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 provides you with an end-to-end solution, simplifying the record rollover process while facilitating a greater level of independence. Please watch the training video here. Refer to our Record Rollover Wizard Training Video for a step by step demonstration on completing your rollover with our Rollover Wizard.
Step 2: Determine when you will complete your Clevr rollover
The timing of your Clevr rollover is a key consideration that will impact the success of your rollover and preparation for the next school year. Please refer to the Clevr Rollover Timing Guide to assist you in this decision.
Step 3: Verify Your Forms and Settings for Your Rollover
Refer to our comprehensive Record Rollover Prep Guide to ensure your forms are configured for Rollover Success. Please perform this process for all forms requiring a rollover.
Step 4: Complete Your Record Rollover
Launch the Record Rollover Wizard! Navigate to the Record Rollover Wizard from the Configuration menu within Clevr. The Wizard will walk you through all the steps and provide a summary at the end for you to verify your selections. Please perform this process for all forms requiring a rollover. Refer to our Help Center article: How to Perform a Record Rollover to guide you through the options available in the Rollover Wizard.
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