Viewing plan transfer results

When Transfer Plans is complete, use these instructions to view and take action on the results.

  1. View the Message column on View Transfers Error list.
  2. Fix the data that is causing the error, if applicable. See Troubleshooting errors table.
  3. If required, rerun the original action that caused the problem.
  4. Clear the error record using Actions > Remove From List.

    The Remove From List table contains messages and how to fix them.

    Results Navigation
    View a list of pending transfers Select Enrollment > Transfer Plans > View Transfers. Select the Pending tab
    View a list of errors Select Enrollment > Transfer Plans > View Transfers. Select the Error tab

    Fixing plan transfer errors by eligibility group