How to Prepare for the Performance Matters School Year Rollover

[#1]

The transition from one school year to the next is a critical moment for data accuracy and instructional readiness. In Performance Matters, the annual rollover process preserves historical data while setting up a clean, functional environment for the upcoming year. With thoughtful preparation before the roll and a few essential steps afterward, districts can ensure continuity, reliable reporting, and a smooth start for educators. 

What happens during the Performance Matters rollover? During the rollover process, Performance Matters archives the current school year and resets the live site for the new year. Common Assessment data is removed from the live site, assessments unlock for editing, and items such as Progress Monitoring Plans, interventions, and Student Learning Objectives are completed or inactivated as part of the process. Student photos and test accommodations are retained for continuity, too. 

What should districts do before rolling to the new school year? Districts should complete several validation and setup steps before initiating the rollover to ensure data accuracy.  

This includes: 

• Setting School Year Roll dates 

• Freezing schedule and grading data 

• Verifying assessment submissions, and 

• Confirming that vital reports reflect complete and accurate information. 

Once the site is archived, Common Assessment data cannot be edited, making this review especially important. 

How should student and assessment data be verified before the roll 

Student data should be reviewed using tools such as OLA Student Status, Baseball Card reports, and Student Item Analysis.  You should confirm that key assessments have the expected number of student scores, that rubric‑scored items are complete, and that no critical tests remain in an incomplete status. Students should not test on snapshot or roll dates to avoid data loss. 

What steps are required after the rollover is complete? 

After the roll, you can access archive sites based on your prior permissions and begin preparing the live site for the new year.  Post‑roll tasks include confirming SIS data imports, updating the organization calendar, reviewing course types, reapplying Baseball Card permissions, and validating shared filters and reports. These steps help ensure reporting and workflows function correctly in the new school year. 

Get extra support for a smooth rollover in Performance Matters 

For districts that want guided assistance, the Performance Matters Rollover Readiness Package provides one‑on‑one support, data review, and best‑practice consulting to help you start the new school year with confidence. Read More

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[#2]

The transition from one school year to the next is a critical moment for data accuracy and instructional readiness. In Performance Matters, the annual rollover process preserves historical data while setting up a clean, functional environment for the upcoming year. With thoughtful preparation before the roll and a few essential steps afterward, districts can ensure continuity, reliable reporting, and a smooth start for educators. 

What happens during the Performance Matters rollover? During the rollover process, Performance Matters archives the current school year and resets the live site for the new year. Common Assessment data is removed from the live site, assessments unlock for editing, and items such as Progress Monitoring Plans, interventions, and Student Learning Objectives are completed or inactivated as part of the process. Student photos and test accommodations are retained for continuity, too. 

What should districts do before rolling to the new school year? Districts should complete several validation and setup steps before initiating the rollover to ensure data accuracy.  

This includes: 

• Setting School Year Roll dates 

• Freezing schedule and grading data 

• Verifying assessment submissions, and 

• Confirming that vital reports reflect complete and accurate information. 

Once the site is archived, Common Assessment data cannot be edited, making this review especially important. 

How should student and assessment data be verified before the roll 

Student data should be reviewed using tools such as OLA Student Status, Baseball Card reports, and Student Item Analysis.  You should confirm that key assessments have the expected number of student scores, that rubric‑scored items are complete, and that no critical tests remain in an incomplete status. Students should not test on snapshot or roll dates to avoid data loss. 

What steps are required after the rollover is complete? 

After the roll, you can access archive sites based on your prior permissions and begin preparing the live site for the new year.  Post‑roll tasks include confirming SIS data imports, updating the organization calendar, reviewing course types, reapplying Baseball Card permissions, and validating shared filters and reports. These steps help ensure reporting and workflows function correctly in the new school year. 

Get extra support for a smooth rollover in Performance Matters 

For districts that want guided assistance, the Performance Matters Rollover Readiness Package provides one‑on‑one support, data review, and best‑practice consulting to help you start the new school year with confidence. Read More

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

The transition from one school year to the next is a critical moment for data accuracy and instructional readiness. In Performance Matters, the annual rollover process preserves historical data while setting up a clean, functional environment for the upcoming year. With thoughtful preparation before the roll and a few essential steps afterward, districts can ensure continuity, reliable reporting, and a smooth start for educators. 

What happens during the Performance Matters rollover? During the rollover process, Performance Matters archives the current school year and resets the live site for the new year. Common Assessment data is removed from the live site, assessments unlock for editing, and items such as Progress Monitoring Plans, interventions, and Student Learning Objectives are completed or inactivated as part of the process. Student photos and test accommodations are retained for continuity, too. 

What should districts do before rolling to the new school year? Districts should complete several validation and setup steps before initiating the rollover to ensure data accuracy.  

This includes: 

• Setting School Year Roll dates 

• Freezing schedule and grading data 

• Verifying assessment submissions, and 

• Confirming that vital reports reflect complete and accurate information. 

Once the site is archived, Common Assessment data cannot be edited, making this review especially important. 

How should student and assessment data be verified before the roll 

Student data should be reviewed using tools such as OLA Student Status, Baseball Card reports, and Student Item Analysis.  You should confirm that key assessments have the expected number of student scores, that rubric‑scored items are complete, and that no critical tests remain in an incomplete status. Students should not test on snapshot or roll dates to avoid data loss. 

What steps are required after the rollover is complete? 

After the roll, you can access archive sites based on your prior permissions and begin preparing the live site for the new year.  Post‑roll tasks include confirming SIS data imports, updating the organization calendar, reviewing course types, reapplying Baseball Card permissions, and validating shared filters and reports. These steps help ensure reporting and workflows function correctly in the new school year. 

Get extra support for a smooth rollover in Performance Matters 

For districts that want guided assistance, the Performance Matters Rollover Readiness Package provides one‑on‑one support, data review, and best‑practice consulting to help you start the new school year with confidence. Read More

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.