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Template · Education · 6 sections

Transition Support Note

Documentation for students transitioning between schools, year levels, or from primary to secondary.

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Built for

  • Year Level Coordinator
  • Student Wellbeing Officer
  • School Counsellor
  • Learning Support Teacher

Find it on the templates page

6 sections

Template structure

The transition support note template captures these sections automatically from your recording when your school has added AI. With AI off, staff fill in the sections themselves.

  1. 1 Student Details
  2. 2 Transition Type
  3. 3 Current Status
  4. 4 Support Needs
  5. 5 Handover Information
  6. 6 Plan

The Transition Support Note template

TRANSITION SUPPORT NOTE

STUDENT DETAILS:

Name:

Year/Grade:

Date:

Prepared By:

TRANSITION TYPE:

( ) Primary to secondary

( ) New enrolment — mid-year transfer

( ) Year level transition (within school)

( ) Special setting to mainstream

( ) Interstate/overseas arrival

( ) Return from extended absence

( ) Other: ___

From: [School/Setting]

To: [School/Setting]

Transition Date:

CURRENT STATUS:

Academic Level:

Social-Emotional Wellbeing:

Behaviour:

Attendance: ____%

Known Diagnoses/Conditions:

CURRENT SUPPORTS:

[List all supports currently in place]

1.

2.

3.

IEP/ILP: ( ) Yes ( ) No

NCCD: ( ) Yes — Category: ___ Level: ___ ( ) No

Health Care Plan: ( ) Yes ( ) No

BSP: ( ) Yes ( ) No

SUPPORT NEEDS FOR TRANSITION:

Academic:

The opening of the template: its headings and fields.

How it works

  1. 1

    Record or dictate the meeting

    In the room or over a video call. Audio is deleted once transcribed. If a recording can't upload or be transcribed, it stays on your device so you can try again.

  2. 2

    Pick the Transition Support Note template

    When you record, dictate or upload, press the Note template button, search by name or section, and open Sections to preview it. Make it your default at this school so it is ready next time. You can switch templates until you submit the recording.

  3. 3

    Review and finalise

    Your note is generated in the structure above. Edit anything you want — in your school’s words — then save to the student’s record.

Quick guide

Which template should I use?

Start from what just happened. You can switch templates until you submit the recording.

More education templates

Re-entry / Return Meeting Re-entry meeting record for a student returning from suspension, exclusion, or extended absence. Captures attendees, the student's reflections, supports and adjustments agreed for the return, expectations and check-in plan, and any external supports being engaged. Designed to anchor a structured, restorative re-entry. Read → Student Welfare Review Welfare review meeting notes documenting concerns across academic, social, and personal domains. Read → NCCD Evidence Record Evidence record for the Nationally Consistent Collection of Data on School Students with Disability (NCCD). Captures the adjustments provided across categories (curriculum, environment, communication, personal care) and the evidence base sustaining each, with the disability category and level of adjustment left for the school team to decide — built for census-time review and audit. Read → Classroom observation record for school staff Structured classroom observation capturing the context of the lesson, the student's engagement and behaviour over time, peer interactions, work output, environmental factors, and a brief interpretation. Suits learning-support, wellbeing, and behaviour referrals as the evidence base for next-step planning. Read → Termly student progress report for schools Formal progress report for parents, school leadership, or external providers. Captures the student's starting point, goals or targets, progress since the last report, evidence of growth, areas needing further support, and recommended next steps. Suits termly reporting cycles and external review. Read → Parent Meeting Summary Summary of a parent or carer meeting — who attended, what was discussed, decisions or agreements reached, follow-up actions and timelines, and any concerns raised that need referral or escalation. Use after wellbeing, learning-support, or behaviour conversations so the record matches what was agreed in the room. Read →
Browse all education templates

Guides for this kind of note

IEP, ILP, PLSP, ICP: Individual Plans by State Read → Running a Student Support Group (SSG) Meeting: A Practical Guide for Australian Schools Read → Reasonable Adjustments Under the Disability Standards for Education 2005 Read →
All guides on School docs

Try the Transition Support Note template free

Tell us a little about your school and we'll show you how it would work for your team.

  • A made-up school like yours to explore for 14 days
  • We check each request by hand and reply within two school days
  • Made-up students only: no real student information needed

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(03) 4422 2284: answered any time by Descant's AI receptionist, which keeps a written record of the call. Please don't share student details. Our team replies within two school days.

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