QuickGuide: Transfer Students to Next Year Campus

Follow these steps to transfer students to their next year campus if they are currently in the highest grade level at their campus. If there are multiple campuses, the next year campus must be assigned before you can transfer the students.

The sending campus assigns the next year campus and transfers the students.

Assign next year campus to students.
Registration > Utilities > Set NY Campus
1. Select the grade level to assign.
2. Select the next year campus for these students.
3. Make other selections as needed.
4. Click Retrieve. The selected students are listed in the left grid.
5. Select the students who will be assigned to the next year campus.
6. Use the arrow buttons to move the students to the right grid.
7. Click Save.
8. If your campus feeds into multiple campuses, re-run the utility for each receiving campus.
  
  NOTE: If new students enroll during the school year, run the utility again to include all new students with the Only Blank NYC field selected.
Transfer the students.
Registration > Utilities > Transfer > Scheduling Transfer
1. Select the campus where the students will be transferred (Receiving Campus).
2. Select the grade level to be transferred.
3. Select Match Next Year Campus if there are multiple next year campuses to which students are being transferred.
4. Click Start.
5. Repeat until all students have been transferred.
IMPORTANT:

About pre-registering students:
If you need to set up a student who is not currently attending the campus/district but will attend next year, you must register the student in current year registration. The student should be pre-registered in the campus they will attend in the new school year.

Registration > Maintenance > Student Enrollment

Use the grade level the student will be in next year.

Use the last day of the current year as the Date of Entry (WR Enroll tab).

Use Record Status 5 (not enrolled this year but will attend next year).

WARNING: Do not use Record Status 4, or the program will not let you edit or delete the student until after Annual Student Data Rollover is done.

Returning current year student: If you have a current year student who has withdrawn, but intends to come back next year, do not use these steps to pre-register them or current year data will be skipped during PEIMS. This student will need to be registered after ASDR is done in the summer.
Reverse transfers if needed.
The utility you use depends on whether you are the sending or receiving campus.

Sending campus:
Registration > Utilities > Reverse Scheduling Transfer > Sending Campus

All students with record status 3 are listed (currently enrolled this campus, will attend new camp nxt yr).
1. Select the students to be reversed. Or click Select All to select all listed students.
2. Click Start.
3. The reversed students are listed in the lower grid. They have been transferred back to the sending campus.
Receiving campus:
Registration > Utilities > Reverse Scheduling Transfer > Receiving Campus

All students with record status 4 are listed (enrolled another campus, will attend this campus next year).
1. Select the students to be reversed. Or click Select All to select all listed students.
2. Click Start.
3. The reversed students are listed in the lower grid. They have been transferred back to the sending campus.