ARTICLE: Rolling Over Student Data

ARTICLE: How to Roll Over Student Data and the End of a School Year

On your portal find this solution at Data management >> Rollover Data

Rolling Over Data is a year end process or new year process that is a System Administrator Only function. You should not attempt to complete a roll-over process unless you are aware of the consequences for getting the action wrong. All actions performed cannot be undone.

Retiring Boarders

Upon graduation from your school, Boarders in your highest Year level should be retired. This will remove them from the system and record the date of their retirement. You will still be able to retrieve historic data for retired boarders in the future if necessary.

To Retire your senior students at the end of your school year please select which level should be retired. 

If you do not wish to retire anyone, leave the selection as Do not retire Anyone.

Moving Boarders

At the beginning of a new school year the remainder of your student population will need to migrate to the next level up.  To achieve this simple got to each of your Grade levels and set the new grade name that they should move into.  If you do not wish to move a group of Boarders, leave their option set to Do Not Move.

Please note that your highest Year will also appear here.  If you're retiring your highest year level then you must leave this level as Do Not Move.

Selecting Perform all actions will initiate the retirement and upgrade process.    

How to handle students who are not retiring or upgrading their year.

There may be instances where you have some students who are in their final year but are not retiring, or them may be in a lower year and just not graduating to the next year in their sequence for whatever reason.  In these instances it is best to manage the individual student details on an single user basis.  The Rollover module is designed to allow you to mass process an entire student year or grade population.

For final year students who are not retiring the recommendation is that, prior to retiring the year group, you set the non-retiring student(s) personal metadata details to equal the year below them.  This way, when their current year group is retired and the level below moves into the senior year the non retiring student will also move back into the senior year level.

For lower level students who are not moving up a year the recommended process is to either follow the same process as non retiring students or you can manually adjust the metadata (grade level) for these students after the upgrade to a new year level has been achieved.

Managing Dorm movements 

In some instances students moving through the grade levels may also change the dorm name.  Managing Dorm names can be managed as a group edit function in the People Management Screen.  Example steps are as follows;

1.  Open People Management and view Boarders Only
2.  Select students individually on the Right hand side and select GROUP EDIT
3.  Place the students into their new dorm as a group edit function.  

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