Counselor Reference · Class Manager

Managing Student Schedules

Adding, transferring, and dropping students — and knowing when to use each.

🏁 Everything below starts in SIS › People › Student Profile › Schedule tab › Edit Schedule.
0 steps done
✕ Drop a Student from a Class ▶

Only when a student was never truly enrolled — no grades or attendance should exist. If the student attended and has grades, use a Transfer instead.

1Click the course name in the student’s schedule to open it.
2Click the red circle (drop icon) next to the student’s name.
3Enter the drop date — the date the student should be removed. Their record for this class is cleared from reports and calculations.
!Has grades or attendance? Transfer, don’t drop. A drop removes all grades and attendance; a transfer keeps everything intact.
⇄ Transfer a Student to Another Section ▶

Same course, different section. Grades are preserved when a student transfers after the marking period has ended.

1Click the course name in the student’s schedule.
2In the Class Finder window, click the person icon to initiate a transfer to another section.
3Enter the effective transfer date — the date the student moved to the new section.
✓Effective date after the marking period end date? The marking period grade transfers to the new section. Individual assignment grades don’t transfer but stay visible on the progress report for reference.
+ Add a Student to a Class ▶

Student isn’t currently enrolled — choose the method that works for you.

Method A — Find a section directly in the Class Finder

1In the Class Finder, use the filters to search for the course and section — or click a period in the matrix view to filter to classes meeting that period.
2Click the + button next to the section to enroll the student.
3Choose the effective entry date — the date the student should begin in the class.

Method B — Add a course request first, then schedule

1Go to Actions → Add Course Request, then search for and select the course to add it as a request.
2Auto-Schedule: Actions → Auto-Schedule to let OnCourse find an available section. Or Manual: click the course request name, pick a section in the Class Finder, click + and choose an effective entry date.
🏆

Schedule: managed!

You’ve checked off every step. The student’s schedule is set the right way.