PowerSource Article: 6207

This article describes the process for transferring a student from one school to another. The process to transfer a student from one school to another includes three major steps:

  1. Transfer the student out of one school.
  2. Transfer the student to another school.
  3. Enroll the student as an active student at the new school.

The process of transferring a student out of school is described in full detail below:

  1. Select the student at the school in which the student is currently enrolled.
  2. Navigate to the Functions student screen.
  3. Click Transfer Out of School.
  4. Enter the appropriate transfer info including the Exit Date, Transfer Comments, and Exit Code.
  5. Click the Submit button. 
  6. Verify that the student was transferred out of school. Note: If the transfer is in the pending status, do not proceed with the rest of these steps as the student has not been transferred out.
  7. Navigate to the Functions student screen.
  8. Click Transfer to Another School.
  9. Select a destination school from the drop-down menu.
  10. Click Submit. The student will be moved to the destination school but will not yet be active. 
  11. Switch to the destination school.
  12. Select the student that has just been transferred over. Note: The student will not show up in a regular search. Be sure to precede your search string with the / character to include inactive students in your search.
  13. Navigate to the Functions student screen.
  14. Click Re-Enroll in School.
  15. Enter the appropriate enrollment information such as the Entry Date, Entry Code, Entry Comment, Full Time Equivalency, and Grade Level.
  16. Click Submit.