MANAGE TRANSFER STUDENT
This guide provides detailed procedures for managing student transfers within schools, including transfer requests, updating records, clearance checklists, class enrollment adjustments, and more. It covers transfers between government schools, sports and secondary schools, and classes, offering a comprehensive overview of the process.
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MANAGE TRANSFER STUDENT
Introduction Introduction Student Transfer is when a student transfer to another school within iNEIS another class in the same school or to User Role: School Student Registrar There are 3 scenarios of transferring students: i. Transfer between Government school ii. Transfer between Sports and Secondary school iii. Transfer between Classes Note: For student transferring to a Private school, refer to Manage Student Withdrawal slides here Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Student Transfer Summary Student Transfer Summary Below is a quick glance of the activities that are applicable in the different Student Transfer scenarios: TRANSFER BETWEEN GOVERNMENT SCHOOL TRANSFER BETWEEN SPORTS & SECONDARY SCHOOL TRANSFER BETWEEN CLASSES DESCRIPTION 1. Raise a Student Transfer Request form 2. Update status of Clearance Checklist Items UpdateStudent Records 3. Drop Class Enrollment * 4. Remove from Student Block 5. Term Withdrawal * 6. Update Student Program/Plan * 7. Upload Student Data in New School * Applicable for both Academic and CCA careers Applicable Not Applicable Legends: Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Government school Raise a Student Transfer Request form
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 1. Navigate to Records and Enrollment > Student Movement > Transfer Student > Transfer Student Request In Add a New Value tab, enter the Student ID Click Add button 2. 3. 2 1 3 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 4. Fill in the Transfer Request form with the following: i. Reason for Transfer ii. Date of Request iii. Date of Transfer iv. Requested School v. Remarks/Comments (if necessary) Note: By default value, the Request Number = 00000 . This number will be used in Update status of Clearance Checklist Items 5. Click Save button Note: Once saved, a Request Number will be assigned. Status will be Pending and user is still allowed to make changes to the request form 4 5 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 6. Click Submit button Note: When status is Submitted , user will no longer be allowed to make any changes to the request form Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 7. Click Approve button OR Reject button Note: The Head of School Student Registrar will be the School Approver for all Student Transfer Request form Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 8. Click on Complete button OR Cancel button Note: Upon completing the request form, the Clearance Checklist Items is automatically assigned to the student This step is not applicable for Pre-School career Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Government school Update status of Clearance Checklist Items
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 1. Navigate to Campus Community > Checklists > Person Checklists > Checklist Management Person 2. 3. In Find an Existing Value tab, enter the Student ID Click Search button 1 2 3 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 4. In Checklist Management 1 tab, ensure the correct Transfer Request Number (Slide 7) is indicated in the Comments box Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 5. In Checklist Management 2 tab, select one of the statuses from Status field for each item. 6. Click Save button Note: Ensure the status for the checklist items are all updated 5 6 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Government school Drop Class Enrollment
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Drop Class Enrollment Drop Class Enrollment 1. Navigate to Records and Enrollment > Enroll Students > Enrollment Request 2. 3. In Add a New Value tab, enter the Student ID, Academic Career and Term Click Add button 1 2 3 Note: Drop Class Enrollment is only applicable for students transferring within the term Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Drop Class Enrollment Drop Class Enrollment 4. Select Drop from Action field 11 5. Select SDRP from Action Reason field 6. Select Override Action Date checkbox 4 5 7. Enter Action Date as Date of Transfer 6 9 7 8. Enter Class Nbr 8 9. Click + icon to add more Class Nbr 10. Click Save button 11. Click Submit button Note: Repeat the steps to drop CCA class enrollment 10 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Remove student from Student Block Remove student from Student Block 12. Navigate to Records and Enrollment > Enroll Students > Block Enrollment > Create Student Block 13 12 13. In Find an Existing Value page, enter existing Student Block 14. Click Search button 14 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Remove student from Student Block Remove student from Student Block 15. Click - icon to remove students who are transferring out from school 16. Click Save button 15 16 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Government school Update Student Program/Plan
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update Student Program/Plan Update Student Program/Plan 1. Navigate to Records and Enrollment > Career and Program Information > Student Program/Plan In Find an Existing Value tab, enter the Student ID Click Include History checkbox Click Search button 1 2 2. 3. 3 4. 4 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update Student Program/Plan Update Student Program/Plan Note: Repeat the steps to update for CCA career 5. Click + icon to add the Transfer record Enter Effective Date as Date of Transfer Select DATA from Program Action field Select TransferReason from Action Reason field Select New School from Campus field 10. Click Save button 6 6. 5 7 7. 8 8. 9 9. 10 Note: There should be 2 separate Student Records for student who are transferring and progressing at the same time Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Sports and Secondary school Raise a Student Transfer Request form
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 1. Navigate to Records and Enrollment > Student Movement > Transfer Student > Transfer Student Request In Add a New Value tab, enter the Student ID Click Add button 2. 3. 2 1 3 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 4. Fill in the Transfer Request form with the following: i. Reason for Transfer ii. Date of Request iii. Date of Transfer iv. Requested School v. Remarks/Comments (if necessary) Note: By default value, the Request Number = 00000 . This number will be used in Update status of Clearance Checklist Items 5. Click Save button Note: Once saved, a Request Number will be assigned. Status will be Pending and user is still allowed to make changes to the request form 4 5 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 6. Click Submit button Note: When status is Submitted , user will no longer be allowed to make any changes to the request form Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 7. Click Approve button OR Reject button Note: The Head of School Student Registrar will be the School Approver for all Student Transfer Request form Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Raise a Student Transfer Request form Raise a Student Transfer Request form 8. Click on Complete button OR Cancel button Note: Upon completing the request form, the Clearance Checklist Items is automatically assigned to the student Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Sports and Secondary school Update status of Clearance Checklist Items
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 1. Navigate to Campus Community > Checklists > Person Checklists > Checklist Management Person 2. 3. In Find an Existing Value tab, enter the Student ID Click Search button 1 2 3 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 4. In Checklist Management 1 tab, ensure the correct Transfer Request Number (Slide 29) is indicated in the Comments box Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update status of Clearance Checklist Items Update status of Clearance Checklist Items 5. In Checklist Management 2 tab, select one of the statuses from Status field for each item. 6. Click Save button Note: Ensure the status for the checklist items are all updated 5 6 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Sports and Secondary school Drop Class Enrollment
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Drop Class Enrollment Drop Class Enrollment 1. 2. 3. Navigate to Records and Enrollment > Enroll Students > Enrollment Request In Add a New Value tab, enter the Student ID, Academic Career and Term Click Add button 1 2 3 Note: Drop Class Enrollment is only applicable for students transferring within the term Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Drop Class Enrollment Drop Class Enrollment 4. Select Drop from Action field 11 5. Select WITH from Action Reason field 6. Select Override Action Date checkbox 5 4 7. Enter Action Date as Date of Transfer 6 9 7 8. Enter Class Nbr 8 9. Click + icon to add more Class Nbr 10. Click Save button 11. Click Submit button Note: Repeat the steps to drop CCA class enrollment 10 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Remove Remove student student from Student Block from Student Block 12. Navigate to Records and Enrollment > Enroll Students > Block Enrollment > Create Student Block 13. In Find an Existing Value page, enter existing Student Block 14. Click Search button 13 12 14 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Remove student from Student Block Remove student from Student Block 15. Click - icon to remove students who are transferring out from school 16. Click Save button 15 16 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Sports and Secondary school Term Withdrawal
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Term Withdrawal Term Withdrawal 1. Navigate to Records and Enrollment > Student Term Information > Term History 2. 3. In Find an Existing Value tab, enter the Student ID Click Search button 2 1 3 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Term Withdrawal Term Withdrawal 4. In Term Withdrawal tab, search for the Academic Career the student needs to be withdrawn from 4 5. Select Withdrew from Withdrawal\Cancel field 9 5 6. Select Transfer bet Sec & Sprt School from Withdrawal\Cancel Reason field 6 7 7. Enter Withdrawal\Cancel Date 8. Enter Last Date of Attendance 8 9. Click Post Term Withdrawal button Note: Repeat the steps to update for CCA career Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
MANAGE TRANSFER STUDENT Transfer between Sports and Secondary school Update Student Program/Plan
Flow Chart Flow Chart Student Transfer Transfer between Government school Transfer between Sports and Secondary school Transfer between Classes Raise a Student Transfer Request form Raise a Student Transfer Request form Raise a Student Transfer Request form Update status of Clearance Checklist Items Update status of Clearance Checklist Items Drop Class Enrollment Drop Class Enrollment Drop Class Enrollment Update Student Program/Plan Update Student Program/Plan Enroll in the new Class(es) Term Withdrawal Update Student Program/Plan Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam
Update Student Program/Plan Update Student Program/Plan 1. Navigate to Records and Enrollment > Career and Program Information > Student Program/Plan In Find an Existing Value tab, enter the Student ID Click Include History checkbox Click Search button 1 2 2. 3. 3 4. 4 Confidential and Proprietary, Ministry of Education, Negara Brunei Darussalam