Creating new reporting periods
For every reporting period (term or semester) at your organisation, you need to identify the tables to carry over from the previous periods.
When you create a new semester or term:
- Students are not moved to a new year level when you create new terms within the same year.
- Relevant student information is transferred from the old term to the new term. The information transferred depends on your organisation's Next Semester Creation Rules. See Student File Semester Maintenance - Next Semester Creation Rules tab (Next Year Process).
Tip: If you only want to create the students in the next year, transfer a file type that you are not currently using (or that you created specifically for this purpose). This creates the student and nothing else.
To create the details for a new semester, term or reporting period:
- Review the File Semester and Next Semester Creation Rules in Student File Semester Maintenance to ensure they are correct. See Maintaining student file semesters.
- Finalise the current term. See Finalising terms (Next Year Process).
- Open the Create Next Term Details window. See Creating next term details.
- Copy progressive student results from the prior term. See Copying progressive student results from a prior term.