Yearly Setup Checklist

Tool Search: Yearly Setup Checklist

The Yearly Setup Checklist guides users through setting up Open Enrollment each year. Once a year has been selected, the list of setup options needed for open enrollment will appear. These options will contain a status, the details of what has been set up, a description of the options, and their location in the Infinite Campus product.

Screenshot of the yearly setup checklist

Checklist Setup Options

Setup Option
Description Location
Calendars Created
Calendars for the application year must exist in advance of the Open Enrollment setup. Scheduling & Courses > Calendar Setup > Calendar Wizard
Calendar Grades Created Calendars for the application year must have Grade Levels attached to them in advance of the Open Enrollment setup. Scheduling & Courses > Calendar Setup > Grade Level Setup
Open Enrollment Configuration Created Each year must have a Configuration.

System Settings > Open Enrollment Setup > Configuration Set Up


Grades Attached to Yearly Setup Grades can be used to separate students or schools into different groups or programs. System Settings > Open Enrollment Setup > Grades
Rules Created Rules can be used to add weights to students for the Lottery. System Settings > Open Enrollment Setup > Rules
Flags Created Flags can be used to separate students or schools into different groups or programs. System Settings > Open Enrollment Setup > Flags
Grades Attached to Preferences Grade Levels must be attached to each Preference to map the Preference to a Grade and vice versa. System Settings > Open Enrollment Setup > Preferences
Rules Attached to Preferences Rules must be attached to each Preference to map the Preference to a Rule and vice versa. System Settings > Open Enrollment Setup > Preferences
Flags Attached to Preferences Flags must be attached to each Preference to map the Preference to a Flag and vice versa. System Settings > Open Enrollment Setup > Preferences
Enrollments Rolled-Forward Enrollments should be rolled forward before determining available seats in the seat count setup. Student Information > General Student Administration > Enrollment Roll Forward Wizard