Create new calendars by rolling forward data

Tool Search: Calendar Wizard

The Create New Calendars by rolling forward selected data option rolls all selected information from the source calendar into the new calendar.

Screenshot of the Calendar Wizard with the roll forward calendar mode selected.Roll Forward Calendar Mode

Select Wizard Mode

  1. Select the Create New Calendars by rolling forward selected data option.
  2. Click the Next button.

Select Calendar Attributes

  1. Select the Year for this new calendar from the dropdown list. This selection should match the new school year that was previously created. Years are created in the School Year tool within the Calendar folder.
  2. Enter a name for the new calendar in the first Name Template field.
  3. In the second name template field, select the appropriate naming convention for the calendar from the dropdown list – either [year][schoolname] or [schoolname][year]. This can be renamed after calendars are rolled.
  4. Enter a Number for the calendar. This field is used internally for state reporting purposes and is a three-digit field (001 – 999).
  5. Enter the Start Date and the End Date of the calendar. These dates should start before and end after the actual school year to accommodate for staff development, weather make-up days, etc.
  6. Select the Calendars to use for building the new calendar (elementary, middle, high schools) and click the Next button.

Select Data to Copy

  1. Select the Data to Copy from the list provided in the wizard. To reduce the need for re-entering of data, select as many options as necessary. Descriptions of the available options are at the end of this article.
  2. When finished selecting options to roll forward, click the Run Wizard button.

Data to Copy Options  

A Progress Window displays after selecting the Run Wizard button. This indicates how close the process is to completion.

The calendar does not appear for selection in the toolbar until users have performed a hard refresh. This means the refresh button in the browser toolbar needs to be selected, or a shortcut of CTRL-F5 can be done. If this still does not allow the new calendar to be selected, log out completely by using the Log Off option in the Index and then log in again.

Term start and end dates do not roll.

Roll Forward Options

The following are definitions of the options available for rolling forward.

Option

Definition

Location

Calendar Attributes

This includes the name of the calendar, calendar ID, school name, student minutes, etc. When marked, this rolls all of information entered on the Calendar Information tab except the Calendar Name into the new calendar.


This option should be marked if using the School choice with Student Assignment process.

Calendar Information

Schedule Structures

Schedule structures allow building administrators to have multiple calendar layouts in one calendar, for course layout or for state reporting purposes.

Schedule Structure Setup

Term Schedules

This divides the school year into blocks of days for the purpose of scheduling or grading (i.e., quarters, semesters, etc.).

Term Setup

Period Schedules

This displays the period name and the start and end times of each period. A school must have at least one period schedule defined, but may have multiple if using the day rotation.

Period Setup

Days

Days are used to determine attendance, non-school days and non-instructional days.

Day Setup

Day Events

Day events are notes within the calendar day, perhaps indicating an early release day or the dates of school plays.

Day Setup

Section Templates

Section Templates are used when placing sections for districts that use a more complex schedule (waterfall, rotating days, etc.).


The copy process works as follows:

  1. The name of the Section Template Groups is copied from the source calendar. 
  2. The Section Template is copied from the source calendar. 
  3. The Section Template Placements are copied from the source calendar to the new calendar when the names of the Period, Period Structure, Term, Term Schedule, and Schedule Structure all match. 
  4. Any templates and template groups that did not end up with copied placements are cleaned up/removed. 
  5. Resulting counts of the items created/copied are reported. 
Section Template Information
Portal Calendar and Term SettingsCalendars & Schedule Structures are assigned to Display Options templates to determine what data for that calendar displays in Campus Student and Campus Parent. The template selected for a calendar/schedule structure is chosen by default when the calendar is rolled.

Within Display Options, the Calendar Settings determine whether data for a calendar is enabled and the Term Settings determine whether data for specific terms are enabled. Note: rolling Term Settings forward only copies the configuration to automatically enable terms and does not copy which terms are actually enabled.
Portal Display Options
Ed-Fi Grading Periods

The Ed-Fi Grading Periods aligns the calendar periods to grading terms (for Michigan, Nebraska and Wyoming districts).


NOTE: Grading Period dates do not roll if they fall outside of the calendar start and end dates.

Ed-Fi Grading Periods

Grade Levels

Grade levels define the available grade levels of student enrollments.

Grade Level Setup

Courses

This option creates an index of courses with course names. Rolling courses saves manual entry time of course names and section names.


Courses marked as Inactive in the source calendar roll forward to the new calendar as inactive courses.

Course Information

Sections with Schedule Placement

This option builds the same course sections in the new calendar as exist in the current calendar.


Schools may select not to roll course sections, depending on the size of the student body, and may opt to create sections separately.

Section Information > Schedule Placement

Teacher Assignments

This option allows teacher assignments in the current calendar to be assigned to the same course section in the new calendar.  This requires that teachers have a district assignment in the current and new calendars.

Scheduling > Courses > Sections > Teacher Name

Section Staff Assignments

This option allows staff assignments to be copied between calendars. This requires that staff have a district assignment in the current and new calendars.

Section Information > Staff Name

Room Assignments

This option schedules the section in the same meeting place in the new calendar as it was in the original calendar.

Section Information > Room

Grading Tasks, Credits, Standards

This selection copies the items that are used for scoring students on term grades and the appropriate credits into the new calendar.

Course Grading Tasks

Grade Calc OptionsThis selection copies any grade calculation options associated with courses into the new calendar.

Course Grade Calc Options


Course Grade Calc Options

CategoriesThis selection copies any categories associated with courses into the new calendar.

Course Categories


Course Categories

Course Rules

Course rules are assigned to courses and are used in the Scheduling Board and in Academic Planning. This option applies the rules assigned to the courses in the original calendar to the same courses in the new calendar.

Course Rules

Schedule Building ConstraintsThis option copies information related to the course's structure —the number of sections, teacher information, etc. Requests & Rosters

Course Fees

This option copies all active course fees in the current calendar into the new calendar.

Course Fees

Assessments

Assessments created in the Test Setup tool can be assigned to courses and course masters. When marked, those assessments from the current calendar are copied into the new calendar.

Course Assessments


Assessments

Cross-Site Course/Section SettingsThis option copies current courses and sections marked for Cross-Site Enrollment participation into the next calendar. Cross-Site Enrollment

Attendance Excuse Codes

Attendance codes are used in the process of attendance entry management.

Attendance Excuse Codes

Scheduling Teams

Teams or groups are used often in middle schools for keeping a subset of a grade level together in core or home room classes.

Team (Scheduling Group) Setup

Section Team Assignments

Team assignments are chosen on course sections and mark that section for enrollment by that team only. This option keeps the current Team selection from the Section editor in the new calendar.

 Sections > Team

Calendar Overrides

Calendar overrides applies to the types of overrides that are used at the school to determine enrollment for next year. A student may be accepted to the school based on a specific curriculum program, administrative decision or economic status.


Mark this option if using the School choice with Student Assignment process.

Calendar Override Setup

GPA CalculationsAny custom GPA calculations associated with the original calendar are copied into the new calendar, unless the GPA calculation is marked as Inactive.

GPA Calculation Setup


Calendar GPA Calculation Setup