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Transferring and Sending Schools

Information about a candidate’s or student’s current or previous schools can be collected and stored in the database. Managers can create a predefined list of transferring/sending schools that can be used throughout the system, including with inquiry forms, application forms, and student enrollment records.

Platform Managers can manually add transferring/sending schools. Data Managers can also add transferring/sending schools via a data import.

Manually add transferring and sending schools

  1. From the drop-down menu in the upper, right-hand corner, select Core.

  2. Select Transferring/Sending Schools under School.

  3. Click Add.

  4. Enter the school name and any additional information about the school.

  5. Check Use on Inquiry Form if the school should appear on inquiry forms and/or application forms.

  6. Click Save & Exit.

Platform Managers can add any of the following variations of "other" to the list of transferring/sending schools. On the onBoard application, prospective families can select "other" for the candidate’s current/previous school and then manually type in the school name. The name that was manually entered will be saved in the candidate's record.

  • * Other

  • * other

  • *Other

  • *other

  • other

  • Other