Transfer a Case

Overview

Outreach and Admissions (OA) Managers are responsible for transferring cases to another Admissions Provider. If an Applicant relocates during the admissions process, a case may need to be transferred to a different center.

Table of Contents

Transfer a Case to another Admissions Provider

Before completing the transfer, OA Managers should confirm the transfer with the assigned Admissions Representative and that the zip code is outside your area of service.

  1. Select the Application Tracking Number for the case you want to edit.
  2. Select the Actions menu.

 

Actions Menu in Gateway
Figure 1: Actions Menu

 

  1. Select Transfer Admission Providers. Gateway will recommend an Admissions Provider to transfer the case to based on the applicant's Zip Code.
  2. Select a reason from the dropdown. If you select Other, provide the details in the Explanation box.
Transfer Case to Another Admissions Provider in Gateway
Figure 2: Transfer Case Pop-up
  1. Select Transfer Case, then confirm in the pop-up.

 

Receiving a Transferred Case

When a case is transferred to your center, the OA Manager will receive an email notification. The notification will include the Application Tracking Number, Original Admissions Provider, Applicants Current Zip Code, Reason for Transfer, and any Additional Details.

 

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