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Quick Start

This walkthrough takes you from signing in to a finished evaluation. You’ll need an account with the Analyst role or higher, and at least one program set up with courses.

  1. Sign in to your institution’s TCEvaluator portal. See Signing in if it’s your first time.

  2. Start a new evaluation. From the Home page, use the New Evaluation form (or open the New Evaluation page directly).

    The Home page: dashboard metrics and the New Evaluation form

  3. Enter the student’s information. First name, last name, email, and the Program to evaluate against. If the program has concentrations, pick one.

  4. Upload the transcript. Drag and drop the file into the Upload Transcripts area — PDF, JPG, and PNG are supported. Each file is scanned for malware, then accepted. If the student has professional certificates, switch on Has Professional Learning? and upload those too.

  5. Click “Evaluate”. You’ll see a confirmation that the evaluation is processing, and its live progress appears in the Evaluation Queue in the top navigation bar.

  6. Open the evaluation for review. When processing finishes, the evaluation appears under Evaluations › Pending. Open it to see the transcripts summary, the AI’s suggested course matches, and the student’s eligible and ineligible transcript courses. Accept, add, or remove matches as needed — see Reviewing results.

  7. Confirm the results. Click Confirm Results, then decide for each matched course whether to save the match (Yes or No). Add any closing comments.

  8. Finish and deliver. Click Finish Evaluation. From the completion dialog you can Download PDF or Email PDF to the student. The evaluation now lives under Evaluations › Completed.