Setup for the Beginning of the Year

Where to Start 

1. Go to System Configuration. 

Deactivate Users

First, deactivate staff members who left the district:

• Click Settings > Users & Security > Users
• Find User > 3 dot menu on far right > Mark Inactive

Add new users who are not assigned classes

• Administrators
• Psychologists
• Counselors
• Specialists
• Special Education Teachers
• Coaches

Set Custom Assessment Windows

• Click Settings > Assessments > (Choose assessment) > Windows

Set and Check Feeder Schools

1. Click Settings > District & Schools > Manage District 

2. Find the school that will have feeder schools.

3. Click the blank box in the Feeder Schools column. 

4. Add the schools that will feed into the selected school.

Set School Days Off

•  Click Settings > District & Schools  > School Days Off
• Add all dates that students do not report to school. This information will automatically adjust all of your intervention schedules created for the new school year. 

Next Steps

Now that you’ve learned how to set up your data for the beginning of the year, take a look at End-of-Year Clean-Up.