Teaching · For Teachers

The student is here. The records are not, yet.

Mark each record as it arrives from the old school. The organizer shows what is missing and what the student is owed today, without waiting for the file.

$19one-time · every device you sign in on

Included with Caveat Classroom and Whole-school licenses. Or get it in the For Teachers toolkit, $79 for 72 items.

The transfer record

One record per student transfer. The example is made up.

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What you get

Teaching · For Teachers$19 · included with Classroom and Whole-school licenses

What you finish with
Records received and missing, days waiting, and the services and steps that apply now.
Who it is for
Registrars, school counselors, case managers and data leads receiving transfer students.
Format
Browser form. One saved record per transfer; printed for the student file or as a blank checklist; CSV; export and import a file.
Access
$19 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the For Teachers toolkit ($79) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The For Teachers space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
the student arrives before the file
Drawn for this page. Students who move often lose services in the gap between schools; tracking each record closes it.

How to use it

  1. Note where the student came from and the day you asked for records.
  2. Mark the student’s IEP, 504, English learner or housing status.
  3. Mark each record as received, requested or not needed.
  4. Act on the Now list the same day.
  5. Follow up on anything still missing after ten days.

Track a transfer

What the student is owed now

Comparable services

IDEA requires a new school to provide a student with an IEP a free appropriate public education, including services comparable to the previous IEP, from the day the student enrolls, and both schools to move records promptly (34 CFR 300.323(e)–(g)).

Housing instability

Under McKinney-Vento, a student experiencing homelessness must be enrolled immediately, even without records normally required. Each district has a homeless liaison.

What this is not

A records request form. Use your district’s.

Sources

  1. Individuals with Disabilities Education Act regulations, 34 CFR 300.323(e)–(g): IEPs for children who transfer.
  2. Family Educational Rights and Privacy Act, 34 CFR 99.31(a)(2) and 99.34: disclosure to a school where the student seeks to enroll.
  3. McKinney-Vento Homeless Assistance Act, 42 U.S.C. 11432(g)(3)(C): immediate enrollment.
  4. U.S. Department of Education, Office of Special Education Programs (2011). Questions and Answers on IEPs, Evaluations and Reevaluations, section on transfers.

The example student is made up. Support: team@caveatacademic.com.