14.05.09 Transfer ITR Enrolment

Transfer Enrolment to New Programme Version

The process of transferring enrolments to the new program version is straightforward:

  1. Navigate to the enrolment associated with the old program version and edit it.
  2. After making the necessary edits, select the “Send Transfer Programme Version” link from the Enrolment Action button.

This action will trigger the transfer process. Ensure you select the new intake and provide the transfer date.

By clicking on “Transfer and Send ITR Message,” SELMA will dispatch the ITR Transfer Programme Version message to the ITR. Enrolment components from the new intake will merge into the new enrolment if the component is incomplete and unreported to NZQA. Components that are completed and reported to NZQA or do not exist in the new intake will not be transferred.

Transfer To the Intake within the same Programme

Transferring enrolment to an intake within the same program follows a process similar to program version transfer. The only distinction is that an “Update Enrolment” message will be sent to ITR since there’s no alteration in the program, only a change in enrolment components.

Click on the “Transfer to the Intake within the same Programme” link to start the process:

Choose the intake for the enrolment transfer, input the transfer date, and then proceed by clicking the “Transfer and Send Update Enrolment ITR Message” button.

This action will transfer the enrolment to the new intake and trigger the sending of the ITR message. Enrolment components from the new intake will merge into the new enrolment if the component is incomplete and unreported to NZQA. Components that are completed and reported to NZQA or do not exist in the new intake will not be transferred.

That will complete the enrolment transfer.

Enrolment transfer history will be preserved in SELMA as “Shadow” enrolments. These shadow enrolments are not included in any reports and remain “invisible” to the system.

You can access all shadow enrolments from the Student Enrolment Tab, where they can be viewed but cannot be altered in any manner.

Or from the student enrolment, from the link to shadow enrolment.

Related Articles

14.05.11 Withdrawing TA / Enrolment

Withdraw Training Agreement When the learner ceases training with the employer and does not intend to continue training at any time in the future, the training agreement should be withdrawn. Withdrawing the training agreement will cause all ACTIVE, GRACE, HOLD or PENDING programme enrolments to be withdrawn and the training agreement status set to FINISHED. …

14.03 UFS in SELMA

Together with the February release of SELMA, updates will be made relating to the Unified Funding System (UFS). Please study these changes carefully as there might be things to action on your side. What is changing: Source of Funding Update We added the source of funding, 37, to the selection drop down list. We will …

14.01 SDR in SELMA

SDR in SELMA To extract an SDR, go to Reporting -> SDR -> Select the correct SDR date and download it. In some SELMA instances, the files are sent by email as they are too big to be downloaded and processed in a browser session. In these systems, the only option is to send the …

14.05.03 Create Employer

Create Employer and Contacts Before creating students and validating them for the ITR, the organization (employer) and the contact within the organization should be setup. For this, create an organization as usual under Settings -> Organisations and make sure that the Location Authority and the Industry Code are set for the organisation: After that, make …