Check list – After Year-end roll over (Transfer to current)

Modified on Tue, 12 Mar at 8:39 AM

Situation

You have to Initialize Next year and depending on your planification you did, you may have worked through your Scheduling Next year to make the required adjustment, or you will complete it once your Transfer to current will be completed.

Refer to: Aide memoire – Before Year-end roll over (Transfer to current) - Solution article

STEP 1 - WHEN YOU ARE READY TO DO YOUR YEAR-END ROLL OVER (TRANSFER TO CURRENT)

Ensure that you have:

Opened a ticket through SIS Support portal to request your Archives backup

Your new School Year calendar in hand - with:

Semesters and Terms dates

List of your Holidays, PD Days, etc.

STEP 2 – ONCE YOUR YEAR-EN ROLL OVER IS COMPLETED, here is the principal areas who will need to be reviewed and set (if required)

In Setup > School > School Schedule

Review your School schedule (Semester/Term & Day/Period), that you have the proper settings for the upcoming school year

In Setup > School > Calendar

Add your Holidays, PD Days, etc.

Verify if weekends are showing as an active day (Day of school), if you don’t need those, please open a ticket with SIS Support to request to remove those days

Go to the three dots and verify your Semesters/Terms dates (ensure that you have no dates in red – if it is the case, it may be a weekend day, you will need fi fix it)

In Setup > Class info, verify

Homerooms, that you:

add/remove Homerooms that you will need

Verify the teacher’s name for each of them

Verify the Schedule, room and the Achievement profile (if applicable) for each of them

Courses, that you have all Courses who will be given next year

Classes, that you:

add/remove classes that you will need

Verify the teacher’s name for each of them

Verify the Schedule, room and the Achievement profile for each of them

All other sections in Class info who need to be adjusted, if required

In Setup > Marks & Comments

Terms dates, you need to update the dates in order to reflect the Reporting period who will be in use for the current school year

Lock/Unlock Terms, following your Terms, Lock and Unlock your Terms. NOTE for Secondary schools, the Final Terms needs to be always UNLOCKED

Assign achievement profiles to classes, you can make a verification if you have additional courses/classes who don’t have achievement profile already assigned, if it was not already done during the Class file review

In Setup > Attendance >

Attendance codes, it is always good to review them. Note if you need to add/remove codes, that needs to be done at the Board level.

Parameters, it is always good to review them.

REMINDER for Students’ school status

Refer to: School Status : SIS Support (edsembli.com)