Transcript Templates

when you navigate to institution config / transcripts , you'll arrive at the transcript templates tab this section lists all available templates used to generate official transcripts for your students a default template (general new) is included to accommodate standard transcript requirements and is suitable for most institutions however, if your school needs a more tailored format, you can create and configure your own custom templates to match your specific academic and administrative preferences creating a custom transcript template while the default transcript template is often enough for most institutions, you may want to create your own to match specific formatting or reporting needs whether you're looking to change fonts, adjust margins, include specific student or program information, or add a custom grading key—creating a custom transcript template gives you full control over how transcripts appear in this section, we’ll walk through each area of the transcript template, highlighting the settings that may need extra explanation you can refer to the images provided to see exactly where these options are located to create a custom transcript template, navigate to insitution config / transcripts then click new transcript template a popup will appear where you’ll enter a name , an optional description , and choose whether the template applies to all sessions or the current session only once saved, the template will appear in your list click the pencil icon to open and customize the template details this section shows the name , description , and type you entered earlier you can update them here if needed layout the layout section controls how the transcript appears visually font / font size choose from available fonts and set the size orientation select portrait or landscape display order determine how session data is sorted—ascending (earliest to latest) or descending pdf template if custom pdf templates docid 3aw2wrbz qzwggegdssr have been configured, you can apply one here margins & header size set the page margins and top header height in inches page header this section defines what appears at the top of the transcript you can choose to include key institutional and student information such as institution name, location, and address student name, id, address, date of birth, sin/ssn/nin, and timeclock hours custom fields you’ve configured when selecting certain fields, additional label options appear so you can customize how each item is titled programs choose which program specific details to display, including start and expected end dates length, credential, status, and substatus any custom fields related to programs you can also rename the title of this section if desired transfer credits enable this section to include any transfer credits a student has received once selected, you’ll have the option to customize the title of this section courses this section covers both course level and student level data you can set custom titles for courses title – the heading for the course section final mark header – the label used for final grades (e g , “grade” or “final mark”) options here include course information such as code, dates, hours, credits, and instructors student level data including absences, attendance percentage, lates, alternate marks, and instructor comments course options define how to handle special cases and statuses choose whether to display a course grade or substitute with override text for withdrawn, incomplete, failed, or active courses indicate repeated courses and label them as needed show advanced standing and enter supporting text summary control what summary data appears at the bottom of each session and/or overall transcript course credits, hours, and distinctions summary marks can be shown as grade point , letter grade , or both using the alternate field attendance and lateness summaries are also available with flexible display options each summary item includes a dropdown to choose if it should be shown by session, overall, both, or hidden entirely certification / signature this section allows you to add a certification area at the bottom of the transcript, including title certified by name and position signature type none no signature auto pulls a default image from your settings upload allows a specific image file to be uploaded optional certification notes can also be added grading key add a reference guide explaining the grading structure (e g , a = 90–100%) you can rename this section and enter any relevant explanation in the text field provided footer choose whether to include a date stamp showing when the transcript was generated the user initials of the staff member who produced it once your customized template is ready, click save at the bottom of the screen your new template will be available under the transcript templates tab and can be used to generate transcripts for any student keep in mind that you can return to the template at any time to make updates or adjustments as your institutional needs evolve