Using the Rollover Wizard

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• How to Perform a Record Rollover

  This article is a detailed guide on how to perform your record rollovers using the Record Rollover Wizard in Clevr. A Record Rollover is a process used within Clevr to archive records. It is typically performed once a year, usually during the summer ...

• Person Management Module - Add a Person / User Account

  The Person Management Module provides administrators the ability to create, update and verify user accounts. If the person belongs to a role that is automated in Clevr, it's recommended that you add the person to the source system that drives the ...

• Your Clevr Record Rollover - 4 Step Process to Ensure Success

  The record rollover in Clevr prepares your records for the following school year. Please follow the 4 step process outlined in this article to ensure school start-up success. Step 1: Watch Record Rollover Training Video Clevr's Rollover Wizard ...

• User Account Settings - Manually Override Automated Access

  These settings are applied to an individual user account in the Person Management Module. If the person is automated, their role can be automated or manually managed. If the person is manually managed, their role can only be manually managed. If the ...

• How to View Details for Past Rollovers

  On the first page of the Record Rollover Wizard at the bottom you will find the Record Rollover Summary that lists the details of your past Record Rollovers including: Form Name – The form that was archived during the rollover Last Rollover – The ...