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.
- 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 . - Search for the student. See Searching for existing students in the Current students manual.
- 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. - Change the File Year and Date Left fields, if required.
- Click .
The Transfer Student to Past Students window is displayed. - Type past to confirm.
- 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. |