Checklist for Rolling Over an Academic Year

As the year winds down, it's time to get BigSIS ready for the upcoming school year. Follow this checklist each year to ensure your academic year is properly set up. You can begin these steps before your current school year ends or at any time you are ready keeping in mind that it is recommended that steps like finalizing and cleaning up past terms are completed near the end of the school year. 

Checklist for Rolling Over an Academic Year

1. Finalize and clean up your past term(s) - This step will ensure that you have no loose ends with your prior term.
2. Setting up a New Academic Year with The Academic Year Wizard - This will walk you through all of the steps to start setting up a new academic year.
   PRO TIP! The below steps will be included with the Academic Year Wizard and are only included for reference.
   
   • Generate school days & daily attendance 
   • Setup your Lead Enrollment Configuration
3. Process Re-Enrollments Using the Academic Year Wizard
   • Quick Instructions for Using the Re-enrollment Tool (Grades)
   • Quick Instructions for Using the Re-enrollment Tool (Early Childhood)
   • Click here to learn more about the Re-Enrollment Tool
4. Bulk re-enroll leads and Enroll new leads
5. Generate Courses
6. Auto-Register Students into their courses
7. Rollover Academic Year in Client Settings & other yearly task reminders