Post Grades

• Consider only opening only one term/task grading window at a time to prevent accidental posting errors.
  • Grading Window | Infinite Campus
• Verify all student final grades have been posted by teachers.
• Generate the Grades Report (Grading and Standards) | Infinite Campus to review missing grades. The same report can be used to review all final grades are per PSU policies.
  • Run this daily during the grading window to ensure grades are posted accurately.

Final Report Cards

Grading & Standards > Reports > Report Card

• Generate Final Report Card | Infinite Campus for distribution.
• Follow PSUs procedures on required information for the final report card. Report Setup | Infinite Campus

Post Transcript Grades

Student Information > General Student Administration > Transcript Post Wizard

• Be sure grading windows are closed before posting final grades to the transcript.
• Verify that all final grades are posted by teachers prior to posting final grades to the transcript.
• Post student final grades to transcripts using the Transcript Post Wizard (if applicable).
• Select all child credit groups when posting transcript grades.
• It is a PSU decision on posting score comments.
• Posting transcript grades can be done multiple times without duplicating or overwriting existing transcript records. Only new transcript grades will be added.

Grade Suppression (if applicable)

Student Information > General > Transcripts

• Complete Grade Suppressions per PSU procedures.
• Review the Suppressed Grades article for steps on how to process grade suppressions.

Class Rank (if applicable)

Grading & Standards > Reports > Class Rank Report

• Review Class Rank Report | Infinite Campus for each grade level for accuracy.   
• Once class rank has been reviewed, determine the date to save a final year report for class rank.

Below are steps to complete the graduation process for students as an individual or as a group.

Individual Student Graduate

Mid-Year Graduation Checklist

Using Enrollment End Batch Wizard (Multiple Students)

End of Year Graduation Checklist

Using Course Plan Administration (Multiple Students)

Adding Seals/Endorsements

Information regarding endorsements, please visit the High School Diploma Endorsements | NC DPI. If a student earns one or more of the following endorsements, it must be manually added to the student's record.

• Career
• College
• College/UNC
• NC Academic Scholars
• Global Languages
• Arts Proficiency

Navigation: Menu > Student Information > General > Graduation

Select a Student: If a student is not selected, click Open Student Search tool to search by the student's name. Search for student's using advanced searches or Ad Hoc Filters as needed. Select the student's name to open the graduation tool. If a student was already selected, the graduation tool will open automatically.

1. Navigate to the bottom of the graduation tool.
2. Select the appropriate seal/endorsements from the dropdown menu.
3. Enter the Date Earned.
4. If another endorsement/seal was earned, click the Add State Seal button and enter the appropriate information.
5. Once all endorsements/seals are entered, click Save.

Final Transcripts (if applicable)

Grading & Standards > Reports > Transcript Batch Report

• Generate transcripts for all students.
• Be sure all steps in the graduation checklist have been completed before generating final transcripts for graduates.
• E-Transcripts will be processed once the diploma date has been updated in a student's graduation tool. Schools must have information complete and diploma dates added within 10 days after the last instructional day of the school year. 

Students that will be retained at the end of the school year will need to have their end status and end date updated prior to processing all other students' end enrollment. This process can be done by updating each individual student's current enrollment local end status and end date or can be done by creating Retention ad hoc filter. The sections below provide a guide on creating a Retention Filter and updating the local end status and end date using the filter.

Create Retention Filter

Create a Retention ad hoc filter to use to complete the end enrollment process with the correct end status for retained students. This can be completed by creating a multi select ad hoc or a selection editor ad hoc.

Use the Infinite Campus Multi-Select article as a guide for how to create a multi select ad hoc filter for retained students.

The Selection Editor ad hoc filter will allow users to select the students from a list. 

Any updates to retentions will need to be manually updated in either filter.

End Retention Enrollments

Students that will be retained must have their enrollments ended prior to the full end enrollment process. Follow the steps below to end retained student's enrollments for the current year.

Navigation: Student Information > General Student Administration > Enrollment End Batch Wizard

1. Select the calendar(s)
2. Select the grade levels that are included in the Retention filter.
3. Select the Retention Ad Hoc created earlier.
4. Enter the last instructional day of the current school year as the end date.
5. Select RT: Retained as the local end status.
   1. Note: If a specific retention reason code is typically used for all students to document retention information, choose the appropriate retention end status for this step.
6. Click Run to end the current year enrollments for Retained students.

Each student in the filter should now have an end date and end status for the current year enrollment. If a student's retained end status is different than RT: Retained, use the steps below to navigate to the student's enrollment tool to update the end status to the appropriate Retention Reason.

Update End Status (if applicable)

After using a default end status code, use the steps below to update an individual student's end status if necessary. For example, if RT: Retained was used as the end status, however the reason for the retention is RACD: Retention-Local-Stds-Acad, then navigate to the individual student's enrollment and update the end status.

Navigation: Student Information > General > Enrollments

• Search for the Retained filter by selecting the Advanced button in the student search.
• Select Filter to see the list of available filters. Select the Retention filter created earlier.
• Click Search to select the students in the retained filter.

• Select a student and click on the current year enrollment.
• Update the local end status to the retained reason end status. 
• Add an end comment. (optional)
• Click Save to update the current year enrollment.

Update Future Enrollment

Students' future enrollments have been created, but the grade level may not be correct. If the student's future year enrollment is in the same calendar, then follow the steps below to update the student's grade level. If the student's future year enrollment is not in a calendar with your tool rights, contact the next school or SIS Coordinator to work on the process to update the future enrollment record with the correct grade level.

Navigation: Student Information > General > Enrollments

• Search for the Retained filter by selecting the Advanced button in the student search.
• Select Filter to see the list of available filters. Select the Retention filter created earlier.
• Click Search to select the students in the retained filter.

• Select a student and click on the future year enrollment record

• Select the correct grade level from the grade dropdown.
• Add a start comment (optional)
• Click Save to update the grade level.

Validate End Status for Retained Students

Use the Enrollment Summary Details Report | Infinite Campus to review student's end status and end dates. Use the same Retention ad hoc filter to review just the students that were retained. This report can be generated in a CSV format to be opened in a spreadsheet view to filter as needed.

Last Instructional Day

Scheduling & Courses > Calendar Setup > Day Setup

• The last day of school should be the actual last day that students were in the building and receiving instruction.
• The instruction checkbox should be marked for the last day.
• This date should also match the end date in the last term for the current year.
• If this date has changed, make sure that School Months have been updated for PMR.

End Enrollments

Student Information > General Student Administration > Enrollment End Batch Wizard

• Make sure to end graduating students' enrollments prior to ending all student enrollments (if applicable). See the Graduation Checklist for more information.
• Make sure to end retention students' enrollments prior to ending all student enrollments.
• Run the Enrollment End Batch Wizard process to end enrollments for all students. Students with existing end dates and end statuses will not be changed when running this process. 
• The End Date should be the last instructional day of the calendar.
• Select the PR: Promoted as the local end status.

Enrollment Cleanup Wizard

Student Information > General Student Administration > Enrollment Cleanup Wizard

• The Delete Enrollments calendar selection should be the current year calendar.
• The Update Enrollments calendar selection should be the future year calendar. The student filter should include students whose future year enrollment should be updated. 
• Run the wizard weekly to ensure future enrollments are cleaned up in the future year.

End Program Assignments

Student Information > General Student Administration > Batch Program Assignment Wizard

• Batch Program Assignment Wizard | Infinite Campus
• All graduating students must have all programs ended.

End of Year Fees (if applicable)

• Report and bill for end of year fees.
• Follow PSU guidelines for this process. 
• Fee Billing Batch Report | Infinite Campus

State Reports

• Month 9 PMR (the PMR is due 10 days after the last day of school)
  • NC Principal's Monthly Report Extract | Infinite Campus
  • Tip: Generate the PMR Summary the day after the last day of the school month to collect information for the month.

• ALP - more information to come
• Discipline - more information to come
• CTE Extract 

• Graduation Data Verification (GDV) - Review for accuracy, report is due August 11

Local PSU final reports (Recommended)

Follow your PSUs guidelines for PSU specific end of year reports. Provided below are some reports available in NCSIS that may be used.

• Final Report Cards/Grades
  • Report Card | Infinite Campus
  • Grades Report (Grading and Standards) | Infinite Campus
• Final Class Rank
  • Class Rank Report | Infinite Campus
• Final Transcripts
  • Transcript Batch Report | Infinite Campus
• Attendance
  • Period Detail Batch | Infinite Campus
• Enrollment
  • Enrollment Summary Details Report | Infinite Campus

Pause Automated Tasks

• Pause any task scheduler automated tasks until the new year.

• For automated Data Extract Utility jobs, add a check to the Stop checkbox until the new year.

• Update any "Pull" data extract jobs to be SMB as the Pull method will be deprecated starting the summer of 2025.

Staff Records

Census > Staff > District Employment/District Assignments

• Add an end date to staff District Employment record for staff who have left the PSU.

• Add an end date to staff District Assignment for staff who have left the school. 

• End access to Campus for staff leaving the school and/or PSU.
• Add/update district assignments for staff that are moving schools.
• Follow your PSU procedures for adding any new staff in NCSIS.

Access Management 

Disable User Accounts

User Management > User Account Administration > User Account Batch Wizard

• Disable access to Campus for staff, students, and/or parents during the summer months (if applicable). 
• This can be performed with the User Account Batch Wizard | Infinite Campus.

Update Portal Access

• Portal access can remain available for parents, however, be mindful that options set in the template selected are accessible to parents and students. 
• A new Portal template can be created so parents and students can see only what the PSU desires. (i.e. annual updates in OLR, no schedules, previous year information) 
• Portal Display Options | Infinite Campus

Record Retention

Grading & Standards > Reports > Cumulative Labels

• Print cumulative labels for student files (if applicable).
• The Cumulative Labels Report only prints student transcript information that also includes credits.

• More information on what is required in a cumulative record can be found here: Local Public School Units | NC Archives

Locker Assignments (if applicable)

• End locker assignments for the current school year using the Locker Batch End Wizard.

Use the information below as a workflow for scheduling in the upcoming year.

Part 1

Part 2

Part 3

Part 4

Scheduling & Courses > Calendar Setup > School Year Setup

1. Select the future year.
2. Check the Active Checkbox.
3. Click Save to make the future year active.

Note: When the active year is updated, the scheduling trial that is active will lock automatically. 

DPI will switch the active year to the new future in the State Edition of NCSIS on June 30th.