Student Migration for Contract Generation

Before generating contracts, confirm that all students are listed in the correct grades for the school year you are generating contracts for. This ensures accurate contract generation, which is always based on the students' grades of the year the contracts are generated for.

Navigate to the contract generation tool in the system.

Select the specific school year for which you are generating contracts.

Ensure that all students in the selected grade (e.g., 4th grade) for the school year (e.g., 25-26) are correctly listed.

Go to the school structure setup section.

Locate the student migration tool.

Choose the school year you are migrating from and the school year you are migrating to.

Specify the status of students to migrate (e.g., all active students from 25-26).

Select the specific grade for migration.

Decide whether to migrate entire grades or individual classes.

Select the grades on the left that you want to migrate to the right.

Ensure that the right school year (e.g., 26-27) is selected for migration.

Confirm the source of the students (previous school years).

Click on the 'migrate all' option.

The system will add a record for the new school year without removing students from the current year.

After migration, proceed to generate contracts for the new school year.

Ensure that both new and returning students are included in the contract generation.

Always double-check student listings before migration to avoid errors.

Ensure that the correct school years are selected to prevent data loss.

Regularly update student statuses throughout the year to simplify the migration process.

Use filters in the migration tool to quickly find specific classes or grades.