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Liaison

Release 2 – March 2, 2025

New Features and Enhancements

The following enhancements are now available in CSU Transfer Planner Student and Campus (i.e., University and Community College) Portals. If you have any questions about these features, contact a member of your account team or support.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

Student Portal: Financial Aid and Program Pathway Maps Transfer Tips on Dashboard

The dashboard now includes two new transfer tips to help students throughout their Transfer Planner journey:

  • Financial Aid Transfer Tip: this tip provides a link to more information on available financial support resources.
  • Program Pathway Maps Transfer Tip: Program Pathway Maps help students plan when to take major and general education coursework. This tip provides a link that identifies schools and programs that have a Program Pathway Map.
Student Portal: Verify Additional Email Addresses and Phone Numbers

When a student creates their CSU Transfer Planner account, additional email addresses and/or a phone number must be collected and verified to confirm they belong to the user. This ensures the user's identity can be validated during password reset scenarios.

Since verification of email and phone numbers is optional, the system presents icons to indicate if the email or phone is verified or unverified.

When requesting verification, the student receives a 6-digit code. Once the 6-digit code is entered and confirmed, the phone or email can be considered verified.

Campus Portals: CEEB Codes for Primary School Attending

You can now extract the CEEB code for a student's primary school attending. This allows you to manage integration data more effectively.

Campus Portals: Upload Program Image in Configuration Portal

This enhancement applies to only University Portal users.

You can now upload and edit your program image through the Configuration Portal. Image sizes are limited to 5MB.

The default image for all programs is still pulled from the CAS Configuration Portal via the CSU Unique ID, and if you want to revert back to this image, you can select it from the existing media section.

This enhancement allows you to brand your program in Transfer Planner separate from Cal State Apply, if desired.

RN Transfer Planner Add Program Page.png

 

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