The Student Records Transfer tool allows districts to respond to other districts' records transfer requests and to receive requested records released by other districts. This editor displays all the requests in a district. This is different from the Records Transfer tool, which only displays requests for a selected student.
The types of records that can be transferred vary by state.
See the Student Records Transfer article for more details on how to use this tool and how the records transfer process works. See the National Records Exchange article to learn about the entire process, which is only available in District Edition.
Student Records Transfer - Requested
Student Records Transfer - Released
Users also need the following R rights assigned:
- Assessment Import Wizard - Student Information > General > Assessment
- Immunization Import Wizard - Student Information > Health > Immunizations
- Health Condition Import Wizard - Health > Report > Health Alert Summary Report
Related Tools - Tool Rights:
- National Records Exchange: enable NRE/check NRE status (for district system administrator/backup only)
- Records Transfer: Request records transfer/import released records for selected student
- Student Records Transfer: Monitor status of district students' requests/import released records for district students
Available Tool Rights
Users must have tool rights to each of the necessary data import wizards (System Settings > Data Interchange Administration > Student Records Transfer) in order to import transferred data. Transferred records may be released in PDF or Data Import format.
As outlined in the RWAD table, user need R to generate PDFs and W to access data import wizards for any of the subrights outlined in the red box in the screen capture below.
Student Records Transfer Tool Rights
Read (R) rights allow users to access records released in PDF format. Read/Write (RW) rights allow users to access records released in PDF format and perform Data Imports for the tools that have them.
Released Records - PDF and Data Import
| R | W | A | D |
|---|---|---|---|
| Student Information > Allow Unfiltered Search | |||
| Allows unlimited searching for students in schools/calendars to which the user has access. | N/A | N/A | N/A |
| System Settings > Data Interchange Administration > Student Records Transfer | |||
| View Student Records Transfer tool. | N/A | N/A | N/A |
| System Settings > Data Interchange Administration > Student Records Transfer > Notify Process Inbox Subright | |||
| View alerts regarding status of records release request that appear in the Process Inbox. | N/A | N/A | N/A |
| System Settings > Data Interchange Administration > Student Records Transfer > Student Records Subrights (e.g. Transcript, Enrollment History - available options vary by state) | |||
| View PDF versions of released records. | Use data import tools to import data. | N/A | N/A |
Suggested User Groups
Some groups may only need Read access to the information displayed in this tool.
