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SchoolSet Release Notes – 08/28/2025

A
Written by Avi Hans
Updated over 4 months ago

This release delivers improvements across several key areas of SchoolSet, including transportation, document management, immunization integration, testing, and fundraising. Highlights include a more powerful bus routing engine, the launch of a new Documents module for generating PDF forms, and a new framework for integrating immunization records. We’re also introducing a flexible Tests module and enhancements to fundraising campaigns. Together, these updates are designed to save time, improve accuracy, and provide schools with stronger tools to manage daily operations.

Transportation

The bus routing system has been enhanced with smarter logic to create more efficient and flexible transportation plans.

Key points

  • Revamped routing logic produces more efficient bus plans.

  • Routes can be split and optimized across multiple vehicles.

  • Schools can continue to adjust and fine-tune routes as needed.

Where is it located

  • From Transportation → Routes - you can click on Reoptimize all routes to access this feature

Documents

The new Documents module allows schools to upload custom PDF forms and use merge tags to automatically pull in data from SchoolSet. This makes it simple to generate standardized, professional documents for students.

Key points

  • Upload PDF forms and insert merge tags anywhere to fill data directly from SchoolSet.

  • Generate documents for students as either:

    • Separate PDF files zipped together, or

    • A single combined PDF.

Where is it located

  • The new Documents module is accessed directly from the Main Menu

Immunizations

A new framework allows integration with government health record systems to automatically pull immunization data.

Key points

  • Integration framework built to connect with government health record sites.

  • Currently integrated with the NY State database to populate student immunization records.

  • Additional integrations will follow in future releases.

Where is it located

  • From Immunizations - accessed via the main menu, click on Sync Data from State to access this feature

📌 Note: These 3 above features are being released as a beta and we intend on building additional capabilities into them. We welcome your feedback to help enhance these tools further.

Tests

The new Tests module provides schools with a structured way to define, manage, and analyze student assessments. It supports flexible grading approaches and simplifies the entire testing process from setup to evaluation.

Key points

  • Define tests for different subjects with flexible scoring and ranking scales.

  • Manage test events to assign tests to grades or classes.

  • Upload and manage assessment files:

    • Blank test PDFs

    • Answer-key PDFs (with filled-in answers)

    • Student-completed test PDFs

  • Score tests and add comments for detailed feedback.

  • Dashboard provides analytics and insights on test results.

Where is it located

  • Test settings are accessed from the Settings → Academic Settings

  • The Tests module is accessed directly from the Main Menu

Fundraising

Fundraising tools now provide clearer visibility into campaigns, pledges, and donor activity.

Key points

  • Campaign page updated with pledges and donor tabs.

  • View a complete picture of campaign progress, including:

    • Completed donations

    • Outstanding pledges

    • Participating donors

Where is it located

  • This is accessed from Fundraising → Campaigns and then clicking on Campaign Details

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