Program Codes and Rollover
Program Codes - Enhance to Allow for rolling forward certain program codes and their associated data and have a configurable start date be entered as the new start date of the records
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AdminAudie Cristos
(Support Escalations, Aeries Software)
shared this idea
Hello, this work item has been completed and was released on 4/1/26. Here are the relevant revision notes:
- The New Year Rollover process now supports per-program configuration for closing and reopening Program (PGM) records. District administrators can choose one of three actions for each program code — retain records as-is, end open records with a specified date, or end current-year records and automatically create new ones for the upcoming school year. This flexible, program-by-program approach replaces the previous single-action method.
- The New Year Rollover page has been updated to allow users to granularly specify programs close-out dates, and/or re-open dates.
- The Close Out Open Programs (PGM) configuration option on the Settings tab now includes an option in the configuration modal allowing the user to set the Action for all Programs listed to other than the 'Do Nothing' default setting.
