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How does an Administrator do the Roll-Over Process for Schools With CLEVER Integration?

Warren Chan
Updated
IMPORTANT
Before doing the steps below, please make sure that your Student Management System/Student Information System is already updated. This means that the new students have already been added and old students have already been removed. 

This article will cover the following:

  1. Checking the Sync Logs
  2. Archiving the old students (manually added)
  3. Archiving the old eForms 
  4. Archiving the old groups (if there's any)

 

STEP 1: Checking the Sync Logs

1. Log in to your Operoo account. 

2. Click the Settings icon on the lower-left corner.

3. Choose Integration Settings at the left-hand side menu. 
Please note that only Super Administrators have access to the Integrations setting. 
4. You can manually trigger a sync by hitting the Trigger a Sync button. You can click on the Sync Log button to check if the sync is completed without any errors. 
Here is a sample log of a successful sync:
5. The new students and new classes/groups will now appear on the home page. You can easily identify them because they have a cloud symbol. The existing students will also be moved to their new classes/groups.

 

STEP 2: Archiving the old students (manually added)

 If you have students that were added manually and are not synced with your SIS, you may need to archive them manually. These are students that do not have the cloud icon on them. 

1. Go to the All Students section.  Search and select the students that you would like to archive by clicking their name or photo. Once selected, it will turn green. You can select multiple students at a time.

2. On the left side, below the school's logo, please click the Actions drop-down menu, then choose Advanced Actions...

3. Choose Archive Selected Students.

4. Review the list of students and once you've confirmed that the list is accurate, please tick the box for "" and then hit Archive.

 

STEP 3: Archiving the old eForms

You can follow the steps on this FAQ to archive or delete any eForms that are no longer applicable for the new school year: https://support.operoo.com/portal/en/kb/articles/how-does-an-administrator-archive-or-delete-an-eform

STEP 4: Archiving the groups (if there's any)

Oftentimes, there is no need to delete any of the groups and classes as these are the same groups that the school has for the last school year. 

If there's a need to archive any group that is no longer synced, please look for the cloud icon. If the group has no cloud icon anymore, it means that it is not being synced by the integration anymore. This can then be removed if deemed necessary. 

To archive or delete a group, please follow the steps in this article: How does an Administrator delete a Group?



For further assistance in doing the roll-over, please reach out to Operoo Support Team via email - support@operoo.com or through the Live Chat feature or call our Support Hotline.

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