Our experts in the Support Centre have created a useful checklist of Engage activity for users of our school management information and finance system during this period of the academic year.
Scroll through the list below and make a to-do list. Don’t forget we also have plenty of helpful advice on the Support Centre to guide you through the routines described.
June
Assessments
- Generate Assessment reports for printing and save to the Document Management System (DMS) and Portal
- Major assessment run half term
- Check Class Mark sheets are ready for next batch of reports
- Enter assessment marks, grades and columns ready for printing
- Test run assessment reports prior to issue date
Pupils/Listing Reports
- Generate the Admission Register List at the end of the month, print and/or save a copy
- Timetable
- Finalise timetables for new academic year
July
Assessments
- Generate Assessment reports for printing and save to the DMS and Portal
- Major assessment run end of term
Admin Roll over
- Take a back up of Engage
- IMPORTANT: Lock Assessment reporting periods prior to moving students
- Generate the Admission Register List at the end of the month, print and/or save a copy
- Generate any attendance reports for the academic year just completed
- Generate and save any other listing reports
- Move leavers out of Current students
- Batch update students into their New Year Groups and Forms
- Move New Intakes in
- Ensure students’ Entry Dates and Leaving Dates are correct so they display when they should on the register in September
- Send out Parent Portal invites to new parents