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What you're proving

Someone on the phone needs a different section of the same class at the same price. You can find their record, transfer the enrollment with reason and note, swap seats, and—if they still owe money—keep the same payment deadline on the new section. Equal-price transfers should not charge or refund on the call.

Before you start

WhoEmailPassword
Enrollment Adminenrollment.admin@lsu.eduadmin123
Ada Transfer (practice caller)ada.transfer@example.comTestPass123!

Open the training site using the button at the top of this page, then sign in as Enrollment Admin.

From the site menu, open Learner search.

If Transfer is missing or enrollments look wrong, ask IT to load practice data (see IT setup at the bottom).

Step 1 — Open the caller’s profile

  1. Sign in as Enrollment Admin
  2. Open Learner search
  3. Search Transfer and open Ada Transfer
  4. Confirm you see Contract Law (or similar) with a Transfer action—not only Drop
You're done when

Step 2 — Reason and note are required

  1. On Contract Law, click Transfer
  2. Choose a same-price destination section (for example DST-2 · 150.00)
  3. Try Confirm with Reason or Note empty — the form should block you
  4. Cancel or fix fields — Contract Law stays Enrolled until you confirm a valid transfer
You're done when

Step 3 — Confirm the transfer and swap seats

  1. Transfer Contract Law to DST-2 · 150.00 — Reason Schedule conflict, Note Learner called to change section → Confirm
  2. You should see two Contract Law rows: one Transferred (with your staff role) and one Enrolled in the new section
  3. Under Start an enrollment, check seat counts for the course — the source section should gain a seat and the destination should lose one
You're done when

Step 4 — When transfer is not allowed

  1. On Price Gap, open Transfer — a section with a different price should not be selectable (or Confirm stays unavailable)
  2. On Full Seminar, try Transfer to a section that is full — you should see an error such as no seat left and the enrollment stays Enrolled
You're done when

Step 5 — Unpaid hold moves (deadline stays the same)

  1. Ask IT to re-run the transfer seed if Hold Law is not Awaiting payment
  2. Note the Hold ends time on Hold Law before you transfer
  3. Transfer Hold Law to the matching-price destination (for example DST-2 · 175.00) → confirm
  4. Confirm Awaiting payment on the new section and compare Hold ends — it should match the time from before the transfer (not a brand-new 48-hour window)
You're done when

Step 6 — Caller sees the new section (optional)

  1. Log out. Sign in as Ada Transfer
  2. Open My Enrollments
  3. Confirm Contract Law shows the old section Transferred and the new section Enrolled (and hold/pay text if applicable)
You're done when

Optional appendix — More scenarios

Optional sign-off

IT setup (optional)

Practice data: IT signs in as superuser → QA Tools → Same-price transfer — enrolled sections and an open hold → Seed now (safe to repeat after a practice transfer).

Not ready yet? If Transfer is missing on enrollments, staff same-price transfer may not be on this training site yet — contact your project lead.