Transfer Students

Sign in as a system administrator or staff member with the proper permissions to create and send a student transfer package.

1. Choose Administration, then Utilities.
2. In the Data Utilities field, select the Students profile type.

3. In the Select Utility field, select Send Student Transfer Envelope.
   If this option is not available, you do not have access to the utility.

4. Enter the student's ID or click the lookup icon for the student in the Include Student IDs field.

   • To select multiple students using a single formula, click Use Formula to Select Students. Enter a formula to specify the criteria of the profiles that you want to select.

5. Click Create Student Transfer Envelope.
6. Click Generate Student Packages:
   • To add students, click Setup, then Add More Students.
   • To delete the package, click Setup, then Delete Envelope.
   

   A Student Package will have an envelope with the student's profile, documents, and any other information that a receiving school or district can use to import the student's information.
7. From the Select Profile Section list, select the sections you want to add.
   To confirm whether pre-selected profile sections are included within the package, refer to Profile Sections.
8. From the Select Document Templates list, select the document templates you want to add.
   To select and configure the document template options in the student transfer envelope, refer to Document Template Options.
9. From Include Documents From Years, select a range for the documents you want to include.
10. If you want to include only finalized documents, choose Yes for Include Only Final Documents.
11. Choose how you want to name the package by selecting one of the following options:
    • Name
    • State ID
    • ID
12. Click Generate Student Packages.
13. Click Send Envelope To and select one of the following options:
    • To send this envelope to a receiving school with a PowerSchool Special Programs database hosted in the same data center as yours, select School/District Hosted at <location>.
    • To send this envelope to a receiving school that does not have PowerSchool Special Programs and is hosted in a different data center than yours, select Email Address.
14. Click Send Envelope and then click OK.

Profile Sections

Sign in as a system administrator to confirm whether the student transfer package will include profile sections.

1. Choose Administration, then Configuration.
2. Click Profile Types.
3. Click the magnifier icon for Students.
4. Click Section Properties.
5. If Include Fields in Transfer Envelope is listed within Options, select the sections to include in the student transfer package.

Document Template Options

Sign in as a system administrator to configure the document template options included in the student transfer package.

1. Choose Administration, then Configuration.
2. Click Document Templates.
3. Click the magnifier icon for the document you want to include (for example, Individualized Education Program).
4. Click Properties.
5. Click Edit Template Behavior Options.
6. To include document templates in a student transfer package, select Exclude from Transfer Envelope, then click Off.
7. To include data to support live documents in a student transfer package, select Include Live Documents in Transfer Envelope, then click On.
8. Click Accept.