MIS: End of Year Rollup

MIS

Overview

The End of Year Rollup is the process of preparing Juniper MIS for the new academic year. It includes setting up the dates for the new academic year, promoting students, processing leavers, importing new admissions and updating staff records. 

You can access the End of Year wizard at any time to check and manage your progress, and navigate to each of the various tasks. After completing a task, check it as complete in the End of Year wizard. 

Tasks must be completed in the order they appear in the End of Year wizard. The next task only becomes available for actioning after the previous task is checked as completed.

Prerequisites

  • The End of Year wizard becomes available about a month before the end of the Summer term.
  • You must be an Account Owner or Account Admin to use the wizard and complete the associated tasks.

The end-of-year tasks

The End of Year Rollup consists of five tasks. Follow the links below to find step-by-step instructions for each one. Each task can only be completed after the previous task has been completed:

  1. Set term dates - Configure the term dates and calendar events for the new academic year. For instructions, see MIS: Set term dates.
  2. Manage admissions - Import new pupils from a CTF or ATF file and set their start dates. For instructions, see  MIS: Import pupils (joiners) ready for the new academic year.
  3. Process leavers - Set leaving dates for pupils, then export a CTF for their new schools. For instructions, see MIS: Process pupil leavers at the end of the academic year. 
  4. Promote classes - Move classes to the next academic year and renaming them. For instructions, see MIS: Promote classes.
  5. Manage staff changes - Update your staff records with leavers and new starters along with their new timetables as appropriate. Ensure all staff records are up to date before applying your changes. For instructions, see MIS: Manage end of year / start of year staff changes.

Accessing the End of Year wizard

Follow these steps to open the End of Year wizard:

  1. Open the Juniper MIS.
  2. Select Manage.
  3. Select End of Year Rollup.

  4. The End of Year wizard opens, showing a progress bar and five tasks:

  5. For each of the five tasks in turn:

    1. Select Go to page and complete the task.
    2. After the task is completed, check it completed. When you check the task as completed, the next task will be available and the progress indicator will update.

Tips and best practices

  1. Set your term dates first. The system uses these in the future to calculate when the End of Year wizard becomes available, and other tasks depend on them being in place.
  2. When processing pupil leavers, set their leaving date as the last day of the Summer term. Pupils archive automatically the day after this date.
  3. When managing admissions, set the start date for new pupils as the first day of the Autumn term to register them as pre-admissions.

Next steps

After completing all tasks, select Submit Rollup on the End of Year wizard to confirm that the rollup is complete. The progress bar reaches 100% when all tasks are done.

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