How do I prepare my SIS Connect Integration for the new school year?

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This article covers how to prepare your SIS Connect integration in Schoology to rollover your Users, Courses, and Enrollments data and ensure that it syncs correctly for the next school year.

For additional rollover best practices for System Admins, see our End of the Year Guide for System Admins.

New for 2019!

Don't forget to watch our April 2019 Compass Webinar: Best Practices for Ending the Year Right, which covers the most important things to know before ending the school year!

Need more help with your rollover to the new year? Check out our Rollover Package and take some of the work off your plate while a Schoology Resource Expert creates a rollover plan and assists you in preparing your district for the end of the year.

How to rollover your SIS Connect Integration

When the current school year ends:

  1. Review who is currently listed as the Acting User in the SIS Connect system-level app.  This is the person who is able to make changes to the app configuration.  Make sure the Acting User is a current member of your organization (not deactivated) and that he or she has the role of System Admin in Schoology. As a best practice, designate only one person to handle the SIS App configuration.

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  1. Once the year ends, set your data syncing option to Manual, then click Save Sync Options. This stops the scheduled data sync until you are ready to sync new data.

02_SIS_Connect_EOY_Sync_Options.png

Once you have completed the rollover of your data in your SIS...

Step 1 — Update the Active Year for your SIS Sync

  1. Open the Configuration tab of your SIS Connect provisioning app, go to the Active Year section.
  2. Select the upcoming school year, click Save Active Year, and then click Set Active Year in the pop-up window.
Note: Setting the active year will stop syncing changes to users, courses, sections, and enrollments from the previous school year, and will only bring in information for the active school year. This will not remove data synced from previous school years - graduated or inactive students and archived courses will remain in Schoology. Click here for instructions on how to mark students as inactive.

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Step 2 — Configure and map your Schoology Grading Periods with your SIS Terms

Note: Before you create and map your Schoology Grading Periods to your SIS terms, review our Best Practices for using Grading Periods in your Enterprise Organization.

If you have already created Schoology grading periods in School Management: Grade Settings prior to completing this process:

  1. Open the Terms tab of your SIS Connect provisioning app.
  2. Click the school name(s) to expand the terms available from the SIS. You must map terms for each school that you wish to sync. You can select the same grading period(s) for multiple buildings.
  3. Select the grading period(s) for the upcoming school year in the Schoology Grading Periods menu.
  4. Click Save Changes to apply your changes.

If you have not already created Schoology grading periods in School Management: Grade Settings prior to completing this process:

  1. Open the Terms tab of your SIS Connect provisioning app.
  2. Click the school name(s) to expand the terms available from the SIS. You must map terms for each school that you wish to sync. You can select the same grading period(s) for multiple buildings.
  3. Select Create new grading period in the Schoology Grading Periods drop-down menu and click Save Changes. This will create a new Schoology grading period for each term from your SIS. The terms will be auto-populated in the Schoology Grading Periods drop-down after you save changes.
  4. Select the grading period(s) for the upcoming school year in the Schoology Grading Periods menu.
  5. Click Save Changes to apply your changes.
Note: If terms are not updated as expected when you open the Terms tab, click Refresh Data in the upper-right corner of the page.

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