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PLS Standalone: EOY Process/Video
Videos Coming soon 4/24
Step 1: Set School Calendars: Admin>Settings>School Calendar:
Enter your board-approved school calendar for the next School Year
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- Define your tracks
- Enter Calendar Days (Make calendar Active at the bottom)
- Create Learning Periods
- Create Reporting Periods
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Step 1: EOY School Calendar Rollover User Guide Click Here for step-by-step instruction
Step 2: Copy Catalogs between school years: Admin>Transcripts>Course Catalog:
- Course Catalog:
Step 2: EOY Copy Course Catalog User Guide
Step 3: Learning Center Registration Windows:
Learning Centers>Learning Centers>Management>Define a Course Registration Window: Create a new LC Registration Window for the next school year.
- Learning Center :
Step 3 : EOY Create New LC User Guide
Step 4: Data Rollover Process
If you are using PLS Loader to Bring in data from your parent SIS follow steps below:
- Finalize any student exits and transfer enrollments to the next school year in your primary Student Information System (SIS)
- After the PLS loader successfully imports and updates enrollments for the current school year in School Pathways, remember to update the PLS loader files to start gathering data for the upcoming school year
If you are Aeries API to bring in data from your parent SIS follow the steps below
- Finalize any student exits and transfer enrollments to the next school year in Aeries
- Once enrollment updates have been imported into School Pathways, It is advisable to disable nightly imports in School Pathways until all student schedules have been updated and finalized.
- After finishing student scheduling for the upcoming school year, remember to activate the nightly imports from Aeries to transfer the data accordingly.
If you are utilizing Templates to generate classes that are not currently scheduled in your primary SIS, make sure to finish Step 5 in the process.
Step 5: Mass Copy CMS/PLS Templates to the next school year and/or Create your New Templates
- PLS Templates:
PLS Template Classes User Guide - CMS Templates:
CMS Templates User Guide
Other Important areas to Update:
- Take a Look at you Staff List and Update any Permissions
- Disable any users who are no longer employed with your school (Staff & or Students)
Disable Users User Guide