Terms

Terms

Setting up terms is critically important because the system is term-driven. Modules such as Curriculum require this information as building blocks for later use. Public schools typically set up 4 terms per year; private schools generally use 3 terms. Ensure that term dates are always correct, as they affect functions such as absences for staff and learners.

My School > System > General > Annual Calendar > Terms

How do I create terms for the new year?

  1. Select the calendar type for which you want to create terms: Learners, Teachers or Staff.

  2. Select the applicable year.

  3. Click the Create terms for a new year button.

  4. The current year's terms are copied to the next year. Double-click in the date fields to edit and save the dates for the new year.

  5. Terms are created for Learners, Teachers and Staff found under Calendar type.

How do I add a term?

  1. Click the Add term button.

  2. The year and next logical term number are displayed automatically.

  3. Enter the correct From and To dates for both learners and staff/teachers.

  4. Click Save and repeat for the next term.

How do I edit terms?

Double-click on the relevant term record row to make your change and save.

How do I remove the last term?

Click the Remove Last Term button. If the system finds related data for the term, it must first be unlinked or removed before this action is permitted.

Frequently asked questions

When should I set up terms?

Terms are normally set up during the implementation phase of the system and updated annually for the new year. Best practice is to create all terms for learners and staff/teachers simultaneously.

What effect do incorrect term dates have?

Incorrect dates affect absence calculations, curriculum linking and report generation. Always ensure term dates are correct before using the system for any related term.

Can I remove a term if data is already linked to it?

No. The system prevents removal of terms with linked data. You must first unlink or remove all related data (e.g. curriculum links and absences) before the term can be removed.

What is the correct setup for non-teaching staff?

Staff must be set up with one term running from 1 January to 31 December, as they may take leave at any point during the year.

Last updated: March 2026  |  Version 4.2

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