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Admissions & Enrollment
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Data Analytics & AI
CMS
Donations
Enrollment Management System
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Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
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End of School Year Checklist
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.
Note
: The
Closing the School Year Review Post-Close Checklist
has additional items for the new school year.
For Admin:
-
Associating Mark Type Headings to Courses
for any new courses.
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, check the setting for the “Use Next Academic Year” property to ensure it is correct.
For Summer Camps:
- Add "Graduated - Summer" or "Withdrew - Summer" actions to all students. This clears the summer student list in preparation for the next year.
Note
: Set up these actions to change the status in the summer division only.
- Disable the Select Student and New Student pages by limiting them to users with the Website Full role. This prevents new signups for the summer division until the next summer year is prepared.
See also
Closing the School Year Review Post-Close Checklist
Associating Mark Type Headings to Courses
Advancing Admissions Records
Apply Online Academic Years
Closing the School Year
Mark Type Heading
Online Donation
Alumni Wizard
School Info
Mark Type
Campaign
Donation
Product
Action
Course
Fund
User
DAT
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PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.