The Markbook Configuration page lets you copy an existing markbook configuration to another year and set of courses, so you don't have to rebuild your columns and data types each year. You can copy a single configuration at a time, or — if the bulk option is enabled for your school — copy all of last year's markbooks into the new year in one action.
The Markbook Configuration page lets you copy an existing markbook configuration to another year and set of courses, so you don't have to rebuild your columns and data types each year. You can copy a single configuration at a time, or — if the bulk option is enabled for your school — copy all of last year's markbooks into the new year in one action.
Where to find it
- Go to Admin > Setup > Markbook Configuration > Markbook Configuration.
- Use the year navigation at the top of the page to select the academic year you want to work in — everything on the page applies to the selected year.
You need the Configure Markbook permission, and the markbook must be enabled for your school.
Screenshot: Markbook Configuration page with the New, Copy All and Copy buttons in the toolbar
What gets copied
A markbook configuration includes the configuration Name, whether it marks Courses or your school's room grouping (e.g. form groups), the enabled predefined Columns (including any replacement names and Locked settings), the Maximum Teacher Columns value, and all Custom Columns with their data types and value configurations. Copying creates the data type setups in the target year as needed, so the copy is self-contained.
Copies can only be made to the current year or a future year — you cannot copy into a past year, and New/Save/Delete are disabled when viewing past years.
Copy a single markbook configuration
- On the Markbook Configuration page, select the markbook you want to copy. The Copy button appears in the toolbar.
- Click Copy. In the Select a year to copy to dialogue, choose the target year from the Years Available dropdown. Only the current year and future years are offered.
- Select the target courses (or rooms, depending on what the source markbook marks) in the next dialogue. Only courses or rooms in the target year that don't already have a markbook attached are listed.
- If you are copying to a different year, an Add Original Courses (or Add Original Rooms) button is available — it automatically ticks the target-year courses or rooms whose names match the ones on the original markbook.
- Click Continue, then enter a Name for the new markbook in the Enter a Name for the new Markbook dialogue.
- Click Continue. The copy is created immediately and a confirmation message shows: "A Copy called: {name}, has been created for the selected year."
If a markbook with the same name already exists in the target year, the system automatically appends "(2)", "(3)" and so on to keep the name unique.
Screenshot: Select a year to copy to dialogue with the Years Available dropdown
If no eligible courses exist in the target year, you'll see: "There are no courses to copy the Markbook to. Either you have not setup your courses yet or the courses already have a Markbook attached to them." Set up the target year's courses first, or remove the existing markbook attachment.
Copy all markbooks to the new year
This bulk option must be enabled for your school — contact support if you don't see the Copy All button.
Copy All copies every eligible markbook from the previous year into the currently selected year in one action. A markbook is eligible when its courses have a course with the same name in the target year, and that target course doesn't already have a markbook attached — the target courses are matched automatically by name.
- Select the target year with the year navigation, then click Copy All. The button is only shown when no individual markbook is selected and the target year is not in the past.
- Confirm the prompt: "Are you sure you want to copy all {previous year} Markbooks to {selected year}?" and click Continue.
- Review the list — "Found {n} Markbooks from {previous year} that can be copied" — and click Continue. (Continue is only available if at least one markbook was found.)
- The copy runs as a background job. You'll see: "Your job for Copying Markbooks has been queued." The markbooks appear in the target year once the job has processed.
Screenshot: Copy All confirmation dialogue listing the markbooks found from the previous year
Tips
- Set up the new year's courses before copying — matching relies on course names, and courses that already have a markbook attached are skipped.
- Copy runs immediately; Copy All is queued and processes in the background, so allow a little time before checking the new year.
- Use the single Copy flow when you want a different name, a different target year, or a hand-picked set of courses or rooms; use Copy All for the routine year-to-year rollover.