AB Board Transfer to next year process



Please call us to ensure there is a backup done first before running the Transfer to next year.



Board Level

  • Board level needs to transfer first (please review notes below on calander dates you need to select if you offer summer school)
  • Boards using edsby must contact edsby to stop the sync of data before you transfer to current. Once the transfer is completed for all schools contact edsby again to activate the sync. 

*Ensure all schools have completed end of year processes (ministry reporting, marks updated to history and sent to PASI, initialize next school year)

Go to the Board level from the Dashboard

From the main menu – go to PASI, PASI tools, Disable the PASI service.

Then from the main menu go to Scheduling Next Year, Year end roll over, Transfer to new school year.

Select GO

 

Graphical user interface, application, Word

Description automatically generated

Board level start and end dates need to include any summer school dates. Example if your school year runs from September to the end of June but you have summer school in July your dates should be September 5, 2024 - July 31 2025 for the board Calander. Transfer to current - Board calendar setup for this upcoming school year 2024-2025 : SIS Support (edsembli.com) Once you have your dates selected press Start

This will then bring you into the message queue.

Once the transfer process has a completed status select CLOSE

 

School Level - Elementary

*Once the Board has completed their transfer to current you can start the school level transfers

At the Board level go back to Scheduling Next Year, Year-end roll over, Transfer to new school year.

Select GO

Choose to transfer the elementary schools

Choose the dates for each of the semesters – any dates are fine (i.e. Semester 2 = December 20; Semester 3= March 28)

Leave the rest as the defaults, and select START

 

This will then bring you into the message queue.

Once the transfer process has a completed status select CLOSE

 

School Level - Secondary

Go back to Scheduling Next Year, Year-end roll over, Transfer to new school year.

Select GO

Choose to transfer Secondary schools

DO ONE SECONDARY SCHOOL AT A TIME 

Choose the dates for each of the semesters – CHOOSE THESE DATES

 Semester 1, Term 2 = November 8 (these are sample dates, you need to know what dates need to be set for the school)

Semester 2, Term 1 = February 7

Semester 2, Term 2 = April 11

Leave the rest as the defaults, and select START

This will then bring you into the message queue.

Once the transfer process has a completed status select CLOSE

Repeat this process until all Secondary schools are completed

 

Once the last school has transferred,

Go to PASI, PASI tools, ENABLE the PASI service

then go to PASI, PASI tools, Submit data not currently in PASI, select GO


You will then follow the same process for any summer schools that are ready to be transferred over for the new school year.