Transferring individual future students to current students

To transfer an individual future student to current students:

Select Module > Future Students > Future Student Maintenance from the main menu.
The Set Future Student Search Criteria window is displayed.

Tip: You can also access the future student functions by clicking .
Select the future student. See Searching for future students.
The Personal tab of Future Student Maintenance is displayed.
Click the transfer icon .
The Transfer to Current Students window is displayed.
Select the Delete from Future Students field, if required at your organisation.

Transfer to Current Students window key fields

Field	Description
Year / Term	Year and term when the current student will commence at your organisation.
Entry Date	Entry date for the future student being transferred. Generally, they are transferred into the first day of the semester.
Delete from Future Students	Select to delete the record from future students. Tip: We recommend that you transfer without deleting at the end of the current year for the next year. Then in the next year, delete those not coming. Some organisations leave students in future students while they are of school age. However, due to the archive capability this is not normally required.

Field

Description

Year / Term

Year and term when the current student will commence at your organisation.

Entry Date

Entry date for the future student being transferred.

Generally, they are transferred into the first day of the semester.

Delete from Future Students

Select to delete the record from future students.

Tip: We recommend that you transfer without deleting at the end of the current year for the next year. Then in the next year, delete those not coming.

Some organisations leave students in future students while they are of school age. However, due to the archive capability this is not normally required.

Last modified: 2/10/2013 2:15:25 PM