Learning Objectives

In this user guide, you will learn about:


  • Rolling your Plan books over to a new school year


User Guide

1. In the 'My Planboooks' menu  choose 'Yearly Planbook Rollover.'

This will bring you to the Rollover wizard. 









Step 1:

Select the start date of your school year and pick the school year you are planning for. Then click 'Next.'


This will bring you to the beginning of the wizard. Click 'Next' to get started. 

*In order for the 2016-2017 school year to appear, you must select the first day of school for the 2016-2017 school year. 






Step 2: 

Choose the option that best describes your teaching assignment.





Step 3:
In this step, you will set up your courses/planbooks for the school year you selected. 


Create a New Plan book From Copy:


If you have existing plan books from the previous school year, you can choose to copy them to the school year you have selected.  Use the check boxes to select the plan books to copy.







Use the 'Edit Schedule' links to set your scheduling type for each planbook. 



Create New Planbooks: 


If you want to create new planbooks, fill in the necessary information (name, start and end times, and schedule type). 





Step 4: 

*If you are rolling over from the previous school year and you are not creating new planbooks, this step will be skipped.

Choose from the list of pre-set elements or create your own.




Step 5: 

Choose the shared holidays you would like to include across all your planbooks. Then click "Let's Get Started."


*All traditional school holidays are included and you may add additional holidays in your  'Preferences' by clicking the gear icon in the upper right-hand corner.