Preparing students for the next school year

Before the new year rolls around, there are a few things that you will need to do to prepare the software for the next school year. If you don’t do some of the things listed below, it can mean that your students may not appear in Connecting Steps or may not be in the correct frameworks in the new school year. Here is what you need to do to make sure that your system is all ready for the next school year.

Assigning next year groups #

You need to make sure that you assign the next year groups for your students. If they are not assigned, the students will move out of their currently assigned class without moving into their next one. To assign the next year group follow the steps below.

There are three ways of assigning year groups.


  1. Go to the manage students page on My BSquared.
  2. Find the students you want to set the next year group for.
  3. Click the tick box on the very left of those students.
  4. Once done, go to the top of the page and click the Please select drop down.
  5. Select the Set next year group and then click apply to the right.
    A pop-up will show all students selected and a drop-down for your class selection.
  6. Choose the class you want to assign for the students’ next year group.
  7. Click confirm.


  1. Go to the manage students page on My BSquared.
  2. Find the student you want to update the next year group for.
  3. Click edit on that student.
    A window will pop up where you can edit student details.
  4. Click the drop-down next to the next year group and choose the next class for this student.
  5. Click Save at the bottom of the page.


  1. Create an export from your student management system with the updated registration groups.
  2. Go to the manage students page on My BSquared.
  3. Click Import CSV in the top right.
  4. Click the software that you are importing the file from and then drag and drop the CSV file in.
  5. Assign the fields that are in the file to the fields in the software.
  6. Choose whether you want to remove students that are not in the import file.
  7. Commit the import and all the students’ registration groups will be updated.
    (Note that the software relies on the UPN numbers to identify students, if these are wrong the software will create duplicates)

If you prefer to watch a video rather than read written instructions, there’s also a video guide that explores each of these options individually so you can decide which approach is best for your school. Click here to watch the video.

Checking Frameworks #

It is also worth checking that your default frameworks are set up for the correct age groups, as you want to ensure that all students get put into the correct framework for the new year.

If you watch the video below, it will show you how to set up and manage your frameworks.

Did you know that we have a free online training course for B Squared software Administrators?
This 1 hour 30 minute course goes through all of the settings and management screens for each of our products. It has been designed to give you a good understanding of how to configure everything, the impact of each setting and how it affects your data and your users.
Click here to start the training.