Admin Year-End

Admin Year-End

 The Admin Year-end process (roll-over) has to be completed by every school to create records for the learners and staff for next year.  

It is advisable to start this process ONLY after final marks have been entered. Unless you are making use of the Timetabler program to set up your Timetable for next year. Then PHASE 1 will have to be completed before you will be able to start with the setup.


Phase 1 should be completed to allow subjects to be assigned to learners in next year. Complete the process in the following order:

To access all the icons at My School > Curriculum > Timetable Setup

ask the Superuser to give View-and-Change rights to
1.1  1.2 1.3 2.1 2.2 4.1 4.2 4.3


My School > Learners > Waitlist Admissions

Admit or decline learners on the waitlists per grade.


My School > Learners > Re-registrations

Indicate current learners that will re-register or leave the following year. If your school requires the re-registration form to be handed in, you can indicate where forms are outstanding.


If you are not making use of Promotion Formulas:

  • My School > Learners > Promotions

  • Click the blue arrow next to a class.

  • To promote the learners manually, click “Continue”.

  • Repeat for each class.

If you are completing the first phase of the Admin Year-end for Timetabling purposes:

When all learners are done in Timetabler, and you verified that the data is complete, reset each grade to “Use calculated decision for all” to ensure that learners are promoted into the correct grades according to their final marks. The Promotion formulas for the current year have to be set up to complete this action.   This will ensure all learners in the current year will be promoted with calculated results.


My School > Learners > Class grouping

  • Class allocations can only be done after the re-registration and promotions for all grades have been completed. Only then will the classroom lists be displayed where you can see the number of learners in a specific grade. The system will warn you if the required steps are not yet complete. 

  • Indicate the number of classes needed for the following year and the method to allocate learners to classes.


My School > Staff > Class setup

  • This function allows you to set up venues (classroom numbers) for next year and allocate register class names (eg. “A”) and educators per register classes.


My School > General > Terms

  • Create terms for the next year by copying the terms of the current year. Edit the dates to indicate the term for the following year.


My School > Curriculum > Copy Learning Programs

  • The learning program (Steps 1-6) for the chosen grade will copy to the same grade in the next year. For example, the Grade 11 setup (Subjects, tasks, assessments and weightings) will be the same for Grade 11 next year.

  • In addition, the learner’s subject choices in Term 4 for Grade 10, will be copied to Grade 11.

  • The following items will be copied to the next year:

    • Copy subjects: Copies the school subjects indicated on Steps 1 & 2 to all the terms in next year.

    • Copy learning outcomes/tasks/components: Copies the Lo’s/Tasks, per subject on Steps 3 & 4 to the same terms in next year.

    • Copy Assessments: Copies the assessments, per subject on Steps 5 & 6 to the same terms in next year.

    • Copy Formulas: Copies template and subject-specific formulas per grade and subject to next year.

    • Copy subject groups: Copies the subject group names to next year. The learners in the group will not be copied as well. You will have to allocate the learners to the subject groups again.  However, if you use the Timetabler module, the learners in the Combinations setup will be placed into the subject groups when you upload the timetable.

    • Copy marks capturing rights for subject groups: Allows teachers to enter marks in next year for the same subject groups as in the current year.

    • Copy learner subject choices: Subject choices of learners will be copied to the next grade where the parent subjects are the same.  Eg. Subject choices in Term 4 Grade 10 will be copied to Grade 11 for all terms. 

    • Copy Decision Methods: The Departmental or school-specific requirements to be promoted, will be copied to the next year. 


My School > Curriculum > Subject Choices

  • Allocate subjects to new learners and to the Grade 10 learners in next year. 


My School > Staff > Subject

  • Allocate the subjects taught in the next year per teacher. The subject experience on the second tab has to be indicated for SA-SAMS purposes.

All these buttons are also grouped together in the correct order at
My School
> Curriculum > Timetable Setup

To access all these icons, ask the Superuser to give View-and-Change rights to 1.1  1.2 1.3 2.1 2.2 4.1 4.2 4.3


This is the final phase to complete the roll-over to next year. After completing this phase, some reports and other information in 2019 will no longer be available. Be sure to export and save your final SA-SAMS database for future use before finalising Phase 2.  The final (not Term 4) SA-SAMS submission will not be able to export anymore. 

Final Admin Year End process:  

Note: The Final Admin year-end process consists of three steps. You can complete the year-end process over time.  The following screens will display to assist you in the process.


  • You should NOT do this step BEFORE the reports for Term 4 are COMPLETED and your final SA-SAMS submission is done.  After completing this step, you will NOT be able to return to 2018 to repeat final submission.

  • This step can be done before the school closes if transfer cards should be handed out with the report cards.


  • This is the step where the system automatically promotes learners according to their marks.

  • This step must be completed before the end of the year.


  • This step allocates new admission numbers to the accepted waitlist learners.

  • It is recommended that you complete this step in the New Year before the tenth school day when your learner numbers will be verified for invoicing purposes.

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