Resource

Turning the Session Over

The July fortnight: approving and publishing the year’s results, running the promotion as a batch you can roll back, opening the next session and its terms, checking the days the school actually operates, laying the calendar over them, and making sure the classes the promoted cohort lands in exist before anybody arrives.

School AdminParent
Turning the Session Over

The order these things happen in is the whole job

Every school does this once a year and every school does it under time pressure, usually with two people and a spreadsheet. It is not one decision — it is a sequence, and the sequence matters more than any step in it. The results have to be approved before the promotion rules read them; the promotion has to run as something you can undo, because it moves eleven hundred children at once; the new session has to exist before a calendar can be laid over it; the operating schedule has to be right before the calendar is generated; and the class arms the promoted cohort is about to land in have to exist before September, not during it. This walkthrough is that sequence, screen by screen, in the order a school actually has to do it.

On this page
Step 1 · School office

Close the year before you touch anything else

Nothing in this flow can start until the year’s marks are final, because the promotion rules read them. A school that runs the promotion with two classes still unapproved has just made forty promotion decisions on incomplete data — and made them silently.

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Every class’s results, and which are still outstanding

The queue of result submissions from form teachers, by class, with what is approved, what is waiting and what has been sent back. The number that matters here is the outstanding one — it is the checklist that has to reach zero before the next phase is safe.

Submissions per class with their status and who submitted them
Approve, or send back with a reason the form teacher can act on
Publishing is a separate, deliberate step from approving — a school decides when families see marks
The stat row is the server’s count across the whole year group, not the page
History keeps every submission and every rejection, which is what answers “when was this changed and by whom”

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Step 2 · School office

Decide the rule once, then move everybody

Promotion in most schools is a meeting and a list. Here it is a rule the school writes down, applied to a cohort, producing a batch that can be inspected before it is committed and rolled back after it — because a promotion moves every child in the school at once, and anything that big needs an undo.

1

The rule, written down once

What this school means by “promoted”: the average that passes, whether attendance counts, what happens to a repeat, and which subjects are compulsory in the calculation. Written once, applied consistently — which is also what makes it defensible to a parent who disagrees.

Pass marks, core-subject requirements and attendance thresholds as explicit numbers
Different rules per stage where a school needs them — junior and senior are rarely the same
A rule is a record: who set it and when, on the audit trail
Applied uniformly, so “why was my child held back when hers was not” has an answer
2

The requests, class by class

Form teachers submit their class for promotion with their recommendations; the office reviews each against the rule and the broadsheet behind it. A recommendation that disagrees with the rule is exactly the case a school wants surfaced rather than averaged away.

One request per class, with the form teacher’s recommendations attached
The broadsheet, the psychomotor report and the attendance record all reachable from the request
Approve, or return the request with a note
Per-pupil overrides where a school decides differently from its own rule — recorded as an override, not hidden as a result
3

And the run itself, which can be undone

A promotion run is a batch: it names the cohort, the rule it applied, who ran it and when, and it can be rolled back in one action. That last property is the reason schools are willing to press the button in the first place.

Every run kept, with its cohort, its rule and its outcome counts
Drill into a run to see the individual pupils and what happened to each
Roll a batch back when something was wrong — the pupils return to where they were
Promoted, repeating and graduating counted separately, because they are three different next steps
Graduating pupils are where the alumni flow begins, which is its own walkthrough

See this on your own school’s data.

Every screen in “Decide the rule once, then move everybody” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 3 · School office

Open the next session, and its terms

A session is a real object here, not a label on a filter. Every mark, register, invoice, report and audit row is stamped with the term it belongs to — which is what makes “last term” a query rather than an archive folder, and what makes creating the next one a step you cannot skip.

1

Sessions, with their terms inside them

The years the school has run, each with its terms, and exactly one term marked current. That single flag is what the whole platform reads: the register defaults to it, the gradebook writes into it, the sidebar’s period picker starts on it.

One session at a time is current, and one term inside it — never two, never none
Past sessions stay, with their terms, because last year’s marks belong to last year’s term
Archive a session without deleting it; reinstate it if it was archived in error
Making a new term current is a deliberate, confirmed action rather than a side effect of a date passing
2

Creating the session

A name and two dates. Small screen, large consequences: these dates are what the calendar is laid over, what the fee schedule is dated against, and what decides which session a mark entered on the 4th of September belongs to.

Start and end dates, validated against each other and against the sessions either side
Overlapping sessions are refused rather than silently accepted
Saved as a draft while you work, so a half-entered session survives an interruption
3

And its terms

Three of them, typically, each with its own start and end. Terms are where the real work is dated: a term boundary is what closes a gradebook, what a report card covers, and what an invoice run is generated for.

Each term dated inside its session’s bounds
Mark one current when the session begins; the rest wait their turn
A term can be edited after the fact, and the change is on the audit trail — schools do move the last day of term
Archive a term that was created in error without disturbing the marks dated into its siblings

Set this up for your team.

Every screen in “Open the next session, and its terms” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 4 · School office

The days you actually operate, and the year laid over them

This is the step schools skip and then spend September regretting. The operating schedule is what the register, the timetable and the calendar are all generated against — so if the school runs a half-day Saturday and the schedule says it does not, every one of those is wrong before anybody arrives.

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Which days the school runs, and between what hours

Per day of the week: active or not, and the hours if it is. The Saturday row is the one that earns this screen — plenty of schools run a half-day, and a five-day assumption gets it wrong in the register, the timetable and the attendance percentage a promotion rule later reads.

Active days and their hours, per weekday
A half day is a real shape, not a special case
Read by the register, the timetable generator and the calendar alike
Change it and the affected surfaces follow — this is not a display preference
2

Then the year’s own events over the top

Term dates, mid-term breaks, public holidays, examination weeks, sports day, the parents’ evening. Everybody sees the calendar for their own portal — staff, pupils and guardians read the same events without the school publishing three versions of them.

Events typed and colour-coded, with the school’s own event types
Visible in the staff, student and parent portals from the moment they are saved
Recurring and multi-day events, because half-terms are not single days
Sits on top of the operating schedule, which is why the previous screen comes first
3

And the classes the promoted cohort will land in

The last step before September, and the one that quietly breaks a rollover: a cohort promoted into a class arm that does not exist. Grades, their arms and their capacities are set here, and a school that grew this year needs the extra arm created before the promotion lands, not after.

Stages, grades and class arms as the school’s own structure rather than an assumed one
Capacity per arm, which is what makes an over-subscribed class visible before it happens
Add an arm, rename one, or retire one that is no longer run
The register, the timetable, the gradebook and the fee schedule all read this structure

Ready to run your school on this?

Every screen in “The days you actually operate, and the year laid over them” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 5 · A guardian

And the families find out without being told twice

The rollover ends where it should: with the people it is about. A promotion is a decision a family will ask about, so it arrives as a record rather than as a rumour on a WhatsApp group.

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Their child’s promotion, and the class they are going into

The decision, the session it was made for, and the class the child moves to. Held-back and repeated decisions appear here too — a school that is willing to show the good outcome and hide the difficult one has not built a record, it has built a notice board.

The outcome per ward, per session, with the class they move to
Available the moment the promotion batch is committed
History across every year the child has been at the school
And the results the decision was made on, one tap away in the same portal

See this on your own school’s data.

Every screen in “And the families find out without being told twice” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Run your whole school on one connected platform

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