Waterford Reading Academy: Preparing for the End of the School Year (Administrators)

As the school year comes to an end, completing the following steps will help ensure a seamless transition into the next academic year. For assistance, visit help.waterford.org or reach out to our support team through your Waterford Admin account.

Archive Data

Prepare Student Records

Archive Data

  • Save or print District and/or School Dashboards. 
    • Optionally, save Level and Usage reports at both the District and School levels.
  • Teachers should save Class Progress Reports, any student dashboards, or additional reports for specific students.
For students using Waterford at home over summer break, avoid completing the End-of-Year steps listed below, as they may disrupt usage. Instead, perform these steps at the start of the new school year. Contact your Professional Learning Consultant, Partner Success Manager, or welsupport@waterford.org for guidance.

Prepare Student Records

  1. Update Program Start and End Dates: Be aware that updating these dates will make last year's reporting data unavailable.
  2. Reset to Placement: At the start of the new school year, reset placements to ensure students begin at their appropriate learning level. This action will reassign placement tests for all selected students.
  3. Remove Associations: This step unassigns student licenses, moves students out of their classes and schools, and updates reporting parameters. It should be completed at least 24 hours after using "Reset to Placement" and prior to rostering for the new school year.
  4. Rostering Students & Staff:
    3rd Party Sync: To schedule rostering support, use Calendly to meet with Waterford Support.
    Manual Roster: Navigate to "Rostering Import" and follow the steps to import staff and student data using the provided guide and template. You may also individually upload users or details in the "Staff & Students" tab.
  5. Assign Courses and Goals: After updating roster information, assign Waterford courses by grade level for the district, schools, classrooms, and/or students. Review your district’s licensing allocation before making assignments.

Last Updated: 03/26/25


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