How to Transfer Students to a Different Class

You can transfer one or more students to a different class either on the Student Directory page or on the Classes page. This topic shows you how to transfer a single student and how to transfer multiple students at the same time to a class.

Transferring a Single Student to a Class

Transferring Multiple Students to a Class

Transferring a Single Student to a Class

1. Do one of the following:

• Click   to display the Student Directory page.
• Click to display the Classes page.

2. In the Class list in the left panel, select the class the student is currently enrolled in.

The grid in the right panel displays a list of students in the selected class.

3. Select the name of the student you want to transfer.

4. In the toolbar, do one of the following:

• If you are on the Student Directory page, click .
• If you are on the Classes page, click .

The Transfer Student window opens:

The name of the student you selected appears in the Student field in Step 1. The student's current grade level appears in the Grade field.

5. To transfer the student, complete these steps:

1. Do one of the following:

• If the name of the student you want to transfer is showing in the Student field, go to Step 5b.
• If you need to change the name of the student showing in the Student field, click and select the desired name.

2. Review the current class information showing under Step2: Review Current Class to make sure it is correct.

3. Select the term, class, and grade of the class you are transferring the student to.

The system updates to show you session information and enrollment numbers for the new class.

4. Click to transfer the student to the new class.

6. To verify that the student was transferred to the new class, complete these steps:

1. Select the term on the Class list tab.
2. In the View By list, select Class.
3. Select the new class from the Class list.

The name of the transferred student is shown in the grid on the right.

Transferring Multiple Students to a Class

1. Do one of the following:

• Click   to display the Student Directory page.
• Click to display the Classes page.

2. In the Class list in the left panel, select the class the students are currently enrolled in.

The grid in the right panel displays the names of students in the class.

3. Select the checkbox next to the name of each student you want to transfer.

4. In the toolbar, do one of the following:

• If you are on the Student Directory page, click .

• If you are on the Classes page, click .

The Bulk Transfer Student window opens:

5. Complete the following:

1. Review the details for the transfer-from class (Step 1).

2. Select the term, class, and grade for the transfer-to class (Step 2).

3. Click .

The system does the following:

• If the schedule dates exist and match between the transfer-from class and the transfer-to class, moves the selected students to the new class and removes their records from the original class. Student attendance history, notes, and class cancellation details are also transferred.

When both the transfer-from class and transfer-to class have schedules in place that match exactly, the system can quickly remove students and transfer them to the new class without the need for your intervention, thus saving you lots of time.

• If the dates of the transfer-from class and the transfer-to class do not match, stops the transfer and prompts you to add missing dates. After you do this, try the transfer again.

• If the transfer-from class has no schedule (therefore, no attendance history), moves the selected students along with notes—if they exist—to the transfer-to class.

Related Topics

About the Student Directory Page

About the Classes Page

<Back to top>