The steps below are permissions based and are used to create a Transfer Event.

Step-by-step

1. Select Events for the student

2. Click "+ New Meeting" 

3. Open

   

   Click Show All and select Transfer as Event Type

4. Save

5. Open

   

   Use the transfer date as the Scheduled and Due Dates

6. Click the search icon to search for the School Psychologist assigned to the transfer

7. Save

8. Add the student to the School Psychologist’s and Area Coordinator’s Watch Lists. see Managing Your Watch List

9. Open the Transfer Event and go to the Transfer Decision form on the Event Sections  panel

10. Choose In-state Transfer or Out-of-state Transfer

11. Save

12. Go to the In-state Transfer Student Documentation or Out-of-state Transfer Documentation form (example In-State)

13. Enter demographic information

14. Enter record request dates in Requested, enter Received and Dates of the IEP and Evaluation Report  

15. Save

16. Return to Events and open Logs from the Student Profile to attach copies of records received such as the evaluation report and the IEP

17. Enter a Title in the Attachment section 

18. Enter a Description, if necessary

19. Click Upload  (the file appears in the Attachments section of the page)

Page Contents