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ENRF4150 - Process Course Transfer
Purpose |
To Transfer a Student between Courses |
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Subsystem |
Enrolments |
HE Sector Information |
Normally Run By | Enrolment Specialist | |
Anticipated Frequency | As required | |
Structure | Blocks | Student Course Attempt - FROM |
Student Course Attempt - TO | ||
Buttons | Transfer E-COE (overlay) | |
Transfer Candidature (overlay) | ||
Transfer Adv Standing (overlay) | ||
Unit Details (overlay) | ||
Unit Set Details (overlay) | ||
Transfer Course (overlay) |
An overview of the Transfer Process is given in the documentation discussing the management of existing Enrolments. This form is used where a Student with a current or previous Enrolment at the institution has requested or is required to transfer between Courses. Initial entry to the new Course may entail an application through the Admissions Subsystem, or may be administered as an Enrolment directly through the current form. For any particular Destination Course in a transfer, the method of entry is determined by the institution. In either case, this form is used to automate the transfer process itself, and to query existing transfers. It is entered in context from the Student Course Attempt screen of ENRF3000. A Destination Course Attempt will already exist if the Course has been offered via the Direct Admissions form, ADMF3240 (ADMF3000), and the Student has been pre-enrolled in it. See documentation on Course Transfer through Admissions for more details. A Destination Course will also exist if the current transfer is a reversal of a previous transfer or if the Student has had a prior Enrolment that was discontinued.
Course Groups for TransferTransfers can only take place where both the original (FROM) and destination (TO) Courses are members of the same Course Group and the group is of a type designated for transfers. Transfer Course Groups are set up in form CRSF11D0, and must have Types (set up in CRSF1180) that distinguish between 'Admissions' and 'Enrolments' Transfers. Some conditions apply to Transfer:
Special Note: There may be a requirement to transfer from Course A to Course B and then back to Course A. If this happens to units in the same year, the normal procedure can be followed. However, if Course B was in a previous year, and transferring back to Course A is in the present year, the following procedure must be followed. The transfer back to Course A will only work successfully when units or unit sets are inserted AFTER the transfer has been completed. Stages in a TransferTransfer in this form is a three stage process, requiring:
Once the transfer is made the System automatically discontinues the Course Attempt from which the Student has been transferred.
AccessAccess to the form is governed by whether Transfer is a valid Enrolment Procedure Step for the Enrolment session in effect and whether the user has the security privileges to perform that step. For more information, refer to Enrolment Sessions, and Controlling Access to Enrolment Functions. Where access is permitted, a Transfer button is provided for appropriate Course Attempts in the Student Course Attempt screen of ENRF3000. For example, Course A500 Graduate Diploma in Administration is offered in 2005. A Student has the following recorded against their Course Attempt in the Course:
In 2004 the University introduced a new Master’s Degree, A600 Master of Administration. The Student applies to transfer to A600, carrying all Units with Pass Grades into the new Course. These Units are selected as part of the transfer process. After the process is complete, Course A500 will have a status of discontinued and she will have the following recorded against Course A600:
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The Student Course Attempt - FROM block contains:
The Student Course Attempt - TO block contains:
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Rules/Notes: |
The documentation below is divided into the following sections: |
Rules/Notes: |
The context Course appearing in the block has been selected in ENRF3000, and is the Course Attempt from which the Student is to be transferred. No queries can be made in the block. |
Rules/Notes: Transfer is potentially available if the FROM Course Attempt has a status of ENROLLED, DISCONTIN, INACTIVE, INTERMIT, COMPLETED or LAPSED. |
Steps In A Transfer (TO block)
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Rules/Notes: Admissions Course Transfers can only be made between members of a Course Group with a type equivalent to the System Course Group Type ADMTRANSFR. A lamp displays if the TO Course has come from Admissions. Enrolments Course Transfers can only be made between members of a group with a type equivalent to the System Course Group Type TRANSFER. If a Student has an Encumbrance revoking or suspending all services or excluding them from the intended Destination Course, a transfer cannot be made. A warning is given if a debt exists at student level, or for the specific FROM Course. Transfer is not prevented. (A 'To Do entry' is created for Fee Re-Assessment in the Student Finance Subsystem.) If the Originating Course has the Generic Course check box set in form CRSF1210, the Commencement Date for the Destination Course is inherited from the Originating Course. The default value of the Commencement Date is derived from:
the Course Start Date Alias Instance of the Admission Period if available, else the Current Date. Commencement Date validations are that:
WARNING. Enrolled Units not transferred at the time of Course Transfer are automatically discontinued. A lamp indicates the result of a transfer in the main block of this form and in ENRF3000. A message asks for confirmation before the save is performed. Possible status's to which the Destination Course Attempt can be set are ENROLLED, INTERMIT, INACTIVE. A unit cannot be transferred if it is part of a sub-unit relationship which is not available to the new course attempt. VET only. A unit cannot be transfered if it is a unit of competency and it is a superior in a sub-unit relationship and not all the subordinates are being transferred. A unit cannot be transferred if it is not available to the sector of the new course attempt. This unit needs to be defined as Level Advanced Standing against the new course attempt. A unit cannot be transfered as advanced standing if it is not available to the sector of the new course attempt. This unit needs to be defined as Level Advanced Standing against the new course attempt |
The Transfer E-COE button is only active if Electronic Confirmation of Enrolment Information exists against the 'Transferred From' Course Attempt. Transfer is prevented if E-COE details have already been entered against the 'Transferred To' Course Attempt. Transfer takes place when the button is selected. |
Rules/Notes: |
The Transfer Adv Standings button allows elements of Granted and Approved Advanced Standing Unit and Unit Levels to be transferred to a new course attempt. The Transfer Adv Standings navigation button will navigate the operator to the Create Advanced Standing form (ADVF4200). When navigating to ADVF4200 an Advanced Standing record for the To course will be posted and the details of the From Courses Granted and Approved Advanced Standing will be assigned to the To Course Advanced Standing record. The record is not committed at this stage. If the System wide Not transferable indictor is set, the navigation button will not be active. At this point validations will be triggered to ensure that the Transferred Advanced Standing Units are not Enrolled or Completed against the To course Attempt. If a Student Unit Attempt exists matching the Advanced Standing Unit but is Discontinued, Invalid or Unconfirmed the Transfer is allowed. If a completed unit attempt exists with a failed grade the transfer will also be allowed. Cancelled, Revoked and Expired Advanced Standing will be ignored, as will Not Transferable Granted and Approved Advanced Standing, based on the new indicator in ADVF4200. The form will navigate in context of the To Course Attempt. Details of the Unit and Unit Levels Advanced Standing to be transferred between the From and To courses may be amended. Once the details of the Advanced Standing are edited in the appropriate manner, the operator will be able to exit ADVF4200. On Exiting ADVF4200 the Operator will be returned to ENRF4150 to perform the Course Transfer. |
Rules/Notes: Transferring
Advanced Standings: The Transfer of Advanced Standing details will occur under two circumstances:
VET
Course:
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Use the Unit Details button to access the Student Unit Attempt block. All Units in the Originating Course are displayed. (Those Units which also exist in the transfer TO Course are marked with a red asterisk.) Units can be transferred if they have a status of ENROLLED or COMPLETED, or have a DISCONTIN status with a result of FAIL. Transfer
check boxes. Separate
Transfer? If Transferring Course and Units in one operation, saving in this block is disallowed. |
Rules/Notes: Transfer effects on Unit status's:
It may not be possible to Transfer Units if:
HINT!
Regarding Class Allocations:
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Use the Unit Set Details button to access the Student Unit Set Attempt block. All Unit Sets in the Originating Course are displayed. Transfer
check boxes. All other data in this block, including that in the Unit Set Hierarchy overlay box, is for information only. Separate
Transfer? If Transferring Course and Unit Sets in one operation, saving in this block is disallowed. |
Rules/Notes: Unit Sets in the originating Course remain ACTIVE upon Transfer. They could be voluntarily ended, however it is recommended that they be left as ACTIVE, particularly where the Unit Set formed part of an Admission Offer, this will not affect other functionality. |
It is possible to 'Transfer On' so that a TO Course Attempt becomes a FROM Attempt for the next transfer, or to transfer from the same Course more than once. Several options are available. For example:
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Rules/Notes: A transfer cannot be effected a second time from the same Course while the previous Destination Course has a Status of ENROLLED, INACTIVE, INTERMIT or LAPSED. Units with a Status of DUPLICATE from a previous transfer remain as DUPLICATE on further transfer. Other Status's follow the pattern given in Transferring Units. |
Last modified on: 03-May-2007 11:50 AM
History Information
Release Version | Project | Change to Document |
10.0.0.0.0.0 | 1351 -Course Transfer and Class Allocations | Added details about the transfer of class allocations with units. |