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End-of-Year Admin Checklist: How to Wrap Up the Year in Brolly

  • April 29, 2026
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End-of-Year Brolly Admin Checklist

👉 Download the Brolly EOY Admin Checklist


As the school year winds down, use this checklist to wrap up your Brolly account and set your team up for a smooth start next year.

What's on the checklist:

  • Instruct providers on reports to download and print for student folders
  • Deactivate departing staff
  • Clear old student lists
  • Delete old templates
  • Archive unlinked students
  • Inform Brolly of IEP system changes
  • Inform Brolly of user or student number changes

Helpful resources to get it done:

Have a renewal coming up? If you have any changes to your subscription, user count, or IEP system, please reach out to your CSM before June 1st to ensure a smooth transition into next year.

 

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