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SRB SIS Knowledge Base

Year End Process Checklist - SchoolLogic

Overview

To ensure a smooth year-end rollover, it is important certain functions be completed PRIOR to running your Demographic Rollover. This is a quick-reference guide to assist with the sequence of the processes; for procedural information please click below:

Next Year Setup Best Practices

Semester End Update

Demographic Rollover

(there's a Demo. Roll checklist here)

Scheduling Rollover

Note: Before you begin either Rollover, make sure your Track Name begin "NYR."  Otherwise, the Rollovers won't run properly.

Pre-Demographic Rollover

The following processes MUST be run PRIOR to the Demographic Rollover. Reports are optional.

Process Action Required

Completed?

Marks/Grades Final Report Cards run.  
Semester End Update Update SEU after previewing, to ensure data is complete and accurate  
Course Mark Submission After SEU has been updated, run any course mark files, which your government may require.  
Attendance Reports Annual attendance reports for students and/or buildings.  
Fee Reports                     Run Outstanding Fee report.  

Post-Demographic Rollover

Area Action Required Completed?
Scheduling Rollover Ensure the personnel responsible for student scheduling are ready for this process to be run. Once a scheduling rollover has been completed, the Next Year environment is no longer available.  
Next Year Scheduling This can continue after the school year has completed and a Demographic Rollover has been run, HOWEVER, once a Scheduling Rollover has been run. student scheduling will need to be completed in the current year environment.  

Student Information

Area Action Required  Completed?
Next Year Fields Have all applicable NYR Fields been populated?  
Next Year Reports Has a data verification report been run to identify missing or incorrect information?  
Next Year Student Data Refer to our Best Practices for Next Year Student Data Setup article for detailed instruction.  

Marks Information Flowchart

Year End shot.JPG

Notes: 

  • TEU is a SIRS term. In SchoolLogic, the process is Semester End Update. 
  • Course Mark File Created is an Alberta process.
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