This checklist is designed to guide users through the process of rolling over student-specific data for postsecondary schools. The student rollover process ensures that enrollment records, gradebooks, and schedules are accurately carried over into the new school year. By following the steps outlined below, you'll configure rolling and retention options, roll second school enrollments (if applicable), and complete the student data rollover process efficiently--ensuring a smooth transition into the upcoming year.
Option 1: In the current school year, click the Students menu and select Student Info.
a. Select the Enrollment tab and set the applicable Rolling/Retention Options.
Option 2: In the current school year, click the Students menu and select Mass Assign Student Info.
a. Use More Search Options to specify a group of students, then click Search.
b. Click the Enrollment tab and select the applicable Rolling Retention/Options.
c. Select the applicable students and click Save.
Option 3: Use Run Query to update student information en masse using a query.
See Student Info: Enrollment and Mass Assign Student Info for more information.
1. In the Setup menu, select System Preferences.
2. Select the School Preferences or the Default School Preferences tab and select the Enrollment tab.
3. Enable the Rollover Second School Enrollment Records setting at the district or school level.
See System Preferences for more information.
1. In the current school year, click the Setup menu and select Rollover.
2. Select the applicable postsecondary School(s) and select Students.
3. Set the Student Enrollment Start Date and select the Student Enrollment Code.
4. Click Roll selected data from [Current School year] to [Next School Year].
See Rollover for more information.
1. In the current school year, click the Setup menu and select Rollover.
2. Select the applicable postsecondary School(s).
3. Select Post-Secondary Gradebooks and Post-Secondary Schedules.
4. Set the Student Schedule Start Date and select all applicable CRC Codes.
5. Click Roll selected data from [Current School year] to [Next School Year].
See Rollover for more information.
You are done. Great job!