TES Tips & Tricks: Leverage the Equivalency Batch Editor Feature to Get a List of Select Equivalencies

Do you know about the Equivalency Batch Editor feature in TES? If you are storing your equivalencies in TES, you can edit a collection of them all in one step using the Equivalency Batch Editor feature. The Batch Editor feature can be valuable, however, even if you don’t want to edit the selected equivalencies!
Have you ever wanted/needed a list of equivalencies based on a particular parameter?

• Maybe you want a list of all the equivalencies that you have defined for a particular feeder institution.
• Maybe you want a list of all the equivalencies that were created by a particular staff member.
• Maybe you want a list of all of the courses with a particular Public Note.
• Maybe you have rotating department chairs and the new chair wants to see all of the equivalencies to courses in his/her department.

Whatever the reason, you can leverage the Equivalency Batch Editor feature to get a filtered list of equivalencies. The list can be printed, e-mailed, or exported in either a word-processing or spreadsheet format. This is handy for generating reports, work documents, review lists, and more!
Start by opening the Equivalency Batch Editor, in the pull-down menu under Match. Then enter the search criteria you need for your list. Let’s say you have a new Chair in the Chemistry department that wants to review all of the equivalencies to courses in his or her department. You could search for all of the equivalencies to courses with the appropriate department prefix, e.g. CHEM. Once you have the list displayed, you can print it out, email it, or export it to either a word-processing or spreadsheet format. You can also choose to export the data for all pages, or on a page-by-page basis.*
Use any of the search criteria to select the perfect list of equivalencies and then export that list using the Equivalency Batch Editor feature, even without editing the equivalencies!
*The all-pages export is limited to 500 records. If you have more in your search, you can either tighten up your search filters, export page by page, or use the export feature for all your equivalencies (under the Manage menu) and then sort out/delete unnecessary rows.