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Managing cohorts

Preparing for a new academic year

The month of August is when we prepare for the next academic year.

Between 1 August and 1 September you must:

  • upload new cohorts that were not already in Mavis - you only need to upload the new cohort, all the others are already in Mavis (when you upload a cohort or class list, make sure the YEAR_GROUP column in the CSV file shows the school year the child will be in from 1 September)
  • check cohorts and any important notices
  • review school moves - see Reviewing school moves
  • upload vaccination history
  • upload full class lists
  • schedule sessions - at least the sessions due to take place in the next month need to be scheduled in Mavis so that consent invitations can go out to parents in time - see Scheduling and editing sessions

You can also invite some children to clinics, for example if they are immunosuppressed and need to be prioritised for flu vaccination - see Vaccinating in community clinics.

In this period, the Academic year filter in Sessions allows you to view and manage sessions for the previous year or the next academic year.

Screenshot of session filters showing two academic years.

Any children in your existing cohort who are moving to a year group not supported by the school they were in last term (for example Year 6 children moving to Year 7 or children leaving middle schools) will be automatically assigned to ‘Unknown school’ (until you upload the new cohort or class lists).

Children who have aged out of programmes (such as Year 12 or Year 15 in SEN schools) will no longer be shown in the list of child records in Mavis, but you can choose to include those children through Advanced filters.

Screenshot of advanced filters in children search.