End of Year: Administrators

After assessments have been administered, Archive Tests that are ready for filing.
Archive Student Forms when nothing needs to be updated or changed.
Review and delete Quick Views when no longer in use.
Set up the Calendar to update the Instructional and Reporting Calendars (in Management App).
Check the TEA website and Update Standards for your district curriculum.
Review and delete any shared views that are no longer needed using Managing Views.

Archive Goals and Evaluations at the end of each year.
Use the Strive Setup Checklist to evaluate your processes and determine if any changes need to be made after the archive is complete.

Import/Export Portfolios with a WXE file.
Note: User Portfolios can be exported to a WXE file from one district and imported into another district. If users are leaving the district they may request a copy of their Portfolio WXE file to take with them. New users to your district might bring their WXE file from their previous district for you to import.
Update elements in your system, including Categories and Training Locations. Add new Credit Types and Instructors and Guests as needed.
Note: Do not delete credit types of instructors as deleting credit types can impact historical data.
eCourses continue until you archive them. Archive eCourses or copy and open them as new courses for the new year.

Set up the Calendar (in Management App) so Planners will show accurate instructional dates as teachers write lesson plans over the summer.
Check the TEA website and Update Standards for your district curriculum.
Review and Update Checklists if changes are needed.
Review and Update the District Template for lesson plans if changes are needed.

Forms will continue to collect data throughout the year. Export and Clear Data from your forms.
Archive Documents to audit your list and remove any Forms and Surveys no longer being used.
Identify users who are leaving the district and Replace Users in Workflows.

Create, Manage, Delete, & Un-Delete User Accounts to manage staff and location changes as needed.
Note: If your district is syncing your Employee Information System with Eduphoria to manage your user accounts, you don’t need to do this step.
Run Roles & Rights Reports and check the Roles & Rights Spreadsheet to Set User Roles & Rights aligned to district policies.
Note: To avoid a data breach, ensure all district and school administrators have appropriate access to information pertinent to their role for each application.
Review your schools and departments list to Create Schools & Departments or free up licensing by Merging and Closing Schools and Departments.
Note: Deleting schools can affect some data and may cause data loss. Instead, retire irrelevant information with a name change.
Set up the Calendar (in Management App) so Planners will show accurate instructional dates as teachers write lesson plans over the summer.