{"id":27277,"date":"2026-09-10T09:45:53","date_gmt":"2026-09-10T09:45:53","guid":{"rendered":"https:\/\/goedmo.com\/blog\/?p=27277"},"modified":"2026-09-10T09:45:53","modified_gmt":"2026-09-10T09:45:53","slug":"degree-audit","status":"publish","type":"post","link":"https:\/\/goedmo.com\/blog\/degree-audit\/","title":{"rendered":"Degree Audit: What It Is, How It Works, and How Universities Can Automate It"},"content":{"rendered":"<h2 id=\"introduction\"><b>Introduction<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There comes a time in every university when it has to deal with a straightforward yet significant question: is the student fit to graduate? This question is addressed through a degree audit, a procedure in which the student&#8217;s academic record is checked against the requirements of their degree program. The audit examines the courses that have already been completed, the credits earned, the GPA, the major requirements, the general education requirements, and any transfer credits or substitutions that are counted towards graduation. It gives students a clear idea of what they have achieved and what still remains to be done; for the universities, it acts as a vital checkpoint that ensures their academic records remain accurate and that their decisions regarding graduation are consistent.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For many years, degree audits have formed a regular feature of university operations, but they have at the same time become more difficult as students&#8217; academic routes have changed. A greater number of students are now transferring credits, switching their major, taking online courses, and following flexible academic programs which don&#8217;t always match a simple checklist. Consequently, advisors and registrars have to spend a lot of time checking records, confirming exceptions, and making sure that all the requirements have been fulfilled. Ever more universities are adopting automated degree audit systems, which are able to assess student records in real time, cut down on the amount of manual work, and provide both employees and students with a better understanding of their academic progress.<\/span><\/p>\n<h2 id=\"what-is-a-degree-audit-in-higher-education\"><b>What Is a Degree Audit in Higher Education?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A degree audit checks a student\u2019s completed courses against their degree requirements to see how close they are to graduating. It helps the university confirm credits, GPA, major requirements, and transfer credits, while showing students what they have finished and what they still need to do.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Degree audits are important because they help students avoid graduation delays, cut down on mistakes, and make sure all requirements are met before a degree is awarded. Advisors also use them to guide students in planning courses, spot missing requirements early, and help students make better academic choices.<\/span><\/p>\n<h2 id=\"how-does-a-degree-audit-work-in-higher-education-a-step-by-step-guide\"><b>How Does a Degree Audit Work in Higher Education? A Step-by-Step Guide<\/b><\/h2>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-27279\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work--300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work--1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work--768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work--600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A degree audit compares a student&#8217;s academic history to the official requirements for their degree program. It retrieves details such as completed courses, credits earned, GPA, transfer credits, and program-specific rules from the university&#8217;s student information system, and then verifies whether each graduation requirement has been satisfied. The outcome is a clear listing of the requirements that have been fulfilled, the further coursework that is still needed, and any exceptions that have to be approved by an advisor or the registrar.<\/span><\/p>\n<h3 id=\"collect-student-academic-records\">Collect student academic records<\/h3>\n<p><span style=\"font-weight: 400;\">The system gathers a student&#8217;s completed courses, grades, credit hours, GPA, transfer credits, and other academic data from the student information system.<\/span><\/p>\n<h3 id=\"match-records-with-degree-requirements\">Match records with degree requirements<\/h3>\n<p><span style=\"font-weight: 400;\">The student&#8217;s record is compared against the requirements for their catalog year, major, minor, and general education curriculum.<\/span><\/p>\n<h3 id=\"evaluate-transfer-credits-and-substitutions\">Evaluate transfer credits and substitutions<\/h3>\n<p><span style=\"font-weight: 400;\">Approved transfer credits, waived requirements, and course substitutions are applied to the audit where they meet institutional policies.<\/span><\/p>\n<h3 id=\"identify-completed-and-missing-requirements\">Identify completed and missing requirements<\/h3>\n<p><span style=\"font-weight: 400;\">The audit indicates which requirements have been fulfilled and highlights the courses, credits, or GPA requirements that remain outstanding.<\/span><\/p>\n<h3 id=\"review-exceptions\">Review exceptions<\/h3>\n<p><span style=\"font-weight: 400;\">Advisors and registrars verify special cases, such as petitions, manual overrides, or program-specific exceptions that require approval.<\/span><\/p>\n<h3 id=\"generate-the-degree-audit-report\">Generate the degree audit report<\/h3>\n<p><span style=\"font-weight: 400;\">A final report gives students and staff a complete picture of academic progress and confirms whether the student is ready for graduation or what remains to be completed.<\/span><\/p>\n<h2 id=\"what-information-does-a-degree-audit-include\"><strong>What Information Does a Degree Audit Include?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">A degree audit encompasses all the academic information needed to determine whether a student has met graduation requirements. It typically includes:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Student information<\/b><span style=\"font-weight: 400;\">: Name, student ID, academic program, major, minor, catalog year, and expected graduation term.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Completed courses<\/b><span style=\"font-weight: 400;\">: A list of all courses the student has successfully completed, including grades and credit hours earned.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>General education requirements<\/b><span style=\"font-weight: 400;\">: The status of core curriculum requirements, showing which have been completed and which are still pending.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Major and minor requirements<\/b><span style=\"font-weight: 400;\">: Progress toward program-specific course requirements for the student&#8217;s major and any declared minor.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Total credits earned<\/b><span style=\"font-weight: 400;\">: The number of credits completed compared with the total credits required for graduation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>GPA status<\/b><span style=\"font-weight: 400;\">: The student&#8217;s cumulative GPA and any program-specific GPA requirements that must be met.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Transfer credits<\/b><span style=\"font-weight: 400;\">: Approved transfer, dual-enrollment, or prior learning credits that count toward the degree.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Course substitutions and exceptions<\/b><span style=\"font-weight: 400;\">: Waivers, substitutions, petitions, and other approved exceptions applied to the student&#8217;s academic record.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Remaining requirements<\/b><span style=\"font-weight: 400;\">: A summary of the courses, credits, or GPA requirements that still need to be completed before graduation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Graduation eligibility status<\/b><span style=\"font-weight: 400;\">: An overall indication of whether the student is on track, nearing completion, or eligible to graduate.<\/span><\/li>\n<\/ul>\n<h2 id=\"what-does-a-degree-audit-example-look-like\"><b>What Does a Degree Audit Example Look Like?<\/b><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-27280\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/09\/Degree-Audit-Work-screenshot-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A degree audit gives students and advisors a clear snapshot of academic progress toward graduation. Instead of manually reviewing transcripts and program requirements, it organizes everything into a single report showing completed courses, earned credits, GPA, transfer credits, remaining requirements, and overall graduation status. Although the layout varies by university and degree audit software, most reports follow a similar structure. This makes it easy to see what has been completed and what still needs attention.<\/span><\/p>\n<h2 id=\"degree-audit-vs-transcript-evaluation-whats-the-difference\"><b>Degree Audit vs. Transcript Evaluation: What\u2019s the Difference?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A degree audit and a <\/span><a href=\"https:\/\/goedmo.com\/blog\/what-is-transcript-evaluation-and-how-to-automate-it\/\"><b>transcript evaluation<\/b><\/a><span style=\"font-weight: 400;\"> are similar, but they have different roles in your academic path. A transcript evaluation looks at your past courses, often from other schools, to see which credits will transfer. A degree audit uses those accepted credits, along with your university coursework, to check if you meet all the graduation requirements. Put simply, transcript evaluation shows which credits count, and a degree audit shows if you are ready to graduate.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Aspect<\/b><\/td>\n<td><b>Degree Audit<\/b><\/td>\n<td><b>Transcript Evaluation<\/b><\/td>\n<\/tr>\n<tr>\n<td><b>Purpose<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Tracks progress toward graduation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Determines which previous credits can be accepted<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>When it&#8217;s used<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Throughout a student&#8217;s enrollment<\/span><\/td>\n<td><span style=\"font-weight: 400;\">During admissions or transfer credit review<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Focus<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Degree requirements, credits, GPA, and graduation status<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Courses completed at another institution<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Who uses it<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Students, advisors, and registrars<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Admissions teams and transfer credit evaluators<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Data reviewed<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Entire academic record<\/span><\/td>\n<td><span style=\"font-weight: 400;\">External transcripts and prior coursework<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Outcome<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Shows completed and remaining graduation requirements<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Identifies transferable and non-transferable credits<\/span><\/td>\n<\/tr>\n<tr>\n<td><b>Updates<\/b><\/td>\n<td><span style=\"font-weight: 400;\">Updated as students complete courses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Usually completed during the credit review process<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"why-degree-audits-matter-for-student-progress-and-graduation\"><b>Why Degree Audits Matter for Student Progress and Graduation<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Degree audits do more than track completed courses. They help students stay on course for graduation while giving universities the visibility needed to manage academic progress, advising, and graduation approvals more effectively.<\/span><\/p>\n<h3 id=\"for-students\">For Students<\/h3>\n<p><span style=\"font-weight: 400;\">A degree audit gives students a clear picture of where they stand academically, making it easier to plan future semesters and avoid unexpected graduation delays.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Clear graduation roadmap<\/b><span style=\"font-weight: 400;\">: Shows completed and remaining requirements.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Better course planning<\/b><span style=\"font-weight: 400;\">: Helps students choose the right classes each semester.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Fewer graduation surprises<\/b><span style=\"font-weight: 400;\">: Identifies missing credits or requirements early.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Greater confidence<\/b><span style=\"font-weight: 400;\">: Gives students visibility into their academic progress.<\/span><\/li>\n<\/ul>\n<h3 id=\"for-universities\">For Universities<\/h3>\n<p><span style=\"font-weight: 400;\">For universities, degree audits <\/span><a href=\"https:\/\/goedmo.com\/blog\/reducing-administrative-workload-in-universities\/\"><b>reduce administrative workload<\/b><\/a><span style=\"font-weight: 400;\"> while improving the accuracy and consistency of graduation decisions.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>More efficient advising<\/b><span style=\"font-weight: 400;\">: Advisors spend less time manually checking records.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Accurate graduation reviews<\/b><span style=\"font-weight: 400;\">: Ensures students meet program and institutional requirements.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Better transfer credit management<\/b><span style=\"font-weight: 400;\">: Applies approved transfer credits more consistently.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reduced administrative burden<\/b><span style=\"font-weight: 400;\">: Streamlines registrar and academic department workflows.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Stronger compliance<\/b><span style=\"font-weight: 400;\">: Supports accreditation and institutional reporting requirements.<\/span><\/li>\n<\/ul>\n<h2 id=\"common-challenges-with-manual-degree-audits\"><strong>Common Challenges With Manual Degree Audits<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Even though degree audits are important for monitoring progress towards graduation, a great many universities continue to use manual inspections when dealing with exceptions, transfer credits, and final graduation verification. Since student academic paths are becoming more complicated, these manual procedures can lead to slower operations and a greater chance of errors.<\/span><\/p>\n<h3 id=\"time-consuming-record-reviews\">Time-consuming record reviews<\/h3>\n<p><span style=\"font-weight: 400;\">Advisors and registrars frequently take hours to compare transcripts against the requirements of the programs, in particular when the students have transferred credits, are studying for more than one major, or have course substitutions. As a result, there is less time left for advising students.<\/span><\/p>\n<h3 id=\"greater-chance-of-human-mistakes\">Greater chance of human mistakes<\/h3>\n<p><span style=\"font-weight: 400;\">Looking at hundreds or thousands of academic records one by one makes it more likely that credits will be overlooked, the wrong catalog year will be used, or graduation requirements will be missed, all of which can delay the completion of a degree.<\/span><\/p>\n<h3 id=\"complicated-transfer-credit-review\">Complicated transfer credit review<\/h3>\n<p><span style=\"font-weight: 400;\">Transfer students usually do not have simple academic records. The process of matching courses taken outside the institution with the requirements of the school generally involves several reviews and the approval of various departments, which causes it to be slower and less reliable.<\/span><\/p>\n<h3 id=\"difficulty-managing-exceptions\">Difficulty managing exceptions<\/h3>\n<p><span style=\"font-weight: 400;\">Course waivers, substitutions, petitions, and special approvals are usually followed up on through emails, spreadsheets, and different systems, and it becomes difficult to keep the exceptions updated in each student&#8217;s audit as the number of cases increases.<\/span><\/p>\n<h3 id=\"limited-real-time-visibility\">Limited real-time visibility<\/h3>\n<p><span style=\"font-weight: 400;\">When students and their advisors conduct manual audits, they may not always have the most up-to-date information about a student&#8217;s academic progress. Because there are no real-time updates, issues with required courses often go unnoticed until close to graduation, which in turn causes unnecessary delays.<\/span><\/p>\n<h2 id=\"how-degree-audit-tools-automate-the-process\"><b>How Degree Audit Tools Automate the Process<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Modern degree audit tools speed up graduation reviews by cutting down on manual tasks. Rather than having staff compare transcripts, check transfer credits, and track documents in different systems, automation takes care of most of the work. Tools like <\/span><a href=\"https:\/\/goedmo.com\/transfer-credit-evaluator\/\"><b>EDMO&#8217;s Transfer Credit Evaluator<\/b><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/goedmo.com\/emails-doc-extractor\/\"><b>Email Doc Extractor<\/b><\/a><span style=\"font-weight: 400;\"> help universities get accurate academic data into the audit process faster, so advisors and registrars can spend more time on special cases instead of routine checks.<\/span><\/p>\n<h3 id=\"automates-transfer-credit-evaluation-with-edmo-transfer-credit-evaluator\">Automates transfer credit evaluation with EDMO Transfer Credit Evaluator<\/h3>\n<p><span style=\"font-weight: 400;\">Transfer credits are among the main obstacles when carrying out degree audits. The <\/span><a href=\"https:\/\/goedmo.com\/transfer-credit-evaluator\/\"><b>EDMO Transfer Credit Evaluator<\/b><\/a><span style=\"font-weight: 400;\"> examines the transcripts that are received, determines the equivalent courses, and applies the institution&#8217;s transfer rules, thus providing universities with a quicker starting point for their degree audits and at the same time reducing the amount of manual evaluation required.<\/span><\/p>\n<h3 id=\"captures-academic-documents-automatically-with-email-doc-extractor\">Captures academic documents automatically with Email Doc Extractor<\/h3>\n<p><span style=\"font-weight: 400;\">Transcripts and other supporting documents are frequently sent to various admissions and registrar offices via shared email inboxes. The <\/span><a href=\"https:\/\/goedmo.com\/emails-doc-extractor\/\"><b>EDMO Email Doc Extractor<\/b><\/a><span style=\"font-weight: 400;\"> automatically keeps an eye on admissions emails, detects the documents that have arrived, extracts the relevant files, and sends them into the university&#8217;s workflows, so that staff no longer have to go through the emails manually.<\/span><\/p>\n<h3 id=\"keeps-academic-records-audit-ready\">Keeps academic records audit-ready<\/h3>\n<p><a href=\"https:\/\/goedmo.com\/\"><b>EDMO<\/b><\/a><span style=\"font-weight: 400;\"> enables universities to keep more complete and accurate records by incorporating evaluated transfer credits and verified documents into their systems at an earlier stage of the <\/span><a href=\"https:\/\/goedmo.com\/blog\/what-is-student-journey-mapping-step-by-step-guide-how-can-ai-help-in-this\/\"><b>student&#8217;s journey<\/b><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3 id=\"reduces-manual-reviews-for-advisors-and-registrars\">Reduces manual reviews for advisors and registrars<\/h3>\n<p><span style=\"font-weight: 400;\">Rather than having to spend time finding transcripts or checking that documents have been submitted, the staff can concentrate on looking at academic exceptions, substitutions, and graduation approvals which need human judgment.<\/span><\/p>\n<h3 id=\"speeds-up-graduation-decisions\">Speeds up graduation decisions<\/h3>\n<p><span style=\"font-weight: 400;\">Because transfer evaluations can now be completed more quickly and since academic documents are automatically organized, universities are able to progress students through their degree audit procedures more efficiently, which in turn improves both their operational efficiency and the students&#8217; graduation experience.<\/span><\/p>\n<h2 id=\"how-ai-can-improve-degree-audit-accuracy-and-efficiency\"><b>How AI Can Improve Degree Audit Accuracy and Efficiency\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As degree requirements become more complex, AI is helping universities make the degree audit process faster and more accurate. By analyzing transcripts, applying institutional rules, identifying missing requirements, and organizing academic records automatically, AI reduces repetitive manual work while giving advisors and registrars greater confidence in graduation decisions.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Faster transcript analysis<\/b><span style=\"font-weight: 400;\">: AI can extract and interpret academic records in minutes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>More accurate requirement matching<\/b><span style=\"font-weight: 400;\">: Applies degree rules consistently across student records.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Smarter transfer credit evaluation<\/b><span style=\"font-weight: 400;\">: Identifies course equivalencies with greater speed and accuracy.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Early detection of missing requirements<\/b><span style=\"font-weight: 400;\">: Flags credit, GPA, or coursework gaps before graduation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reduced administrative workload<\/b><span style=\"font-weight: 400;\">: Automates repetitive tasks so staff can focus on complex cases.<\/span><\/li>\n<\/ul>\n<h2 id=\"how-universities-can-integrate-degree-audit-automation-with-their-sis-crm\"><b>How Universities Can Integrate Degree Audit Automation With Their SIS\/CRM<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Degree audit automation is most effective when it works alongside a university&#8217;s existing <\/span><a href=\"https:\/\/goedmo.com\/blog\/what-is-student-information-system-5-best-examples\/\"><b>Student Information System<\/b><\/a><span style=\"font-weight: 400;\"> (SIS) and CRM rather than replacing them. By connecting these systems, universities can automatically pull student records, transfer credits, and supporting documents into a unified workflow, giving advisors and registrars access to accurate, up-to-date information throughout the student&#8217;s journey.<\/span><\/p>\n<h3 id=\"connect-the-automation-platform-with-the-sis\">Connect the automation platform with the SIS<\/h3>\n<p><span style=\"font-weight: 400;\">Integrate the degree audit solution with systems such as Banner, PeopleSoft, or other SIS platforms so it can access student records, course history, credits, and GPA data automatically.<\/span><\/p>\n<h3 id=\"sync-crm-and-admissions-data\">Sync CRM and admissions data<\/h3>\n<p><span style=\"font-weight: 400;\">Connect platforms like <\/span><a href=\"https:\/\/goedmo.com\/slate\/\"><b>Slate<\/b><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/goedmo.com\/salesforce\/\"><b>Salesforce<\/b><\/a><span style=\"font-weight: 400;\"> to ensure applicant information, transfer credit decisions, and enrollment data flow seamlessly into the student&#8217;s academic record.<\/span><\/p>\n<h3 id=\"automate-document-intake\">Automate document intake<\/h3>\n<p><span style=\"font-weight: 400;\">Use tools that capture transcripts and supporting documents from admissions inboxes and route them into university workflows, reducing manual document handling.<\/span><\/p>\n<h3 id=\"configure-institutional-degree-rules\">Configure institutional degree rules<\/h3>\n<p><span style=\"font-weight: 400;\">Set up catalog-year requirements, program rules, course substitutions, and transfer credit policies so the system evaluates student records according to institutional standards.<\/span><\/p>\n<h3 id=\"enable-advisor-review-for-exceptions\">Enable advisor review for exceptions<\/h3>\n<p><span style=\"font-weight: 400;\">Keep advisors and registrars in the approval process for waivers, substitutions, and special cases while allowing automation to handle routine evaluations and progress tracking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It&#8217;s not merely about speeding up the process of checking graduation requirements when selecting degree audit software. The right solution should integrate with your current enrollment ecosystem, reduce manual work for advisors and registrars, and help students stay on track. Here are the features enrollment leaders and academic teams should prioritize.<\/span><\/p>\n<h2 id=\"must-have-features-in-degree-audit-software\"><b>Must-Have Features in Degree Audit Software<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">It&#8217;s not merely about speeding up the process of checking graduation requirements when selecting degree audit software. The right solution should integrate with your current enrollment ecosystem, reduce manual work for advisors and registrars, and help students stay on track. Here are the features enrollment leaders and academic teams should prioritize.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Seamless SIS and CRM integration<\/strong>: Choose a solution that works with your existing systems instead of creating another disconnected platform.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Strong transfer credit capabilities<\/strong>: Look for software that can handle transfer credits, course equivalencies, and substitutions without requiring constant manual intervention.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Real-time progress tracking<\/strong>: Students and advisors should always have an up-to-date view of graduation progress as records change.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Flexible rule configuration<\/strong>: Every institution has unique catalog years, program requirements, and exception policies, so the software should adapt to your academic rules rather than force you into rigid workflows.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Automated document processing<\/strong>: Select a platform that can automatically capture transcripts and supporting documents, reducing the time spent managing shared inboxes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Advisor-friendly workflows<\/strong>: The best tools automate routine reviews while making it easy for advisors and registrars to approve exceptions when human judgment is needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Clear reporting and visibility<\/strong>: Enrollment leaders should be able to see audit completion rates, graduation readiness, and process bottlenecks without building reports manually.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Scalability for growing enrollment<\/strong>: As transfer volumes and application numbers increase, the software should be able to process higher volumes without slowing down your team.<\/span><\/li>\n<\/ul>\n<h2 id=\"conclusion\"><b style=\"color: #666666; font-size: 1.25rem;\">Conclusion<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A degree audit is more than a graduation checklist. It gives students a clear view of their academic progress while helping advisors and registrars ensure every requirement has been met. As transfer pathways, course substitutions, and program requirements become more complex, manual audits can slow down graduation reviews and increase administrative work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By combining automation with AI-powered tools like EDMO&#8217;s Transfer Credit Evaluator and Email Doc Extractor, universities can simplify transfer credit evaluation, organize academic records more efficiently, and give enrollment teams the accurate data they need to make faster graduation decisions. The result is a smoother experience for students and a more efficient workflow for academic and enrollment teams.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction There comes a time in every university when it has to deal with a straightforward yet significant question: is the student fit to graduate? This question is addressed through a degree audit, a procedure in which the student&#8217;s academic record is checked against the requirements of their degree program. The audit examines the courses [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":27278,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","two_page_speed":[],"footnotes":""},"categories":[1047,1046],"tags":[],"class_list":["post-27277","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-in-education","category-education-technology"],"acf":[],"modified_by":"Aastha Arya","_links":{"self":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/27277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/comments?post=27277"}],"version-history":[{"count":2,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/27277\/revisions"}],"predecessor-version":[{"id":27282,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/27277\/revisions\/27282"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/media\/27278"}],"wp:attachment":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/media?parent=27277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/categories?post=27277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/tags?post=27277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}