Use this checklist as a guide to complete Beginning of Year processes.
Validate New School Year | |
| School Information | |
| School Calendars | |
| Term Setup | |
| Period Setup | |
| Day Setup | |
| School Month Setup | |
Course Masters & Grading | |
| Course Master Information | |
Review and Process State Course Code Changes |
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Relink Courses to Course Masters |
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| Audit Course Master Information | |
| Course Master Grading | |
Audit Grading Tasks |
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Audit Standards Bank (if applicable) |
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Audit Grade Calc Options |
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Scheduling | |
| Master Schedule | |
Verify Section Information |
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Verity Section Staff |
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Inclusion & Pull-Out Sections (if applicable) |
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Cross-Site Setup (if applicable) |
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| Student Schedules | |
Roster Students |
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Find Students with Gaps |
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Print Schedules |
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Student Information | |
| Clean Up Overlapping Enrollments | |
| Verify Student Enrollments | |
| Verify State Student Enrollments | |
| Retention/Promotion Updates | |
| Summer No Shows | |
| Student Transfer Records | |
| Student Activity Roll Forward (if applicable) | |
| Audit Program Participation | |
| Audit Student Flags | |
Census Information | |
| Verify Census Information | |
| Census Data Validation | |
Staff Information | |
| Verify Employment and District Assignments | |
| Update Staff Information | |
| Add New Staff Records | |
| End Date Staff Records (District Assignments & District Employment | |
Administrative Tasks | |
| Grading Window Setup | |
| Update Reports | |
| Restore Automated Tasks | |
| Verify Attendance Codes | |
| Workflow Roll Forward (if applicable) | |
| Fees (if applicable) | |
End Summer School (if applicable) | |
| Add Transcript Records (if applicable) | |
| Summer Education Program | |
| Read to Achieve Program (if applicable) | |
| Close out Summer School | |
Access Management | |
| Calendar Group School Year Update | |
| User Group Updates | |
| Restore User Accounts | |