If you’re new to managing a Polaris system, there are a few end-of-year tasks you should make sure that you have on your calendar:
- Fiscal Year Rollover
Begin your new fiscal year with this tool, which will assist you in wrapping up your purchases for the year. Opening a new budget and getting you prepared for a new year.
- Also review the slides from this presentation: Fiscal Year Rollover - Roll without worry: the basics of Fiscal Year Rollover
- Rollover mistakes
- Make sure you have closed dates for holidays in the system.
- YTD Circ Count Rollover - Supportal Account Required
Wrap up your patron and circulation count for the year. This tool will assist in preparing your statistics for the year. You can also consider scheduling this job if you manage your own SQL server.
For hosted customers, contact your site manager or open an Innovative Support ticket to check on the status of these tasks.
Do you have other things you do at the end of the year for your system?