1. Kentucky End of Year Processes Session 1

2. Agenda Introductions & Housekeeping Outcomes & Agenda Review Grading Closeout Student level Closeout Staff Closeout Graduation Data Entry Enrollment End Batch Process Inbox Notifications Inactive Accounts Calendar Rights

3. Outcome of Today Working with the other staff from your district, create a checklist for completing end of year processes –For each major step on our agenda identify Responsible person Timeline/deadline for completing that process

4. Overview of EOY Processing End of year processing involves preparation for the next school year, closing out student information for the current calendar year, completing and submission of end of year reports.

5. Grading Closeout Grading & Standards >Reports > Grades Report Make sure that all teachers have turned in grades Missing Grades Report

6. Grading Closeout System Admin>Student Portfolio>Transcript Post Conditions needed for a grade to be transcripted Grading Task marked Post to Transcript Course has Transcript box checked Grading Task is assigned a credit type and amount Teachers have posted final grades Transcript Post

7. Grading Closeout Student Information> General>Transcript Select Edit in front of grade that needs to be changed Make necessary changes and Select Save Changing Transcript Grades

8. Grading Closeout Final Grading Window –Be sure to close the grading windows to “lock” data for the last term –Grading & Standards>Reports>Grading Window Report Card batch –Do paper copies need to be run for student’s paper cumulative files? Cumulative Labels –Are student cumulative labels needed? –Grading & Standards>Reports>Cumulative Labels Other Considerations:

9. Student Closeout System Admin> Lockers> Locker Batch End Wizard End date or delete latest locker assignments. Select the correct locations, types and grade levels to end date Locker Assignments

10. Student Closeout System Admin> Lockers> Combination Rotation Wizard Run Combination Rotation Wizard to change the combinations in the system IF the actual combination will be changed over the summer Locker Assignments cont’d

11. Student Closeout Student information> Reports Fee Billing Batch will print final billing statements suitable for mailing Fees

12. Student Closeout Student information> Reports Fee Audit will find overpaid/underpaid accounts for further action Fees cont’d

13. Staff Closeout Employment Assignments should be modified for those being assigned to new sites in the district District Assignment and Employment Assignment should be ended for staff members who are leaving the district

14. Staff Closeout Deactivate user accounts for staff who are leaving the district. Enter an expiration date for the account to be disabled. User Accounts

15. Graduation Data Entry Graduate Enrollment Records System Admin> Student> Enrollment End Batch Process graduation information Students marked as retained or demoted will not be processed Do not include any other grades

16. Graduation Data Entry Graduate Data Elements Student Information> General> Enrollments> Graduation Editor Transition status and NCLB status needs to be entered in the Graduation Editor

17. Ending Enrollments Student Information> General> Enrollments> General Enrollment Information Manually mark a student as being demoted, promoted or retained Select the calendar and grade level that the student will be in next year Enrollment Records

18. Ending Enrollments System Admin>Student> Enrollment End Batch Ends student’s enrollment if their enrollment has not been ended already Run first for 12 th grade graduates Run for other grade levels Be sure that Enrollment Roll Forward has been run (and enrollments for next year have been created) BEFORE using Enrollment End Batch. Enrollment End Batch

19. Cleaning Up Enrollments System Admin>Student> Enrollment Clean up Wizard Clean up enrollment records rolled forward prior to a student withdrawing Only removes enrollments created by the Enrollment Roll Forward tool if Student's end date is prior to the last day of the last term Student has not re- enrolled in the same calendar and grade. Enrollment Clean up Wizard

20. Process Inbox Notifications Vertical Interoperability messages can be deleted Transfer Released messages can be deleted Request for you to Release messages can be deleted after releasing If request is for next year, do not release until end of the year processes are complete Waiting messages should not be deleted until records are released

21. User Rights: Inactive Accounts Deactivate/delete accounts of people who will not need access in future Graduated or moved students and their parents (if they have no younger children in the district) Staff members leaving the district Ad hoc may be used to find accounts to deactivate or delete Employment.districtEndDate (<= a certain date, is not null, etc)

22. Calendar Rights Change individual and group calendar rights according to district policy and procedures. Does access to 08-09 become read-only for a time? Does access to 08-09 get removed for a group/user? When do staff get access to the 09-10 school year?

23. Verify 09-10 Setup Calendar Start and end dates for next year correct? Term dates and period times correct? Enrollment start dates set for the first day of instruction? Are student schedules complete?