The EOY Process below is a living process and is subject to changes as NCDPI determines best practices for End of Year.
If Part 1 of the Scheduling Workflow has been completed, refer to the 'Before the Last Day of School' section as a double check.
Before the Last Day of School
| Task |
Completed |
|---|---|
School Year and Calendar | |
| Create the future School Year. | |
| Create the future year school calendar(s) | |
| Create the future year program calendars | |
Checks and Updates*Make sure the calendar context is the future year! | |
| Grade Levels | |
| Term Setup | |
| Period Setup | |
| Day Setup | |
| School Months | |
Future Enrollments | |
| School Calendar Student Enrollment Roll Forward | |
| Program Calendars Student Enrollment Roll Forward | |
| Enrollment Cleanup Wizard *Make sure the calendar context is the future year! Run weekly! |
|
| Pre-Register Students *Make sure the calendar context is the future year! |
|
Additional | |
| EDDIE Updates (if applicable) | |
| Online Registration Updates (if applicable) | |
After the Last Day of School
| Task |
Completed |
|---|---|
Final Grading | |
| Post Grades | |
| Final Report Cards | |
| Post Transcript Grades | |
| Grade Suppression (if applicable) | |
| Class Rank (if applicable) | |
| Final Transcripts (if applicable) | |
Graduates (if applicable) | |
| Graduation Checklist (if applicable) | |
Retentions | |
| Create Retention Filter (use for ending enrollments) | |
| End Retention Enrollments | |
Enrollment Processes | |
| Last Instructional Day Check | |
| End Enrollments *Roll forward all enrollments before ending current year enrollments |
|
| End Program Assignments | |
| Enrollment Cleanup *Make sure the calendar context is the future year! Run weekly! |
|
Reporting and Billing | |
| End of Year Fees (if applicable) | |
| State Reports | |
| Local PSU final reports | |
| Pause Automated Tasks | |
Administrative | |
| Staff Records | |
| Access Management | |
| Record Retention | |
| Locker Assignments (if applicable) | |
Scheduling | |
| Scheduling Board (if applicable) | |
| Future Year Schedule Active and Locked | |
Update Active Year | |
| DPI will switch the active year to the new future on June 30th. | |
