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Transitioning to a New Year

Administrator functions of transitioning to a new school year

Jeremy Brown avatar
Written by Jeremy Brown
Updated over 3 months ago

To efficiently transition student accounts to the new school year, the administrator will need to: 1) Delete students who have left the school, and 2) Update the school's enrollment.

  • Bulk Deleting Students

  1. Select the appropriate school name from the drop down menu, if applicable.

  2. Select Manage Users from the navigation bar.

  3. Select the Students Tab.

  4. From the drop down menu in the search criteria choose a grade level, "Grade 6" for example.

  5. Check the box next to each student's name you would like to delete (or use the box at the top to check all) and select Delete in the bottom right corner.

Choose a Method for Updating Students

  • Promoting Students via Bulk Edits
    If you only need to promote students to a new grade, use bulk edits.

  1. Select the appropriate school name from the drop down menu, if applicable.

  2. Select User Management from the navigation bar.

  3. Select the Students tab.

  4. From the drop down menu in the search criteria choose the highest grade level that you wish to change.

  5. Check the box next to each student's name you would like to change (or use the box at the top to check all) and select Grade Level in the bottom right corner.

  6. Choose the appropriate grade from the dropdown menu. Select Accept.

  7. Repeat with other grades in descending order.

  • Updating and Promoting Students via CSV File

For districts with many schools, this method will allow you to update student profile information, add new students to the school roster and promote students to a new grade all at once.

  1. Select the school from the dropdown menu at the top of the page, if needed.

  2. After creating your .CSV file, select Manage Users.

  3. In the Students tab, select Add Students at the bottom left of the page and the Import Students From File.

  4. Drag and Drop or click to select the completed .CSV file.

  5. Review the changes and, if correct, select Import.

Note: The students listed in the updated .CSV are matched to existing students by Last Name and Student ID. Changing either of these fields will cause the program to create a new student record rather than updating an existing one.

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