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You need the DSL or Owner role to create transfers.
Signal supports two transfer flows, both initiated from Settings > Transfers. Use Send Transfer when a student is leaving your school, and Request Transfer when a student has arrived and you need their records from a previous school. Both flows require you to select an establishment from your directory — or create a new one during the process.

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Send Transfer (outgoing)

Use this flow when a student is leaving your school and you need to send their safeguarding records to the receiving school.

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When to send a transfer

  • A student is moving to another school (primary to secondary, or any school change)
  • A student is transferring to a pupil referral unit (PRU) or alternative provision
  • A student is moving to a school in another local authority
You should initiate the transfer as soon as you know the student is leaving, so records arrive before or shortly after the child does.

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Steps

1

Start a new transfer

Go to Settings > Transfers and click Send Transfer. Select the student whose records you want to send.
2

Select or create an establishment

If the receiving school is already in your establishments directory, select it from the list. If not, click Add new establishment to create one.When adding a new establishment, you can search for a school to prepopulate the name and lock the email domain — then enter the specific contact’s email address. You can also enter the name and email manually.
3

Choose which records to include

Signal shows you all of the student’s safeguarding records. Select the incidents, documents, and contextual information you want to include. You have full control — nothing is included unless you choose it.
4

Review the transfer package

Before sending, review everything you have selected. Check that the right incidents, documents, and context are included, and that nothing sensitive has been added by mistake.
5

Send the transfer

Confirm and send. The receiving school is notified by email that a transfer is waiting for them.

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Request Transfer (incoming)

Use this flow when a student has arrived at your school and you need to request their safeguarding records from their previous school.

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When to request a transfer

  • A new student has joined your school and you need their safeguarding history
  • A student has transferred from another setting and records have not yet been provided
  • You need to follow up on records that should have accompanied a student on arrival

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Steps

1

Start a new request

Go to Settings > Transfers and click Request Transfer. Select the student whose records you need.
2

Select or create an establishment

Choose the student’s previous school from your establishments directory, or click Add new establishment to create one. You can search for the school to prepopulate the details, or enter them manually.
3

Send the request

Confirm and send. The previous school is notified by email that you have requested safeguarding records for the student.
Once the previous school responds, the incoming transfer appears on your Transfers page for you to review and accept.

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What gets included

When records are selected for a transfer, the package can include:
  • Incidents — the full incident record, including description, categories, date, and any linked information.
  • Comments — comments attached to selected incidents, preserving the communication trail.
  • Documents — files from the student’s document library and any attachments on selected incidents.
  • Context — additional context shared about the student’s situation.
Start building your establishments directory early. Adding the schools you commonly transfer to or receive from saves time when you need to create a transfer quickly.
Always review the transfer contents carefully before sending. Once sent, the receiving school has access to the included records.