Use this checklist to confirm all End of Year processes are completed after the last instructional day and before updating the active year.
| Task |
Completed
|
|---|---|
| Final Grading | |
| Verify all grades are posted and correct.
|
|
| Transcripts and Academic Records | |
| Post Transcript grades
|
|
| Complete grade suppressions (if applicable) |
|
| Verify class rank (if applicable) |
|
| Generate final transcripts |
|
| Graduation Process (if applicable) | |
| Verify graduation programs | |
| Update CTE status (if applicable) | |
| Calculate on-track status | |
| Verify post-grad plans |
|
| Add seals |
|
| Enrollments | |
| Confirm Future Enrollments are complete | |
| End Graduate enrollments | |
| End Retention enrollments | |
| End Promotion enrollments |
|
| End Program enrollments |
|
| Validate enrollment end statuses |
|
| State Programs | |
| End Federal/State programs | |
| State Reporting | |
| Complete all State Reports |
|
| Local Reporting | |
| Generate and save reports for local use |
|
| Administrative Tasks | |
| Audit final data |
|
| End of Year fees (if applicable) |
|
| Pause automated tasks |
|
| Update staff assignments |
|
| Disable user accounts (if applicable) |
|
| Review portal settings |
|
| Complete record retention tasks |
|
| Locker Assignments (if applicable) |
|
| Roll Forward Reports |
|
| Final Validation | |
| Verify reports and data accuracy |
|
| Confirm all required process are complete |
|
| Activate New Year | |
| Confirm all prior steps are complete |
|
| Update Active Year by July 1 |
|
