Course overview

This course helps high school counselors or staff members who work with transcripts in Xello understand how to import transcripts, guide students through the process of requesting and monitoring the status of their transcripts, and fulfill student requests for sending transcripts to colleges. 

Course objectives

  • Be able to import and view student transcripts

  • Understand how to view your latest transcript requests

  • Know how to fulfill student requests for sending transcripts to colleges and tracking their progress

  • Feel confident guiding students through the process of requesting transcripts

Course curriculum

    1. Course introduction

    2. How this course works

    3. Course check in

    1. Module 2 introduction

    2. Dig in: Transcript types

    3. How to: Import transcripts in bulk

    4. How to: Import a new version of a transcript

    5. How to: Import a transcript when "not started"

    6. How to: Handle unmatched transcripts

    7. How to: Make transcripts visible to students

    8. How to: Turn on request notifications for educators

    9. Module 2 wrap up

    1. Module 3 introduction

    2. Dig in: Transcript types and deadlines

    3. How to: How students request a transcript

    4. Try it: Request a transcript as a student

    5. Module 3 wrap up

    1. Module 4 introduction

    2. Dig in: Ready to send transcript methods

    3. Dig in: Navigate your Application manager

    4. Dig in: View student document requests

    5. How to: Send transcripts via Parchment or email

    6. How to: Record a transcript as sent

    7. How to: Manage recipients

    8. How to: Send a transcript on behalf of a student

    9. Try it: Fulfill transcript requests

    10. Module 4 wrap up

    1. Module 5 introduction

    2. How to: View imported transcripts

    3. How to: Track progress

    4. How to: Run college application reports

    5. Course quiz

    6. Course wrap up: Helpful resources

    7. Tell us about your experience