Transferring future students in bulk to current students
To transfer a group of future students to current students:
- Select Module > Future Students > Transfer Future Students to Current Student File.
The following dialog is displayed. - Enter the Year and Term to transfer to.
- In the Transfer Selections area, select the set of student records to transfer using the date and schooling options.
- In the Action when transferred area, select what to do with the old future student records after the transfer.
If you do not delete these files, they will still be linked to the current student files. Deleted future student records can still be accessed in the future student archive. See Searching for future students. - In the Future Students not coming area, select what to do with the records of students who decline the offer of a place.
Transfer Future Students to Current window key fields
Field | Description |
---|---|
Year and Term to Transfer to | Year and term when the current students commence at your organisation. |
Transfer Up To and Including Date | Transfer students up to and including the To Start on date field on the Enrol Details tab of Future Student Maintenance. See the Future Student Maintenance - Enrol Details tab. |
Campus | Campus where the future student is enrolled. Leave blank to transfer the student regardless of the entry campus. |
Course | Course that the future student is enrolled in. |
Link Course Only | Select the common course that feeder courses link to. For example, a main course may have a feeder course that starts earlier or later than the actual main course. |
Status to Transfer | Status of the future students to be transferred. Typical values are:
Note: Generally, future students are only transferred to the current student file if their status is Finalised. Otherwise, select the students with a particular status to be transferred.Your organisation may use another status to determine students to be accepted into your organisation. This is maintained in the luFutureStatus lookup table. See the luFutureStatus lookup table in the System maintenance manual. |
Entry Date for New Students | Entry date for all future students transferred on this run. Generally, they will be transferred into the first day of the semester. |
Action When Transferred | Action to be taken with the records in the future student database after the transfer. |
Future Students Not Coming | The records for the future students who have enrolled at your organisation but have decided not to continue with their enrolment can either be:
|
Also Delete Enquiries | Delete enquiries that match the selected criteria and have a start date on or before the Transfer Up To and Including Date. |
Printing out transferred students
After the transfer has been run, Synergetic prints a list of all of the students that were affected by the transfer. The list shows ID, name, campus, year level, application date, enrolment date and the process types. The list can show multiple processes.
The process types are as follows:
- T = Transferred to Current Students
- D = Deleted from Future Students
- R = Future Student Enrol Details Rolled Up (if using multiple applications).