Terms - Manually Managing Terms (Sysadmin)

TABLE OF CONTENTS


A term is a time-limited period used to manage assessment and attendance within an organisation. Terms must be configured by a sysadmin before certain features become available. If itslearning is integrated with a SIS, terms are created automatically during the integration process and do not need to be added manually.


1 Overview

Terms are required for the following features:

  • Assessment records
  • Attendance
  • Behaviour

Terms can also be used as an optional filter when managing courses. Each term can be assigned to a specific organisation, allowing different organisations within the same instance to operate on separate term schedules.


Admin setting: Administration > Terms

The Term management page lists all terms configured for your instance. Each entry shows the following information:

ColumnDescription
Term nameThe name of the term. Click the name to open and edit the term.
DescriptionThe description entered when the term was created.
StatusIndicates whether the term is visible or archived.
OrganisationThe organisation the term is assigned to.
Start dateThe first day of the term.
End dateThe last day of the term.


3 Adding a term

  1. Go to Administration > Terms.
  2. Click Add term.
  3. Complete the fields in the Term details, Term assessment, and Term defaults sections.
  4. Click Save.


3.1 Term details

FieldDescription
Term nameThe display name for the term (e.g. Semester 1 2025/2026).
DescriptionAn optional description for the term.
OrganisationThe organisation the term applies to. Select from the dropdown. Different organisations can be assigned separate term schedules.
Start dateThe first day of the term.
End dateThe last day of the term.
Synchronisation keyUsed to map the term to a corresponding record in an external system, such as a SIS. [VERIFY]

3.2 Behaviour assessment

The behaviour assessment defines the scale and default grade used when recording behaviour during the term. Click Add behaviour assessment to open the configuration dialog.

FieldDescription
NameThe name of the behaviour assessment.
DescriptionAn optional description for the behaviour assessment.
ScaleThe assessment scale used when recording behaviour.
Default gradeThe grade pre-selected by default when a behaviour record is created.

3.3 Course assessment

The course assessment defines the structure used for overall term assessments at the course level. Click Add course assessment to open the configuration dialog.

FieldDescription
NameThe name of the course assessment.
DescriptionAn optional description for the course assessment.
Text columnsDefines the text columns included in the assessment (e.g. Comment). Click Add column to include additional columns.
Include list of learning objectivesWhen selected, the course assessment includes a list of learning objectives.
ScaleThe assessment scale used for the course assessment.

3.4 Term defaults

The Term defaults section controls the default visibility and type settings for behaviour remarks entered during the term.

SettingDescription
Visible to studentsWhen selected, behaviour remarks are visible to students by default.
Visible to parentsWhen selected, behaviour remarks are visible to parents by default.
Default for new remarksSets the default type for new behaviour remarks. Select either Positive or Negative.

4 Managing existing terms

From the Term management page, the following actions are available for existing terms:

ActionDescription
Delete termSelect one or more terms using the checkboxes, then click Delete term to remove them.
ArchiveMoves a term out of the active list without deleting it. To view archived terms, change the Show filter to Archived.
Filter by organisationUse the Organisation dropdown to display terms for a specific organisation only.
SearchUse the search field to locate a specific term by name.

Important: Deleting a term is permanent. [VERIFY: confirm impact on courses or assessment records already linked to the term]

Note: Once terms have been created, teachers can link individual courses to a term via More > Settings > Course term > Add term within the course. [VERIFY exact path in English UI]



More Help Resources

Have more questions? Please start with asking your school administrator.

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