The package page

The package page is where the work happens. Every transfer package — whether you created it from a transcript or by hand — opens to the same layout: a header strip, three tabs, and a body that changes per tab.

This page walks the header and tabs at a high level. Each tab has its own dedicated doc with the full mechanics.

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The header

Every package page opens with the same header strip.

• Breadcrumbs at the top: Home / Transfer Packages / {package name} / {current tab}. Click any segment to jump back up.
• The package title.
• An External ID line directly under the title — read-only, shows the value you set when the package was created (if any). See External ID below.
• A … button next to the title — opens the basic-info popover (see below).
• A stage badge at the far right, prefixed with the label Stage:. The badge shows Researching X% with a progress bar, Transcript Review, Course Matching, or Completed, and the color matches the stage (orange for active review work, purple for matching, green for completed, blue for researching). This is the same stage shown on the kanban board on the Home page. See How a package flows.

The basic-info popover

Click the … next to the title to open a small popover with the package-level settings you can edit:

• Package Name — rename the package. The change shows up everywhere, including on the kanban board. Edit and click Save.
• Description (optional) — free-form notes about the package. Edit and click Save.
• External ID (optional) — see External ID below.
• Primary Transferring Institution — the institution this package is anchored to. Lookup field; type to search.

The Primary Transferring Institution is the school the package is about — usually the school that issued the transcript. On packages with no courses, you can change it freely. On packages that already have courses, changing it is a heavy action — see the warning below.

{% hint style="info" %} Changing the Primary Transferring Institution on a package with courses removes every course on the package. The button changes to Save & Reset Courses and a confirm dialog appears: "Changing the transferring institution will remove all {N} existing courses from this package. This action cannot be undone." We do this because every course on the package is tied to a specific institution's catalog; switching the institution makes those courses meaningless. Only change it if you set the wrong institution at creation and you're prepared to start the course work over. {% endhint %}

This popover only edits the Primary institution. If the package was created from a transcript that referenced additional institutions, those were resolved during the confirm-institutions step at import and aren't editable here — the courses tied to them stay tied to them.

External ID

The External ID is an optional, free-form identifier for the package — typically the package's record ID in your registrar's system, your SIS, your case-management tool, or whatever else you use to track transfer evaluations outside Transfers. Set it when you create the package (the field appears in both the From Transcript and Manual create dialogs, between the main inputs and Advanced options) or edit it here in the basic-info popover.

When set, the External ID is displayed read-only directly under the package title on this page, and it's stored on the package so downstream integrations and exports can match it back to the upstream record.

It's purely a label — Transfers doesn't validate it, doesn't enforce uniqueness, and doesn't use it for matching or routing. If you don't have an external system to tie back to, leave it blank.

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The three tabs

Below the header sit three tabs, rendered as a numbered strip: 1 Transcript Review → 2 Course Equivalencies → 3 Report. They map directly to the work of producing an articulation report, in order, and the small arrow between each pair is intentional — it's the visual signal that the work is sequential.

The number on a tab flips to a green checkmark (✓) once that step is complete. So on a finished package you'll see "✓ Transcript Review → ✓ Course Equivalencies → ✓ Report". The tab you're currently on is highlighted in purple regardless of state, so you always know where you are.

The tabs are always navigable, but the work on each one only makes sense once the previous one is done. The stage badge in the header tells you which tab to be on:

• Transcript Review stage → work on the Transcript Review tab.
• Course Matching stage → work on Course Equivalencies.
• Completed stage → download the PDF from Report.

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Manual packages

If you created the package manually, the Transcript Review tab won't appear at all — there's no transcript to review, so the tab is hidden and you'll only see Course Equivalencies and Report. Your work begins on Course Equivalencies, where you'll Add Courses to populate the package, then approve equivalents.

See Importing a transcript and Creating a manual package for the difference between the two creation paths.

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Deleting a package

To delete a package, go back to Transfer Packages in the sidebar and use the red trash icon at the end of the package's row. A confirm dialog appears: "Are you sure you want to delete '{name}'? This will also delete all course matches within this package. This action cannot be undone."

{% hint style="info" %} Deletion is permanent. Extracted transcript data, approved equivalencies, and the report on a deleted package cannot be recovered. If you're unsure, rename the package with a (archived) prefix instead. {% endhint %}

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Next steps

• Reviewing the transcript
• Matching course equivalencies
• The articulation report