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PASS - Running an Unofficial Transcript or a Transfer Summary Report (Staff)
PASS - Running an Unofficial Transcript or a Transfer Summary Report (Staff)
Tags
report
transcript
unofficial
grade
grades
transcripts
transfer
Open up the
NavBar.
Click
Menu
to expand the right toolbar.
Go to
Records and Enrollment -
Transcripts
-
Request Transcript Report
Click on
Add a New Value.
In the Requests Attributes box, select the
Transcript Type
and click
Override Service Indicator
in case there’s a hold that prevents transcript processing, like an outstanding bill. In the Transcript Type drop down, select
UGUN
for an Undergraduate Unofficial Transcript,
GRUN
for a Graduate Unofficial Transcript, or
TRNSF
for a Transfer Summary. If you don't have a needed drop down value, contact the Registrar's Office for assistance.
Click on
Transcript Request Detail, enter the student ID.
If you want to run more than one report, click the + sign and enter a different ID into the new row. Then click Process Request to run all of the reports.
When the transcript is ready to view, the "Send To" button will gray out and a link will pop to up the right called
View Report
. Click on that
link.
The transcripts will appear in a new tab. If you are unable to see the transcript, check your pop-up blocker (all browsers) or your pdf settings (Firefox).
Return to the other tab with PASS to open up another report result, if applicable. To run another report from scratch, click
Add
at the bottom of the page.
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PASS CX - Lookup Student (Staff)
Lookup Student is an administrative view of the Student's view in HCX. Not all of the pages are identical and this document is a summary of the view.
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://uwplatt.teamdynamix.com/TDClient/111/Portal/KB/ArticleDet?ID=6357">https://uwplatt.teamdynamix.com/TDClient/111/Portal/KB/ArticleDet?ID=6357</a><br /><br />PASS - Running an Unofficial Transcript or a Transfer Summary Report (Staff)<br /><br />Staff instructions for running an unofficial transcript or a transfer summary report in PASS.