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SameGoal Special Programs

Dtd Transfer




Support > Online Guides > Administrative Guide > Dtd Transfer
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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:

  1. Visit Settings > District Information > Administrative Options.
  2. Check the Disable District-to-District Transfer checkbox.

Transfering documents between districts link

Steps
To transfer a student's documents between districts:

  1. Coordinate with a staff member from the other district.
  2. To send documents to another district, visit a student's documents tab and select documents to transfer.
  3. Select Share > Transfer to another district.
  4. 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.
  5. Enter in the student's ID from the receiving district.
    • You can obtain this information from the user you are coordinating with from the reveiving district.
  6. Enter the email/username of the user you are coordinating with.
  7. 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.



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