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© 2014 National Student Clearinghouse. All Rights Reserved.

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The Transcript Revolution

Hosted by Adriene Doray-Franklin

Director of Transcript Services SIS Integration


Agenda

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• Introductions

• Background

• Transcript Services Overview

• Integration

• Total Solution and Value

• Questions and Answers


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Our Panelists... Peers and Partners

• Brown University, Rhode Island: 4-year private; 9,000 students

• University of Great Falls, Montana: 4-year private; 1,000 students

• Ellucian

• National Student Clearinghouse


What is the Clearinghouse?

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National Student Clearinghouse

The Clearinghouse was established by

and for the higher education community

for the express purpose of providing

accurate and timely enrollment reporting

to the Department of Education.

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Transcript Services

• Clearinghouse approached by schools

• Ongoing conversations

• Discussions with educational organizations AACRAO, LSAC,

AMCAS, and PESC

Constantly building a robust comprehensive solution for you

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Experience, Qualifications, and Success

• Over 600 institutions are active with Transcript Ordering

– Includes over 50 institutions with automated solutions

– Includes over 200 institutions using electronic delivery

• Over 2.1 million orders processed in 12 months

• Over 250,000 PDF transcripts delivered in last 12 months

• Over 1.2 billion data exchanges annually

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Snapshot of Reality –World Class Customer Service

13 minutes:

Consent form

complete and

ready to be

securely

picked up!

On a Sunday!


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Key Business Challenges around Transcript Processing

• Transcripts are largely paper based

• Producing transcripts is slow and labor intensive

• FERPA regulatory requirements force requestor’s signature or authenticated login

• Students demand and expect faster service

• Job market is competitive - You CANNOT let transcripts slow the process for your students


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Be informed: All partners are NOTthe same! Only the Clearinghouse…

Is an Ellucian Strategic partner for

transcript order integration

Is enabled by default in Ellucian software

Has conducted extensive end-to-end

testing with Ellucian to ensure the

delivered solution performs successfully

Jointly determines what enhancements

will be added to the solution


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Strategic Partnership Benefits

• Solution is embedded in your Ellucian SIS screens

• Powerful solution that solves an industry wide need: provide real-time, secure transcript order, fulfillment and delivery capabilities

• No cost to the institution or to the student


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eTranscripts: What is “It?”

• Unified interface

• Automates transcript ordering, production and

delivery between the Clearinghouse Transcript

Ordering platform and SIS systems

• Facilitates a “no touch” approach to fulfilling

transcript requests


How do we get integrated?

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There are two distinct activities:

eTranscripts – 3 components

Transcript Ordering

Ellucian Cloud - acts as the broker for the order, responsible for

receiving the transcript order information from the Clearinghouse,

sending the order to the your SIS. Accomplished using web services

calls (APIs)

School ERP/SIS – provide information about the requestor, receives,

automates the processing of, and fulfills the transcript orders

Transcript Ordering – creating your online transcript ordering website

Delivery options

Processing options

FERPA consent options

Holds/restrictions


Activation of eTranscriptsWhat does it look like?

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School

Install the software

Define User Accounts

Configure

Provide a public key to the Clearinghouse for secure FTP

Ellucian

Software

Cloud setup

Clearinghouse

Provides a testing profile

Provides a FTP account

Provides functional testing guidance via WebEx and telephone


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Custom Online Ordering Forms


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How the

Clearinghouse

& Ellucian

eTranscripts

Solution Works


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Student Identification


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Student Validation


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Transcript Fulfillment


From Days to Minutes! And Hands on to Hands Off!

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13 minutes:Order placed, Consent

form complete, and PDF

ready to be securely

picked up!

Real Time Customizable Holds• Academic Holds

• Administrative Holds

• Financial Holds

Real Time Processing Options • Hold for Grades

• Hold for Degree

Real Time Instantaneous Transcript Fulfillment


Advanced Analytics

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Questions to Panelists


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Value of eTranscripts

• Significantly reduce your workload

• GO GREEN! Environmentally friendly, cost-

saving approach that reduces the need for

security paper, envelopes, postage, etc.

• PDF generation capabilities embedded within

the ERP

• 24x7 availability

• Time saved = Time earned


Prerequisites For eTranscripts

Banner

• Student 8.6.2 Dependencies:

– Student 8.6

– General 8.6

– Accounts Receivable 8.4.5

– DBEU (eTranscripts requirement)

• Banner 9.0 eTranscripts APIs

dependencies: – Student 8.6.2 has been applied.

– DBEU must be applied to the

following:

• General

• Student

• Accounts Receivable

Colleague• Software Updates:

– SU62497.37-1805 Support for eTranscripts

– SU62947.07-1805 Update in support of API 1.3

– SU011633-485 Web API 1.3 Envision Support

– SU11726-4.1.0 SFTP DMI Update

– SU011729-485 SFTP Envision Update eTranscripts

Support

– IN011654*12 Web API Installer sftp Support

• Web API’s:

– Internet Information Services (IIS) 7.0 or later

– IIS 6 Compatibility pack

– .NET Framework 4.x

(http://www.microsoft.com/net/Download.aspx)

– ASP.NET 4.x (included with .NET 4.x)

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Thank You!

Please visit us

for additional information and

to see a full demo of eTrancripts

the transcript revolution - amazon web services€¦ · the transcript revolution ... provides...

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