Timetable Daily - How To: Roll over into a new year

Modified on Thu, 2 Oct at 11:39 PM

TABLE OF CONTENTS


Preamble


This document is intended to provide a guide for setting up Daily and your School Information System (SIS) for a new year.

Info 


If your school is new to Timetable Daily and did not have previous year data then there is no need of rollover and instead you would need to follow the new setup guide. Please read the following Knowledge Base document Timetable Daily: Getting Started to follow the instructions on how to setup the Daily for the fist time. 
Notes 


The video tutorial below has mention of rollover from 2022 to 2023 but the procedure is still the same for this year and all you need to consider is logging to your 2025 Daily and perform the rollver from there.
There are three main steps:
  1. .etz timetable- sync your new timetable with Daily
  2. Daily – roll over settings from the previous year into the new one.
  3. Daily - configure Daily for the new year


1. etz. timetable file – Sync the Timetable to Daily 

To begin we must perform a sync to Daily. Your timetable does not have to be completed for this purpose.


Warning 


You will not be able to continue without syncing to Daily first.
Idea 


If you do not have your new year's WebCode yet, please refer our to automated WebCode generation process which is outlined in the following Knowledge Base document: Generating next year's webcode to sync/access online modules (Timetable Daily, Timetable Choice, Timetable Interviews)  

You can re-sync as many times as you need to update Daily's timetable data. For information on syncing from E10 to the Edval web server please see this Knowledge Base document: Uploading timetable data from E10


2. Daily - Roll over Settings from the Previous Year

The new year’s instance of Daily is created when you log into Daily with your new year's WebCode and rollover the settings from the previous year.


If you do not have your new year's WebCode yet, please refer our to automated WebCode generation process here: Generating next year's webcode to sync/access online modules (Timetable Daily, Timetable Choice, Timetable Interviews)

When you first log into Daily with your new WebCode, you will notice that the Daily menu is missing from the blue Menu Bar. It will appear once you have completed the rollover step.

 

To roll over the settings from the previous year:
  • Navigate to Admin > Settings
     

  • Click on 'Roll over 20XX Settings'
Notes 


20XX is only a placeholder, the relevant year will display normally

 
  • Choose which data and settings to roll over.
 

Document Templates:
Ticking this option will include all the documents including "Interviews, Exams and Choice" documents. 


 

There is no impact if the school chooses to 'Rollover' the settings from previous anytime of the year for only (Document Templates) it will not overwrite or impact the existing document templates for any of the modules ("Interviews, Exams and Choice").

Notes 

Unless your school has been onboarded with SSO (Single Sign On) then please disregard the 'SSO/SAML Configuration' tick box.

3. Daily – Configure the Settings for the new year

Once the timetable has been uploaded to Daily, and the rollover has been completed, the Daily Organiser can configure the settings for the coming year.
        
  • Perform some checks to ensure that the cyclical timetable data has come across correctly, for example, look up a teacher's timetable, check a class list in Daily > Reports > Class list.
Notes 

The rest of this document only pertains to SSO schools:

4. Daily – configure SSO (Single Sign-On) settings

Go to Admin > Single Sign On and make sure you have configured your settings.
If you are not on-boarded with SSO and you would like to be, please click here for our Knowledge Base document: Timetable Daily: Setting up the Single Sign On (SSO)

  1. For syncing your timetable file to our Edval web server "Daily Module" - please refer here: Uploading Timetable Data from E10 to Edval Web Server (Timetable Daily, Timetable Choice, Timetable Interviews)
  2. For generating next year's webcode to sync/access online modules (Timetable Daily, Timetable Choice, Timetable Interviews) - please refer here: Generating next year's webcode to sync/access online modules (Timetable Daily, Timetable Choice, Timetable Interviews)
  3. For granting access to additional staff to sync or access online modules (Timetable Daily, Timeable Choice, Timetable Interviews) - please refer here: How to: Grant access to additional staff to sync or access online modules (Timetable Daily, Timetable Choice, Timetable Interviews)
  4. For rolling over your timetable file to next year for subject selection "Choice Module" - please refer here: E10 - Rollover to Create Next Year's File. The rollover screen also have the webcode generation feature. 

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