Maintaining terms and academic years

When Synergetic was first installed and set up in your organisation, you chose to use either semesters or terms as your default reporting period. In this section, the words semester, term and reporting period are used interchangeably.

Throughout Synergetic, there is a default file year and term that relevant transactions apply to.

Before the start of each new term or semester, you have to create the new term's details within Synergetic. The reason for this is that a lot of the information held about a student is specific to the reporting period. For example, each student's year level, form, house, tutor group, boarder, status, classes, assessment results and timetabling information is all specific to a reporting period.

Important note:
You may need to change your default year and semester to process billing and run reports accurately.

How to:

  • Review the File Semester and Next Semester Creation Rules in Student File Semester Maintenance to ensure they are correct. See Maintaining student file semesters. This is done:
    • during the new academic year process
    • before creating a new semester.
  • Create the new reporting period (semester or term). See Creating new reporting periods.
  • Maintain reporting period (semester or term) cycles. See Maintaining cycles.
  • Prepare for the new academic year, create the first semester of the new academic year, and process current and future students. See Creating new academic years.

Note: The last section is available as a stand-alone manual. It includes all the relevant information from the other manuals in one place and is sent out to administrators at the end of the year.