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Required role: Owner or Admin. You need permission to create classes and enroll students.
At the end of a school year, you set up the next one by bringing your students and class structure forward. Before you start, create the new academic year and check your grades are in order. Go to Settings → Academic Years and click the Year Transition tab. You can also open a year and use its Transition tab. That tab uses the open year as the target, so you only pick a Source Year.

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Choose the years and action

  1. Pick the From year (the year you’re copying from) and the To year (the new year).
  2. Choose an Action: Transfer Data or Grade Advancement.

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Transfer data

Use Transfer Data to copy records into the new year as they are.
1

Pick what to transfer

Set Data Type to Students or Classes, and optionally filter by Grade.
2

Select records

Relyant pre-selects every eligible record. Students already enrolled in the new year, and classes whose grade and name already exist there, are left out.
3

Transfer

Click Transfer n Students (or Transfer n Classes) and confirm with Proceed.
  • Students are enrolled in the new year with no class assigned.
  • Classes copy the class structure only, meaning names and grades. Students aren’t moved with them.

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Grade advancement

Use Grade Advancement to enroll a group of students in the new year and place them in a class in one step.
1

Choose the source grade

Under Source Grade, pick the grade the students were in last year.
2

Choose the target class

Under Advance to Class, pick a class in the new year. Create classes in the new year first if the list is empty.
3

Advance

Review the selected students, click Advance n Students, and confirm with Proceed.

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Guided three-step flow

Relyant also has a guided Year Transition page at /transition in the Education app, with three tools. It preselects the current year as the From year and the following year as the To year. Work through the tools in order: After Enrol Students finishes, click through to Class Allotment to continue.

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Class allotment

In Class Allotment, pick a Year and a Grade. Select students under Unassigned Students, then either drag them onto a class or pick a class under Assign to: and click Assign →. Badges compare each student with their previous class:
When the transition is done, archive the old year to close its remaining enrollments.