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Use this program to transfer a group of current students to the Past Students constituency. Before running this program:

  • Ensure that students who are staying have been transferred into the next semester (next year). See Updating the status of current students in the Curriculum or Next year process manual.
  • Determine whether the peer year is based on the student's entry date rather than the leaving year and YearsUntilGraduation fields. See UseEntryDate configuration setting in the System maintenance manual.
  • Verify that the luYearLevel lookup table is correct if it is used (refer to the previous bullet point). Check that the YearsUntilGraduation field is correct for a given year. For example the Year 12 value should be zero for Australia and the Year 13 value should be zero for New Zealand. See luYearLevel lookup table in the System maintenance or Next year process manual.

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Note: You can transfer past students back to current students. Check the transferred records, as some fields may not be restored.
Also during the End of year Roll over we recommend rolling students later in the following year (such as May).  This will make it easier to bill students who have left and for the easy access to assessment reports for staff and parents.  This recommendation may be different depending on the time your school needs records transferred into Past Students and configuration of Synergetic. 

Expand
titleOpening the Transfer Students to Past Students window

To open the Transfer Students to Past Students window:

  1. Select Module > Students > Transfer Students to Past Students from the main menu.
    The Set Current Student Search Criteria window is displayed.
    Tip: You can also access the current student functions by clicking Image Removed Image Added .
    Image RemovedImage Added


Transfer Students to Past Students window key fields

Field

Description

Transfer Students who exist in File Year

Year in which the current students exist.

Important: Ensure that the year entered is correct, as all details after this file year are moved.

Campus

Campus in which the current students exist. Leave blank to transfer all students according to the other criteria regardless of campus.

And Student(s) taking the Course

Course the current students to be transferred are enrolled in.

Linked Course Code

Either:

  • Select to transfer current students with courses that are linked to the course code specified.

    Note:     This uses the Linked Course Code as a basis for the transfer rather than the Course Code.
     
  • Clear when not using Course as a transfer criterion.

And who do Not exist in, OR are leaving during File Year

Year the current students have:

  • not been transferred to next semester (that is, next year)
  • are leaving during the next year.

    Important:     Ensure that the current students that are staying have been transferred to next semester.

And Student Leaving Date

Students with a Leaving Date before this date. See Current Student Maintenance - School tab - Status sub-tab in the Current students or Next year process manual.

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