Using the Non-MIS End of Year Process Wizard

This article is for Owners and Admin of Non-MIS Platinum accounts and covers how to use the End of Year Process Wizard.

MIS Platinum users do not need to run this process - the new academic year will be set up automatically.

---

The Carousel End of Year Process Wizard is a tool that will help you draw a line under the last academic year in Carousel, and also allow you to roll over classes into the new year. You must complete this process before you can use Carousel in a new academic year. It can be found in your STUDENTS area.

The Wizard need only be completed once, and after it has been completed it will disappear (as wizards do!).  

---

The Wizard will ask you a series of questions about what you want to do with each year group in the school.

Firstly you will be asked about STUDENTS.  Indicate if they will be:

Staying where they are

Moving up a year

Leaving the school. 

• You will then be asked about CLASSES.
• Classes that begin with their year group can be renamed by increasing the number by 1 e.g. 8/SC1 would become 9/SC1.
• You can decline the option to update class names through the Wizard and rename them manually in the Students tab after you have completed the End of Year process if your classes don't start with the year group.

Once you've been through the steps you are able to review a summary of your answers as in the example below:

C-Scores will automatically copy over to 26/27 for any classes that are promoted or transferred to the new academic year with the same teacher.

If you have not uploaded students and classes to the 25/26 academic year, you can use the EOY wizard to rollover the account to 26/27.  You will be prompted to skip the student and class sections of the process.

Once the Wizard has been completed, you will need to:

• Upload any new students.
• NOTE: Be aware of any incoming pupils who share a first and last name with an existing pupil – ensure the names are unique by, for example, adding a digit to the surname.
• Manually delete any individual students who have left over the summer.
• Review the teachers and make changes as required. 

This article provides support for all these additional processes.

---

If you have any questions on any of these steps, please contact us at [e-mail] and one of our support team will be happy to help.