Term Changes: Automated Rostering

Learn how to prepare for a new term with automated rostering in the Administrator Portal

Note: The following steps must be completed in the Administrator Portal

Important: If you are using a District Level account, you must complete this process for every school in the district. Learn how to switch to different schools here:

Switching School View

Revoking Content from Classes & Users

Tip: If content is revoked from a class, it will also be revoked from all students and teachers within the class. The fastest way to revoke content is with the Bulk Revoke Content tool.

Guides for Revoking Content:

Bulk Revoking Content
Revoking Content from Classes 
➜ Revoking Content from Users



Moving Students to New Classes

To move students to new classes, updated roster data must be sent over. First update and send the new roster from your chosen rostering platform. Next, start the sync and wait for data to sync. You can check the sync status within the Administrator Portal. Finally, confirm new classes and users have been added before moving on to the next step.

Guides for Syncing Rosters:

Start Sync
Checking Sync Status
Selective Sync

Tip: If you have chosen ClassLink, OneRoster API, OneRoster SFTP, or PowerSchool Universal Rostering Plugin as your rostering method, you can use the Selective Sync tool to select which schools and classes are synced to the Administrator Portal.

Selective Sync

Important: To ensure data privacy, we have entrusted rostering to schools and districts. This allows them to have complete control over their accounts and ensures the security of their data.

 



Distributing Content

Once students have been moved to their new classes, content can be distributed to them. If content was previously distributed to a class, then content will automatically be assigned to the student when they are added to the class.

Guides for Distributing Content:

Distributing Content to Classes
Distributing Content to Users

 



Get Help

Check out our Frequently Asked Questions regarding the end of year, new year, and term prep processes.


We understand that you may need further assistance with preparing for the next term. If you have any questions or require help with any of the steps outlined above, please do not hesitate to contact our help team by submitting a help ticket.