Template Formulas automate the calculation of final results required to determine if a learner is promoted or retained. The system aggregates term marks, SBA components and examinations using configurable weighting logic.

My School > Curriculum > Year-End Formulas > Template Formulas

How do I create a new Formula Template?

1. Select the Year, Curriculum and Formula Type (Promotion Mark, Year Mark or Merit Mark).

2. Click Add.

3. Enter a Formula Name in English and Afrikaans (e.g. FET Promotion 60/40).

4. Set an Ordering value and set the Status to Active.

5. Click Accept Changes and confirm OK.

How do I build the formula logic?

1. Click Edit Formula next to the template.

2. In the drag-and-drop interface, drag an assessment type (e.g. SBA) from the left and drop it onto the Promotion Mark block (it turns green).

3. Enter the weighting for that category (e.g. 40 for 40%).

4. Drag the relevant Terms into the assessment type blocks. At least one term must be allocated per block before the system allows saving.

5. Specify decimal places for rounding (leave blank for whole numbers).

6. Click Submit.

How do I assign a formula to subjects?

1. Click Assign To Subjects.

2. Select the Year, Curriculum, Formula Type, Grade and the Template Formula.

3. Move applicable subjects from the left box to the Assigned box using the Right Arrow.

4. Click Submit.

Frequently asked questions

Why is the Submit button unresponsive when building the formula?

A formula block (SBA/Exam bucket) must have at least one term allocated before it can be saved. The system cannot calculate a result without a data source.

What happens if a learner switches subjects mid-year?

The system dynamically ignores marks from the previous subject and calculates the final promotion based only on the new subject’s terms. No manual adjustment is needed.