Preparing for the new school year

Each year small enhancements may be made to the Prepare for New School Year tool. The basic process has not changed, but some screens may differ slightly from this video. If you have any questions, please contact SchoolSpeak Support.

These videos demonstrate the basic procedures you need to follow in order to prepare for the new school year. This overview section of the video familiarizes you with the common terms used such as archiving, purging, etc.; the prerequisites: finalizing the data of gradebooks, report cards, attendance reports, and other resources; and the decisions for moving staff and current students only after the completion of archiving.

This series of videos will take you through the four-step process to be followed for new school year preparation.

Watch Video: https://www.youtube.com/watch?v=BhT8W_qh1nk
 

Overview of the process – Steps 1 & 2

This video will give you an overview of starting the new school year process by using the Admin tool, Prepare for new school year. This video also briefs you about the default archive and purge policy and circumstances that mandate the modification to the default policy done in step 1 in order to continue with step 2 where a list of resources are archived and purged.

Watch Video: https://www.youtube.com/watch?v=PH6YW7VvWv0
 

Overview of the process – Steps 3 & 4

This video will take you through the general process followed for disabling/deleting the graduating students; promoting students and staff; disabling login access and removing members and families from groups.

Watch Video: https://www.youtube.com/watch?v=R_0e9XFTjUg
 

Moving students and marking the process as complete

This video will sketch you the steps followed in transferring students using different tools such as Student Transfer, Batch Group Transfer used in SchoolSpeak. This video presents you with different and opt scenarios for using these tools, Student Transfer and Batch Group Transfer for transferring students from one group to another.

Watch Video: https://www.youtube.com/watch?v=rbrMpzl7BRI