End of year > private school rollover

This tutorial is for Private School Administrators

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These steps should be performed once per school year.

Once you’ve confirmed all attendance rolls are complete, you can perform the Private School Rollover process.

Once complete, the following will occur:

  • Manually selected students will remain in their current school year;

  • All other students are moved to the next year level

  • Login privileges are revoked for:

    • Graduating Year 6 primary school students

    • Graduating Year 12 high school students

    • Parent and guardian accounts with no active students.

  • Classes are expired and attendance locked for the current year.

Before you start

  • Collect a list of students who are to remain in the current year level.

  • Collect a list of students approved for enrollment in the new year.

  • Expire the current year's classes (if running rollover in current year)

 

Step one: view new year rollover

  • Check to see if any classes are still active

    • Management > School > Classes

    • If they are, set the class end date to your Attendance end date. This should also be your end of school year date.

  • View your new near rollover

    • Click Management > Advanced > New Year Rollover.

Step two: select students to remain in current year level

Repeat these steps as required.

  • Enter the first three characters of the student name.

  • Select the student from the drop list.

  • Click x on the student name if you’ve added them in error.

Step three: select students approved for enrollment in next year (optional)

Students enrolled for the following year must be excluded from the new year rollover.

  • Enter the first three characters of the newly enrolled student’s name.

  • Select the students from the drop list.

  • Click x on the student name if you’ve added them in error.

Step four: Continue to confirmation

  • Click Next to continue.

  • Confirm the details of the rollover.

  • Click Confirm when ready.

Next step