STEP Training Sessions & Modules

Home / Training / STEP Training

Managing Transfer Equivalencies

This training module is designed to help users effectively manage the display and editing of course equivalencies within the SUNY Transfer Equivalency Platform (STEP). It provides step-by-step guidance on the following key areas:

  • Campus Configuration Management – Learn how to set up and adjust campus-specific settings that control how equivalencies are displayed and processed in STEP.
  • Course Data Review – Understand how to access, view, and evaluate incoming course data.
  • Course Information Editing – Gain skills in modifying and customizing course details to reflect institutional policies and articulation agreements.
  • Guidance and Notes Management – Explore how to create and update campus-specific guidance, add course notes, and manage attribute inclusion.

Managing SUNY Transfer Paths

This session is designed to guide and support faculty and staff responsible for maintaining and updating SUNY Transfer Path information on their campuses. It will cover best practices, effective strategies, timelines, and expectations for managing core course listings and campus program data.

To top