In Year Transfer Group Setup and Processing

Intended for:

One support staff

Senior admissions staff

Session length: 2 – 3 hours


Managing in-year transfers within a Local Authority can be an extremely time, often this is done outside of the Capita One system and completely separately to the other admissions processes. This webex will help Local Authorities understand how they can bring their in-year processes into the Capita One system and in line with their phased admissions whilst giving helpful tips on how to keep the setup as simple as possible.

What will be included:

  • Overview – How an In-year Transfer group is used in Admissions Back Office.
  • Transfer group Setup – Setting up the super group for all school, and to consider how to manage applications for schools the Local Authority do not manage.
  • Options for Managing Applications – manually, and using process periods with vacancies – pro’s and con’s.
  • Populating the group – In Year Add Students routine, including the business rules.
  • Working with Applications – Hints and tips for searching and managing waiting lists
  • Q&A – Time to ask the consultant queries specific to your Local Authority