Add Transfer Goal Tracking to MAP


  1. Add "Transfer Goal" table to the database (simple list of institutions)

    • This would be assigned per MAP as a part of the "Save Plan" option

    • This will be a dropdown with a single data point loaded from a table

  2. Add Admin editing of Transfer Institutions

    • Addition of "Transfer Goals" as an editable table to the Administrator role

  3. Add "Transfer Goals" (text description, e.g. "Wright State University") as a new column when "MAP Information" has been selected as part of a Custom Export to CSV on the Search-Bulk Action list.

  4. "None Specified" will be added as a selection for Transfer Goal to when saving both a MAP Plan and a MAP Template as the default. Other selections of this dropdown will be user-configured by an Admin

Additionally, add the following:

  1. Add Transfer Goal as a Search item in student search

  2. Add a Transfer Goal Report with this as the criteria for the report

    1. Columns

      • First Name

      • Last Name

      • School Id

      • Email Address

      • Date MAP created

      • MAP Create by

      • Transfer Institution

      • Partial

      • Catalog Year

    2. Filter fields

      • Transfer Goal (multi-select ideally) – or Not Used

      • Plan created by (multi-select ideally) – or Not Used

      • Student status (active/inactive/transfer/etc)

      •  Is plan Active?

      • Catalog Year – or Not Used

      •  (optional) Date MAP last modified – or Not Used




Jason Elwood
June 20, 2018, 7:14 PM

Successfully tested fix for sending bulk emails.  

Jason Elwood
June 20, 2018, 7:53 PM

A couple issues found during testing.


  1. (minor) Plan Exists filter criteria shows Plan Status values (active, inactive).  The filter and report label should be Plan Status for clarity.

  2. Although not in the request, the report doesn't indicate the Plan Status value.  It is possible to not use the plan filter resulting in students listed multiple times in the report due to a combination of an active plan plus one or more inactive plans.  In that case, you can't tell which Plan actually indicates the intended Transfer goal without knowing the plan status.  A simple fix would be to add the Plan Status to the report data.  

Jason Elwood
June 22, 2018, 4:42 PM

Sinclair confirmed the desire to have the changes made.

Michael Sultzaberger
June 22, 2018, 5:26 PM

I'll have this done early next week.

Michael Sultzaberger
June 26, 2018, 2:45 AM

Changed the Plan Exists label to Plan Status and added Plan Status to the report.



Michael Sultzaberger


Michael Sultzaberger


Estimated End Date



Fix versions