Post Rollover Checklist (To be done by the District)

 Grade Reporting Module / Scheduling Module (Must be done for each school)

• Mass assign grading collections to course sections. There is a wizard for this on Grading>Setup>Setup Guide.
• Manually adjust sections that do not follow the mass assignment scheme
• Review and update courses in the Curriculum File for accuracy of grading data (G.P.A. parameters, Honor Roll Parameters, Grading Flags, etc.)
• Attach “Skill Groups” and “Core Subjects” to courses in the Curriculum file if using skill based grading system/report cards
• Review NCES SCED Code information for each course/section and update as needed

 Elementary Grading Module (To be done for each school using Elementary Grading)

• Update ‘Homeroom’ teachers with the correct grade level and homeroom (Elem Grading>Setup>Teacher Subjects)
• Update ‘Special Area’ teachers by checking ‘Special’ flag
• Update ‘Basic Skills’ teachers by checking ‘Basic Skills’ flag
• Mass assign ‘Homeroom’ teachers to the subjects they grade (using the mass assign tool) (Elem Grading>Setup>Mass Assign)
• Manually assign ‘Special Area’ teachers to the subjects/grade levels they grade
• Manually assign ‘Basic Skills’ teachers to the subjects/grade levels they grade

 Elementary Scheduling (To be done for each school using Elementary Scheduling)

• Create schedules using the schedule creation feature in Elementary Grading (Elem Grading>Schedule)
• Manually update sections in the scheduling module to reflect the correct teachers for each course
• Manually update sections in the scheduling module to reflect the correct periods for each section (optional)
• Review NCES SCED Code information for each course/section and update as needed
• Manually update student schedules for students who do not follow the schedule for their homeroom

Gradebook (Must be done for each school using Gradebook)

• Setup ‘Default’ and ‘Custom’ Gradebook Profiles (Gradebook>School Setup>School Profiles.)
• Initialize teacher gradebooks (Gradebook>School Setup>Maintenance>Gradebook Maintenance.)
• Push out ‘Default’ and ‘Custom’ Gradebook Profiles (Gradebook>School Setup>Maintenance>Profile Maintenance.)
• Activate Gradebook Module for teachers (Gradebook>School Setup>Maintenance>Gradebook Maintenance.)
• Warnings added to the Gradebook>School Setup>Maintenance>Gradebook Status screen. The warnings for the following scenarios: school profile exists in 'last year' but not 'this year' OR the school profile is not set to propagate in current year but was set to propagate last year.
  

Students

• Assign Homerooms (Admin>Assignments>HR Assignments.)
• Assign Lockers (Admin>Assignments>Locker Assignments.)
• Assign Counselors (Admin>Assignments>Assign Counselors.)
• Flag retained students

Parent Module

• Create and Setup Parent Portal accounts for new parents (Parent Access>Setup>Users>Import and/or Autocreate)
• Update existing Parent accounts with new students (Parent Access>Setup>Users)
• Run Parent Account Cleanup Tools (Parent Access>Maintenance, please review tools carefully)
• Activate Parent Portal (Parent Access>Setup>Settings>District Settings>General Settings)
• Disable/delete parent users as needed
• Review the "Parent Module User Manager" task in Core>Scheduler.

Miscellaneous

• Review and update teacher records (school assignments, homerooms, grade levels)
• Create Logins for new teachers
• Update Logins for teachers who have moved within the district
• Verify that Staff records are properly set for the new year
• Inactivate Logins for teachers who have left the district
• Update and review reports, letters, and exports
• Reset User Flag values and toggle the "Allow Flag to Rollover" checkbox as needed for each flag.
• Disable 3rd Party Integrations where necessary