Batch School Setup

Introduction

Use Batch School Setup to set up the school years and terms, calendar, reporting terms, and quick lookup settings at the beginning of the year. The Batch School Setup page displays a list of schools within the district and indicators of the settings for each school. Batch School Setup supports localization, customizations, and database extensions. If you have enabled state/provincial compliance, that extension data will be included in the batch setup process.

Before Getting Started

Before getting started, note the following:

• Pushing calendar settings may be done as many times as your district needs.

• If pushing a district calendar, set up the cycle days and bell schedules, and then copy the calendar to each school you will be working with.

• Only schools that you have access to that are not the Graduated School, not inactive, not the source school, where no Terms record exists for the same YearID appear in the Years and Terms target school list.

• Only schools that you have access to that are not the Graduated School, not inactive, where no Calendar_Day record exists for the same YearID appear in the Calendar target school list.

• Only schools that you have access to that are not the Graduated School, not inactive, not the source school, where no TermBins record exists for the same YearID appear in the Reporting Terms target school list.

• Only schools that you have access to that are not the Graduated School, not inactive, not the source school, where the YearID is the same appear in the Quick Lookup target list.

• If the source school's reporting terms are not an exact match for the target school's reporting terms, only matching reporting terms are pushed. Schools, where reporting terms were not pushed, are identified within the confirmation message as partially successful.

• A green checkmark for Years and Terms, Calendars, and Reporting Terms that have been successfully set up.

• Years and Terms setup is defined as at least a year Terms record matching the Term Context Year. The sub-terms (semesters, quarters, etc) do not need to exist. 

• Calendar setup is defined as at least one Calendar_Day record with a cycle day or a bell schedule defined for the Term Context Year.

• Reporting Terms setup is defined as at least one reporting term (TermBins) in the year (Term) for the Term Context Year.

• Quick Lookup appears blank (no TermBinAttrib record) even when successfully set up. If Quick Lookup is updated (at least one TermBinAttrib record), the date the update occurred appears.

Run Setup Steps 

1. Navigate to the Batch School Setup page. 

2. If needed, use the Basic Filter to narrow the list of schools.

3. Click Run Setup Steps.

4. To set up years and terms:

   1. Choose the source school for years and terms.

   2. If needed, create a new year or edit terms.

   3. Choose the target school(s).

   4. Click Push Year and Terms. A confirmation message appears indicating whether push was successful, partially successfully, or failed. 

   5. Click Next.

5. To set up the calendar:

   1. Choose the source calendar.

   2. If needed, create a new calendar or edit an existing calendar.

   3. Enter the First Date to be Changed through the Last Date to be Changed.

   4. Choose the target school(s).

   5. Click Push Calendar. A confirmation message appears indicating whether push was successful, partially successfully, or failed. 

   6. Click Next.

6. To set up reporting terms:

   1. Choose the source school for reporting terms.

   2. Choose the target school(s).

   3. Click Push Reporting Terms. A confirmation message appears indicating whether push was successful, partially successfully, or failed. 

   4. Click Next.

7. To set up quick lookup:

   1. Choose the source school for quick lookup.

   2. If needed, edit the quick lookup.

   3. Choose the target school(s).

   4. Click Push Quick Lookup. A confirmation message appears indicating whether push was successful, partially successfully, or failed. 

   The School Batch Setup page displays.