2010 eTranscript California Workshop 

Please join us for the 2010 eTranscript  California Workshop this year at the University of Southern California.  Whether you are new to eTranscriptCA or an experienced user, there are powerful sessions for you to attend.

• This is a rare opportunity to meet your trading partners, find out about best practices, and get in person training in all aspects of eTranscriptCA.

• This year's workshop is sponored by XAP Corporation.  Meals and registration are free to all participants.

• Audience:
  • Admissions, Enrollment, & Records
  • Information Technology
  • Student Services
  • Administration
  • Anyone interested in eTranscript California

Time	Track 1 New Users	Track 2	Track 3
9 - 10 am General Session	Welcome by Host Institution Introductions & Orientation This Year’s Achievements & Updates
10 - 11 am	eTranscript California Overview	Panel Discussion for Trading Partners	The Clinic - offers personalized help and training with - eTranscriptCA - Control Center - Communicator
11 – 12 pm	eTranscriptCA Features and Workflow
Lunch
1- 2 pm	Basic Control Center Functions and Reporting	Issues and Discussion Surrounding 4 Year Institutions Receiving Transcripts	Issues and Discussion Surrounding Community Colleges Receiving Transcripts
2 - 3 pm	eTranscriptCA Quick Start For IT	Issues and Discussion Surrounding 4 Year Institutions Sending Transcripts	Processing Requests Discussion
3 – 3:30 pm General Session	Q & A, Lessons Learned, Prizes

General Sessions

• Morning - Get an overview of this year’s achievements and find out what’s coming up next with eTranscript California.

• Afternoon – Share your best practices, lessons learned, and get tips and techniques from other colleges.

Basic Control Center Functions and Reporting

The Control Center is at the heart of eTranscriptCA. This session will provide in-depth coverage of the features and functions of this powerful tool with an emphasis on its powerful reporting capability.

 

Clinic

Need help finding individual applications or transcripts through the Control Center? Want to know more about making bulk transcript requests, customizing reports, or setting up custom emails? Whatever your questions, drop by the clinic for personalized, hands-on help and training.

eTranscriptCA Overview

This workshop is appropriate for both A/R and IT staff as a general overview of eTranscriptCA. Current status and the future direction of the project will be discussed, with time built in for Q&A.

 

Session Includes:

• Project Vision & Scope
• History
• Current & Projected Membership
• Benefits of eTranscripts
• System Features & Functions
• Common Transcript Views
• Management & Reporting
• Project Status
• Future Development
• Next Steps to Implementation

• Requesting Transcripts
• Request Holds
• Fulfilling Transcripts
• Hold Processing
• Receiving Transcripts
• Viewing & Printing
• Downloading
• Standard Data Formats
• SPEEDE Server
• Administering Transcripts
• Request & Submission Reports
• Transaction Event History
• Account Management
• Workflow Preferences
• Email Communication
• Fee & waiver rules
• Control & expiration
• Institution setup

Panel Discussion for Trading Partners

Experienced trading partners and users of eTranscript California from both 2 and 4 year institutions will discuss the challenges, how they resolved problems, and help answer questions from the audience about trading transcripts. This is a great opportunity to meet you trading partners, discuss issues and form working relationships that ultimately benefit your students.

 

Issues and Discussion Surrounding 4 Year Institutions Receiving & Sending Transcripts

These two, one hour, moderated discussions will focus on issues with Sending and Receiving transcripts for 4 year institutions. Although CSU piloted eTranscriptCA with CCC's the focus was on CCC's sending transcripts. The objectives of these sessions are to not only find out how other 4 year institutions are using eTransriptCA, but also to come up with a list of features and functionality for future development that will help serve the needs of 4 year institutions.

 

Issues and Discussion Surrounding Community Colleges Receiving Transcripts

Now that many Community Colleges are able to send electronic transcripts with eTranscriptCA, it’s time to start receiving them as well. Over 50% of Community College transcripts are traded between Community Colleges. Find out the best way to move forward and reap the benefits of receiving electronic transcripts.

 

Processing Requests

Discover how you can start responding to electronic requests for transcripts without breaking the bank or significantly changing your processes. This presentation will also discuss techniques for payment processing that match your existing business model, as well as fully automated holds and fulfillment techniques for those colleges that are ready.

 

Session Includes:

• Code Sharing
• Student Portal
• Student Email Notification
• Auto Fulfill for e-Requests
• Student Requests via 3^rd Party
• Releasing Transcripts

 

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