Tutorial: Transfer a Child to a New Location
Use this tutorial to add a location transfer for a child on the Transfer History page.
Complete the following steps to perform this tutorial:
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Display the Transfer History page.
Transfer History page (default view)
Transfer History page (default view) for Coordinator/District roles
Transfer History page (default view) for State role
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NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
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Click the Location Transfer button. The page refreshes and displays a Location Transfer section with additional fields for entry.
Transfer History page (location transfer view)
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Complete the following information as necessary:
In Location, enter the location name. Up to 100 characters can be entered as necessary.
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In Location, select the name of the district to which the child is transferring from the drop-down list.
In Start Date, enter the date on which the activity begins. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
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Click the Save button. The page refreshes and displays the new information in the Transfer History table.
Version 1.6