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OneClickRooms Documentation OCR for Schools
Administration

Request, review, and complete a campus transfer

OCR for Schools is the school management product in OneClickRooms (OCR) for Education. The other product is OCR for Higher Education.

Move a student between campuses using the transfer workflow and required approvals.

Portal path Administration Campus Transfers

Campus transfers move a student’s school context between campuses. The process may require an academic mapping, a transfer fee decision, and approvals from the source or destination campus.

Before you begin

  • Confirm the source and destination campus and any transfer requirements before submitting.

Open the student record after completion and verify its destination campus.

  1. Start the request

    Open Campus Transfers and choose the student, source campus, destination campus, and proposed effective date. Review the student identity before continuing.

  2. Resolve academic mapping

    If the campuses use different boards, classes, or terms, select the approved mapping that matches the student’s current academic record.

  3. Complete fee and document steps

    Review any transfer fee policy and attach the required evidence. Follow the page instructions for payment or exemption.

  4. Submit for approval

    Submit the request and monitor its status from Campus Transfers or My Tasks. The responsible campus or institution approver reviews the request.

  5. Verify completion

    After approval and completion, confirm the student’s campus, class, term, and related enrollment records reflect the destination.

A request is not complete until approved

Use the request status and approval history as the source of truth.

Who sees the request

Access to transfer requests depends on the student’s institution and the source or destination campus. A student may be able to follow their request, while staff handle approval steps.

Do not create a second transfer request to work around a pending or rejected one. Review the current status and decision comments.

Before completing

  • Confirm the destination campus accepted the student.
  • Check the effective date and academic mapping.
  • Review whether fees, finance holds, sibling linkage, and parent access need staff follow-up.

Recommended next step

Continue with the service guides for any leave, finance, or parent access follow-up.