A guide to the rollover processes needed to set up edge for a new academic year, with links to detailed steps.
Following the links below will guide you through setup for a new academic year.
Rollover processes required:
- Processing leavers (best done before the end of the calendar year)
- Setting up your calendar (anytime)
- Adding or changing staff members details - (anytime)
- People
- Checking NSN
- Editing students,
- ENROL arrivals upload
- Student enrolment error
- Setting up classes (anytime)
- Removing a student (from a subject class or form class)
Setting up timetable (Secondary only)
Attendance (printouts and any settings changes)
Setting up assessments (only if any changes needed)
- Finance
- End and start of year for outstanding balances
- Setting up a billable items and writing off donations
Our End of year procedures video also includes references for the new year.
▶️ Watch this video on YouTube