Tips for the End of the Year
May 2, 2025
As the 2024/2025 school year comes to a close, here are some useful tips and reminders to help you efficiently complete your work in SameGoal before the end of the year.
Review your incomplete documents to determine if any should be completed.
- Go to your Dashboard and click on Past not marked complete.
- On your Caseload tab, use the Show: All Docs dropdown and select Show: Incomplete.
Manage your documents as needed.
- Navigate to the All or Caseload tab and use the Show: All Docs dropdown and select Show: Owner. Review the list of documents you own to see if you need to transfer ownership of any of them. While transferring ownership, if you change your permissions to None, the document(s) will be removed from your Caseload.
- While on your Caseload tab, bulk unstar any other documents you no longer want to have on your Caseload.
Review all incomplete documents to determine if any should be completed.
- Go to the Dashboard page and click on Past not marked complete.
- On the All tab, use the Show: All Docs dropdown and select Show: Incomplete. Review incomplete documents districtwide. You may also use the Building filter to review incomplete documents by building.
Work to resolve any state reporting errors.
- Go to Reports and run the state reporting reports. While on the settings configuration page, include Invalid records. Update invalid documents to resolve errors.
Update district settings.
- Review and update district settings and contact information by going to Settings > District Information.
- Review existing district banks and update them as necessary. This year, single-line default banks became available.
- Update the district and building calendars as necessary, including adding an additional school year.
- Merge/update buildings that are closing or being renamed.
- Merge/update grade levels that may be duplicates.
Manage users and permissions.
- Delete users who will no longer be accessing SameGoal.
- Update existing user roles as needed. Ensure user roles have been updated to account for all the new forms and reports that were created this year.
- Update user permissions by reassigning user roles and building permissions if there are any staffing changes.
Help users with Caseload management.
- Bulk share documents with new owners for the summer session or upcoming school year. To view documents a user owns, go to the Users page, search for the user, and click on their name. While on their Documents tab, change the Show: All Docs dropdown to Show: Owner. This will return a list of documents owned by the selected user. Transfer ownership of these documents as needed.
- Help to ensure users are aware of the new permission request functionality. When staff come back next school year (or over the summer), users will be able to request access to documents that haven’t been shared with or transferred to them yet. Additionally, when a student moves to a new building, document owners will be able to transfer document ownership even if they don’t have permissions for the new building.
Check if there are preschool or kindergarten students who were created manually who need to be collapsed into student records that have been created via the nightly integration.