Preparing for Next School Year
In this article, you will learn how to setup your application to prepare for next school year.
Print Reports or Export Data
We always recommend that you export and print any reports that you might need audits and other purposes. One important report we recommend is the Transactions report. This has every ticket that was sold at an event, who it was sold to and how much it was sold for. To access this report, click on the Reports button available at the top bar and select the tab for Financial Report.
Clean up events
Use the check-boxes to select all events.
Click on the Deactivate button. Doing this will hide the events from your main screen. If you need to look at prior year events, you can click on the View Inactive Events button.
Next we recommend that you deactivate all your prior year events. To do so, click on the Events button at the top bar and select the tab for All Events.
Clean Up Students Data
Select the option for Mass Deactivate/Active Students.
Select the option ‘Deactivate’ from the dropdown.
Select ‘All’ from the Grade dropdown and click on the Do it! button.
You need to remove all students from the prior school year. To do so, click on the Configure button available at the top bar and select the tab for Mass Updates.
Deactivating all of your students will not remove any student records or transactions, it just makes them inactive so they can not purchase any tickets or attend any events.
Clean Up User Accounts
Click on the bottom-left button named System Settings.
Under the System Settings, click on the Users button available at the top bar. You can view all users in the staff section.
Select the checkboxes and system will show the button for Deactivate. This step is similar to deactivating all events.
The next step is to make sure you have deactivate all users that should not have have access to the software anymore. For example if you have given out student accounts you want to make sure they can no longer log into the application.
Update Account Status
You can renew your account with a PO / Check or Credit Card right from this page by clicking on the Renewal button.
Make sure your account is not going to expire when you need it. To check the status of your account, click on the Configure button at the top bar and select the tab for My Account. You can see your account expiration date.