Each academic year record contains an ‘End of year checks’ section that allows you to stay on top of your rollover tasks.
Academic year setup
The first step to the academic year rollover is to create the next academic year and set up term dates and school closures: Academic years.
💡 Please be aware that when one academic year ends, the next year starts the next day - there cannot be gaps.
Create new students, staff and classes
Please click the link above to access our templates for staff, students and classes.
Make a copy of the spreadsheet so you can populate your own version, then send this to us via the blue chat bubble in Satchel One so we can import them for you.
Delete leavers
Students who are leaving the school will need to be deleted.
Go to the Student Directory, tick the relevant students and then click the blue ‘Actions’ button to delete users en masse. It’s helpful to filter by your oldest year group first and remove them in one large group, then identify any individuals afterwards.
Create new individual accounts
If new users join the school after your initial bulk updates, you can create their accounts via the staff, student or parent directories as needed.