Assign Students to School and Grade

On Execute tab

• Click Rollover Type   and select Regular.

• Check Assign Students to Next Grade Level and School.

• Check Override Existing to overwrite any existing data found on Next Grade and Next School of Other Info tab of Student screen. This is recommended to ensure data entry mistakes are cleared out for initial run of  year. After any manual corrections are made, be sure to un-check.

CAUTION:: If using Synergy SE as a stand-alone product with a third-party student information system (SIS), do NOT check Override Existing. Information already existing in these fields. It may have been inserted by other SIS and should not be overridden by New Year Rollover process

• Check Use School Override instead of Grid Code if using school-based assignments (NOT grid-based),.

(Optional)

• Check Assign Expected Graduation Year to assign an expected graduation year based on Grade Setup configuration in District Setup screen.

• Do not check Assign Year End Status. This is assigned after all students have been assigned a next grade, as needed.

• Click .

• Click Schools tab.

• Click  to add schools that are processed by this definition. Chooser screen opens.

• Enter partial or complete School Name. An asterisk (*) wildcard can be used as a substitute for any or all characters. Schools can also be located by their Live In Synergy SIS status or Zipcode.

• Click . View displays a list of records matching criteria entered.

• Click line number of appropriate school name to highlight. Hold down Ctrl key while clicking on each school’s name to select multiple schools at a time.

• Click .

OR

• Click to add all schools listed.

• Click . Selected schools are displayed in Schools tab. No other setup is needed on this tab if using a grid-based assignment.

If using a school-based assignment,

• Click in School Override column to assign next school. Find School screen opens

• Enter all or part of school’s name

• Click . View displays a list of records matching criteria entered.  

• Click name of school.

OR

Click name of next year's school if grades being processed are transferring to another school, such as elementary transferring to middle school.

• Continue to add schools to School Override column until all schools are assigned.

• Click .

NOTE:  Live In Synergy SIS column indicates which schools have been fully converted over to Synergy SIS and are no longer maintained in SASI XP.

• Click Grade Levels tab.

• Check Process in front of each grade to be processed by this definition.

Any grade level may be checked if using grid-based assignment.

If using school-based assignment, make sure grade selections match next schools setup on Schools tab.

NOTE:  Grade levels 12 and 12+ are not selected during the Assign School & Grade process, as there is no school or grade to be assigned. If retained, student’s next school and grade needs to be entered manually, as all other retained students. If graduated, student’s information will not be moved into new year and next school & grade should remain blank.

• Click .