This lesson covers how to create a new transfer record for a student in the Illuminate system.
Transfer records are required when wanting to pull data for District of Residence, especially when running the Daily ADA report to "Separate inter-district transfers."
Where to Start
1. Click Students.
2. Under General, click Transfer Details.
Add a New Record
1. Click the Add Transfer Record button at the top of the page.
Enter Required Information
2. Enter data into the requested fields and click Save.
View Added Record
After saving the new record in the system you always have the option of going back and editing the previously added record if necessary.
Remove "Next School"
Delete the information on the "Next School" field on the Demographic Details page.
Navigate: Students > Demographic Details > Next School field > set as blank
You might be interested in viewing other lessons within the "Students" Help manual.