Transferring a current student using Student Maintenance (Next Year Process)

Use the Student Maintenance window to transfer a current student to the Past Student constituency:

You would normally use this function only when you no longer need to produce an academic report; after the date that a student departs during the year. Alternatively, set the Status to Leaving or Left on the School tab. See Current Student Maintenance - School tab - Status sub-tab (Next Year Process) in the Current students or Next year process manual.

Note:
You can transfer past students back to current students. Check the transferred records, as some fields may not be restored.


To transfer a current student to the Past Student constituency.

  1. Select Module > Students > Current Student Maintenance from the main menu.
    The Set Current Student Search Criteria window is displayed.
    Tip: You can also access the current student functions by clicking .
  2. Search for the student. See Searching for existing students in the Current students manual.
  3. Either:
    • Click  on the Current Student Maintenance toolbar.
    • Select Action > Transfer to Past Students from the main menu.
    The Transfer Student to Past Students window is displayed.
  4. Change the File Year and Date Left fields, if required.
  5. Click .
    The Transfer Student to Past Students window is displayed.
  6. Type past to confirm.
  7. Click .
    The student is transferred to Past Students. 

Transfer Student to Past Students window key fields and buttons
Fields

Field

Description

File Year

Year the student left your organisation.

Note: This is used to generate past student information.

Note: It may also be used to create the peer year, depending on the UseEntryDate configuration setting. See UseEntryDate configuration setting in the System maintenance manual.

Date Left

Date the student left your organisation.

Tip: If you have already specified the Leaving Date of the student you do not need to type this value. See Current Student Maintenance - School tab - Status sub-tab (Next Year Process). If not, the status and leaving date are updated automatically for you.

Buttons

Button

Description

Change the dates previously entered into the Transfer Student to Past Students window.