End of Year Checklist with Useful Links
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      3. End of Year Checklist with Useful Links

      End of Year Rollover Checklist

      Please use the information below to help guide you through the End of Year Process, there are links in this list that will help you with step by step directions User Guides.

      Every year, School Pathways users have to prepare for the next school year.  The information and linked guides will assist you with that process. 

      These are listed in-order

      Set School Calendars

      Copy Catalogs Between School Years

      Learning Center Registration Windows

      Mass Copy LC Classes to the next school year 

      Enrollment Rollovers/Gradelevel Advancements:  

      Video Recording each step can be found here: End of Year Process-Videos

      What comes first? Answer- Your School Calendar! 

      You cannot create classes without courses. You cannot create courses for the next year without a calendar... it all starts with your calendar.

      Set School Calendars:

      Navigation: Admin>Settings>School Calendar 

      Enter your board-approved school calendar for the next School Year


      Step By Step Guide

      Step 1: EOY School Calendar Rollover User Guide Click Here

      Video

      Copy Catalogs between school years

      Navigation: Admin>Transcripts>Course Catalog

      This copy of your catalog will copy your courses from the current year to the next. Enabling you to then create classes.

      If any changes need to be made to courses, we recommend doing that once you copy to the next school year.


      Step By Step Guide

      Catalogs Managed in the Individual School: Step 2 Part 1: EOY Copy Course Catalog User Guide

      Catalogs Managed at the District Oversight :
      Step 2 Part 2: EOY Copy District Course Catalog User Guide   


      Learning Center Registration Windows

      Navigation: Learning Centers>Learning Centers>Management>Define a Course Registration Window

      You will create new LC Registration Window(s) for the next school year.

      Step By Step Guide

      Learning Center User Guide: Step 3 : EOY Create New LC User Guide


      Mass Copy LC Classes to the next school year 

      Navigation:  Learning Centers>Learning Centers>List Classes

      This allows you to copy the classes (CMS, PLS Templates) between school year


      Step By Step Guide

      PLS Template Classes User Guide

      EOY Copy CMS Classes User Guide


      Enrollment Rollovers/Gradelevel Advancements:  

      Navigation: Admin>Student info>Mass Changes>Enrollment Rollovers and Gradelevel Advancements

      Use this process to exit students, retain students, and roll over students for the next school year. This might include

       

      Step By Step Guide

      EOY Enrollment Rollovers/ Grade level Advancements User Guide

       

      Example of a checklist that some schools have used:


      Once all steps are complete, you can:

      1. Register Students for next years Classes
      2. Create/Send Master Agreements for next school year
      3. CALPADS: Complete EOY Submissions

      Why put students in a pre-enroll over the summer? 

      1. Portal Access
      2. Easy access to student records during summer months
      3. Vendor Bridges - Ex: ParentSquare users - allows for communication over the summer