How to Transfer Credit from a Previous Institution

In order to transfer in credit from another postsecondary institution or award credit for a license or certification, it must be listed under the Education History heading. 


To transfer credit from a previous institution: 

  1. Go to the Student Page 
  2. Confirm the Education History has been entered for the student 
  3. Click on Credit Transfer under the Enrollment Grid on the Student Profile. 
     credit transfer button2



4.   Select the student’s current program 

5.   Select the term you’d like to transfer the credit in (it is usually a best practice to transfer credit in the first term the student began at your institution). 

6.  Select the Institution the transfer credit is from. 

7.  Select the option that says “Determined that the following courses are available to transfer:” 

8.  Select the course you’re transferring in and enter the year the student earned the credit 

9.  Click Add Transfer. 

10.  Click the blue Transfer Credits button. 

transfer credit
11.  The transferred credits will now be displayed in the Enrollments section of the Student Page and will appear on the student’s transcripts and gradebook.  A Credit Transfer Form will be automatically emailed to Financial Aid so they can update the student’s award letter.