The Transcript Request Manager allows staff members to monitor and manage students' requests for transcripts and record payment information.
Before using the Transcript Request Manager, update the transcript settings to customize the transcript request process at your school.
Review and update request details
Navigate to Colleges and select Transcript Request Manager. From Requests, review a list of transcript requests made by students or counselors. Use the search feature to find specific transcript requests. Refer to the Show me details table for more information on filter options.
By default, the manager displays transcript requests made in the last seven days. To display transcript requests made in the last 14 days, 30 days, or other, select an option from the Show Me list and click go.
-
Select the Recipient name or View to display details about the request, including the recipient's address.
-
Pending indicates a request was made but not processed.
-
NA indicates there was no request.
-
-
Select Update to manually enter transcript submission dates and update the request status. You can also select recipient has confirmed receipt of transcript to update the status in the Confirmed column.
When sending transcripts via Naviance eDocs, the pending request automatically displays the submission date without your needing to manually update the request status.
Show me filter details
|
Filter |
Details |
|---|---|
|
All pending requests |
Initial transcript requests that are pending |
|
All college application requests |
Transcript requests for college applications, pending or submitted |
|
All scholarship, athletic, and other requests |
Transcript requests for other than college applications, pending or submitted |
|
Requests added in the last 7 days |
Transcript requests made in the last week, pending or submitted |
|
Requests added in the last 14 days |
Transcript requests made in the last two weeks, pending or submitted |
|
Requests added in the last 30 days |
Transcript requests made in the last 30 days, pending or submitted |
|
All canceled requests |
Pending transcript requests canceled by staff |
|
All paid requests |
Transcript requests marked as paid by staff in Naviance |
|
All unpaid requests (without waivers) |
Transcript requests not marked as paid by staff in Naviance |
|
All requests that require mid-year transcripts |
Mid-year transcripts that have been requested but not submitted via eDocs or manually marked as submitted
|
|
All requests that require final transcripts |
Final transcripts that have been requested but not submitted via eDocs or manually marked as submitted
|
|
All requests that are not confirmed as received |
Transcripts requests not manually marked as confirmed in Naviance |
|
All requests where a transcript has been mailed |
Initial transcript requests that have been submitted via eDocs or manually marked as submitted |
|
All requests where a mid-year transcript has been mailed |
Mid-year transcript requests that have been submitted via eDocs or manually marked as submitted |
|
All requests where a final transcript has been mailed |
Final transcript requests that have been submitted via eDocs or manually marked as submitted |
Display transcript requests by student
Navigate to Colleges and select Transcript Request Manager. From the Settings section, select a student name to display a complete list of transcript requests for that student.
Alternatively, select Students, use the search features to find a specific student and then select the student's name to display all requests.
Request a transcript for a student
-
Navigate to Colleges and select Transcript Request Manager.
-
From Add Requests for this Student at the top of the manager, enter a student name.
-
Optionally:
-
From Release Transcripts for Current College Applications, select a college from the student's list of active applications and then click update.
-
From Release Transcripts for New College Applications, use the Quicklist or college lookup tools to find and select a college and choose an App Type from the list.
-
From Release Transcript for Other Recipients, enter the recipient information.
-
Select Payment Options.
-
Click add requests.
-
Record payments
-
Navigate to Colleges and select Transcript Request Manager.
-
Select Students and use the search tools to find the student for whom you want to record payment details.
-
Select the student's name.
-
Select record payment.
-
Enter the payment information and click continue.
To review a summary of payments and fee requirements, navigate to the Payments section in the Transcript Request Manager.