Promoting students at the end of the session

Before the first time: set "Promotes to"

In Academic Setup → Classes, each class has a Promotes to setting (JSS 1A → JSS 2A, JSS 1B → JSS 2B). Set it once and promotion suggests the right class every year. Without it, Palmgrade suggests the next class in order, which can be wrong when a level has several arms. Quick setup sets it for you.

The whole school at once

At the end of a session this is the quickest way.

1. Open Students → Promote Students and choose Whole School.
2. Every class with active pupils is listed with where it goes, filled in from Promotes to. Check each one. Choose Stays in this class for a class that shouldn't move, or Graduate (final class) for the final year.
3. For a class with repeaters, press Choose pupils and untick them.
4. Press Promote the School and confirm.

Each pupil moves only once, so the order of the classes doesn't matter: JSS 1 going to JSS 2 never carries on into JSS 3.

One class at a time

1. Open Students → Promote Students (or More → Promote on the student list) and stay on One Class.
2. Choose the Class to promote.
3. Promote to is filled in from the Promotes to setting. Check it, and change it if needed, or choose Graduate (final class).
4. Every active student in the class is ticked. Untick anyone who is repeating: they stay in the current class.
5. Press Promote Selected. The window says how many students move, from which class to which. Press Promote to confirm.

What changes

Promoted students stay Active in their new class, with their past results and records kept. Graduate marks them Graduated with today's date. Only active students are listed: set an inactive student to Active first if they should move up.

Undo

Recent promotions, under the tabs, lists your last five runs. Undo puts every pupil from that run back in the class and status they had before.

Undo is only possible until something is recorded for those pupils afterwards (attendance, scores, fees or a report card), or until one of them is moved or edited. After that, the run says why it can't be undone: change any wrong pupil's class on their profile instead.

Promotion and Undo need a connection.