Transferring Participants

Last Updated on May 6, 2026

School-to-School Transfers

There are two ways to transfer a participant to another school within the district.

Option 1 (Locate Participant Record and Transfer)

This is suggested for bulk school-to-school transfers. Users must have access to both schools to complete this type of transfer and must have the Participant – Transfer Permission.

  1. Select Participant Management from the My Applications menu bar.
  2. Click Select a Site … from the top right corner of the screen and select your school by searching for the sending school’s name or code. Click Save.
  3. Use the checkboxes to select the participant you wish to transfer. You can use the filters to narrow your selection.
  4. After you have selected your participants(s), click the Transfer Participants button.
  5. Confirm the correct participant(s) are listed for the participant transfer.
  6. Select the receiving school for the participant transfer by choosing the appropriate option from the School drop-down menu.
  7. Carefully read the message displayed on the screen. When you are ready to confirm the transfer, click Transfer.

Option 2 (Search from Receiving School and Enroll)

This is suggested to use when transferring one participant at a time. Users must have the Participant Transfer – Request Permission. Users will be able to search for students across the state, so it is recommended for District users only.

  1. Select Participant Management from the My Applications menu bar.
  2. Click Select a Site … from the top right corner of the screen and select your school by searching for the receiving school’s name or code. Click Save.
  3. Select the Enroll Participant button.
  4. A pop-up window will open. Enter the participant’s first name, last name, SSID, and date of birth in Participant Search.
  5. When the desired participant record displays, select Request Transfer
    • Note: this option can only be used to transfer participants one at a time.
  6. A confirmation window will open. Click Transfer within the confirmation pop-up.

Note: If the request is made by the DTC, no approval is necessary. If the request is made by the STC, then the DTC will need to approve the transfer request.

District-to-District Transfers

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 Report 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 … from the top right corner of the screen 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.
  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 to see when a transfer request status indicates Completed. Once the transfer has been completed, the receiving 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 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.

Testing Records

  • For all testing programs, records with a Not Started registration status will be automatically removed from current registrations at the sending school. The receiving school will be responsible for re-registering the participant for the assessments to be administered.
  • For BEACON, records with an In Progress registration status remain with the sending school. Students will be reported at the sending site; test history details will be available for receiving site within the Assessments tab.
  • For the SC READY & EOCEP, records with an In Progress registration status remain with the sending school. Students will be
    reported at the sending site, unless the Reported District and School are updated on the student’s profile in Participant Management.. Test history details will be available for receiving site within the Assessments tab.
  • For BEACON, records with a Completed status remain at the sending school. Students will be reported at the sending site; test history details will be available for receiving site within the Assessments tab.
  • For the SC READY & EOCEP, records with a Completed status remain with the sending school. Students will be
    reported at the sending site, unless the Reported District and School are updated on the student’s profile in Participant Management. Test history details will be available for receiving site within the Assessments tab.
  • For details on how to edit the Reported District and Reported School, see Edit a Participant.