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Creating next term details

Use the Create Next Term Details window when creating a new term for the new academic year.

Note: In this section, the words semester, term and reporting period are used interchangeably.

To create a new term:

  1. Select Module > Students > Create Next Term Details... from the main menu.

    Tip: You can also access the term details functions by clicking Students button.

    The Create Next Term Details window is displayed.

    Create Next Term Details window

  2. Enter the year and term you want to create. For example Year 2011, Term 2.
  3. If required, set the year and term as the current year and term.

    Note: If you are doing this at the end of the academic year, you may want to leave this field cleared.

  4. If required, select the campus to create the year and term for.
  5. If you are creating the semester for a specific academic or co‑curricular class, select an individual file type.

    The rules for the selected file type are displayed.

    Create Next Term Details (selected file type)

    Tip: You can transfer only students into the new term if you use a special file type. That is, a file type that was created that does not have any next term creation rules defined.

  6. Check the tables and the year/semester they are being transferred from. If:
  7. Click Yes button.

    The new term is created, and the next year and term is made the default at your organisation, if selected earlier. The following message is displayed.

    Confirm create end procedure

  8. Click OK button.
  9. If you are using the Synergetic Assessments module, enter the Start Date and the End Date of the reporting period on the File Semester tab of Student File Semester Maintenance.

    See Student File Semester Maintenance - File Semester tab in the Curriculum manual.

    Student File Semester Maintenance - File Semester (cut down)

Create Next Term Details window key fields and buttons

Fields

Field

Description

Year

Year to create the term for.

Term

Term to create.

Set as Current Year and Term

Select to update the default file year and term.

You are asked if you want to update your individual default to match the system default. You can set the default file year and term by closing all Synergetic programs and selecting File > Preferences.

Note: If you want to stay in the current period, do not select Set as Current Year and Term.

Campus

Campus to create the term for.

File Type

Type of file to transfer to the new term. For example, Academic or Co-curricular.

Note: Only selected file types are transferred. Leave the File Type field blank to transfer all file types.

Buttons

Button

Description

Maintain Next Term Creation Rules button

Maintain the rules for creating next term using Student File Semester Maintenance.

See Student File Semester Maintenance - Next Semester Creation Rules tab.

Last modified: 4/10/2012 12:01:59 PM

See Also

Creating new academic years

Updating the status of current students

luYearLevel lookup table

Maintaining student file semesters

Transferring future students to current students

Finalising terms

Adding debtors in bulk

Handling exceptions after the next year has been created

Transferring current students to past students

Current Student Maintenance - School tab - Status sub-tab

Entering debtor charges

© 2013 Synergetic Management Systems. Published 15 October 2013.

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