Secondary New Year Setup and

Copy to Next YearThis PowerPoint with take you through the

process of setting up your new school year and copying your students over to that year.

Open Core Trillium on your picture menu click on School Setup and then click School Years.

This is where we will set up the New School Year, Tracks, Semesters and Terms

First Tab is School Year on this tab click the green plus button to add a blank line

Add your New School Year 20142015 along with the start and end dates.

Do not check Current Year until the beginning of the new school year.

Do not check History Year

You may check Offering Full Year and Semestered Courses, if your school offers this type of programming.

Click on the Track Tab click the green plus button to add a blank lineTrack name is Standard hit the tab button and the dates will

populate for you.

Enter the Description which will be Standard Track

ITS suggests using one track only, it is easier when students switch from Regular School to Alt Centers, but if you decide to use two tracks you will need to set that up under the track tab at this time.

Click the green plus button to add another blank line.

Click on the Semester Tab

If your school is semestered, set up the two semesters ensuring the correct start and end dates.

The screenshot below is an example, dates may not be accurate.

Setting up the second track if needed

Click on the drop down arrow and pick the second track.

If semestered, set up the two semesters ensuring the correct start and end dates are in place, if not semestered just save it.

Click on the Term Tab

Standard Track First Semester will have Two Terms. Change the end date before you add the second term. Click the green plus button to add the second term.

Semester 2 on the Standard Track

If using two tracks set up your second track at this point.

Your Adult track will have Two terms but only one semester.

Changes have been made without reinitializing Calendar.

Click OK to this warning, we will do this part later.

Back at your picture menu go to Action and change to your New School Year 20142015

Click OK

Ensure you are in 20142015 and click on School Setup then Timetable Structure

We will set up Timelines, Periods, Cycle Days, Blocks, and Timeslots.

We start with the Timelines under the Standard Track. You can have as many Timelines at you wish.

If you decided to use Two Tracks you would set up the Timeline for your second track at this time.

Click on the Periods Tab

Each track that you have set up will have to have periods added to it in order to get the correct FTE of each Student after they have been scheduled.

Note: Each Period must be 75 minutes in length.

Click the green plus button to add each period, please use a 24 hour clock.

Click on the Cycle Days Tab

• Each Track that was set up needs to have a Cycle Day added, click the green plus button to add a blank line, select the Default Timeline ensuring that it corresponds to the appropriate track. Save Changes.

Click on the Blocks Tab

Again each track will have to have blocks added to it. Click the green plus sign to add blank lines. Leave the default sequence as it is. Save Changes.

Click on the Timeslots Tab

Pick the appropriate Track and Timeline. Add the corresponding block to the period. Save your changes.

Stay in the 20142015 School Year click School Setup and then click Events and Calendar

Do NOT set up your School Events at this time.

Click on the School Calendar Tab and select a track. Ensure the start and end dates are correct. Click on the Initialize button and ensure you have flagged the correct settings before clicking the Okay button

Initialize School Calendar

At this point you are ready to start pre-registering students.

You are also ready to do your Copy To Next Year, to move current registered students to next year. This may be done numerous times in order to move new students over to next year if they register after you have done a copy to next year.

Let us continue on!!!

Back to your current year 20132014

Click on School, and then click on Copy to Next Year.

This part will take us through the Students, Teachers and Courses to be copies over to your

New School Year.

Students Tab

Fill in all the drop downs including grade 12 to 12. This will copy any students in grade 12 that may return the following year. Transfer.

Teachers Tab

Under the Available Staff column, select only the staff members whom you are certain will be returning to your school for the next year. If in doubt then do not copy them over. Once the appropriate staff names have been selected and highlighted, click on the right arrow and move them over into the Assigned Staff Column. Next, click on the Transfer button at the lower right hand corner. This completes the staff transfer from the current school year to the next school year.

Courses Tab

• Under the Available column, select only the Courses that you will be offering at your school for the next year. Once the correct courses have been selected and highlighted, click on the right arrow and move them over into the Selected Column. Next, click on the Transfer button at the lower right hand corner. This completes the courses transfer from the current school year to the next school year.

This completes the Copy to Next Year

Change to the New School Year 20142015 and you will see all the students you copied forward.

There status is PreReg

If you find out that a student is going to leave you after you copied them forward, you just depart them as you normally would and it will pull them out of the New School Year.