To move a student from your organization/school, you must authorize the transfer request from the new organization/school.

Prerequisites

From the header bar or the Setup menu.

From the header bar:

  1. Click the red bell icon.
  2. Select Transfer Requests.

From the Setup menu:

  1. Select Work Requests.
  2. Click the Work Type filter and select Enrollment Transfer.
    All transfer requests display. To view all related requests by transfer status, click the Status filter, and select a transfer status.

Step-by-Step

  1. From Setup, select Work Requests.

  2. Click the Work Type filter and select Enrollment Transfer.

  3. Select an enrollment transfer request(s).

  4. Click Select Tasks, select Approve / Reject Enrollment Transfer, and click Start.

  5. Review the enrollment request and Approve or Reject.

    Video

Effects

After you approve the request, all student test information and demographics appear to the new school and are not visible to the original school.