readying your unit new year

Check list for new school year

 

Getting Ready

 

Getting you and your unit/school ready for the upcoming year is a simple task.  If you are the current admin and are staying on or handing the administration of the system to another officer in your unit you will want to complete this task prior to the expiration of your term.  Invite your new administrator to join you as you perform the operation.  This will give them a look at the system from your perspective.

Here is a list of tasks to perform from the Administrator Dashboard in Just Between Friends to prepare for the upcoming school year.

 

  1. Extend your permissions in the system before your office expires

    Are you staying on to manage the Just Between Friends next year? PTA permissions expire with the office so extend them now to guarantee a continuation of permissions.

  2. Add any new offices, as needed, to your list in the system under “Set Up Officers” link on the Administrator’s Dashboard

  3. Add any new people to the appropriate office

    Here you will be able to assign control of the system to new officers. Of course, before you can add an admin or officer they must be in the system & made members first.

  4. Add, modify and delete any groups as needed. 

You may also consider making an alumni group so to keep track of graduating students. An alumni group will let you keep in contact with your alumni for things such as reunions and get-togethers.

  1. Modify your invitation code.

    Be sure to check your invitation code for expiration date, new groups you have added linked to the appropriate group of people and you have tested it to see that it meets your requirements.

  2. Graduate your students to their new grade

    Starting with top grade graduating into an alumni group and then working backwards by grade. Graduating students from all classrooms and grades into the next level will make communication over the summer a breeze and it will begin the process for creating a directory, if desired, for the upcoming school year.

  3. Run reports showing the current status of your unit in the system, including:  Community Roster and PTA Roster

    This will tell the new administrators where they stand in the system as far as members and other individuals currently listed in the system.

  4. Modify your invitation code to reflect group changes

     

  5. Send a notice to your unit with an invitation code asking them to update their accounts in preparation for the new school year

    By sending a closing communication with your invitation code you start your members on the path to updating their own information. Be sure to test your invitation code before sending it out. If you need any assistance, please click on the "Contact Us" link.