Move Students to New Year

On Execute tab,

Click Rollover Type and select Regular.
Check Process Students.

Do NOT check Allow the deletion of out of synch Students in New Year or Delete enrollments in the new year that are inactive in the current year. This is used when process is run again for same year.

Click Student Filter Type and select either

Current Year Grade and School. Grade Level and Schools tab will filter students to process by current year school and current year grade. Default enter code and enter date used will be fields defined in new year School Setup screen in "Rollover Defaults" group box. Current Year Grade and School is known as a “push” type of enrollment, as it pushes student into their next school and grade. (8th pushes into 9th)

OR

Next Year Grade and School. (DEFAULT) Grade Level and Schools tabs will filter students to process by destination school and destination grade. Default enter code and enter dates for the student is determined by values in Schools tab. Next Year Grade and School is known as a “pull” type of enrollment, as it pulls students into a school based on Next Grade and Next School fields on Other Info tab of Student screen. (9th grade pulls 8th grade)

Click .
Click Schools tab.
Click Enter Code and select default code to be used for all schools in this definition.
Type Enter Date (MM/DD/YY) or click and select date to use as default when enrolling students.

To add schools to process by this definition,

NOTE: Dependent upon Student Filter selection,

If Next Year Grade and School was selected, these are schools in new year that will be processed.

If Current Year Grade and School was selected, these are schools in current year that will be processed.

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 Live In Synergy SIS or Zipcode.
Click . screen 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.

If a school has a different start date or enter code than defaults

Click Enter Code and select
Type Enter Date (MM/DD/YY) or click and select date for school.

Once all school enter codes and enter dates have been entered

Click .
Click Grade Levels tab.
Check Process of each grade to process.

NOTE: Dependent upon Student Filter selection,

If Next Year Grade and School was selected, these are schools in new year that will be processed.

If Current Year Grade and School was selected, these are schools in current year that will be processed.

Click .
Click Enrollment Properties tab.
Choose whether to edit current values in each of listed enrollment fields.
Click .

Move Students to New Year

Enrollment Properties – if different groups of students require different enrollment properties defined.

Amount of Data – by creating smaller groups of students to process, the log files are smaller and easier to review for errors.

Tasks

Move Students to New Year

On Execute tab,

Click Rollover Type and select Regular.

Check Process Students.

Do NOT check Allow the deletion of out of synch Students in New Year or Delete enrollments in the new year that are inactive in the current year. This is used when process is run again for same year.

Click Student Filter Type and select either

OR

Click .

Click Schools tab.

Click Enter Code and select default code to be used for all schools in this definition.

Type Enter Date (MM/DD/YY) or click and select date to use as default when enrolling students.

To add schools to process by this definition,

NOTE: Dependent upon Student Filter selection,

If Next Year Grade and School was selected, these are schools in new year that will be processed.

If Current Year Grade and School was selected, these are schools in current year that will be processed.

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 Live In Synergy SIS or Zipcode.

Click . screen 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.

If a school has a different start date or enter code than defaults

Click Enter Code and select

Type Enter Date (MM/DD/YY) or click and select date for school.

Once all school enter codes and enter dates have been entered

Click .

Click Grade Levels tab.

Check Process of each grade to process.

NOTE: Dependent upon Student Filter selection,

If Next Year Grade and School was selected, these are schools in new year that will be processed.

If Current Year Grade and School was selected, these are schools in current year that will be processed.

Click .

Click Enrollment Properties tab.

Choose whether to edit current values in each of listed enrollment fields.

Click .