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Terms represent a specific period during which activities take place. A term allows you to group and filter programs, enrolments, attendances, and sessions that occur within that period.
Terms are generally aligned with school terms, but you can configure and use them in a way that best suits your organisation and processes.
Adding a New Term
Adding a New Term
1. Navigate to House Admin > Program Setup > Terms.
2. Select + Add Term.
3. Fill in the following details for the term:
Name: Enter a name for the term. The system uses this name across select fields, lists, and reports to identify the term in different contexts. We recommend using the format Year – Term Name, for example, “2023 – Term 3”. This format makes it easier to sort terms chronologically throughout the system.
Start Date: Select the date when the term begins.
End Date: Select the date when the term ends.
Term Type: Choose the term’s classification (Term 1, Term 2, Term 3, or Term 4). This classification helps you compare performance for the same period across multiple years and makes filtering and sorting data easier.
ℹ️ Note
For activities that run during school holidays or between terms, select the term type that best fits your needs. We recommend choosing the term type that aligns with when the activity starts. For example, if an activity starts before Term 2 begins, select Term 1 as the term type.
4. Once you have completed the form, select Submit.
Editing a Term
Editing a Term
Go to House Admin > Program Setup > Terms.
Select the term you want to edit from the list.
Click Edit.
4. Once you make the changes, select Save.
ℹ️ A Helpful Shortcut
You can update information directly in the table view by double-clicking a cell. You can also access a range of useful options by right-clicking any cell.
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