Use this checklist to confirm all required Future Year Setup tasks are completed prior to April 1.
| Task |
Completed |
|---|---|
| School Year Setup | |
Create Future School Year
|
|
| Calendar Setup | |
Create Future Calendars
|
|
| Course and Structure Review | |
| Delete disabled courses | |
| Mark unused courses as inactive | |
| Add or remove periods and/or period schedules as needed | |
| Term and Day Setup | |
| Enter term start and end dates | |
| Complete Day Reset and Day Rotation (if applicable) | |
| Complete all day setup | |
| School Months | |
| Enter School Months 1-9 | |
| Grade Levels | |
| Review grade levels and sequences | |
| Program Calendars | |
| Create Program Calendars | |
| Complete Day Setup | |
| Optional (if applicable) | |
| Update Online Registration (OLR) | |
| Verify portal access settings | |
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 |
|
NCSIS Knowledgebase | Article: Checklists | Last Updated: 04/21/2026 6:42 am EDT
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