Customize the Scheduling Process per School

Configure Schools for Next Year Scheduling

Different types of schools have different needs for scheduling.

You will need to go to Next Year Scheduling>Setup>Processes to review the tasks you want to view/use on the Process Control screen.

The screen Next Year Scheduling>Setup>Processes defines which schools need to perform which tasks for Scheduling.

Click on each school in the left side of the screen, check the desired tasks that are allowed to be performed by that school. Click "SAVE."

If you are missing any tasks on Next Year Scheduling>Process Control, go to Next Year Scheduling>Setup>Processes, select the school on the left, click on the tasks on the right and click SAVE, as noted above.

If you are unsure if your school needs to copy over Curriculum, try to reach out to other admins at your school before doing this so you don't need to do extra work / remove any data en masse.

For Scheduling and Grading Schools:

• 1 - Copy School Curriculum to Next Year
• 2 - Copy School Master Class Schedule to Next Year
• 3 - Copy Teacher Roster to Next Year
• 4 - Copy Room List to Next Year
• 5 - Copy Department List to Next Year
• 6 - Set Next School, Next Grade
• 7 - Enable/Disable Student Course Requests
• 9 - Copy Grade Levels to Next Year
• 10 - Copy Print Periods to Next Year

For Elementary Grading only schools, typically:

• 3 - Copy Teacher Roster to Next Year
• 4 - Copy Room List to Next Year
• 6 - Set Next School, Next Grade
• 9 - Copy Grade Levels to Next Year

You may leave all other options unchecked because Elem Grading schools typically use the Elem Grading Schedule creation tool which will create curriculum, sections, and schedules all in one go.

If you are unsure if this is the case for your school, please reach out to other admins at your school before doing this so you don't need to do extra work / remove any data en masse.

The Next Year Scheduling>Setup>Processes tab is the screen you can review and check/uncheck different processes:

Each task you check off will then display on Next Year Scheduling>Process Control:

So, if you are missing tasks, go to Next Year Scheduling>Setup>Processes, check off the missing tasks, and click save.