The articulation report

The Report tab is the final stop on every transfer package. It's where you write a summary, see every approved equivalence in one place, fine-tune the per-course justifications, and download the articulation PDF — the document you'd send to a student, an advisor, or save into a student file.

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What you're looking at

The Report tab has four pieces, top to bottom, plus a Download PDF button in the upper right.

Transfer Details

A small header card with one fact: Transferring from: {sending institution}. If the package has a description (set from the basic-info popover on the package page), it appears here too.

Report Summary

A free-form paragraph that goes at the top of the PDF. Use it to give context to whoever opens the report.

When you make any edit, the box visibly enters an unsaved state and three controls light up at the bottom right:

• Regenerate — asks Mapademics to write a fresh summary based on what's approved right now. Useful when you've changed approvals or added courses since the last time you wrote one. The generated summary is a starting point; edit it freely.
• Discard — throws away your unsaved changes and reverts to the most recently saved summary. Confirms before doing it.
• Save Summary — commits whatever's in the text area. The PDF always renders the most recently saved summary. Once you save, the buttons dim and the box returns to its saved state until you edit again.

If you never write a summary yourself, Mapademics fills one in automatically the moment a package reaches Completed — same content as clicking Regenerate. So a completed package always has something on the PDF, even if you go straight from approving to downloading.

{% hint style="info" %} Regenerate replaces what's in the box. If you've written a custom summary and then click Regenerate, your text is overwritten with the generated version. Save anything you want to keep first — or click Discard to fall back to the last saved version. {% endhint %}

Course Equivalences Overview

A compact table summarizing every approved equivalence in one row each: the Transfer Course, the Home Institution Course, and a credits-changed indicator (e.g. 3 → 3). The table uses the same color-coding as the Course Equivalencies tab — Transfer Course on a cream band, Home Institution Course on a lavender band — so the two halves of each row are immediately distinguishable.

This is the quick-glance summary. The full per-course detail follows below.

Course Equivalences

Below the overview, every approved course appears as its own card, in the order they were approved.

Each card shows:

• The transfer course on the left and the approved home course on the right, with codes, titles, and credits, separated by a small → arrow.
• An ✓ Approved badge at the top right of the card.
• The Justification — the narrative explaining why this equivalence holds. Mapademics writes a justification automatically when it scores each candidate; the one you see here is the justification from the candidate you approved, ready to edit. Tweak it to match your institution's voice, add registrar-specific notes, or rewrite it entirely.
• Per-card Discard and Save buttons at the bottom right. They work the same way as the summary controls: dim when there are no unsaved changes, light up the moment you edit. Discard falls back to the last saved version; Save commits and the PDF renders whatever's most recently saved.

To change which candidate is approved for a course — or to clear the approval entirely — head back to the Course Equivalencies tab. The Report tab is for finalizing the narrative, not for editing the matches themselves.

If any course on the package still doesn't have a decision, an amber banner appears at the top of the Course Equivalences section:

N courses need an institutional equivalence approved before the report is complete. [Go to Courses tab]

Click the link to jump to Course Equivalencies and finish reviewing. See Matching course equivalencies.

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Downloading the PDF

Click Download PDF in the upper right to render and save the report. The PDF includes:

• The package name and sending institution.
• Your saved summary.
• The Course Equivalences Overview table.
• Every approved course with its justification.

The PDF is what you share with stakeholders — students, advisors, the receiving department, your records system. The Transfers app itself is staff-only; the PDF is the deliverable.

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A note on completion

A package is considered Completed once every course on it has been resolved — either approved against a home-institution course or explicitly marked No Equivalent. You'll see the Completed badge on the package and on the Home page kanban board.

You can still edit a completed package — change an approval, rewrite a justification, regenerate the summary, re-download the PDF. Completion is a status, not a lock.

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Next steps

• Matching course equivalencies
• How a package flows
• Glossary