Start of Year and End of Year Procedures with SmartSuite + TV4Education Bundle OR SmartSuite Only

How to Use This Article

This is your quick starting point for all end-of-year and start-of-year setup in SmartSuite.

Each section below gives a short explanation of the step, along with a link to the detailed article that walks you through the process.

Simply work through the steps in order and follow the linked guides as needed.

1. Move All Users Into a Left Classgrade

This temporarily archives users who won’t appear in next year’s enrolment file and prevents them from borrowing.

Launch the 'Moving Patrons' step now

2. Import Your Complete Student and Staff Lists

This import will:

• Add new students and teachers
• Roll existing users into new Classgrades and Homerooms

• Updates any changes to existing user profiles

   

  Let's import by 'Students' now

  Now let's import my 'Teachers' (remember to remove all admins from the CSV file first otherwise this process will downgrade the user role for all admins) 

3. Update Final Borrowing Dates

FSI automatically extend all loan limits and expiry dates by 12 months. If that timing works for your school, no action is required.

If you need a different date, you can update it here:

My final borrowing dates are different this year, show me how to change them.