Transfer Students New

The Transfer Students Records Manager allows Texas school districts to efficiently request, send, and manage student records, including plans, evaluations, and documents, across Frontline solutions (eSped, Frontline SPM, and SuccessEd). This tool helps districts quickly accommodate transfer students by ensuring timely access to required documentation. 

Accessing the Transfer Students Records Manager

1. From the home screen, select District Admin.
2. Click Students.
3. Select Transfer Student New.

Requesting Transfer Student Records

Request Records

1. Click the Pending Transfer Records tab.
   
2. Select Request Transfer.
3. On the "Transfer Request" screen, click Select Student.
   

Select a Student

1. Enter at least two letters of the student’s name.
   • You can also search by:
     • Date of birth
     • Student ID
     • Partial first and last name (for example, "Mar," "Ar")
2. Click the edit (pencil) icon next to the student’s name.
3. Click Cancel to exit without selecting.

Complete the Transfer Request

1. Confirm the selected student (button remains visible after selection).
2. Review the autofilled demographic information (not editable).
3. Select a Primary Contact (optional).
4. The "Primary Contact" and "Address" will autofill (optional).
5. Choose a Program from the dropdown (required).
6. Select documents needed (required).
7. Choose the Organization (district; required).
8. Enter comments if needed (optional).
9. Click Save to send the request.
10. Click Cancel to discard the request.

After Submitting

• The request appears under "Pending Transfer Request made by your district."
• Click the edit (pencil) icon to modify the request if needed.
• Incoming requests from other districts appear under "Pending Transfer Request made to your district."

Sending Transfer Student Records

Steps to Send Records

1. Navigate to Transfer Student New.
2. View requests under "Pending Transfer Request made to your district."
3. Click Review to open a request.

Review Request Details

Review all request information, including:

• Staff name and email
• District name
• Student details (name, date of birth, gender)
• Program and requested documents

Match the Student

1. Click Select Student.
2. Search using at least two letters of the student’s name or other criteria.
3. Click the edit (pencil) icon to select the student.
4. Click Cancel to exit.

Send Records

1. After matching, requested records appear in a grid.
2. Select:
   • All documents using the checkbox, or
   • Specific documents individually
3. Enter comments if needed (optional).
4. Click Save to send records.
5. Click Reject Request to deny the request.
6. Click Cancel to exit without sending.

After Sending

• Completed or rejected requests are removed from the pending grid.

• Sent records appear under "Completed Transfer Request made to your district."

Managing Received Records

Steps After Receiving Records

1. Go to the Completed Transfer tab.
2. Locate records under "Completed Transfer Request made by your district."
3. Click the expand icon next to the student’s name.

Download or Reject Records

• To download all documents:
  1. Select the checkbox for all documents.
  2. Click Download Selected.
• To reject all documents:
  1. Select all documents.
  2. Click Reject Selected.
• To manage individual documents:
  1. Select a specific document.
  2. Click Download or Reject.

Final Storage Location

Downloaded documents are saved in the student’s "History" tab under "Uploaded Documents."