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FAQ
School CRM
End of School Year Checklist
End of School Year Checklist
At the end of the school year, remember to check the following.
Note
: Use the
Closing the School Year
to close the academic year for the school.
For Admissions:
- Check the admissions academic year in
School Info
- Check the
Apply Online Academic Years
for your Inquiry/Apply Online
- Follow
Advancing Admissions Records
for the next admissions year if applicable.
For Development:
- Check the campaigns. Make sure you have the next year Annual
Fund
created if applicable.
Note
: Development fiscal years are independent of the school year and do not get updated through this Close of the Year Process. This is only a reminder. Annual
Fund
campaigns may be created at any time.
- Run the Alumni Wizard for graduating students.
- Update the campaigns/products available for online donations.
For CMS Forms:
- On the student selection page, change “Use Next Academic Year” property to No.
See also
Advancing Admissions Records
Apply Online Academic Years
Closing the School Year
School Info
Campaign
Donation
Product
Fund
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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