Manage a Transfer
To manage a transfer in the Enrolments module, select 'Transferred' from the Progress Code drop-down field in the Enrolment Details section.
The Transfer Wizard is displayed, which is comprised of the following screens:

The Select Withdrawal Policy screen deals with the withdrawal from the current course to the new course.
The fields on the Select Withdrawal Policy screen are described in the following table.
This field | Holds this information... |
---|---|
Course Period | The start and end dates for the current course. |
Progress Date | The progress date of the transfer. |
Course Progress | How much of the course has elapsed when the learner leaves. |
Transfer to Course | The course code of the course that the learner is transferring to. |
Transfer to Occurrence | The occurrence of the course that the learner is transferring to. |
Link to Parent | If a learner is transferring from one course to another under the same parent, and the parent remains enrolled on, it will link the transferred course to the parent. |
Credit Charge Once Only Fees for Transfer Out |
Whether a fee should only be charged once. If a learner transfers from a course, the user has the option to credit the charge depending on whether the selected action fees are credited or regenerated. |
Withdrawal Policy |
The withdrawal policy to be used for this transfer. These can be defined in Progress Policies reference data. When a policy has been selected, an appropriate rule from that policy will be applied according to the percentage of the course completed, which is calculated using course dates and the withdrawal date. The way in which the rule affects the withdrawal is displayed in the bottom section of the window. |
Cascade to Child Units | Whether to cascade the changes to child units. |

The Withdrawal Adjustments screen displays how the withdrawal policy rule affects EFTS, fees and any applicable admin fees.
The fields on the Withdrawal Adjustments screen are described in the following table.
This field | Holds this information... |
---|---|
Reduce the student EFTS by | The amount to reduce the learner EFTS by. |
Current EFTS Value | The current EFTS value. |
New EFTS Value | The new EFTS value, after taking the reduction into account. |
Charge Admin Fee of | The admin fee to charge (if any). |
Credit Included Fees by | The amount to credit included fees by. |
Description | The fee description. |
Original Fee | The original fee charged when enrolment took place. |
Adjustments | Any previous adjustments made to the fee. |
Current Fee | The resultant current fee of the enrolment. |
Credit Amount | The proposed credit amount. |
New Fee | The new fee as a result of the proposed credit amount. |
Invoice Number | The invoiced number, if applicable. |
If you have the appropriate role (as specified by the Linked Role in the Progress Policies reference data), you can amend adjustments, credit amount and new fee values.

The Select Transfer Policy screen allows you to view the fee summary and select the transfer policy.
The fields on the Select Transfer Policy screen are described in the following table.
This field | Holds this information... |
---|---|
Transfer To Course | The course that the learner is transferring to. |
Course Period | The start and end dates for the new course. |
Progress Date | The progress date that the learner will be active on for the new course. |
Course Progress | How much of the course has elapsed when the learner joins. |
Full Cost | The original cost of the course. |
Waiver reduction | The total default waivers from the course. |
Final Cost | The final total after the waivers have been subtracted from the full cost. |
Transfer Policy | The transfer policy being used for this transfer. |

The Transfer Adjustments screen allows you to make any transfer rule adjustments.
The fields in the Fees grid are described in the following table.
This field | Holds this information... |
---|---|
Reduce the student EFTS by | The amount to reduce the learner EFTS by. |
Current EFTS Value | The current EFTS value. |
New EFTS Value | The new EFTS value, after taking the reduction into account. |
Charge Admin Fee of | The admin fee to charge (if any). |
Description | The fee description. |
Original Fee | The original fee charged when enrolment took place. |
Adjustments | Any previous adjustments made on the fee. |
Current Fee | The resultant current fee of the enrolment. |
Credit Amount | The amount it is proposing to credit. |
New Fee | The new fee as a result of the proposed credit amount. |
If you have the appropriate role (as specified by the Linked Role in the Progress Policies reference data), you can amend adjustments, credit amount and new fee values.

A summary of changes is displayed before allowing you to commit to the transfer.
To confirm the transfer, click the Finish button. Alternatively, click Back to amend the transfer.