Creating an Exit Event

Owned by Tracy Turner, created
Last updated: Jan 17, 2023 by William Johnson
2 min read

The steps below are permissions based and are steps used to create an Exit Event in Phoenix. 

Step-by-step

  1. Find student and go to Events 

  2. Click "+ New Meeting"

    1.  

  3. Select "Exit" as Event Type 

  4. Use the transfer date for both the Scheduled and Due Dates  (If backdating, use a date later than the last date used in the Date Transferred field of the Attending tab in ESI)

  5. Assign yourself selecting the smiley face

  6. Save 

    1.  

       

  7. Select the Exit form the Exit Overview

  8. Choose the appropriate exit reason

  9. Enter Comments, if necessary 

  10. Save

    1.  

  11. Return to the Exit Overview

  12. Run Validation Check

  13. Should receive a message indicating "Validation Check Successful"

  14. Lock the event

 

Once the Exit Event is locked, all future events will be deleted and the active plan will be abandoned.

The following day the student’s status in the ESI will be changed to Exited and Withdrawn. No further action is necessary.  If student should return to district, the transfer process will need to be completed.

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