This guide provides instructions on important back-to-school tasks to ensure a smooth transition between academic years. The instructions help you transfer information for the current ending school year (End of Year Process) and set up information for the upcoming academic year (New Year Process). The tasks you must complete depend on the AdminPlus modules and other applications your school uses.
The content of this guide spans our suite of applications, and includes:
New Year Process
You can start the new year process at any time during the current (active) school year.
You must complete the new year process before you begin the end of year process. If you complete end of year tasks while the active year is still in session, and then make changes to the active year, those changes will overwrite data in the new year.
End of Year Process
When the active school year ends, you transfer database and report card data to the new school year using the end of year process.
Complete the end of year process only after the active school year has ended, you've completed the New Year Process, and you've finalized grades. If you complete end of year tasks while the active year is still in session, and then make changes to the active year, those changes will overwrite data in the new year.