Transfer Information

Contents

Introduction

This page displays the student's history of transfers into and out of your school. Use the Transfer Info function for viewing or editing information that was previously entered through the Functions page. Do not use this page to transfer a student. Refer to the NC Quick Reference Sheets located on http://www.nc-sis.org/admit_withdraw.html for more information on transferring students.

You can add, edit, or delete entry codes and exit codes from the student pages menu. You can also edit the options in the District of Residence pop-up menu.

How to View Transfer Information

On the start page, search for and select a student.
Under Enrollment, choose Transfer Info from the student pages menu. The Transfer Information page appears.

The resulting page displays the student's current enrollment information at the top. The student's previous enrollment information appears next. The columns show the date the student entered a school, an exit date if the student left, the student's grade level when the transfer occurred, any entry or exit comments made by the administrator who completed the transfer, and the school from which the student exited. If a blank chart appears on the page, the selected student has not transferred into or out of your school.

On the Previous Enrollments section of the page, the district/school name appears whenever the record is from a district outside of the current district.

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How to Edit Enrollment Information

Perform this action to change the enrollment record of an individual student.

On the start page, search for and select a student.
Under Enrollment, choose Transfer Info from the student pages menu. The Transfer Information page appears.
Click the entry date of the record you want to edit. The Edit Current Enrollment or Edit Previous Enrollment page appears.
Use the following table to enter information in the fields:

Note: Fields vary slightly from the Edit Current Enrollment to the Edit Previous Enrollment page.

Field	Description
Entry Date	Enter the date the student was enrolled using the format mm/dd/yyyy or mm-dd-yyyy. If you do not use this format, an alert appears. If you submit the date with an incorrect format, the date field is submitted as a blank entry.
Entry Code	Choose a reason for the transfer from the pop-up menu.
Entry Comment	Enter any comments related to the entry transfer.
Exit Date	Enter the exit date, which is the first day the student's enrollment is not active or the day after the student transferred out. Use the format mm/dd/yyyy or mm-dd-yyyy. If you do not use this format, an alert appears. If you submit the date with an incorrect format, the date field is submitted as a blank entry.
Exit Code	Choose a reason for the transfer from the pop-up menu.
Exit Comment	Enter any comments related to the exit transfer.
Full-Time Equivalency	FTE is a grouping that associates a student's school enrollment with a set of attendance conversion values. When ADA runs, for a student, it runs for each school enrollment during the report dates. When processing each school enrollment, it uses the student's FTE to locate the set of attendance conversions to use when looking up the attendance value for the day. For more information, see Full-Time Equivalencies. Choose the student's FTE from the pop-up menu for this school enrollment.
Grade Level	Choose the student's grade level at the time of the transfer from the pop-up menu.
Track	Choose the student's track from the pop-up menu. For more information, see Calendar Setup.
District of Residence	Choose the district in which the student lives from the pop-up menu. For more information, see Districts of Residence.

5. Click Submit. The Changes Recorded page appears.

Note: When you edit an enrollment record, the enrollment is validated before saving. An alert appears if there are any problems, such as blank field values.

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How to Add a Transfer Code

Create a new entry or exit code on the PowerSchool system. Anyone who manages student transfers can apply this code to any student.

On the start page, search for and select a student.
Under Enrollment, choose Transfer Info from the student pages menu. The Transfer Information page appears.
Click the entry date of any record. The Edit Current Enrollment or Edit Previous Enrollment page appears.
Click Entry Code or Exit Code, depending on your needs. The Entry Codes or Exit Codes page appears.
Click New. The Edit Entry Codes or Edit Exit Codes page appears.
Use the following table to enter information in the fields:

Field	Description
Code	Enter the code.
Meaning	Enter a description of the code.
Sort Order	Enter the sort order of the exit code as it appears in pop-up menu on the student pages.

7. Click Submit. The Entry Codes or Exit Codes page displays the new code and its meaning. Any authorized user can apply the new code to any student transferring into or out of your school.

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How to Edit a Transfer Code

Any changes you make to a code will affect everyone who manages transfers. You may want to discuss changes with other users before making them.

On the start page, search for and select a student.
Under Enrollment, choose Transfer Info from the student pages menu. The Transfer Information page appears.
Click the entry date of any record. The Edit Current Enrollment or Edit Previous Enrollment page appears.
Click Entry Code or Exit Code, depending on your needs. The Entry Codes or Exit Codes page appears.
Click the code or the meaning of the code you want to edit. The Edit Entry Codes or Edit Exit Codes page appears.
Edit the information as needed.
Click Submit. The Entry Codes or Exit Codes page displays the edited code and its meaning. Any authorized user can apply the edited code to any student transferring into or out of your school.

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How to Delete a Transfer Code

Any changes you make to a code affects everyone who manages transfers. You may want to discuss changes with other users before making them.

On the start page, search for and select a student.
Under Enrollment, choose Transfer Info from the student pages menu. The Transfer Information page appears.
Click the entry date of any record. The Edit Current Enrollment or Edit Previous Enrollment page appears.
Click Entry Code or Exit Code, depending on your needs. The Entry Codes or Exit Codes page appears.
Click the code or the meaning of the code you want to delete. The Edit Entry Codes or Edit Exit Codes page appears.
Click Delete.
Click Confirm Delete. The Selection Delete page appears.

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