Admissions (Advanced): Copy Forms & Process from Previous Years

AE-Connect has the ability for schools to copy forms and processes from previous years.

STEP 1: Add New School Year 

Creating a new school year in AE-CONNECT is done in the Scheduling area. Locate the Select School Year dropdown in the upper right corner of the screen, click and select Start New Year.

The Add New School Year flyout will appear, allowing you to select a beinning date and ending date. Once your dates are set, click the Save and exit button in the upper right of the screen.

Your new school year is now listing in the Select School Year dropdown menu. Select the new year to begin creating terms.

STEP 2: Copy Processes and Forms

To begin, go to the Admissions section and choose the academic year for which you intend to commence the admissions process. Then, proceed to the Setup option in the Admissions menu. Utilize the action menu to Duplicate Process. A modal window will appear, allowing the user to specify the year from which the process and forms should be duplicated. Following this, the user should refresh the screen to access the duplicated forms. Any forms that have been duplicated will be marked with "(Cloned)". The user should then proceed to rename all the forms to remove the "(Cloned)" label, and update the forms as necessary.