At this time when you transfer a student, only their 'student file' transfers, and their daily data does not transfer. If you need that information, be sure to have the sending SLP print a data report and send that to you as a .pdf for review.
Follow these steps to transfer a student file to another Toolkit subscriber:
1. Select the student(s) you want to transfer by checking the box to the left of each student's name. Next, select the 'Transfer Students' option from the drop down of the 'Actions' button at the top of the screen.
2. You will be prompted to enter the receiving SLP's email address twice, then select 'Transfer' to confirm.
Pro-tip: Enter the SLP's email address using only lower case letters as the system is case sensitive (hello@slptoolkit.com vs. Hello@slptoolkit.com).
3. The student(s) will now be off of your active caseload list and in the 'Archived Students' section of your 'Students' tab in case you need to review any of the data you took with the receiving SLP. (To view the data, go to your 'Students' tab, and select 'View Archived Data' to review the archived students.)
NOTE: If you need to permanently delete any students who have been transferred to another SLP, please ensure that the receiving SLP has accepted the transfer first. Otherwise, the receiving SLP will not be able to access the transferred students' profiles.
For enhanced security, all transfers occur within the SLP Toolkit ecosystem, ensuring that no sensitive information is exchanged via email.
4. The receiving SLP will receive an email where s/he will need to accept the transfer using the provided link.
5. After accepting the transfer, the receiving SLP will receive a confirmation message.
The transferred student(s) will now appear on the receiving SLP's active caseload screen which will include all information that the previous SLP collected except session data! No sensitive information is exchanged by email - all data is securely transferred within SLP Toolkit's site. The receiving SLP will have access to the student's demographic information, completed Present Level Assessments, progress monitoring tests, and goals, but daily session data will not be included in the transfer.