Manage Term Dates

Use the Configuration tab in the Curriculum Manager module to manage the term dates for your school. Parent/child term dates can be created if required. This is useful if you need to have a slightly different start and end date for a different part of your school. For example, your nursery may have slightly shorter terms to the rest of the pre-prep.

Term dates are grouped by term sets, for example the term dates for 'Winter Term', 'Lent Term' and 'Summer Term' are grouped by the term set of 'UK School Year (3 Terms)'.

Each term date must be linked to a cycle, term set and term type.

To manage term dates:

  1. Open the Curriculum Manager and select the Configuration tab.
  2. Select Manage Term Dates from the right hand menu:
    3.  
    • All term dates are listed here.
    • Icons indicate the features available for each term. These are determined by the settings in entity preferences.
  3. Use the drop-down in the top right of the screen to change the Group By setting if required.
  4. Use the filters and navigation tools to display the terms that you want to work with.
  5. Choose to:

Add term dates

  1. Select Add Term Date the top left of the screen to display the Manage Term Dates window:

  2. Complete the fields displayed in the Term Date Properties tab:

    Section Explanation
    Term Date Properties
    • Enter a clear and concise name, code and description for the term.
    • Select a Parent Term Date if using a parent/child structure.
    Term Date Structure

    Use the drop downs to select the:

    • Term Cycle for this term.
    • Term Set for this term.
    • Term Type for this term.
  3. Select the Term Date Dates tab:
  4. Enter a Start and End Date for the term.
  5. Select Save & Close.The new term is listed.

Update term date entity preferences

Update the entities displayed for term dates. For example, choose to display term Description in the Manage Term Dates screen grid.

Your entity preferences can also be configured centrally from the Manage Module Entities option.

  1. Select the table icon in the top left of the screen to display the Edit Module Entity window:
    • The Entity Properties tab displays an overview of your entity preferences.
    • The four following tabs hold property details for the entity. A count next to the tab title indicates the number of selections made in the tab.
    • The Audit tab lists any amendments that have been made to the entity.
  2. In the Entity Properties tab:
    • Entity Properties cannot be changed.
    • It is not recommended that you make any changes to Export & Import Options.
    • Filter Options indicate the number of rows displayed if filters are used for the entity. The example below has 6 rows in the filter:
  3. Work through the tabs shown to set details for the entity:

    All of the fields that are available for the entity are listed.

    Change the Display Names for the fields as required:

    All of the filters that can be used for the entity are listed.

    1. Use the checkboxes to select the filters that you want to include for the entity:
    2. Change the Titles used for the filters as required. Your selections determine how filters are displayed for the selected entity:

    All of the group by selections that can be made for the entity are listed.

    1. Use the checkboxes to select the group by selections that you want to include for the entity:
    2. Select a default if required.
    3. Change the Labels and Titles as required:
      • The Label name is displayed in the Group By drop-down menu.
      • The Title name is displayed in the screen where data is grouped. An example of how your selections are displayed for the selected entity is shown below:

    All of the information that can viewed for the entity is listed.

    1. Use the checkboxes on the left to select the columns that you want to display:

      2. Be aware that the selections made in Manage Module Settings can determine the fields that are displayed regardless of whether they are selected here.

    2. Select whether an Image or a Title are displayed in the header bar for the entity. Either:
      • Use the Select Image drop-down to select an image for the entity. An icon is used instead of a column title.
        or
      • Enter a Title for the entity and check the box to the left of the Title. This is useful if you want to customise titles to suit you.
    3. Use the Spacer checkbox to add grey space to the right of columns. This is useful for dividing up the information displayed in the Manage Term Dates screen.
    4. Your selections determine the columns displayed for the selected entity:
  4. Choose to change the order that any of your entity selections are displayed in the module.
    1. Select Order Entity xxx in your selected tab. A popup window is displayed, an example is shown below:
    2. Select to make a selection and use the arrows to move it up or down the list.
    3. Select Save & Close to close this window and return to the Edit Module Entity window.
  5. Any changes made to entities are listed under the Audit tab in the window:
  6. Select Save & Close to close the Edit Module Entity window. Your preferences are displayed in the Manage Term Dates screen.

Copy term dates

Choose to copy term dates. This is useful for recreating term dates

  1. Scroll to the term dates that you want to copy and click the copy tern date icon. A popup window is displayed:

  2. Complete the fields displayed in the Term Date Properties tab:

    Section Explanation
    Term Date Properties
    • Enter a clear and concise name, code and description for the term.
    • Select a Parent Term Date if using a parent/child structure.
    Term Date Structure

    Use the drop downs to select the:

    • Term Cycle for this term.
    • Term Set for this term.
    • Term Type for this term.
  3. Select the Term Date Dates tab:
  4. Enter a Start and End Date for the term.
  5. Select Save & Close.The term dates are displayed in the Manage Term Dates screen.

Edit term dates

Update the details of a term if required. For example, adjust term dates.

  1. Scroll to the term dates that you want to edit and click the edit icon. The Manage Term Dates window is displayed:

  2. Complete the fields displayed in the Term Date Properties tab:

    Section Explanation
    Term Date Properties
    • Enter a clear and concise name, code and description for the term.
    • Select a Parent Term Date if using a parent/child structure.
    Term Date Structure

    Use the drop downs to select the:

    • Term Cycle for this term.
    • Term Set for this term.
    • Term Type for this term.
  3. Select the Term Date Dates tab and enter a start and end date for the term.
  4. Two other tabs are available, these are explained as follows:
    • Metadata. Any metadata fields set up for term dates are listed here. Add values for the metadata fields as required.
    • Audit. Any changes made to the term dates are listed here.
  5. Select Save & Close.The amended term is listed.

Delete Term Dates

Remove term that has been added in error.

  1. Scroll to the term that you want to delete and click the delete icon. You are prompted Are you sure you want to delete this term date?
  2. Select Yes.
  3. The term is removed. A log is kept under the Logging tab for auditing purposes.