A quick check list as you go along while preparing for your rollover to next academic year.
Here is our main article Rollover guide.
Step 1 : Year management
Article of reference: Year management.
- Administer > Advanced options > year management.
- These dates will impact all school levels.
- These dates control the class dates on the student profile.
Step 2: Term Management
Article of reference: Setting up and managing terms.
- Administer > advanced options > Term management.
- Select Term group.
- Add class levels to the next academic year.
Step 3: Configure term dates
- Select terms needed as Is Active and date ranges.
Step 4: Subjects
Article of reference: Creating and managing subjects
- See more details here Rollover guide.
Step 5: Assessments
If you are using Subject specifications and our default Assessment module: see more details here Rollover guide.
If you are using a Legacy custom setup or are part of AES Network:
- No changes are needed.
- Once students are enrolled in their respective classes and courses into the next academic year, the grade report pages will populate accordingly.
Step 6: Rollover Tool to create classes
Article of reference: Creating a new class.
- You can use the rollover tool (Administer > Advanced Options > Promotion & rollover) to create the classes with or without the students into the next year.
- If you do not wish to use the promotion tool, you can create the classes manually in next year, by either time-travelling or using the filter within the classes and students page.
Step 7: Rollover Tool to create courses
Article of reference: Creating a new course.
- You can use the rollover tool as per article Rollover guide.
- We can export all or part of the current year courses and import them into next year. Our CSM's will need to schedule time to complete, so be sure to allow advance notice for the import.
- You can also create the courses manually.
Article of reference: Timetable configuration.
- Any amendments to the timetable or period configuration, a new one must be created.
- Amending data on the current timetable or period configuration will impact historic data.
- If your timetable is exactly the same, you can add the class levels to the next academic year, and the same timetable will apply.