e –transcripts (and other transcript process improvements)

39
Kortney Briske, Senior Associate University Registrar E –TRANSCRIPTS (AND OTHER TRANSCRIPT PROCESS IMPROVEMENTS)

Upload: gibson

Post on 25-Feb-2016

36 views

Category:

Documents


1 download

DESCRIPTION

E –TRANSCRIPTS (and other transcript process improvements). Kortney Briske, Senior Associate University Registrar. E-Transcripts - Agenda. I.What is an electronic transcript? II. Background III. Why are we implementing eTranscripts ? IV.What is changing? V. How will this all work? - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: E –TRANSCRIPTS  (and other transcript process improvements)

Kortney Briske, Senior Associate University Registrar

E –TRANSCRIPTS (AND OTHER TRANSCRIPT PROCESS IMPROVEMENTS)

Page 2: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 3: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript?

II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 4: E –TRANSCRIPTS  (and other transcript process improvements)

A transcript that comes in any of the following formats: EDI (SPEEDE), XML, PDF or other standardized electronic (non-hardcopy) format.

What is an electronic transcript?

Page 5: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 6: E –TRANSCRIPTS  (and other transcript process improvements)

We are implementing eTranscripts soon (we hope)!

Project Team Members◦ RO: Randi, Tim, Kortney, Michelle, Irfan, Paul, plus

others◦ ITS: Lisa Emery, Tena White, Joe Easthope, Kari

Gluski, Erin Deietrich, plus others◦ Avow: Nick Geanetta, Paul Jensen, Chris

Kaschmitter, Scott Gilbertson, plus others

Background

Page 7: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing eTranscripts?

IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 8: E –TRANSCRIPTS  (and other transcript process improvements)

Provide better service to our students Immediate delivery anywhere in the world Weekends Holidays Season days 4 a.m. (students can order pizza from Bell’s

and an eTranscript at the same time!)

Why are we implementing eTranscripts?

Page 9: E –TRANSCRIPTS  (and other transcript process improvements)

Reduce operating cost Stamps Envelopes Transcript paper Labels Paper Toner Person hours (note – there are no plans to

actively reduce our workforce)

Why are we implementing eTranscripts?

Page 10: E –TRANSCRIPTS  (and other transcript process improvements)

Commonly Accepted Registrar Practice Process is considered FERPA compliant People are commonly sending both PDF and

XML transcripts Our peer institutions are doing it. Most Big

Ten schools are either live or have plans to be live soon.

This project has support from the Provost’s Office and committed ITS resources

Why are we implementing eTranscripts?

Page 11: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 12: E –TRANSCRIPTS  (and other transcript process improvements)

Students will be able to elect to have transcripts sent electronically.

Students can check the status of their orders online. Students can pay for expedited processing or delivery

of paper transcripts online. Improved communications regarding orders – tweaked

existing messages plus new messages for each electronic transcript order.

Enhanced Operational Page for RO Transcript Staff Avow portal available for troubleshooting and reporting New Transcripts web site accessible from RO Home

Page (to supplement RN Knowledgebase)

What is changing?

Page 13: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 14: E –TRANSCRIPTS  (and other transcript process improvements)

How will this all work?

Page 15: E –TRANSCRIPTS  (and other transcript process improvements)

Paper Transcript Process Flow

How will this all work?

Page 16: E –TRANSCRIPTS  (and other transcript process improvements)

Wolverine Access

TOESNEW - Check order status

TOESOrder Transcript

Online PaymentNEW- Make credit card payment for expedited processing or delivery

Order Confirmation

Process Order and Payment

Printer

Submit Paper Order

form

Postage

Envelopes

Send

Labels

Reports

Transcripts

Login

Joe Student

Joe StudentTCD Staff

TCD Staff

Paper Transcript Process Flow

Page 17: E –TRANSCRIPTS  (and other transcript process improvements)

New – Check Order Status From TOES

How will this all work? -Paper

Page 18: E –TRANSCRIPTS  (and other transcript process improvements)

Check Order Status - Grid

Page 19: E –TRANSCRIPTS  (and other transcript process improvements)

Check Order Status - Detail

Page 20: E –TRANSCRIPTS  (and other transcript process improvements)

New – Pay for Expedited Processing and Delivery From TOES

Students now have ability to order transcripts with expedited delivery/rush processing online

Allows students to pay using credit card Integrated into TOES Should reduce the manual processing of rush

paper transcript orders in the office

How will this all work? - Paper

Page 21: E –TRANSCRIPTS  (and other transcript process improvements)

Pay for Expedited Processing and Delivery From TOES

Page 22: E –TRANSCRIPTS  (and other transcript process improvements)

Electronic Transcript Process Flow

How will this all work?

Page 23: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 24: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 25: E –TRANSCRIPTS  (and other transcript process improvements)

Plain PDF Transcript – Securely sent to Avow

Page 26: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 27: E –TRANSCRIPTS  (and other transcript process improvements)

Avow Assembles Transcript

Page 28: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 29: E –TRANSCRIPTS  (and other transcript process improvements)

Avow Secures Transcript   

The blue ribbon symbol is the recipient’s assurance that the digital certificate is valid, the document is authentic, and the contents of the transcript have not been altered.

Avow Posts Transcript for Recipient to Download

How will this all work? - eTranscripts

Page 30: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 31: E –TRANSCRIPTS  (and other transcript process improvements)

Avow automatically sends notification emails◦ To Recipient: “Jill Student sent you a transcript”◦ To Recipient: “Here is the passcode to download

Jill’s transcript”◦ To Jill Student: “Your transcript is available for Bill

Gates to download”

How will this all work? - eTranscripts

Page 32: E –TRANSCRIPTS  (and other transcript process improvements)

Recipient “transcript sent” notification

Page 33: E –TRANSCRIPTS  (and other transcript process improvements)

Recipient “access code” notification

Page 34: E –TRANSCRIPTS  (and other transcript process improvements)

Requestor Notification

Page 35: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 36: E –TRANSCRIPTS  (and other transcript process improvements)

Bill Gates (recipient) Downloads Transcript◦ Uses link and access code emailed from Avow◦ Transcript is in PDF format and fully assembled◦ Cover letter is appended to the front of the transcript◦ Legend is appended to the back of the transcript◦ Transcript can be saved locally and printed◦ Jill Student receives and email indicating that Bill

Gates has downloaded her transcript◦ TOES Order Status Page reflects downloaded status

How will this all work? - eTranscripts

Page 37: E –TRANSCRIPTS  (and other transcript process improvements)

Notification to Student

Notification and

Passcode to Recipient

Order Confirmation

Plain PDF transcript sent to Avow

Secured Posted

Assembled

Notification to Student

PDF Transcript Download

Wolverine Access

TOESNEW - Check order status

TOESOrder eTranscript

Login

Bill GatesJill Student

Electronic Transcript Process Flow(Entire process flow is new!)

Page 38: E –TRANSCRIPTS  (and other transcript process improvements)

I. What is an electronic transcript? II. Background III. Why are we implementing

eTranscripts? IV. What is changing? V. How will this all work? VI. Questions/Comments

E-Transcripts - Agenda

Page 39: E –TRANSCRIPTS  (and other transcript process improvements)

or Jokes?

eTranscripts - Questions / Comments