Checklist - *VERY IMPORTANT
View video collection that go over the actions needed to complete during the summer.
Copy of the End of Year Procedures presentation is at the bottom of this page.
- Create New Instructional & Reporting Calendars for Upcoming School Year*
- Add New Users*
- Delete & Restore Users*
- Update User Profiles, Roles, Rights and Custom Groups*
- Sign Documents if using Electronic Signatures - Before School Year Ends!
- Archive Appraisals*
- Archive Intervention Plans
- New Appraisers- Select Teachers
- Updating Principal Roles/Rights
- Update Workflows
- Export and Clear Data from Forms * Video Under Construction
Facilities & Events
- Update Credit Types, Categories, Training Locations, Instructors/Guests, etc.
- Update and save Portfolios (teachers/users) * Video Under Construction