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Posted May 31, 2022
Closing the School Year Checklist
There are tasks that must be completed by each and every Academic Division prior to closing the school year.
Note
: The following tasks MUST be completed BEFORE you close the school year.
-
Closing the School Year Archive Individual Student Reports
-
Closing the School Year Copy Scheduling Data
-
Closing the School Year Set Next Year Student Fields
-
Closing the School Year Update Status/Substatus for Next Year
-
Closing the School Year Enroll Incoming Students
-
Closing the School Year Adjust the Parent Portal and Student Portal
-
Closing the School Year Confirm Teacher Categories
-
Closing the School Year Set BC Trax Month Field (BC Schools Only)
-
Closing the School Year Exporting Data
(If Applicable)
See also
Closing the School Year Adjust the Parent Portal and Student Portal
Closing the School Year Set BC Trax Month Field (BC Schools Only)
Closing the School Year Update Status/Substatus for Next Year
Closing the School Year Archive Individual Student Reports
Closing the School Year Set Next Year Student Fields
Closing the School Year Confirm Teacher Categories
Closing the School Year Enroll Incoming Students
Closing the School Year Copy Scheduling Data
Closing the School Year Exporting Data
Closing the School Year
Ask
DAT
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact