Post EOY Review

Post EOY Review

  1. Years and Terms
    Verify that each school has the correct starting and ending dates for the school year on Start Page > School Setup > Years and Terms.

  2. Verify Student Enrollments
    Verify that each student has the correct entry and exit date for the school year. The End of Year process assigns each student a start and end date based on your year term. However, based on your state requirements, your year term may start before the first in-session day, or end after the last in-session day. In these cases, you may need to manually adjust the entry and exit date for your students for state reporting purposes.

  3. Periods
    Navigate to Start Page > School Setup > Periods and verify the number of periods for the upcoming school year at each school. Update the period names and abbreviations if necessary.

  4. Cycle Days Navigate to Start Page > School Setup > Days and verify the number of cycle days for the upcoming school year at each school. Update the cycle day names and abbreviations if necessary.

  5. Attendance Codes
    When creating a new year term, PowerSchool copies the attendance codes from the previous school year, eliminating the need to recreate attendance codes from scratch. If needed, attendance codes can be updated at each school on Start Page > School  Setup > Attendance Codes

  6. Attendance Code Categories
    When creating a new year term, PowerSchool copies the attendance code categories from the previous school year, eliminating the need to recreate attendance code categories from scratch. If needed, attendance code categories can be updated at each school on Start Page > School Setup > Attendance Code Categories. Please note that in order for tardies to properly display on the Quick Lookup, each tardy attendance code must be associated with the Tardy attendance code category.

  7. Attendance Conversions
    When creating a new year term, PowerSchool copies the attendance conversions from the previous school year, eliminating the need to recreate attendance conversions from scratch. If needed, attendance conversions can be updated at each school on Start Page > School Setup > Attendance Conversions. NOTE: You will need to fill in the Day Attendance Values.

  8. Full Time Equivalencies (FTEs)
    When creating a new year term, PowerSchool copies the FTEs from the previous school year, eliminating the need to recreate FTEs from scratch. If needed, FTEs can be updated at each school on Start Page > School Setup > Full Time Equivalencies. Ensure that each FTE is assigned a default attendance mode and a default attendance conversion.

  9. Attendance Preferences
    When creating a new year term, PowerSchool copies the attendance preferences from the previous school year, eliminating the need to redefine attendance preferences. Any changes to the attendance preferences at each school can be made at Start Page > School Setup > Attendance Preferences.

  10. Bell Schedules When creating a new year term, PowerSchool copies the bell schedules from the previous school year, eliminating the need to recreate bell schedules from  scratch. Bell schedules for each school can be modified on Start Page > School Setup > Bell Schedules. Verify that each bell schedule is assigned an attendance conversion method. Determine which periods will occur in each bell schedule. Determine which periods count towards ADA calculations. If using the meeting/daily attendance bridge, indicate which period is the bridge period in each bell schedule. Avoid enrolling students into overlapping periods.

  11. Calendar
    Configure the school calendar at each school on Start Page > School Setup > Calendar Setup. Ensure that each in-session day is assigned a cycle day from the Day pop up menu, a bell schedule from the Schedule popup menu, and appropriate membership value. These rules apply for almost all calendar configurations. However, please refer to your state report setup guide for additional information that may require your school to set up the calendar differently.

  12. Reporting Segments If your school uses reporting segments, ensure that they are updated at each school with the correct dates on Start Page > School Setup > Reporting Segments.

  13. Final Grade Setup Ensure that your final grade store codes/reporting terms are properly set up at each school on Start Page > School Setup > Final Grade/Reporting Term Setup. Final grade reporting terms are specific to the term in which they are created. For instance, a Q1 final grade reporting term setup for the Year term applies only to year-long classes. This is different than the Q1 final grade reporting term setup for the Semester 1 term which only applies to Semester 1 classes.

  14. Current Grade Display
    Update various grade display settings at each school on Start Page > School Setup > Current Grade Display (9.1 and below) or Start Page > School Setup > Quick Lookup Preferences (9.2 and above). Here you can determine which final grades to display on the Quick Lookup, and whether to display current or historical grades. The Current Grade determines which store code is the current grade throughout the current school. The Parent/Student Access Term determines the data displayed in the public portal. Enter an appropriate term abbreviation. Your term abbreviations may or may not coincide with your final grade store codes.

  15. GPA Student Screens
    Update various settings at each school on Start Page > School Setup > GPA Student Screens. Select a GPA calculation method from the pop-up menu to determine the GPA displayed at the bottom of the Quick Lookup student screen. Update any data access tags (DATs) used for the Cumulative Info student screen. Some DATs on this page may have a year or term-specific parameters which may need to be updated every year or every term.

  16. GPA Calculations
    If your district uses GPA calculations with year-specific parameters or query options, ensure that your GPA calculations are updated with new parameters that pertain to the current school year.

  17. Honor Roll Methods
    If your school's honor roll methods use year-specific GPA calculations, ensure that the honor roll methods at each school are updated to use GPA calculations that are set up for the current school year.

  18. Final Grade Entry Options
    Review each school's Final Grade Entry Options to ensure that each is set up for the upcoming school year.

  19. Activities
    Create any new activities that will be offered in the upcoming school year. Activities can be created on Start Page > School Setup > Activities Setup. When specifying the field name of a new activity, ensure that you are using supported characters for a field name. PowerSchool supports letters, numbers, and the underscore (_). While other characters may be accepted by the application when creating the new activity, they may prevent students from properly enrolling in the activity.


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