
How transfers work
All transfers are managed through your establishments directory — an address book of schools and settings you send records to or receive them from.Send Transfer
When a student has left your school, archive them and send their safeguarding records to the receiving school’s establishment in your directory.
Request Transfer
When a new student arrives, request their safeguarding records from the previous school’s establishment in your directory.
Establishments
Establishments are the schools and settings you transfer records to and from — nurseries, primary schools, secondary schools, pupil referral units (PRUs), and other educational settings. You manage your establishment directory in Settings > Transfers > Establishments. When adding a new establishment, you can search for a school to prepopulate the name and lock the email domain. This ensures the notification goes to the right domain while letting you choose the specific contact. You can also enter details entirely manually. Building your establishment directory makes future transfers faster, as you select a destination from your saved list rather than setting one up each time.Archive the pupil first
Records can only be sent for a pupil who has been archived — Signal treats a transfer as something you do once a child has left. Archive them on their profile before you start, or the student picker on the transfer form will be empty. See Archiving students.Review and approval
Transfers are tracked from creation through to completion, and are marked Pending, Awaiting Approval, Approved, or Completed so both schools can see where a request has got to. The receiving school reviews what has arrived before accepting the records into their system.Learn more
Creating a Transfer
Step-by-step guide to preparing and sending a student’s records.
Managing Transfers
Receive incoming transfers, track outgoing ones, and manage your establishments.
Schools Without Signal
What the other school receives, the address it comes from, and how they sign in.
