Difference between revisions of "Exit a Student"
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− | '''Note''': You may need to have certain security rights in '''[[User Management]]''' for certain, but not all functions while exiting a student. | + | '''Note''': You may need to have certain security rights in '''[[User Management]]''' for certain, but not all functions while exiting a student. |
One '''example''': If the student has a current leave "date", then user cannot select a blank leave ""code". | One '''example''': If the student has a current leave "date", then user cannot select a blank leave ""code". | ||
[[File:leave date.PNG]] | [[File:leave date.PNG]] | ||
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On the left navigation panel, select '''Student Master''', '''Entry''' and '''Student Master'''. | On the left navigation panel, select '''Student Master''', '''Entry''' and '''Student Master'''. | ||
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'''Setup Box Options''' | '''Setup Box Options''' | ||
− | To find definitions for standard setup values, follow this link: | + | To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. |
Other set up values not listed in the standard set up list: | Other set up values not listed in the standard set up list: | ||
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− | + | *Find Only Active Students - Only currently enrolled students without a leave date. | |
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+ | '''OK''' - Click to continue. | ||
After finding the student in the Student Master, either through the find button or the search bar, click on the '''Leave Date''' field to begin the process of exiting a student. | After finding the student in the Student Master, either through the find button or the search bar, click on the '''Leave Date''' field to begin the process of exiting a student. | ||
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Click on the drop down menu to the right of '''Leave Code''' to select the appropriate exit code. | Click on the drop down menu to the right of '''Leave Code''' to select the appropriate exit code. | ||
− | Click in the field to the right of '''Leave Date''', from the calendar, select the first nonattendance date as the leave date for the student. | + | Click in the field to the right of '''Leave Date''', from the calendar, select the''' first nonattendance date''' as the leave date for the student. |
+ | *Student leave dates are the day after their last day of attendance at the school. | ||
+ | *This is different from employees as PEP defines the separation date as the last day an employee is assigned work. | ||
Enter the '''Transferred To''' information if known and also date records request sent. | Enter the '''Transferred To''' information if known and also date records request sent. |
Latest revision as of 07:36, 28 June 2019
Video How-to
Note: You may need to have certain security rights in User Management for certain, but not all functions while exiting a student.
One example: If the student has a current leave "date", then user cannot select a blank leave ""code".
On the left navigation panel, select Student Master, Entry and Student Master.
Setup Box Options
To find definitions for standard setup values, follow this link: Standard Setup Options.
Other set up values not listed in the standard set up list:
- Find Only Active Students - Only currently enrolled students without a leave date.
OK - Click to continue.
After finding the student in the Student Master, either through the find button or the search bar, click on the Leave Date field to begin the process of exiting a student.
Click on the drop down menu to the right of Leave Code to select the appropriate exit code.
Click in the field to the right of Leave Date, from the calendar, select the first nonattendance date as the leave date for the student.
- Student leave dates are the day after their last day of attendance at the school.
- This is different from employees as PEP defines the separation date as the last day an employee is assigned work.
Enter the Transferred To information if known and also date records request sent.
Enter Leave Comments
Click Close
If all information is correct, click Save.