This outline lists the steps necessary to prepare a secondary school for a new school year. Please note that you do not have to complete all steps although they are recommended. The fundamental concept is to finish off completely your school year before transferring to current. Once you have transferred to current you will be working in the next school year.
Initial Preparation
Initialize Scheduling
Make changes to next year’s Courses file and publish for students
Add new students for next year
Change enrolment status and next year’s grade for specific students (i.e. junior students who are not returning and students
repeating a grade
Make changes to the staff records (new staff and staff not returning next year)
Make changes to next year’s Room/Homeroom File
Student Choices
Enter the students’ choices
Print students with duplicate or invalid choices
Print choice verification lists
Make changes to individual students’ choices
Print a Course Tally
Make changes for cancelled courses
Print another Course Tally
Set up the Next Year’s School Structure
Specify the number of semesters, terms, days and periods for the next year
Set up the semester and period patterns for next year’s courses
Set up lunch periods (if desired)
Set up Classes File
Create and/or edit the Classes File based on the numbers reported in the Course Tally
Build the Timetable
Use Master Builder to build the master timetable
Examine the resulting timetable
Load the students into the classes
Print information to help analyze the resulting information
Repeat this process until the timetable is complete
Final Details
Make timetable changes to individual students
Assign remaining rooms and teachers to classes
Assign students to homerooms
Print student timetables, teacher timetables, room timetables, class lists, homeroom lists
Close off the Last Year and Implement the New Year
Print all necessary lists and reports (Report Cards, Monthly Attendance Registers, Individual Attendance Cards, Transcripts)
Backup the completed school year and store in a safe place
Transfer the scheduling information to this year
Create a new school calendar. The new calendar should be created by choosing File, School Setup, Calendar (this only needs to be done if one wasn't created during the transfer to new year process).