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Closing the School Year Review Post-Close Checklist
Closing the School Year Review Post-Close Checklist
Closing the School Year Review Post-Close Checklist
After
Closing the School Year Close the Database Year Step
is finished, please complete the following steps to ready the database for the next Academic Year.
1. Confirm the student status' for the current year. Corrections can be made by
Recording Student Action
s
2. Confirm Homerooms and Advisors for students
3. Update year specific attributes if applicable.
Example
: You may be tracking Student groups through attributes.
4. Update the
Marking Period Info
for the new year
5. Update the
Daily Rotation
6. If you are using development, check development 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.
7. If you are using Development, run the
Alumni Wizard
for graduating students.
8. Update online donations to use new year campaigns/products.
9. 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.
10. Delete/deactivate old
User
s.
Note
: The
User
article has important information on handling staff users.
11. Remove
Purchase Option
s for former students/faculty
Note
: After
Closing the School Year
, every student's grade next year will be the same as their current grade. This is desirable because of how the
(Re) Enrollment Contract
works. The
(Re) Enrollment Contract Profile
s should be looking at the grade next year field to determine which version of the
(Re) Enrollment Contract
is shown to the parents. If your
(Re) Enrollment Contract Profile
s operate like this, then you should wait before
Advancing Student Grade
s in the new year until you stop accepting contracts for the new academic year.
Note
: The StudentOrInquirySelection widget's "Use Next Academic Year" setting is automatically switched from Yes to No. Ensure you verify and adjust this setting as needed.
Note
: After
Closing the School Year
, the
School Year is Closed
checkbox will automatically be checked in the
(Re) Enrollment Contract Application Setup
.
Note
: Review the
End of School Year Checklist
See also
Closing the School Year Close the Database Year Step
(Re) Enrollment Contract Application Setup
(Re) Enrollment Contract Profile
Advancing Admissions Records
End of School Year Checklist
Apply Online Academic Years
(Re) Enrollment Contract
Recording Student Action
Advancing Student Grade
Closing the School Year
Marking Period Info
Application Setup
Online Donation
Purchase Option
Daily Rotation
Student Action
Alumni Wizard
School Info
Staff User
Attribute
Campaign
Donation
Product
Action
Staff
Fund
User
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
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.