Clevr Rollover Timing Guide

Clevr Rollover Timing Guide

The timing of your record rollover is a key indicator of success in preparing your records for the new school year.  This article will help you determine the best date to perform your Clevr rollovers.

It is important that students and staff are active at their locations when the Clevr rollover is performed
If you have "On Demand Integration" running to automatically update records with SIS or HR data, please ensure this is turned off over the summer, until your SIS rollover and your Clevr rollovers have all been completed

Ensuring that staff / students are active at their locations is important when performing your Clevr rollovers! 

It is recommended that you select one of the two options when deciding when to perform your Clevr rollovers:
      1. Before or on the last day of school (after users are finished making changes to records),
            OR
      2. After your Student Information System (SIS) rollover has taken place AND Clevr has successfully integrated with your SIS.



If you decide to perform your rollover after your SIS rollover, ensure Clevr has successfully integrated with your SIS after the SIS rollover

We have included the diagram below to assist you in deciding when to perform your Clevr rollovers:

    • Related Articles

    • 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 ...
    • 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 ...
    • How to Undo a Record Rollover

      A record rollover can be undone within the Record Rollover Summary page. Navigate to the form that you’d like to undo the Record Rollover for and select View Details: Within the Rollover Details page, select the rollover you’d like to undo in 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 ...
    • Identifying DoNoClone and Flagging for Record Rollover

      This article gives step by step instructions on how to prepare your forms for a record rollover To access this feature, the Record Rollover Wizard page right is required. A role will also need the Form Manager to flag forms with the rollover style. ...