Process: Transfer an Enrolment Between Courses

It is possible to transfer an enrolment from one course into another. In this article, we will go over the process of transferring an enrolment into a different course.



Enrolments can only be transferred to another course if that course is under the same Program. 

Finding the Enrolment

To start the process of transferring an enrolment to another course, you will need to find the enrolment that you would like to transfer. 

This can be done by going to the party profile for the student with the enrolment. 

On the left side of the screen, click on the List All option under the Enrolments menu. 

This will bring up a list of enrolments for the student. Find the enrolment that you would like to transfer, click on the More button next to it and click on Transfer.

Transferring the Enrolment

This will bring up the Transfer Enrolment wizard. The first page will display any courses that the enrolment can be transferred into. 

Select the course that you would like to transfer the enrolment into and click on the Next button. 

The rest of the process is like enrolling a student into a course, you will be able to make changes to the enrolment before it is transferred into the other course.

  • Enrolment: You can edit specific enrolment details on this page. 
  • Electives: If you need to change the Elective units in the enrolment, you can do so at this step. Check the box next to each unit that you would like to move and click on the arrow buttons to move the units.
  • Scheduling: If the course that they are being transferred into has Events tied to it, you can set the student to attend these Events on this page. 
  • Outcomes: You can set the outcomes for any units before the enrolment is transferred.
  • Fees: If the course has any fees associated with it, you can set the fees that the student needs to pay.
  • Payment: If the course has any Payment Options, you can select the ones that the student will be invoiced.

Once you reach the confirm page, you can check the details for the enrolment before you transfer it. 

Click on the Create button to transfer the enrolment.

Caylemn is the author of this solution article.

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