How to perform an annual grade rollover for students

Summary

• Sign in as an Administrator.
• Click your initials, then select ‘Settings’.
• In ‘User management’, click ‘Student Manager’ to export students.
• Click ‘Annual year group rollover’ under ‘User Management’.
• Select the graduation grade, check the warning box, and click ‘Next’.

Preparing for grade rollover

Before beginning the grade rollover process, it’s recommended to back up all student accounts. This backup allows you to restore student data if a mistake is made during rollover.

1. Sign in to ClickView as an Administrator.
2. Click your initials in the screen’s top right corner. Select Settings from the dropdown menu.
   
3. Click Student Manager under the User management heading.
   
4. Click the three vertical dots and select Export students to save a .CSV file of student accounts to your computer.
   

Accessing annual grade rollover

1. Sign in to ClickView as an Administrator.
2. Click your initials, then select Settings from the dropdown menu.
   
3. Click Annual grade level rollover within User Management.
   

Starting the grade rollover process

1. Click the Annual grade level rollover.
   
2. Select your institution’s graduation grade (example: Grade 6).
   
3. Check the warning box and click Next to proceed.
   
   
4. All students’ grade levels will be updated to the next ascending grade.

Note:

• Accounts in a higher grade than the graduation grade are not updated or removed.
• Only accounts of the graduating grade are removed from ClickView.
• Accounts in the ‘Unknown’ or ‘Staff’ group are not included in the rollover.
• If your institution uses Single Sign On (SSO), a manual grade rollover may not be needed. See How to manage grade level rollover with SSO for more information.

Frequently asked questions