Setting up a transfer institution (SOABGTA/SHATGRD)

If the institution isn’t already in Banner, you will need to create and set up a new institution in STVSBGI/SOASBGI.

Select the institution. Enter 000000 (beginning of time). Next block. Need confirmation on this!
Select the Calendar Type.
Select a value in the Level field. Enter all levels of work the Transfer Institution offers, i.e., UG, U2, U3, GR, G2, G3, etc.
Next block to Institution Accreditation. Enter applicable accreditation. Save.

Enter the institution code. Enter the default institution as 999999. Next block. Save.

Most schools will follow the 999999 template. However, we’ve seen unusual grading scales:

University of Wisconsin - 001846

A, AB, B, BC, etc: use University of WI - 001846 as the default institution code

Univ of Washington 004854

1.9 and above is valid for Univ of Washington 004854

Sarah’s note: for the 0.0-4.0 grading scale example for SHATGRD, it is Univ of Washington 004854.

If you take a look at it and filter for UG level, you'll see that I input every single decimal from 0.0 to 4.0, counting anything 1.9 and above as legitimate for credit (per the U Wash transcript, 1.9-2.1 = C which is why the 1.9 was included rather than stopping at the more standard 2.0). I think a few UW campuses uses the same numeric scale, so it's good to have this code on hand to use in SHATGRD rather than the 999999

If you encounter an unusual grading scale, consult with the Registrar.

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