Beginning of Year Checklist

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
Relink Courses to Course Masters
          Audit Course Master Information
Course Master Grading
​​Audit Grading Tasks
​​Audit Standards Bank (if applicable)
​​Audit Grade Calc Options
Scheduling
Master Schedule
Verify Section Information
​​Verity Section Staff
​​Inclusion & Pull-Out Sections (if applicable)
​​Cross-Site Setup (if applicable)
Student Schedules
​​Roster Students
​​Find Students with Gaps
​​Print Schedules
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