Transitioning years can be done for any enrolled student after they have confirmed their Re-Enrolment. Students who have declined Re-Enrolment can be transitioned to Graduated or Withdrawn.
N.B. Schools using OpenApply integrated with ManageBac should first complete Step 1 and 2 of ManageBac transition to generate reports on ManageBac, then transition OpenApply by following the steps below, before completing the remaining ManageBac transition steps.
N.B. Schools using OpenApply integrated with iSAMS should first rollover iSAMS, before transitioning OpenApply. This is because the rollover process in iSAMS moves students up to the next grade / year group.
If you have not yet entered re-enrolment decisions for students, then kindly follow the instructions here to do so. If you do not already process re-enrolment through OpenApply, it will be necessary to configure your re-enrolment preferences first. You can set a past re-enrolment date when configuring your preferences, so that any re-enrolment update will not be visible to parents.
After you have entered re-enrolment decisions for all of your students, it is best to transition students in bulk. Once transitioned, the Grade level of students who have confirmed re-enrolment will automatically change to the grade that they are re-enrolling for, which is the next grade up by default.
The Enrolment Year of the student will always remain the same, as this refers to the academic year when they initially joined the school.
Bulk Transition Graduating Students
You should bulk transition all graduating students first, since they will not be automatically moved to Graduated during the transition. Navigate to the Students Roster and Filter your students for the Grade level that will be graduating. Next click the Edit button.
Change the Status of all graduating students to Graduated and click Save.
Bulk Transition Students Who Have Confirmed or Declined Re-Enrolment
Navigate to the Students Roster and click Transition Years.
Select the Academic Year that you are transitioning to in the top right corner. All students will automatically be selected.
For students who declined Re-Enrolment, you will have the option of marking them as Graduated or Withdrawn. Once you have selected the desired accounts, click Confirm Transition.