Understanding Tools & Utilities

Understanding Tools & Utilities

Overview

The Tools & Utilities section in openSIS provides administrative tools for managing system-level tasks. These tools help authorized users import data, export records, perform end-of-year rollover, and review system activity.

This section is mainly used by administrators who manage school data, academic year changes, and system monitoring.

Info
Menu > Tools

What You Can Do from Tools & Utilities

From the Tools section, users can access options such as:

ToolPurpose
Student Data Import/UpdateAdd or update student records in bulk.
Staff Data ImportAdd staff records in bulk.
Historical Grades ImportImport previously earned grades into openSIS.
Data ExportExport selected data from openSIS to Excel.
RolloverMove school data from one academic year to the next.
System Access LogReview user access information.
Activity LogTrack user activity performed inside the system.

Steps to Access Tools & Utilities

  1. Log in to openSIS with an authorized user account.
  2. Go to the left menu.
  3. Click Tools.
  4. Select the tool or utility you want to use.
  5. Follow the page-specific instructions for that tool.

Important Notes

  • Tools & Utilities options may vary based on user role and permissions.
  • Bulk actions should be performed carefully because they can affect many records at once.
  • Before importing or rolling over data, review the file format and required fields.
  • Rollover should be performed only after the current academic year setup and records are reviewed.
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