Beginning of Year Checklist

06/19/2025 10:18 am EDT

The BOY Process below is a living process and is subject to changes as NCDPI determines best practices for Beginning of Year. Click each item to for more information on each item.

Premium Products

OLR
Review OLR Configuration and Settings Note: OLR should not be opened until calendars and enrollments have been rolled forward.
Post New OLR Links
Communication
Update Communication for New School Year
Third Party Apps
Turn on Syncs to Third Party Apps Note: It is recommended to not begin OneRoster syncs until the use of the scheduling board has been completed.

NCSIS Knowledgebase | Article: Beginning of Year Checklist | Last Updated: 06/19/2025 10:18 am EDT

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School Year and Calendar Setup
School Information
School Year
School Calendars Verify Student Day, Teacher Day, Whole Day Absence, and Half Day Absence fields.
Term Setup
Period Setup Verify Non-Instructional checkboxes for periods. Verify Lunch Time minutes.
Day Setup
Month Setup
Courses and Grading
Audit Course Master Information
Relink Courses to the Course Master (if applicable)
Audit Grade Calc Options
Audit Grading Tasks
Audit Standards Bank (if applicable)
Remove Scheduling Tool Rights
Sections and Scheduling
Verify the Section Information
Verify Teachers Can Take Attendance (if applicable)
Verify Primary Teachers for Each Section
Verify Inclusion and Pull-Out Sections Are Correct
Students With Gaps in Their Schedule
Roster Students Into Sections
Run the Master Schedule Report
Print Student Schedules
Student Information
Review Student Enrollments
Clean Student Enrollments
Add Summer Promotions
Add Summer Graduate Information
Summer End Enrollments
Audit No Show Records
Student Activity Roll Forward
Audit / Add Transcript Data
Audit North Carolina Program Participation
Audit Student Flags
Attendance & Workflow
Verify Attendance Codes
Day Setup Verification
Workflow Roll Forward (if applicable)
Census Verification
Verify Census Information
Verify Staff Information
Update Staff Information
User Access
Review and Update User Groups
Change Calendar User Groups to Reflect the Current Year
Tool Rights Catalog
Student and Parent Portal Display Options
Reporting and Transportation
Roll Forward Reports
Modify Reports
Transportation Roll Forward (if applicable)

Beginning of Year Checklist

Premium Products

OLR

Communication

Third Party Apps

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