Preparing for a new term

Starting a new year requires some setup time. Here's a list of steps to get the new term loaded: Define the occasions : A new term comes along with new charges. Most typically, tuition and registration. Set up all such charges in Campaigns &g...

A term is defined as a school year or program in which the students will be registered.  To setup a term go to:  School > Setup > Terms To add a new term, enter the term name on the bottom row with the * (this indicates a ne...

To Create a new student, click on the star button on the bottom of the student browser. After entering the data, press Save & New  to enter the next student or Save & Close to return to the student browser.

Overview The Student Advancement Wizard is used to register and enroll current students into the coming term.  Registration, grades, classes, courses, enrollments, and meal eligibility will be advanced using this wizard.  This allows fo...

Sessions should ideally be created by using the option to copy from the previous year when using the Student Advancement Wizard . However, there have been times when the option to copy the sessions was not selected. A new update has been released t...

Registering Students   Registering students refers to putting students into a term so that they will “be available” for actions specified by a given term.  For example, to enroll a student in a particular course, they must f...

Enrolling students refers to putting them into a course. After courses have been created, and students have been registered to the term and are in their respective classes, you can enroll students in a course. This can be done for individual stude...