In order to Copy Forward a Registration Setup, you must first navigate to the Registration page. Click on the Students tab on the left side toolbar. Then click on Registrations.
Tip: Proofread your registrations in the current academic year to ensure that you only copy forward those setups that are correct and you want to keep.
2. Next you will click on the Copy tab on the top toolbar of the Registration page.
3. On the Copy page, it will bring up a list of all your current year Registration Setups.
Mark the checkboxes for Copying Documents forward, Copying Questions forward, and Copying Discounts forward. This will move these global libraries forward to the next academic year so that they remain connected to your registration set ups.
Next, toggle on each activity setup you wish to copy forward to the next year.
4. When finished, click on the green Copy Forward button at the bottom of the page to complete your Copying Forward Registration Setups to the next year.
Note:
Documents, Questions and Discounts can only be copied forward one time and will not be duplicated.
Registration Setups can be copied forward multiple times and will duplicate themselves.
It's important to only hit that Copy Forward button one time and then be patient.
5. Give the system 5 to 10 minutes to complete the Copy Forward process
Next you will change the academic year to the next and continue your task by proofreading and making any changes or updates that are needed.
>>At this time you can merge or delete documents or program set ups as needed. This must be done before someone submits a doc or registers for a program.
Check General Settings and reset as needed.
You must click SAVE on the General Settings page for them to be valid in the next academic year. Do this step whether you make any changes or not.
Check Student Settings and reset as needed.
You must click SAVE on the Student Settings page for them to be valid in the next academic year. Do this step whether you make any changes or not.
Check Tierd Discounts and Maximums and reset as needed.
Check Documents and reset as needed.
You must click SAVE on these pages for them to be valid in the next academic year. Do this step whether you make any changes or not.
If you need to update the sample/resource document in the new year:
click the pencil in front of the document
scroll down to the Browse button and attach the new document
trash can the old sample/resource document.
Click Save.
Check Discounts and reset as needed.
You must click SAVE on the these page for them to be valid in the next academic year. Do this step whether you make any changes or not.
Check Questions and reset as needed.
Questions get connected to set ups so make sure you look at each set up to make sure they are connected correctly.
Next, proofread each program registration setup and checking the accuracy of:
Correct Open and Close Dates
Option Names and information are correct
Correct Documents have been attached to the correct options
Correct Questions have been attached to the correct options
Correct Discounts or Maximums are applied.
Final Step Before Opening Registration:
6. The final step before opening registration is to Roll your Physicals forward to the next academic year. Bound recommends you do this step on the last day or two before the next academic year opens.
Proceed to the Registration Set up Page and Click on Documents in the horizontal Task bar.
Click on the Fast Forward (double arrows) button next to your Physical document.
In the drop down field, choose the physical or other document that you want to roll forward to the next academic year.
This function is most commonly use on for physicals and it will refer to your Validation Rules in the document set up to determine which physicals to roll forward to the next year.
You can roll forward a document as many times as you want and it will NOT duplicate a document that has already been rolled forward.
If the document is expired or does not meet the validation rules the document will NOT roll forward to the next year.
Then click the Roll Forward button and give the system 5 to 10 minutes to complete the Roll Forward process.
