When a student is transferring between districts in the same state, if both districts use SameGoal, any of a the student's documents in one district may be transferred to the other district.
In order to utilize District-to-District Transfer, both districts need to have District-to-District (DTD) Transfer enabled. DTD Transfer is enabled by default and is a district-wide setting.
Steps
To disable District-to-District Transfer:- Visit Settings > District Information > Administrative Options.
- Check the Disable District-to-District Transfer checkbox.
Steps
To transfer a student's documents between districts:- Coordinate with a staff member from the other district.
- To send documents to another district, visit a student's documents tab and select documents to transfer.
- Select Share > Transfer to another district.
- Once on the transfer page, enter in the name of the receiving district.
- All districts in your state using SameGoal will appear here, whether or not they have DTD Transfer enabled.
- Enter in the student's ID from the receiving district.
- You can obtain this information from the user you are coordinating with from the receiving district.
- Enter the email/username of the user you are coordinating with.
- Click Transfer Documents.
lightbulb Tip
If you are receiving documents from another district, make sure to enroll the student in your SIS first and wait for a record to be created for them in SameGoal. If you do not have a SIS, add the student in SameGoal directly.