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Transferring a current student using Student Maintenance

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 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 Students button.

  2. Search for the student. See Searching for existing students in the Current students manual.
  3. Either:

    The Transfer Student to Past Students window is displayed.

    Transfer Student to Past Students window

  4. Change the File Year and Date Left fields, if required.
  5. Click Next > button.

    The Transfer Student to Past Students window is displayed.

    Transfer Student to Past Students (About to).gif

  6. Type past to confirm.
  7. Click OK button.

    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. If not, the status and leaving date are updated automatically for you.

Buttons

Button

Description

Change button

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

Last modified: 22/03/2016 3:45:02 PM

See Also

Transferring current students to past students

Transferring a group of current students to past students

© 2016 Synergetic Management Systems. Published 16 September 2016.

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