Embedded Files
Request a Transfer:
Go to the "Student Tab"
Click on "Transfer Students" (from the blue bar at the top of the page)
Select "Request Transfer"
Select the County/District/School of where the student will be transferring from & to
Enter the student's first and last name into the appropriate text boxes. Click "Next"
You will get a confirmation that the request has been sentWWW
The school manager at the other school building will receive an email notifying them of the transfer
Initiate a Transfer (Email):
When another school requests a student record, you will receive a notification via email
Click on the link provided by the email to be taken to the "Initiate Transfer Screen"
Initiate a Transfer (Manually):
You can initiate a transfer manually by doing the following:
Go to the "Student" tab and check the checkbox next to the names of the student(s) you wish to transfer
Click "Transfer Students"
When the page opens, select "Initiate Transfers"
Select the county, district, and school where you would like to transfer the student
Click "Next"
The site will notify you that an email was sent to the school manager at the receiving school
Confirming a Transfer:
There are two methods for confirming a student transfer
Click on the link found in the transfer request email
Go to the "Student" tab, click "Student Transfers", and click the link that says "Confirm Transfers"
When you get to the transfer confirmation screen, find the incoming student's name and then click "Confirm"
Batch Transfers:
Batch transfers can be performed via the new student search screen
Move students that need to be transferred into their own collection
Transfers can only go to one school at a time
Select "Transfer" from the "Group Actions Menu"
Indicate where you want to send the records
Click the "Transfer" button to initiate the transfer
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