This article will show you how to use the Program Rollover feature to roll over activities from one program period to another. Program periods specify the timeframe that a session is available for registration. We recommend using the rollover option for sessions that are very similar from one season to the next.
The original program will not be impacted during the rollover process. A new session will be created and added to the specified program period with applicable adjustments.
Instructions
Make sure you have created the necessary Program Periods
Navigate to Activities > Program Rollover
Fill out Step 1: Select & Review Programs fields to filter for the program(s) you wish to rollover
Locations: Select the location of the program being rolled over
Programs: Search for the session you would like to set up a rollover for, or use the drop-downs below to find your desired activity and sessions to rollover
Instructor: Search and select session instructor
Session Admin: Search and select session administrator
Session Code: Input the session code
Select the Get Selected Programs button
Fill out Step 2: Make Required Changes fields
Program Period: Select new program period(s) or keep existing period(s)
Fees Change: Review affected programs for fees and make any fee changes
Type: Select Total Fee or Per Session Fee from the drop-down.
Registration Date Changes: Review and update any dates
Note:
If using a program period this will be auto-filled.
Late Registration Dates: Some programs include a late registration addon; make any changes to the late registration dates
Program Date Changes: Indicate any changes in program dates
Excluded Date Changes: Indicate any changes in excluded dates
Program Codes - Manual Update: Reset the program codes
Program Codes - Mass Update: This allows you to update codes for many programs at once
Select Submit Rollover at the bottom of the page
If needed, you can filter the Activity List by Program Period to ensure your new session has rolled over to the correct timeframe
