Confirming Results

The Confirmed Results step is the final gate: you decide, match by match, what goes into the student’s official summary.

Approve each match

The Program Courses table lists every matched course from the review. For each match, use the three-position Save Match control:

• Yes — keep the match; it appears in the final results.
• No — reject the match; it’s excluded from the results.
• – (middle) — undecided.

You must land every match on Yes or No before finishing — if anything is still undecided, the page will remind you to choose.

Matches that were previously approved (for example, on an earlier evaluation for the same student) are locked and shown as such — consistency is preserved across evaluations.

Additional information

Two cards close out the story the PDF will tell:

• Courses Not Transferred — the transcript courses that didn’t transfer, so the student sees a complete picture, not just the wins.
• Additional Comments — free text for anything the student or downstream staff should know (missing documents, advising notes, conditions).

Finish and deliver

1. Use Preview PDF to open the generated summary in a new tab and give it a final look. The layout uses your institution’s logo, brand colors, and PDF disclaimer.

2. Click Finish Evaluation.

3. The “Evaluation Complete!” dialog offers two delivery actions: Download PDF (save a copy to your device) and Email PDF (send the summary to the student — the recipient is prefilled with the student’s email).

4. The evaluation moves to Evaluations › Completed, where the PDF remains available from the row menu any time. See Statuses & lists.

Need to change something after finishing?

Completed evaluations are read-only to protect the audit trail. To change an outcome, run a new evaluation for the student — previously approved matches carry over as locked, so you only re-decide what’s new.