Copy Setups Page

Use the Copy Setups option to create data for additional buildings, for previous or future year environments, and for summer school environments. You can select which setups you want to copy and select to synchronize data if you want to delete existing setup records prior to copying the selected records.

Menu path: Select Administration from the main menu, select Utilities submenu, select Mass Entry & Update, and then select Copy Setups.

You should only copy between buildings that have the same setups. For example, you should not copy the Master Schedule from one building to another if the buildings have a different set of cycle days.

Copy Setups to a Building

Preparing Next Year Environment

Fields

Prompts Panel

Copy From Section

Field	Description
Building	Select the building from which you want to copy setups.
School Year	Select the school year from which you want to copy setups.
Summer School	Select if you want to copy the setups from a summer school environment. Leave this box unchecked if you are copying a regular school year building.

Copy To Section

Field	Description
Building List	Select the buildings to which you want to copy setups. You can enter a comma-delimited list of buildings. If you are copying setups to create a new building, you must define the building in the Building Definition table before you can copy setups to the building. Select codes from the field's drop-down list, or click (asterisk) to select all codes, then remove any that do not apply.
School Year List	Select the school year to which you want to copy setups.
Summer School	Select if you want to copy setups to the summer school environment. Leave this box unchecked if you are copying to a regular school year building. If you are copying summer school information from one year to another and the summer school building is also a regular school year building, only copy the options that have an S in the "Select this option to" column in the tables in the Setups to Copy Fields section. Otherwise, you may overwrite building data for the school year you are copying to.
Delete Existing Setups Before Copy	Select if you want to purge any existing data for the setups you have selected to copy prior to copying data. Use this option with caution. Typically, you should only delete existing data for a setup if the existing data is incorrect and you want to delete all records in the table for the selected building, year, and summer environment and replace the data. You should verify that you have not copied additional records previously that use the existing information. For example, make sure that you do not copy data in a way that results in the cycle days for a building not matching the Master Schedule courses for the building.

Setups Panel

Any Section

Field	Description	Select this option to:
All	Select if you want to copy all the following records listed.
Notifications	Select if you want to copy the Building Notifications information.	B - Copy to a building
OCR Building Setup	Select if you want to copy the OCR Building information.	B - Copy to a building Y - Copy a building to a different year
OCR District Setup	Select if you want to copy the OCR District information.	Y- Copy to different year
Room Catalog	Select if you want to copy the room catalog for a building. When copying to a new building, you will get a conflict for the N/A room that is automatically added when a building is added.	B - Copy to a building
Staff Building Catalog	Select if you want to copy the staff catalog for a building When copying to a new building, you will get a conflict for the N/A room that is automatically added when a building is added.	B - Copy to a building

Registration Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Registration records listed.
Configuration	Select if you want to copy the configuration for a building.	B - Copy to a building
Cycles	Select if you want to copy the cycle days for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Durations	Select if you want to copy the durations for a building. If you copy the Master Schedule, you must also copy the durations.	B - Copy to a building Y - Copy a building to different year
Marking Period Weeks	Select if you want to copy the marking period weeks for a building. If you select this option, you are required to copy Durations. If you copy the Master Schedule, you must also copy the weeks.	Y - Copy a building to different year
Marking Period Dates	Select if you want to copy the marking period dates for a building. You cannot copy dates from year to year. You must set up dates for future years using the Marking Periods option for the appropriate environment.	B - Copy to a building
GeoCode Plan Areas	Select if you want to copy zones and plan areas to another year.	Y - Copy to next year
Activities	Select if you want to copy activities for a building.	B - Copy to a building Y - Copy a building to different year

Scheduling Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Scheduling records listed.
Configuration	Select if you want to copy the scheduling configuration for a building. If you select this option, you are required to copy Intervals and Timetable and Scheduling Periods.	B - Copy to a building Y - Copy a building to different year
Intervals and Timetable	Select if you want to copy the scheduling intervals for a building and the timetable for a building.	B - Copy to a building Y - Copy a building to different year S - Timetable can be copied for summer school.
Scheduling Periods	Select if you want to copy the scheduling periods for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Career Planner Configuration	Select if you want to copy the Career Planner Configuration.	B - Copy to a building
Course Catalog	Select if you want to copy the course catalog for a building. For buildings that have a mark reporting configuration, the Course Catalog stores mark types, honor rolls, course levels. This information is copied for the course so you should copy the appropriate mark reporting options.	B - Copy to a building
Course Groups	Select if you want to copy the course groups for a building.	B - Copy to a building
Scheduling Parameters	Select if you want to copy the parameters to use when scheduling for a building.	B - Copy to a building
Master Schedule	Select if you want to copy the master schedule for a building. You are required to copy Scheduling Configuration, Intervals and Timetables, Scheduling Periods, Tracks, Cycles, Durations, MP Weeks, and Gradebook Category Type records. For buildings that have a mark reporting configuration, the Course Catalog stores mark types, honor rolls, course levels. This information is copied for the course so you should copy the appropriate mark reporting options. When this utility copies a Master Schedule record where a Gradebook Category Type has been assigned, the appropriate Gradebook records will also be created for the course-section.	B - Copy to a building Y - Copy a building to different year
Master Schedule Builder Allocations	Select if you want to copy the Master Schedule Builder allocations for staff, rooms, staff groups, and room groups. If the building uses resource groups for Master Schedule Builder, you should copy resource groups as well.	B - Copy to a building
Master Schedule Builder Resources	Select if you want to copy the staff groups and room groups for Master Schedule Builder.	B - Copy to a building
Master Schedule Builder Meeting Codes	Select if you want to copy the meeting codes for Master Schedule Builder.	B - Copy to a building
Master Schedule Builder Course Setup	Select if you want to copy the course setup records for Master Schedule Builder. If you select this option, you are required to copy the Master Schedule Builder Meeting Codes and the Course Catalog.	B - Copy to a building

Attendance Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Attendance records listed.
Configuration	Select if you want to copy the attendance configuration for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Attendance Periods	Select if you want to copy the attendance periods for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Notification	Select if you want to copy the attendance notification groups and criteria for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Attendance Codes	Select if you want to copy the attendance codes used for the district. Once you have copied attendance codes for an environment, you do not need to copy them for every building. If you want to copy the building associations for attendance codes, copy the Attendance Building Codes.	Y- Copy to different year S - Copy to/from summer school environment
Attendance Building Codes	Select if you want to copy the absence codes associated with a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Attendance Intervals	Select if you want to copy the attendance intervals for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Day Views	Select if you want to copy the views created for attendance for a building.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building

Discipline Section

Field

Description

Select this option to:

All

Select if you want to copy all of the Discipline records listed.

Configuration

Select if you want to copy the configuration for a building.

B - Copy to a building

Notification

Select if you want to copy the discipline notification setups for a building.

B - Copy to a building

Y - Copy a building to different year

S - Copy to/from summer building

Home Access Center Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Home Access Center records listed.
Configuration	Select if you want to copy the Home Access Center building configuration for a building.	B - Copy to a building

Medical Records Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Medical Records records listed.
Configuration	Select if you want to copy the Medical Records building configuration for a building.	B - Copy to a building

Mark Reporting Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Mark Reporting records listed.
Configuration	Select if you want to copy the configuration for mark reporting for a building.	B - Copy to a building
Mark Types	Select if you want to copy the mark types for a building.	B - Copy to a building
Level Table	Select if you want to copy the level table for a building.	B - Copy to a building
Comments	Select if you want to copy the mark reporting comments for a building.	B - Copy to a building
Comment Types	Select if you want to copy the types of comments for a building.	B - Copy to a building
Absence Types	Select if you want to copy the types of absence for mark reporting for courses for a building	B - Copy to a building
Mark Substitution	Select if you want to copy the mark substitutions for the average calculation for a building.	B - Copy to a building Y - Copy a building to different year
Building Competency Groups	Select if you want to copy competencies that are defined by building.	B - Copy to a building Y - Copy a building to a different year
IPR Runs	Select if you want to copy the IPR run dates for a building. You cannot copy IPR runs from year to year. You must add the IPR runs to the appropriate environment using the IPR Runs option.	B - Copy to a building
Credit Assignment	Select if you want to copy the assign credit setup for a building.	B - Copy to a building Y - Copy a building to different year
Average Setup	Select if you want to copy the average setups for a building.	B - Copy to a building Y - Copy a building to different year
Honor Roll and RC Eligibility	Select if you want to copy the honor roll and report card eligibility setups for a building. If you copy this option, you are required to copy the Comments, Comment Types, and Absence Types.	B - Copy to a building
District Competency Groups	Select if you want to copy competencies that are defined by district.	Y - Copy to a different year
IPR Eligibility	Select if you want to copy the IPR eligibility setups for a building. If you copy this option, you are required to copy the Comments, Comment Types, and Absence Types.	B - Copy to a building
Competency Grading Scale	Select if you want to copy the grading scales for competencies. If your schools use district competency groups, all buildings with the same building type must have the same set of grading scales.	B - Copy to a building
Gradebook Scale	Select if you want to copy the Gradebook scales for a building.	B - Copy to a building
Gradebook Category Type	Select if you want to copy the Gradebook Category Type definitions for a building.	B - Copy to a building Y - Copy a building to a different year
Competency Teacher Assignments	Select if you want to copy the teacher assignments for a building.	B - Copy to a building Y - Copy a building to a different year
IPR View	Select if you want to copy the IPR view setup for a building. If you select this option, you are required to copy Attendance Intervals and Day Views.	B - Copy to a building Y - Copy a building to different year
Report Card View	Select if you want to copy the Report Card view setups for a building.	B - Copy to a building Y - Copy a building to different year
Transcripts View	Select if you want to copy the transcript view setups for a building. If you select this option, you are required to copy Attendance Intervals and Day Views.	B - Copy to a building
State Courses / District Course Equivalency	Select if you want to copy the state course codes along with the course category value for a year. The utility copies state course header records from the current year to next year (not from building to building).	Y - Copy to a different year
Course Equivalency Setup	Select if you want to copy the course equivalency setup for a building.	B - Copy to a building Y - Copy a building to different year
Course Equivalency	Select if you want to copy the course equivalency definitions for courses for a building. If you select this option, you are required to copy the Course Catalog.	B - Copy to a building Y - Copy a building to different year
Gradebook Marks / Comments	Select if you want to copy the alpha marks and comments for Gradebook for a building.	B - Copy to a building

Student Fees Section

Field	Description	Select this option to:
All	Select if you want to copy all of the Student Fees records listed.
Configuration	Select if you want to copy the Student Fees configuration for a building	B - Copy to a building
Validation Tables	Select if you want to copy the Category, Payment, Student Status, Subcategories, Unit	Y - Copy to a different year
Textbooks	Select if you want to copy the textbooks for a building. If you select to copy this option, you are required to copy Validation Tables.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Groups	Select if you want to copy the fee groups for a building. If you select to copy this option, you are required to copy Validation Tables, Textbook, and Items.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building
Items	Select if you want to copy the fee items for a building. If you select to copy this option, you are required to copy Validation Tables.	B - Copy to a building Y - Copy a building to different year S - Copy to/from summer building

Student Success Plan Section

Field	Description	Select this option to:
All	Select if you want to copy all the Student Success Plan options.
Configuration	Select if you want to copy the configuration information.	B - Copy to a building

Texas State Reporting Section

Field	Description	Select this option to:
All	Select if you want to copy all the Texas State Reporting options.
Withdrawal Form Configuration	Select if you want to copy the withdrawal form configuration information.
Instructional Program Crosswalk	Select if you want to copy the instructional program crosswalk information.