admin:yearly_conversion
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
| admin:yearly_conversion [2017/07/20 09:39] – [Preferred Method] gregor | admin:yearly_conversion [2018/08/07 08:54] – [Alternate Method] gregor | ||
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| There are two ways of performing the new year conversion. | There are two ways of performing the new year conversion. | ||
| - | **This is the preferred method.** The first method involves maintaining as much student information as possible by promoting students a grade level, removing the oldest students, adding new incoming students, and assigning students to classroom rosters. | + | **This is the preferred method:** The first method involves maintaining as much student information as possible by promoting students a grade level, removing the oldest students, adding new incoming students, and assigning students to classroom rosters. |
| - | **This method is not recommended** The alternate method is to treat each school year as a new customer load by removing all students and optionally removing all staff accounts. If your school allows parent access via the web or mobile phone app, removing and reloading students will remove all associations from parent accounts to students. Removing and reloading students each year will also cause the following: | + | **This method is not recommended:** The alternate method is to treat each school year as a new customer load by removing all students and optionally removing all staff accounts. If your school allows parent access via the web or mobile phone app, removing and reloading students will remove all associations from parent accounts to students. Removing and reloading students each year will also cause the following: |
| * Individual student history from the prior year will be lost | * Individual student history from the prior year will be lost | ||
| * Families will generally be assigned new pick up IDs (carpool numbers) unless the list is maintained by the school | * Families will generally be assigned new pick up IDs (carpool numbers) unless the list is maintained by the school | ||
| Line 60: | Line 60: | ||
| ====== Alternate Method ====== | ====== Alternate Method ====== | ||
| This is the method in which all or most of the current data is removed. | This is the method in which all or most of the current data is removed. | ||
| - | - Tools / Unassign - remove all student associations to the classrooms | + | - Tools / Unassign |
| - Tools / Delete Unassigned - removes all students from the database | - Tools / Delete Unassigned - removes all students from the database | ||
| - Accounts / List - click the check mark at the top of the page to select all other accounts, scroll to the bottom of the page then click the //Deleted Selected// option to remove all staff accounts | - Accounts / List - click the check mark at the top of the page to select all other accounts, scroll to the bottom of the page then click the //Deleted Selected// option to remove all staff accounts | ||
admin/yearly_conversion.txt · Last modified: 2024/03/05 13:13 by 127.0.0.1