How to set up school terms

How to set up school terms

Setting up terms is vital as the system is term-driven, and modules like curriculum require this as a foundation. In public schools it is typical to create 4 terms per year; private schools may use 3. Best practice is to create all terms for a given year at the same time, normally during implementation. Correct term dates are important as they affect learner and educator absenteeism functionality.

My School > Curriculum > Year-End Preparation > Terms

How do I copy terms to a new year?

  1. Select the year you want to copy from.

  2. Click Create terms for a new year.

  3. Confirm the prompt to copy from Year X to Year Y. The system will notify you once the copy is successful.

How do I add a new term?

  1. Click Add Term.

  2. The Year is pre-filled and cannot be changed. The next logical term number is shown by default.

  3. Enter the correct From and Until dates for the term.

  4. Click Save and repeat until all terms for the year are created.

How do I edit a term?

Double-click the term record line to edit the dates inline and save your changes.

How do I remove the last term?

Click the Remove last term button. If the system finds related data linked to that term, those links must be removed first. If no conflicts exist, the last term will be deleted.

Frequently asked questions

Why are my learner absentee dates not calculating correctly?

Incorrect term dates are the most common cause. Navigate to My School > Curriculum > Year-End Preparation > Terms and verify that all From and Until dates for each term are accurate.

Last updated: March 2026  |  Version 2.0

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