
      Request Official Transcripts for Students
       task.
    Automatically clear Include Recipient Address
    Select to automatically clear the
    Include Recipient Address
     check box on the
    Request Official Transcripts for Students
     task. If you don't select the
    Automatically clear Include Recipient Address
     check box, you can manually clear the
    Include Recipient Address
     check box for individual transcripts.
    Enable Educational Institution as Recipient (Administrator Task)
    Select to enable
    Educational Institution
     as an option for the destination on the
    Request Official Transcript for Students
     task for administrators.
    Enable Educational Institution as Recipient (Self-Service Task)
    Select to enable
    Educational Institution
     as an option for the destination on the
    Request Official Transcript
     task for students
    Delivery Methods Requiring an Educational Institution
    Select the delivery types that require an educational institution as the destination for transcript orders when requesting official transcripts on administration and student self-service tasks.
    Hold for Final Grades
    Select to:
    • Display a
      Final Grade
       option for the
      Hold Option
       prompt on the
      Request Official Transcript for Students
       task.
    • Process the transcript only after the posting of final grades.
    Hold for Degree Conferral
    Select to:
    • Display a
      Degree Conferral
       option for the
      Hold Option
       prompt on the
      Request Official Transcript for Students
       task.
    • Select to process the transcript only when the program of study is complete.
    Attachment Upload
    Select to enable students to upload attachments on the
    Request Official Transcript
     task.
    Record Selection for Official
    Select to display the
    Transcript Records
     prompt on these tasks for students with multiple academic records:
    • Request Official Transcript
    • Request Official Transcripts for Students
    You and your students can print separate transcripts for each academic record, such as their undergraduate and graduate academic records.
    By default, all academic records print on student transcripts.
    Record Selection for Unofficial (Administrator Task)
    Select to display the
    Transcript Records
     prompt on the
    Generate Unofficial Transcript for Students
     task for students with multiple academic records.
    You can print separate transcripts for each academic record, such as a student’s undergraduate and graduate academic records.
    By default, all academic records print on student transcripts.
    Record Selection for Unofficial (Self-Service Task)
    Select to display the
    Transcript Records
     prompt on the
    Generate Unofficial Transcript for Students
     task for students with multiple academic records.
    Students can print separate transcripts for each academic record, such as their undergraduate and graduate academic records.
    By default, all academic records print on student transcripts.
    Include Future Registrations in Official
    Select to display the student's future course registrations on their official transcript. Students can use this information to meet internship, employment, or specialization requirements of potential employers or other institutions.
    Include Future Registrations in Unofficial
    Select to to display the student's future course registrations on their unofficial transcript. Students can use this information to meet internship, employment, or specialization requirements of potential employers or other institutions
Assign the transcript configuration rule set to an academic unit and level on the
Maintain Transcript Configuration Policy
 task.
You can access the:
  • View Transcript Configuration Rule Set
     report to review the rule set.
  • Edit Transcript Configuration Rule Set
     task to edit the rule set.