Credit Evaluation Service Reporting

The Credit Evaluation Service Reporting project will expand analytic capabilities in support of increasing the number of transfer students admitted and enrolled at UW–Madison. In order to meet data needs, it will be necessary to capture changes to transfer credit evaluations in the data warehouse for delivered tables in PeopleSoft where that history is not kept.

The Division of Enrollment Management’s Transfer Recruitment Quadrant Plan is a five-year initiative aimed at significantly increasing transfer student recruitments and admissions. Timely and accurate credit evaluations for prospective transfer students are a critical component of the recruitment process. An investigation into potential reporting solutions revealed the existing PeopleSoft tables overwrite previously run evaluations rather than storing all transcripts and evaluations completed. For this reason, it is impossible to determine aggregate statistics such as the average time from transcript receipt to completed transfer course evaluation. A new approach will be to capture all the transcripts received and evaluations run in the data warehouse allowing for the downstream analysis necessary to be possible. Once the information necessary is captured in the data warehouse, data strategists and specialists from the Office of the Registrar will design the final visualizations for end-users.

The Credit Evaluation Service Reporting project is part of the larger Credit Evaluation Transition Project. The reporting effort will be broken into three phases to align with the priority of the reports needed. Each phase will follow an iterative approach starting with credit evaluation subject matter experts defining the requirements and designing mock-ups of the analysis desired. Once the data needed has been established, ODMAS will pull the data into the data warehouse in a manner that allows for the appropriate analyses to be achieved.

The phases currently include the following data insight needs:

Phase One Data Needs

  1. Time from admit decision to credit evaluation completion, by audience: freshmen, new transfers, and reentry students
  2. Time from transcript document creation to credit evaluation completion for continuing students
  3. Percentage of credit evaluations released with transfer admissions decision and impact on new student deposit yield
  4. Number of courses without a rule evaluated by time period

Phase Two Data Needs:

  1. Number of course transfer rules created, inactivated, end-dated, or modified by time period
  2. Most common institutions from which students are investigating transfer credit possibilities
  3. Most common external institutions/course equivalents/external courses taken and submitted by different student population types by time period
  4. Number of courses transcript recorded into SIS by time period and percentage of these courses evaluated
  5. Volume of test credits posted by type (e.g., AP, IB, A-Level, CLEP) and when these credits are commonly posted in relation to admission decision and SOAR

Phase Three Data Needs:

  1. Most common courses submitted requesting course equivalency by population type
  2. Number of credit reevaluation requests submitted by time period and which courses yield the most reevaluation requests

Read the full Credit Evaluation Service Reporting project charter here.


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• Data history capture begins

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• Course and credit volume by external source

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• In development

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