• 1. Go to Admin> Student Info. » Find/ Add Student
• 2. Search for student to be transferred and Click 'Enr' for that student

• 3. Click on Edit for the current enrollment.

• 4. Complete the following steps
  • a. Insert a Finish Date
  • b. Check the box titled “Close Records”
  • c.Choose the State Exit Code (Transfer California Regular or choose appropriate)
  • d.Choose appropriate Class ending status for student from dropdown
  • e.Save Record

• 5. Go to Student Dashboard
  • a. Choose the pencil to edit in the Student Enrollment History Area

• 6. Choose Edit on enrollment record
• 7. Make sure state exit code and finish date are entered then SAVE
• 8. Click on Transfer Students Records to Another School

• 9. Enter scope name into Transfer to Scope: (check with School Pathways for correct scope title)
• 10. The students file has now been sent to the new school.
• 11. To view the status of the transfer, you may either click on a. Go to the Transfer Students section or b. Admin> Student> Info» Inter-District Trans *After this process is finished the transferred student must be pulled into the new school. Please see PART II for full instructions.

• 1. Go to Administration» Student Info. » Inter-District Transfers
• 2. A list of students will be shown
• 3. Choose Retrieve now under Action

• 4. Choose the following to retrieve the file
• 5. Go to that Students Dashboard
• 6. Create new enrollment record. Add date, program etc. and SAVE
• 7. Create Staff Association
  • 8. The student is now within the new school. HOWEVER, classes and master agreements must be recreated in this new school.

— Last Updated by Max Williams on 2016/03/07 18:24