Embedded Files
Introduction:
Introduction:
In PeopleSoft, you are able to track transcripts that are sent from other institutions both electronically and manually. The following guide outlines each feature on PeopleSoft used by the Customer Service team and how to access and use the feature.
Document View
Document View
Document View
Document View
Document View – Search for imaged documents attached to a PSID (including documents uploaded through Maintain Applications and Checklists). New documents will appear under the “Documents” table and legacy files will appear under “Legacy Documents.” Sort by upload date or use Filters to sort by Category ID and Type ID.
Instructions:
1. Go to Navigator tab
2. Select Main Menu
3. Select UHS Document Attachment
4. Select Document View
TS 130
TS 130
This feature captures all transcripts sent electronically to the university via TREX, Clearinghouse, or Credential Solutions.
Instructions
Enter the students ID and Academic Institution
The transcript will pull up on TS130 Heading (see image 3.1)
Select Get Report
Select Report Manager
Select Refresh until the transcript loads and you see the “Detail” button (image 3.2)
Select the PDF document from the list of options (image 3.3
TS 130
TS 130
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