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Finalising terms

When the student reports have been printed, you can finalise the term by:

Note: The words semester, term and reporting period are used interchangeably.

Note: Synergetic archives each change to student results throughout the reporting period. It is important to run the Finalise Term program at the end of each reporting period to clear these archives and improve performance.

To finalise the term:

  1. Select Module > Students > Finalise Term.... from the main menu.

    The Finalise Term window is displayed.

    Finalise Term window

  2. Scroll down to the year and semester to process.

    Finalise Term (selected)

  3. Click OK button.

    The Set Default Year and Term window is displayed.

    Default Year and Term window

  4. Clear the Set as System Current field if you do not want the next term set as the current default.
  5. Clear the Set as Default for All Users Currently in This Period field if you do not want to update the default year and term of all users.

    Note: If this remains selected, users can still override the year and term they are processing.

  6. Click OK button.

    The following dialog window is displayed.

    Confirm - About to finalise Year, Term

  7. Click Yes button.

    The following dialog window is displayed.

    Information - Year, Term successfully finalised

  8. Click OK button.

    The Rprts Printed field on the File Semester tab is now selected for the finalised term, and the next term is now activated and made current on the File Semester tab of Student File Semester Maintenance.

    Student File Semester Maintenance - File Semester tab (cut down)

    See Student File Semester Maintenance - File Semester tab in the Curriculum or Next year process manual.

Note: The following confirmation dialog is displayed when users at your organisation log in, if they have been overriding the default year and term. They have the option of continuing to override the default by selecting no or accepting the new default by selecting yes.
Confirm - Warning current year term settings

Last modified: 15/09/2016 3:26:50 PM

See Also

Creating new academic years

Updating the status of current students

luYearLevel lookup table

Maintaining student file semesters

Creating next term details

Transferring future students to current students

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

© 2016 Synergetic Management Systems. Published 16 September 2016.

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