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
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)
IMPORTANT RVIEW THIS KNOWLEDGE BASE BEFORE CLICK ON START: Unit Completed and Sessions - Correct setup : SIS Support (edsembli.com)
If all is set properly as per the article above, 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.
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