Online Transcripts with Credentials

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Innovation, Automation, Optimization, Service:
Your Transcript Processing Partner
CACCRAO Region 9 & 10
Norco College, November 7, 2014
Presented by: Margaret Freeman
Our Credentials. Your Solutions.
Since 1997 Credentials Has Serviced Students
as an Agent for Higher Education
Process
Focused
Degree and
Enrollment
Verification
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TranscriptsPlus®
Industry
Leading
RoboRegistrar®
Integrated
Automation
Consumer
Facing
Transcript
Network™
eRoboMail™
Credentials & Scrip-Safe Announce
Merger
 Credentials and eScrip-Safe will be merging online ordering and
electronic distribution
 New Enterprise will include:
 Over 800 Sending Institutions
 Close to 3,000 Receiving Institutions
 Security Paper and Diplomas on Demand not part of the merger
 Company managed out of Northfield, IL with Customer Service and
print offices in Loveland, OH and Las Vegas, NV
 New Company will be called:
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Our Credentials. Our Security.
Adhering to industry standards of today and tomorrow.
Providing a secure environment for servicing student data.
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Solution Snapshot
Hosted
Online
Application
• 24/7 Access
• Campus Branded
• Consumer App
• Text & Email
Communication
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Integrated
Automation
Customer
Service
• Oracle, Datatel,
Banner, Legacy
• Oracle App
Designer /
Component
Interface
• Limited Access for
Institutional
Security
• State-of-theArt Self Serve
Environment
• M-F 12.5hr.
Customer Care
Client
Service
• Dedicated
Client
Relationship
Manager
• Dedicated IT
Resource
• Registrar
Support
Services
 Online transcript ordering & payment processing
 3rd party certified PCI-DSS compliant
 Student charged when order is completed
 Branded & Customized Order Form
 Over 3,000 Parameters Set During Implementation
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The Key to the TranscriptsPlus® Solution is Our
Firewall
Proprietary Automation Software: RoboRegistrar®
RoboRegistrar®
RoboRegistrar® is Java-based
software that is installed on a PC behind
the institution’s firewall and interacts
between the TranscriptsPlus® system and
the student information system.
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SIS
ROBO’S AUTOMATED FUNCTIONS
 Locates Records
 Student & Alumni Authentication
 Checks for Financial Obligations
 Communicates with Students via Email and
Text
 Creates FedEx Air Bills
 Facilitates a Variety of Fulfillment Options
• Add print requests to your SIS
• Can print your transcripts at
Credentials
• EDI & XML
• School-to-School PDF
• 3rd Party PDF
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Comprehensive eTranscript Strategy
Regional Hubs
•SPEEDE
•FASTER
•eTranCA
•OBOR
ETran CA
F.A.S.T.E.R.
Vendor Networks
Students & Alumni
We print.
We stuff.
We mail.
Highly specialized rendering
Date and Time
08-21-13 01:41 AM (CT)
08-20-13 11:20 PM (CT)
08-20-13 10:25 PM (CT)
08-20-13 03:00 PM (CT)
Location
Activity
PALATINE, IL
Out
for Delivery
Scan inserting
High-speed
printing,
folding,
Copy
& thermal
protections
Tamper-proof
CAROL STREAM, IL stamping
Sorting Scan
envelopes
CAROL STREAM, IL
Sorting Scan
Your institution’s watermark
NORTHFIELD, IL
Delivered to USPS
Accommodates attachments
USPS Intelligent
Mail Barcoding
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&
New Network
Receiving Institutions Overview
School to School (over 3,000 in network)
•EDI, XML and PDF supported
•Agency Relationship Established with Regional Hubs (Texas, OBR, etc.)
•TS130, TS131, TS146 all supported
•Data elements can differ (possible to include SSN, DOB)
•Includes academic work and legend
•Controlled Access to Registrar Support Services
•E-mail reminders sent 3 times/day when work is pending
•Color Coded Identification of Transcripts
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New Network
Receiving Institutions Overview, cont.
Third Party PDF
•2 Emails sent for each transaction-must utilize access code
•Transcripts removed 24-30 hours after downloaded
•Includes cover page, watermarks, printed copy, header,
footer, signature of Registrar, logo, and legend
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Communication
Answer student/alumni questions before they ask them
Email and text message notifications include:
 Transcript Order Receipt
 Authorization Notification
has been authorized
authorization received
authorization required
authorization reminder(s)
 Transcript Order has a problem
 Transcript Order has been canceled
 Transcript Order Completed
 Transcript has arrived
 Attachment Needed
 Transcript Order Credit Card Failed
 Transcript Order has been received
 Transcript Order has Bad Recipient Email
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Credentials’ Industry Leading Customer
and Client Service




Client Relationship Managers
Customer Service Representatives
13.5 hour/day Live Customer Service
operators
Online Order Status 24/7
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Online Student Self-Service
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Administrative Application
Database of ALL Orders
Detailed Order Information
Sending Reports
Receiving Reports
User Created Reports
Control Sheet for 08-06-2013
OrderNo
3CV735680
3C4769688
3GE718525
3GE718526
ST
C
C
A
A
Qty
1
1
1
1
SID
123456789
123456789
123456789
123456789
Student Name
DUCK, DAFFY
BUNNY, BUGS
PIGGY, MISS
KING PRAWN, PEPE
Svc
REG
TTyp
UGRD
RUSH GRAD
RUSH GRAD
REG
MED
Copies
1
1
1
1
How_Sent
Delivery Info
PDF
OFFICE OF
ADMISSIONS
CALIFORNIA ST
UNIV - FULLERTON
PDF
OFFICE OF
ADMISSIONS
CALIFORNIA ST
UNIV - FULLERTON
PRT-MAIL
ADMISSIONS &
RECORDS OFFICE
DE ANZA COLLEGE
PRT-MAIL
AMCAS - ATTN:
TRANSCRIPTS
AAMC MED
SCHOOL APPL SVC
Electronic Receiving Network
Ellucian API
 Credentials Solutions and Scrip-Safe are both Community
Partners of Ellucian.
 While we’re in the beginning stages of learning about the
service and how it’s capabilities relate to RoboRegistrar, the
Ellucian API will provide another transcript data extraction
option for our institutions.
 We’ll utilize the Ellucian API when they are the best option for
a client institution.
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Recent/Upcoming Enhancements
 Credentials and Scrip-Safe will merge January 1st, 2015 to become
Credentials eSCRIP-SAFE
 New Nevada branch office for expanded customer service hours and
faster West Coast USPS delivery
 Sending transcripts electronically to Graduate Application Services
AMCAS
LSDAS
PHARMCAS
etc.
 Reverse transfer initiatives project
 Inputting transcript data directly into Student Information System with
RoboRegistrar®
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Import Processing
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Our Credentials. Your Solutions.
Implementation Requires Limited IT Resource!
Credentials has taken care of the heavy lifting by
delivering a pre-programmed package for each of
the major student information systems.
No Upfront Costs
Initial programming and integration
into Banner provided at no cost.
Staff training and support provided
at no cost.
Initial marketing materials provided
at no cost.
Automated
Order Processing
eRobo Mail
Hosted Online Access
Operational
Services
Electronic
Delivery / Receipt
Margaret Freeman
Sales Director
847-716-3035
[email protected]
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