Your iSAMS back to school checklist

Your iSAMS back to school checklist

Are you set for the new academic year?

As ever, iSAMS is here to help you ensure you have everything ready for when the school gates open again this September.

We have a useful checklist of activities that every school needs to have completed. Some of the key areas are covered below but a downloadable checklist can be found here.

There are five key questions you should to be able to answer yes to before you welcome your students back:

  1. Have you completed your administrative roll-over and admissions processes?
  2. Is your academic structure set-up complete?
  3. Have all your new timetables been imported?
  4. Are your class registrations set-up?
  5. Do any new or existing members of staff require training on how to use or set-up any of the iSAMS modules?

If you answered no to any of the above questions, don't worry. iSAMS has a range of helpful resources designed to help which are detailed below.

1. Completing your administrative roll-over and admissions processes

We recommend that this is looked at as a priority when preparing for the next academic year. It is essential that you archive all school leavers; roll existing pupils over to the new academic year; and add the new intakes. For step by step guidance on each of the key procedures required to successfully complete your system roll-over please see our Roll-over Documentation.

2. Completing your academic structure

For example, all pupils need to be allocated to a Form/House/Tutor and the new terms need to be added. Organising and completing these activities in School Manager will ensure the smooth running of your school from day one of the new term. It is also important to ensure that all subjects, departments and teaching sets have been created. These are easily managed from within Teaching Manager. For further guidance please refer to the Documentation Portal.

3. Importing your new timetables

With the availability of customisable timetable creation and easy timetable upload options, we hope that you are able to successfully complete your timetable import according to your school’s requirements. Timetable Manager provides clash and missing detectors to help match your timetable schedule against the academic database.

Remember to allocate weeks; make last years' timetable inactive and set up your cover cycles. Please visit our Documentation Portal if you require any guidance on setting up your timetables.

4. Setting up your class registrations

Forming part of the everyday school routine for pupils and teachers alike, it is important to ensure that all class registrations are set-up in advance of the start of the first term. AM and PM registrations are mandatory for most schools, with other registrations held as required. For example, some schools will require registers to be taken at the start of every lesson or before going to bed where boarding facilities are available. Visit our Documentation Portal for additional information about creating class registrations, for specific information on adding a registration rule please click [here.]

5. Making the most out of your iSAMS system

In order to get the most from your iSAMS MIS, it is important that your staff are knowledgeable and confident using the system. If you have any new members of staff that will be responsible for using iSAMS or staff that have changed roles and need training on a different module, we are happy to provide dedicated training to support their individual requirements. Please email our Training department who will be happy to organise suitable dates and provide additional information as required. They an be contacted via or by calling +44 (0)1604 659115.

Download the checklist

Please download our ‘Start of Term Checklist’ here.

Don’t forget that we also have a useful Documentation Portal where you will find step-by-step guides, downloadable pdf manuals and pictorial support for a number of iSAMS modules.

If you still can't find what you are looking for take a look at the iCommunity Portal. This closed network forum is a great way to learn more about your iSAMS system through the iCommunity blog posts and the interesting and informative discussions that take place.

We’re here to help

If you need any help with preparing for the new academic year, please don’t hesitate to get in touch. Our Service Centre will be more than happy to assist with your enquiry. Call +44 (0)1604 659115 or email