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school vision
October 09, 2023

Vision - Transfer student details between schools

Vision > List > Students
There is a new Transfer Data option under the Actions dropdown list on the Student List page to enable student data to be transferred from one school to another within a Trust. This includes Personal and Basic details, plus Phone and Address details. Select the required students, and then click this option to display the Transfer Student Data wizard.

Note: currently only a maximum of ten students can be selected. This will change in future releases.

Step 1: Select Destination School

Use the All Schools, Phases, or School Set radio buttons and their associated dropdown lists to select the type and level of information to transfer between schools.

Select the source school(s) and destination school(s) from the School Filters and Destination dropdown lists, and then click Next.

Step 2: Data Area

Select the required data areas to transfer. All of the Personal and Basic information is selected by default but is read-only and cannot be removed. Phone and Address information is selected by default, but can unselected if required.

For the Attending School as a Guest option, enrolment status is not copied and is set to Guest. The Enrolment Start Date is set to the Data Transfer Date. All data items are selected by default, but Personal and Basic information is read-only and cannot be removed.

Select the required options, and then click Next to proceed to Step 3.

Step 3 : Review

Summary information about the data to be transferred is displayed. Expand the school row to see a detailed status for data areas to identify which data has, or has not, been copied.

The Status column displays the following information for the student record data:

  • Create - the data record will be created successfully.
  • Skip - the data record will be created successfully, but some data areas will be skipped.
  • Update - the data record will be updated successfully.
  • Failed - the data record will not be created/updated.

Click Next to continue.

Step 4: Transfer

Click Submit to transfer the student records. When the transfer is complete, you can click Download Summary to download a spreadsheet of the information.

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