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Texas Records Exchange Education Service Center Hands-On Computer Training
Scenario 1: Student moves from one campus (referred to as Exiting School) and relocates to a new campus/district (referred to as Requesting School). The primary objective of this scenario is to demonstrate the steps with fulfilling a request using TREx.
1Campus Name:
(insert the school that you have been assigned)
(Requesting School)Campus Name:
(insert the school that you have been assigned)
(Exiting School)2Receiving registrar logs into TEA SE to authenticate.3Receiving registrar selects the TREx application and on the home page of TREx in the Request area select the request a student record/transcript link.4Receiving registrar has the option to enter identifying information and search for the students last school of enrollment using PID.5aOnce the last school of enrollment is determined the Receiving registrar initiates a request for student record/transcript through TREx.5bAlso on the home page, in the Requests area, select the Pending outbound requests link. This will display the outbound pending request along with the status. 6Exiting registrar logs into TREx to check for requests by selecting the Inbound request link (listed as the first link in the top left corner on the TREx home page). 7The students name is listed in the lower portion of the next screen. Select the radio button for the student that needs to be acted on. Chose either the Fulfill, Hold for grades, or Reject button. In this case, select the Fulfill button.8aConfirm that the student was recently a member at the listed campus.8bEither generates the student extract file from the local SIS, or hand-key enters the data using the Manual Data Entry option (by selecting the Create button).
8cIn this case, the Exiting registrar uploads the extract file.
9Exiting registrar selects the students record from TREx and chooses the send button to the requesting campus.
10Receiving registrar logs into TREx and at the home page selects the inbound requests link to receive the students record/transcript.
Disclaimer: TREx under development, minor modifications may occur pending final release.
Prepared for Education Service Center TREx Training Day, July 31, 2007
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