Transferring Participants

Last Updated on April 29, 2026

Users with the Participant – Transfer Request permission can search and request a participant to be transferred to their site.

Users with the Participant – Transfer Approve permission can review and approve or deny transfer requests. 

The status of all transfer requests can be monitored from the Transfer Reports and Actions page. This page is accessible through the navigation on the left-hand side of the Participant Management home page.

Request a Transfer

To request a transfer of a student from another school (pull) within the district or district-to-district, perform the following steps:

  1. Select Participant Management from the My Applications menu bar.
  2. Click Select a Site … and select your school by searching for your school’s name or code. Click Save.
  3. Confirm the correct Academic Session is selected in the Academic Session drop-down.
    • Note: This will default to the current year.
  4. Click on Enroll Participant when the button becomes active.
  5. On the Participant Search screen, enter the required search criteria to see if a record for the student already exists.
    • Note: Student details must match exactly to find a student record.
  6. If a match is found, request the student record be transferred from the current site by clicking the Request Transfer button.
  7. Confirm the request in the dialog box.
  8. Monitor the Transfer Report and Actions page located in the left-hand side navigation menu to see when a transfer request status indicates Completed. Once the transfer has been completed, the new site must manually register the student.

Approve a Transfer Request

  • For district-to-district transfer requests, perform the following approval steps.
  • For within district transfer requests, an approval is not required if the request was made by the District Test Coordinator or a site-level user with the Participant – Transfer Approve permission.


Users with the Participant – Transfer Approve permission at the sending site will see transfer request notifications upon logging into the DRC INSIGHT Portal, under the Notifications section (alarm icon).

  1. Click on the notification link to be redirected to the Transfer Report and Actions page. This page is also accessible through the navigation on the left-hand side of the Participant Management home page.
  2. Transfer requests requiring review will show Pending in the Status column. Use the available filters to display the Pending requests.
      • To approve a transfer, click the Approve button (blue checkmark).
      • To deny a transfer, click the Deny button (blue X).
  3. Confirm your action in the dialog box.


Notes:

  • For records with a Not Started registration, status will be automatically removed from current registrations at the original school. The new school will be responsible for re-registering the participant for the assessments to be administered.
  • For records with an In Progress registration status, remain with the original school. Students will be reported at the original site; test history details will be available for the new site within the Assessments tab.
  • For records with a Completed status, remain at the original school. Students will be reported at the original site; test history details will be available for the new site within the Assessments tab.