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How To - Intradistrict Student Transfers

Description: If a student is transferring between schools within the same district, follow the below instructions.

 

 

1 - Confirm your active view is of your school site, and current year.

 

2 - Select “Demographics” from the tree in the left column, found under “Student Data”.

 

 

3 - Click the “Add” button near the bottom of the screen.

 

 

 

4 - Search for the student by one or more of the available search criteria options. In this example I am searching for the student using the “Last Name” field. Click Enter on your keyboard, or click the “Search” button at right. Then Select the student.

 

 

 

5 - Mark the box “This student is Active at the other school. Continue?” Then click the “Transfer Student” button.

 

 

 

6 - By default, the system sets the “Next Schl” field to whatever their record from the previous school shows. This student did not have their “Next Schl” field populated in the previous school record, so it sets it to a “0” value.

 

 

 

 

7 - Select your school. In this case, Bidwell.

 

 

 

8 - Click the “Update” button near the bottom of the screen.

 

 

 

Now we have multiple records in the system for this single student. Next steps will be to clean up(remove) unnecessary records.

 

 

9 - Once you have confirmed the student is now showing in your school, email our district Registrar((Karla Montes). In the email, please make sure to include the student's Full Name, Perm ID, and School Site the student should be deleted from.

 

The student is now transferred to their new school, and the duplicate student record will be deleted by our district Registrar. 

 

 

Created: 7/27/17 - BV