MIS: How do I quickly process a single pupil as a leaver?

MIS

Overview

This article explains how to quickly set an individual pupil as a leaver and generate a CTF file for them, using Process as Leaver from Actions on their pupil profile. You may want to do this as part of your end-of-year process, or at any other time during the academic year. 

To process leavers in bulk, see MIS: How do I process / archive leavers in bulk?

Prerequisites

  • You must have the appropriate permissions assigned to your Juniper account to mark a pupil as a leaver and create a CTF file for them. If you do not have those permissions, you will not see Process as Leaver in Actions.

Instructions

Follow these steps to quickly record a pupil as a leaver and create a CTF file:

  1. Select Pupils.
  2. Select All Pupils.
  3. Locate the pupil who you want to mark as a leaver (use the search bar or filters to speed up this process as appropriate).
  4. Select the pupil's Full Name to open their profile:

  5. When their pupil record opens, select Actions:

  6. Select Process as Leaver:

  7. From Step 2 - Destination (Step 1 - Selection has already been completed automatically for you):
    1. Select a Leaving Date. 
    2. Select a Leaving Reason, for example, End of phase transfer - Maintained school.
    3. Select a Destination Institution (or Unknown Destination as appropriate). The Destination LA, Destination School, and Destination Establishment Number autocomplete when a Destination Institution is selected. 
    4. My default, Create CTF is checked to generate a CTF file to send to the pupils' new school. If you do not want to do this, uncheck Create CTF.

    5. Select Next. 

      If the leaving date is in the future, a warning message displays advising that the pupil will be archived after the selected leaving date. Select OK to continue.

  8. From Step 3 - Confirmation, select Next:

  9. Step 4 - Result indicates progress, then provides a summary of the changes:

    1. Select Download Export to download a copy of the export file to your device.
    2. Select View All Leavers CTF Exports to close the window and go to the Statutory / Exports / Leavers page.

Outcome

The pupil is flagged as a leaver in their pupil record. If you choose to create a CTF, the CTF file is saved to your downloads folder on your device.

Assessment data for the pupil will remain in the system, however, they will no longer appear in pupil lists or in any assessment windows by default.

Related information

Updated