Transferring a Student Enrollment in Pulse

This article explains how to transfer a student enrollment in Pulse.

Navigate to Enrollments.

Search or filter for the student whose enrollment you wish to transfer.

Click the Class ID hyperlink to display the enrollment record.

The Student Enrollment record displays. Click Transfer.

Select an available course from the drop-down menu.

NOTE: Only active classes accepting new enrollments show in the list. 

Click SaveSave & NewSave & Close or Discard Changes.

TIP: You can also transfer an enrollment from the student user record. To do this, navigate to Users.

Search for the user whose enrollment you wish to transfer.

Click the Full Name hyperlink to open the user record.

The user's Information record displays. Click the Enrollments tab. Then, select Enrollments from the drop-down menu.

The user's enrollment record displays. Click the View Enrollment Details icon next to the class you wish to transfer.

Click the Transfer button. Then, follow the steps above to complete the enrollment transfer.


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