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Administrator Guide
Last Updated: 2025-03-14
Create Transcript Configuration Rule Sets

Create Transcript Configuration Rule Sets

Security:
  • Set Up: Academic Policies
     in the Academic Foundation functional area.
  • Set Up: Academic Records
     in the Student Records functional area.
To ensure proper printing of student transcripts, you must create rule sets and assign them to an academic unit and level. Workday implements these rules to determine the:
  • Layout of official and unofficial transcripts.
  • Options available when requesting and printing transcripts.
Workday uses the primary program of study on the earliest active reporting record for the student.
  1. Access the
    Create Transcript Configuration Rule Set
     task.
  2. As you complete the task, consider:
    Option Description
    Official Transcript Report Layout
    Workday provides a standard report for official transcripts, but you can use a custom layout to present the data.
    Unofficial Transcript Report Layout
    Workday recommends that you use a custom layout, but you can use the same standard report as official transcripts.
    Delivery Methods Allowed
    Your selection determines the delivery methods that:
    • Students can request on the
      Request Official Transcript
       task.
    • Administrators can request on the
      Request Official Transcripts for Students
       task.
    Auto-Disable Include Recipient Address for the Administrator Task
    Select to automatically disable the
    Include Recipient Address
     prompt on the
    Create Transcript Configuration Rule Set
     and
    Edit Transcript Configuration Rule Set
     tasks.
    Enable Educational Institution as the Recipient on the Administration Task
    Select to enable
    Educational Institution
     as an option for the destination on the
    Request Official Transcript
     task for administrators.
    Enable Educational Institution as the Recipient on the Self-Service Task
    Select to enable Educational Institution as an option for the destination on the
    Request Official Transcript
     task for students
    Delivery Methods Requiring an Educational Institution
    Select the delivery types that require an Educational Institution as the destination for transcript orders when requesting official transcripts on administration and student self-service tasks.
    Allow Hold for Final Grades
    Select to:
    • Display a
      Final Grade
       option for the
      Hold Option
       prompt on the
      Request Official Transcript
       task
    • Process the transcript only after the posting of final grades.
    Allow Hold for Program Completion
    Select to:
    • Display a
      Degree Conferral
       option for the
      Hold Option
       prompt on the
      Request Official Transcript
       task.
    • Select to process the transcript only when the program of study is complete.
    Allow Attachment Upload
    Select to enable students to upload attachments on the
    Request Official Transcript
     task.
    Allow Selection of Records
    Select to display the
    Select Transcript Records
     check box on these tasks for students with multiple academic records:
    • Request Official Transcript
    • Request Official Transcripts for Students
    You and your students can print separate transcripts for each academic record, such as their undergraduate and graduate academic records.
    By default, all academic records print on student transcripts.
    Include Future Registrations for Official
    Select to display the student's future course registrations on their official transcript. Students can use this information to meet internship, employment, or specialization requirements of potential employers or other institutions.
    Include Future Registrations for Unofficial
    Select to to display the student's future course registrations on their unofficial transcript. Students can use this information to meet internship, employment, or specialization requirements of potential employers or other institutions
Assign the transcript configuration rule set to an academic unit and level on the
Maintain Transcript Configuration Policy
 task.
You can access the:
  • View Transcript Configuration Rule Set
     report to review the rule set.
  • Edit Transcript Configuration Rule Set
     task to edit the rule set.