This guide will show you how to complete the entire Rollover process directly within 3 Essentials. While this method is generally recommended for schools with 300 or less students, Rollover instructions for larger schools can be found in our other article: ‘How to complete Mathseeds Rollover’.

Step 1. Update and upload spreadsheet

• Click ‘Classes’ on the left-hand navigation bar.
• Select ‘Start Rollover'.
• Click ‘Export school roll’. A spreadsheet* will be downloaded to your Downloads folder.
   
• Sort the spreadsheet data by year group and class:
  • Click on Data from the top menu, then select Sort.
• In the Sort by dropdown, choose Student Year (Mandatory).
• To also sort by class name, click + Add Level, then select Class Name (Mandatory).
• Click OK to apply the sorting. 

*Alternatively, if you prefer to fill out a blank template, click ‘Download template’. Once this is downloaded, open it from your Downloads folder and complete the forms shown for your whole school. 

• Update the spreadsheet: 
  • Delete any students who will no longer be using the program(s).
  • Increment year/grade in column D by 1 (begin with the final grade e.g. 5 > 6, then 4 > 5).
  • Update the class name (column F) along with teachers’ details (columns H, I, J).
  • Add the new students (at the bottom of the list) making sure all mandatory columns are completed.
  • Save the file on your computer.
     
• Upload the completed spreadsheet from your computer: 
  • Either drag the file directly or select ‘click to browse’ and locate the file on your computer. 
  • During validation, if errors appear, fix them in the spreadsheet and reupload the file. When it shows ‘100% complete’, click ‘Next’ to continue.
     

Step 2. Review matched students

• Review any matched students on this page:
  • Click ‘Unmatch’ if any matches are incorrect, and they will be added as new students instead.
  • Click ‘Next’ when you are ready to continue.
     

Step 3. Review new students

• All of the students listed here will be added as new students. If any matches are missed in the last step:
  
  
  • Click ‘Search for Match’ next to the student’s name to find a match.
  • Click ‘Next’ when you are ready to continue.
     

Step 4. Review unmatched students

• Students on this page may have been matched to existing accounts.
  
  
  • Under ‘Match options’, select the correct match.
  • If unsure, use either ‘Create as a new account’ or ‘Search for student’, as appropriate.
    
     

Step 5. Process all students and create classes

• When all students have been correctly matched, click ‘Process all students and create classes’ and then ‘Done’.

Step 6. Delete old classes

• Click the ‘Date Created’ column once to sort by oldest.
• Select all classes from the previous academic year.
• Click ‘Delete’.
• In the pop-up window, click ‘Delete’ to confirm.
  
   
   

Step 7. Download and Print student login cards

• Select ‘All’.
• Click ‘Print logins’.
   

Step 8. Remove Students who are no longer at your school (unassigned)

• Click ‘Students’ (or Pupils) on the left-hand navigation bar.
• Click the ‘All students’ dropdown, then select ‘Unassigned students’
• Select ‘All’.
• Click ‘More actions’.
• Click ‘Delete student accounts’.
• Enter the number of students to be deleted, then click ‘Delete’.

Once you have completed your rollover, please notify 3P customer service at customersupport@3plearning.com so we can update your records.