Transfer a Student

• Click at top of screen. Student Find screen displays.

• Type Last Name, Birth Date, or Perm ID in Search Criteria fields.

• Click or press ENTER. A list of students that match criteria entered displays.

NOTE: Student’s name must be in a yellow highlighted field with “I” (for Inactive) in first column in order to transfer student to your school. If this is not case, you must contact registrar at student’s former school and request to inactivate student from their enrollment.

• Click anywhere on line containing name of student to be transferred. Line will highlight bright green.

• Click at top of screen. Student Add screen displays.

• Starting with Demographics tab and continuing through all tabs, enter all available student information.

NOTE: Green fields are mandatory.

• Click Grade and select.

• Type Email address. Although this is not a green field, an email address is required.

• Check Ethnic Code, if needed.

• Click Enrollment tab.

• Type Enter Date if different than today’s date (MMDDYY) or click  and select date.

• Click Enter Code and select.

• Click , at top of screen, when complete. Student screen displays with student’s name populated. Student has been transferred to your school.

At this point, you can continue to fill out information in student record, or you can transfer another student by repeating process.