Student Advancement Wizard

Overview

The Student Advancement Wizard is used to register and enroll current students into the coming term. 

Registration, grades, classes, courses, enrollments, and meal eligibility will be advanced using this wizard. 

This allows for faster and easier setup of new terms.

For a brief overview of what needs to be setup for a new term, see School Setup Checklist.

How to use the Student Advancement Wizard

Watch here:

Read here:

To open the Student Advancement Wizard go to:

School > Setup > Advancement Wizard

Terms

Choose the Term to copy From, and the term to copy to.

If the new term has not yet been set up, click on 'Term Setup'. (See Term Setup)

Registration

Registering students essentially puts the student into the term so that they will “be available” for actions specified by a given term. For example, to enroll a student in a particular class, they must first be registered in the correct term.

The grades and classes from the previous year are listed for advancing registration.

Will Grade 1, class 1A be advancing to Grade 2, class 2A? If not, choose a different class from ClassB. 

Fields:

• GradeA- the current grade
• ClassA- the current class
• Class Type- typically Hebrew or English
• Registration status- Registration will only be advanced when registration status matches the selected status. The selection is defaulted to 'Accepted'. To change the status of all rows in the grid, choose a different status from the drop down list and click the arrow. You can also change it for one row at a time.
• Update Type- the update type is defaulted to 'Advance'. There are 3 update types:

1. Skip= skip this grade/class and don't do anything with it yet.
2. Advance= Advance this grade/class to GradeB and ClassB as indicated.
3. Status Update= change the student status only and do not advance to GradeB and ClassB.
   Status Usage

    The STATUS update should be used most typically for a graduating class.
   Example: Grade 8 no longer needs registration for the upcoming year. The student status will be changed to 'alumnus' , but they will not be needing registration.
   Be sure to do this only once the school year is over since changing them to alumnus will start excluding them from any reports that are filtering for only Students. If advancing students in the middle of the year, SKIP the graduating grade and only change their status after the year is over.

• Student- the student status. What the student status should be updated to. Most typically used for Alumni.
• Grade B- the new grade to be advanced to for the upcoming term.
• Class B- the new class to be advanced to for the upcoming term.

Make sure all 'Update Types' are filled and click 'Advance Classes'. Press 'Next'.

Marking Period Setup

Create and Match Marking Periods. This matches the new marking period's GPA weights to that of the selected marking period from the previous term.

Create the Marking Periods for the new term by pressing the Marking Period Setup button. Select the previous Marking Periods that each new Marking Period should be matched to. Press 'Match'

Click 'Next'.

Courses

Select the courses to create for the upcoming term.

• Use the 'Select/Deselect' check box to choose all courses.
• Check the 'Create sessions' and/or 'GPA Weights' if you choose to copy the sessions and/or GPA Weights from the current term also.

Marking elements will be copied to the new term along with the course created. Press the 'Create Courses' button.

Click 'Next'.

Enrollment

• Select the registration status for the students to be enrolled. Example: If you choose 'accepted', all accepted students will be enrolled into their class's courses selected.
• Select the courses to enroll the students to.

Use the 'Select/Deselect' check box to choose all courses. Click 'Enroll Students'.

Press 'Next'.

Schedule

Copy the Default Schedule from the previous term. Select the days of the week.

Use the 'Select/Deselect' check box to choose all days of the week.

Click 'Advance Schedule'. Press 'Next'.

Meal

Copy the student meal eligibility status to the new term. (ie- Paid, Reduced, Free)

• Select the registration status for the students to create meal eligibility for. Example: If you choose 'accepted', all accepted students will have meal eligibility created for the new term.
• Check the meals to copy the status for.
• Use the 'Select/Deselect' check box to choose all meals. Click 'Enter Eligibility'.

Press 'Next'.

Bus Routes

Copy the bus routes from the previous term. 

• Select the bus routes to be copied.
• Use the 'Select/Deselect' check box to choose all bus routes. Click 'Create Routes'.