What Does it Mean to Set Up for the New School Year?
Whether you have completed the year-closing process or if you are starting for the first time, you will need to set up your account for the new school year. This can include creating new classrooms, adding new students, moving existing students, or adding new staff. You will also need to label your new school year and assign new assessment periods. Below is a helpful guide on how best to prepare your account, as well as downloadable checklists for staff and resources to share with families. Throughout this quick guide, links to in-depth articles have been included to offer additional information and step-by-step instructions to help you successfully prepare for the upcoming school year!
Table of Contents
Account Management
- Update the school year name: Navigate to Settings > select Period Settings > under School Year, select the pencil icon to customize or rename the school year. Please note that only the highest-level user will be able to update the name for the new school year.
- Add assessment periods: Navigate to Settings > Period Settings, and click on the three dots on the right-hand side to add or edit your periods. Depending on your preferred customizations, you can choose to allow classrooms/teachers to customize their assessment periods.
Staff and Student Management
Classrooms:
- Add new classrooms by navigating to Menu > Settings, and following the steps listed here. Please note: You may not have access to adding entities depending on your level or account status. If you have any questions about your access, please reach out to our team at help@kaymbu.com.
- Rename classrooms by navigating to Menu > Settings, selecting the classroom, and selecting the pencil icon. Please note: If you need to remove or delete classrooms, please reach out to our team at help@kaymbu.com.
Students:
- Move existing students to their new classrooms by locating their profiles in the Roster and following the steps listed here.
- Add new students by navigating to the Roster, dialing into the applicable classroom, and selecting the green plus button.
- Archive, restore, or delete existing student profiles by navigating to the Roster, selecting the applicable classroom, and following the steps listed here.
Staff:
- Add new users: Any administrator or director can add a teacher to their school account. To do so, navigate to Menu > Roster, select the appropriate classroom, and then select the “Teachers” tab at the top of the page. Click on "Add Teachers" or the green circle plus button. For additional information on adding new administrators or directors, please click here.
- Move and remove users: Delete or move teachers by navigating to the Roster, selecting the teacher’s classroom, selecting the Teachers tab, and opening the teacher’s profile.
Content Management
- Clear your inboxes by archiving or filtering away outdated messages using the steps outlined in the articles linked below. Please note: If you need to delete messages, please reach out to our team at help@kaymbu.com.
- Set up your Content Visibility Settings: Filter out previous Moments and Storyboard content from the year before by navigating to Menu > Settings > Moments and Storyboards Settings > Content Visibility Settings. Please note that the Content Visibility Settings can be customized and locked at different account levels depending on your account setup and access level.
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