Transfer a student to another Class

Objective

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Transfer a student from one Class to another.

Solution

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Transfer a student from the Enroll List tab of the Class record. Scheduled future drops are automatically transferred to the destination Class during the transfer.

1. From the Class record, select the Enroll List tab. 
2. Locate the student to transfer, then click Transfer.
3. In the Transfer Student window, complete the Transfer from section:
   • Enter the Drop Date
   • Select a Drop Reason
   • Optionally, enter Notes
4. Complete the Transfer to section:
   • Use the Class Search field to locate and select the destination Class
   • Enter the Enroll Date
   • If applicable, enter a future Drop Date, select a Drop Reason, and add Notes

5. In the Transfer Options section, optionally:

   • Select Yes, update existing transactions with information from the new class, then choose one of the following:

     • Only update transactions on or after this date
     • Update all existing transactions
   • Select Yes, email the instructors about this transfer
6. Click Transfer Student.

❗This task requires both the Enroll Student and Drop Student User Permissions.

⚙️ User Permissions may limit access to this feature or functionality.