Table of Contents

For Counselors: Final Reports and Transcripts

Click here for a list of Colleges Accepting Final Transcripts or Final Reports (2022-2023)

Configuring your Settings

Before configuring your final reports and transcripts, you will want to ensure that your settings reflect the correct information regarding these documents.

  1. Navigate to your Welcome dropdown menu and select School Account & Settings.
  1. Make sure that Enable School Reports is toggled ON. If it is not, toggle it on.
  1. Make your selections for Final Reports and Transcripts. You may select for which application statuses you'd like to send Final Reports and Transcripts.

You may choose to send Final Reports for colleges where a student is Enrolling (only) or where their outcome is Enrolling, Deferred, or Waitlisted. For Final Transcripts, you may choose to send them for colleges where a student is Enrolling (only) or where their outcome is Enrolling, Deferred, or Waitlisted.

Note: This does not mean that the final reports and transcripts will automatically be sent to colleges with the application statuses that you indicate. Rather, it will signal to Scoir to pull in completed final reports and transcripts to be sent by you to these colleges.
Because the settings for Final Reports and Transcripts are based off of application outcomes, these colleges must be in the Applied column of your students' My Colleges list for you to send these documents. You as a counselor, or your student, are able to move these colleges to the Applied column.

Final Reports

Creating a Final Report for an Individual Student

  1. Search for a student using the search bar on the top right.
    1. Expand their Colleges & Applications section, and click on Manage Documents.
    2. Scroll to Reports and navigate to Final Report. Click Create.
    If the report template hasn't been updated since the latest rollover, you must update it before generating a report. Please contact your Account Administrator if you do not have permission to update the template.
  1. Make any necessary changes to the student evaluation, based on the information you've indicated you'd like to include from the Secondary School Report. Click Save and Continue.
    1. Click on Preview to review your Final Report and ensure all details are accurate. If you find any outdated information, simply update your template. Your in-progress Final Report will reflect these changes and be saved as a draft, allowing you to continue from where you left off.
  2. Verify your information and click Save to complete & sign your Final Report.

Sending a Final Report for an Individual Student

  1. Under the student's Colleges & Applications section, click Send Documents.
    1. Scroll through and click Send to send the final report for any college for which a final report populates.

The final report will automatically populate in the Send field for any colleges that a) lists a final report as a Required or As Available document and that b) the student has applied to with an outcome of Enrolling (only) or Enrolling, Deferred, or Waitlisted, as per your settings.

Sending Final Reports in Bulk

You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents that are available but have not been sent, like the Final Report.

  1. Click on the number next to Complete Packets Ready to Send.
    1. Click Select All and Send Connected to send any and all uploaded documents, including the final reports, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
  2. You may then click Download and mail or email any final reports for colleges that are not-yet-connected with Scoir.


Final Transcripts

Uploading Final Transcripts

The first step in sending Final Transcripts is to upload them. To upload transcripts in bulk, follow the steps outlined in this document, choosing Final Transcript as your Transcript type.

To individually upload a final transcript, you can navigate to an individual student's profile, head to their Manage Documents section, and select Upload next to Final Transcript.

Note: As with all other application-related documents, students will not be able to view these transcripts.

Sending Final Transcripts for an Individual Student

After this uploading process, your students' transcripts will be added to their documents to be sent to colleges.

  1. Under the student's Colleges & Applications tab, click Send Documents.
    1. Scroll through and click Send to send the final transcript to any applicable college.

The final transcript will populate for any college that a) lists the final transcript as a Required or As Available document and b) the student has applied to with an outcome of Enrolling (only) or Enrolling, Deferred or Waitlisted, as per your settings.

Sending Final Transcripts in Bulk

You can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you can bulk send documents that are available and have not been sent, like the Final Transcript.

  1. Click on the number next to Complete Packets Ready to Send.
    1. Click Select All and Send Connected to send any and all uploaded documents, including the final transcripts, electronically. Alternatively, you can click Send next to each college to send for one college at a time.
  2. You may then click Download and mail or email any final transcripts for colleges that are not-yet-connected with Scoir.
If you are bulk-sending Final Transcripts after rollover, you'll need to use the filter on the left-hand side and put in the class year.

Where do I see my student's transcripts?

To view student transcripts, they must first be uploaded into Scoir by using the Bulk Transcript upload tool in Data Management or by adding them individually for each student.

 

To see the transcript on your student's profile, navigate to the student's profile by searching for the student's name using the search bar.



On the student's profile, navigate to the Manage Documents tab under Colleges & Applications.



Within Manage Documents, you will see an overview of the student's Transcripts. You can then view a transcript by clicking on the type of transcript, upload any transcript file by clicking Upload, or remove an uploaded file. Students do not have access to this section of their profile.


How-To Video

Final Reports and Transcripts from Scoir on Vimeo

How did we do?

For Counselors: Midyear Reports and Transcripts

For Counselors: Grade Reports (Individual)

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