Monthly Checklist

 

Click Here For EOY CHECKLIST

 

Click Here For SOY CHECKLIST

June

Set up your summer school server and staff accounts, if applicable

• Update report card templates/transcripts and Honor Roll to reflect current term
• Setup/confirm your Course Association for Regents and RCT’s
• Identify and tag retentions, if known
• Run BEDS report for all schools (if applicable)
• Run AT6, SA129 Attendance Reports for the past school year
• Print or save a PDF copy of the Enrollment Summary for each school
• Confirm teachers have entered grades in the correct term and buckets as per your Final Grade Setup
• Review your storing process for Final Marking Period
• Update Current Grade Display Page for final marking period
• Clean up blank marks (dashes) in Historical from storing process that do not contain comments
• Export Class Rank for graduating seniors and populate custom Class Rank field, if applicable
• Populate Graduation Date, Type of Diploma and Post Grad Plan on counselor page for graduating seniors.

Secondary Scheduling

• Tag June Graduates on Scheduling Setup Page ( Schedule this student, Next Year Grade = 99, NextSchool = Graduate School
• Tag Retentions on the Scheduling Setup Page (Next Grade field)

Elementary Scheduling

• Copy Elementary Master Schedule to the New Year (if applicable)
• Setup Scheduling Setup Page on live side for the next school year (nextgrade, nextschool,

 Schedule this student, etc) 

STATE REPORTING – Pull the following files after the last day of school

• Day Calendar (All Schools)

Confirm all snow days, early dismissals, late arrivals and in session days are properly tagged

• Student Daily Attendance Extract (All Schools)

Confirm all your Attendance Codes have been submitted and locked in Level 0.

Allow ample time to run this report

• Student Credit GPA (secondary schools)

Make sure you created and tested the methods you are using for state reporting

 

• Student Class Grade Detail – pull after all grades have been stored

Confirm that all required fields have been properly tagged on the Edit Course Page

• June Assessments (confirm final due date on Datacentral)

Confirm that you have submitted your August and January assessments

Make sure you entered all your CTE Programs

 

 

Meta Customization Catalog

This catalog includes a variety of customization tools designed to help districts extend and streamline their use of PowerSchool. The catalog is delivered as a plugin layered directly into the PowerSchool SIS application for seamless access.

 If you're interested in seeing firsthand how these customizations can benefit you and your team, I would be happy to schedule a demo with you. During the demo, we can address any questions you may have and provide insights into how our customizations can optimize your PowerSchool usage.

 In addition to our META Customizations Catalog , you may also be interested in our free plugins that we have provided through PowerSource:

•  Start Screen Fields - This plugin will add up to 3 student fields as additional columns to the Start Screen Student Selection.
• Community Plugins - Community Plugins allows users to suggest and access plugins not listed on the official PowerSource Exchange, including those hosted on other sites.
• PowerSchool DAT Reference - Display a list of categorized PowerSchool DATs and examples of how they are used.
• School Year Identification - Displays a banner on Admin UI when a previous, or future year, is selected from the Term dropdown.
• Mobile Contacts - When using PowerSchool with your phone or other mobile device, this customization will remove the legacy Parents section and replace it with Contacts.