How to request the transfer of pupil documents from another school
This guide will explain how to request the transfer of pupil documents from another school.
If a pupil has recently moved to your school from another school, you can request to transfer any existing plan, provision, passport, meeting log and uploaded file data from their previous school’s Provision Map account.ÌýPlease contact usÌýwhen this is the case, as a setup process is required before the Transition tool is available and data can be requested. The following guide explains this setup process:Ìý/knowledge-base/provision-map/transition-tool-setup-process
Requesting a transition request for multiple pupils
Place your mouse cursor over theÌýTransitioningÌýtab at the top of the page and selectÌýInformation requests (Request)Ìýfrom the drop down menu.
From this page multiple pupils can be selected and then transfer requests can be initiated by selecting theÌýRequest informationÌý²ú³Ü³Ù³Ù´Ç²Ô.
°Õ³ó±ðÌýCreate aÌýdata transfer requestÌýpopup will appear. Tick the data which you would like to request and click on theÌýRequest InformationÌý²ú³Ü³Ù³Ù´Ç²Ô.
Requesting a transition request for an individual pupil
A transitioning banner will appear above theÌýCore dataÌýsection of the pupil’s plan or on a pupil’s profile. Click on theÌýRequest DataÌýbuttonÌýto begin a transitioning request.
°Õ³ó±ðÌýCreate aÌýdata transfer requestÌýpopup will appear. Tick the data which you would like to request and click on theÌýRequest InformationÌý²ú³Ü³Ù³Ù´Ç²Ô.
Viewing data request progress
Once transfer requests have been made, you can monitor their current status and outcomes. To do this, mouse over theÌýTransitioningÌýtab at the top of the page and selectÌýInformation requests (Request)Ìýfrom the drop down menu.
This will take you to theÌýInformation Requests (Request)Ìýpage, where data requests made by your school are listed. Each entry in the table describes which pupil the request was for, who made the request, which school received the request, when the request was made and the status of the request.
The data that was requested for each entry is also shown to the right of the table, under theÌýRequested InformationÌýsection.
There are four possible statuses for your request:
Created: A transitioning request has been made, but it has not reached the recipient school yet.
Pending: A transitioning request has been made, but the recipient school has not approved or denied the request.
Approved: The transitioning request has been approved, allowing you to access the requested data in your Provision Map account.
Denied: The transitioning request was denied by the recipient school, preventing you from accessing the requested data on your Provision Map account.
