Understand and Use the Calendar Wizard

PATH: System Administration > Calendar > Calendar Wizard

The Calendar Wizard provides the ability to quickly create new calendars from scratch (blank calendars), to create new calendars from previous calendars (rolling forward) and to copy information into existing calendars.

Calendar Wizard

The creation of calendars is time-consuming and often requires additional server resources. It is recommended that calendars be created in off-peak hours.

Once the calendar has been rolled, additional modifications will need to be made to Term dates, Period dates and Days. All calendar information should be reviewed for accuracy.

Calendar Mode

The selected Wizard Mode should be chosen carefully. The following table lists scenarios for selecting the Calendar Wizard mode:

Mode

Description

Create New Blank Calendars

This option should be used if there is a new school in the district. It will only create a calendar frame (start and end dates). Courses, grading tasks, standards, calendar terms and schedule structures will not be rolled forward and will need to be created manually.

Create New Calendars by Rolling Forward

This option rolls all related data in the existing calendar into the new calendar.

Copy Data into Existing Calendars

This option is used when a district has multiple calendars in the same year or if the district has already set up one calendar and wants to copy that data to other calendars. This is often used for days and day events.

Determining What Calendar Option to Choose

The following table provides a high level workflow when creating calendars using the New Calendars by Rolling Forward Selected Data Mode.

Step

Question

Answer

Roll Forward

1.

 

Does last year's schedule of terms and periods reflect what will happen in the next school year?

Yes

Roll the Schedule Structure, Term Schedules and Period Schedules. Proceed to Step 2.

No

Create a New Calendar using the Blank Calendar mode, then use the Copy/Append options to add additional pieces of Data.

2.

 

Will the curriculum and courses essentially stay the same as last year?

 

Yes

Roll courses, grading tasks, composite grading and course rules. Proceed to Step 3.

No

New courses will need to be added manually or using a Course Catalog. In addition, sections cannot be rolled without the courses. Proceed to Step 4.

3.

 

Should last year's master schedule be used as a starting point for this year?

 

Yes

Roll sections and section placement. Teacher and Room Assignments may also be rolled forward. Proceed to Step 4.

No

A new Master Schedule for the next school year will need to be built. Proceed to Step 4.

4.

 

Will the same set of attendance codes be used for the next year?

 

Yes

Roll attendance codes. Proceed to Step 5.

No

New codes will need to be created. Proceed to Step 5.

5.

 

If using teams, will the teams be the same for the next school year?

 

Yes

Roll teams. Proceed to Step 6.

No

New teams will need to be created.

6.

 

If using teams AND sections were rolled, will each team's master schedule be used as a starting point for the next year?

 

Yes

Roll section team assignment.

No

Sections will need to be assigned to a particular team for the Schedule Wizard to load students by team.

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