Some features are only available to some user accounts. Each user account has a user role(s) and permissions associated with it. These permissions control the data the user can view and actions the user can perform. If you do not see a specific feature, your account is not configured to access it. See Manage Users for more information.
Your testing program will provide information identifying user roles and what each is permitted to do and see.
Make an enrollment transfer request to transfer a student from one organization to another. On approval, the student will be transferred to the requested organization.
If your program is configured to do so, the system sends an email notification to the organization from which you request the student transfer.
Request Enrollment Transfer
To request an enrollment transfer, follow these steps:
From Setup > Work Requests, click the Select Tasks drop-down and select Request / Edit Enrollment Transfer. Click Start.Click here to view a screenshot...
To search for the student to be transferred, enter student details and click Search.Click here to view a screenshot...
Under Change Enrollment To, select the organization where the student is to be transferred. Click Send Request.Click here to view a screenshot...
The student will be transferred after the transfer request is approved, as described in Authorize Enrollment Transfer.
Delete Previously Requested Enrollment Transfer
To delete a previously requested enrollment transfer, follow these steps:
From Setup > Work Requests, click the Work Type filter and select Enrollment Transfer. Select an enrollment request(s).Click here to view a screenshot...
Click the information iconnext to a work request status to view request details.
Click the Select Tasks drop-down and select Request / Delete Enrollment Transfer. Click Start.Click here to view a screenshot...
Select the enrollment request, and click Delete.
- To understand how to manage student enrollments, see Manage Student Enrollments in an Organization.
- To learn how to approve an enrollment transfer, see Authorize Enrollment Transfer.