End of Year Process

The end of year process transitions your school data from the current (active) school year to the new school year.

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.

The table below lists the end of year tasks, which must be completed in the order they are listed. The Required For column indicates when a task must be completed.

Order Task Required For
1

Transfer Report Cards Data to the new school year.

All schools
2

Transfer Database Data to the new school year.

Only transfer data to fields that you haven't updated in the scheduling year.

All schools
3

Complete School Office Suite (SOS) End of Year Processes.

Schools that use other SOS applications
4

Complete the SIF End of Year Process.

Schools that use SIF for state reporting
5

Change the Active School Year.

All schools
6

Set Up a New TeacherPlus Gradebook Year .

Schools that use the TeacherPlus Gradebook
7

Set Up a New Year Export to Sustain.

Schools that use Sustain Fundraising Management Software
8

Roll Over AdminPlus Online Forms.

Schools that want to copy forms created in AdminPlus Online Forms to the new school year



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