Transferring and Sending Schools
Information about a candidate’s or student’s current or previous schools can be collected and stored in the database. Managers can create a predefined list of transferring/sending schools that can be used throughout the system, including with inquiry forms, application forms, and student enrollment records.
Platform managers can manually add transferring/sending schools. Data Managers can also add transferring/sending schools via a data import.
Manually add transferring and sending schools
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Select Core.
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Select Settings.
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Select School information.
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Select Organizations.
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Select Add.
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Enter the School name and any additional information about the school.
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Select Use on inquiry form if the school should appear on inquiry forms and/or application forms.
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Select Save & exit.
Platform managers can add any of the following variations of "other" to the list of transferring and sending schools. On the enrollment application, prospective families can select "other" for the candidate’s current or previous school and then manually enter the school name. The name that was manually entered will be saved in the candidate's record.
To manage transfer or sending school enrollments for a specific student, refer to information about the Access information for a user's profile in Core. To manage courses and grades from a transfer or sending school for a specific student, refer to information about how to manage grades.