Term Dates will allow admins to configure an institution's terms, which determines how curriculum is organized by time. As each institution is different, the terms can be adjusted to better fit the needs of each individual. For example, one institution may have three terms in a year, while another may have four.
Terms are initially established as part of the implementation process, but after that initial set-up Admins, CM Admins, or users who have been given permission to access the Admin Settings will be able to modify the terms.
Term Type
The Term Type is established as part of the initial implementation. This will determine how the dates of the versions will display. The options provided include date, month, year, or custom.
These are visible on records as the date range shown in the upper right corner for each version, and may vary slightly based on the setting established for your institution.
The Term Dates are not intended to be changed after creation, and will be disabled as a setting. If you would like to discuss making any adjustments to the Term Dates, please contact our Support Team.
- Date
- When date is selected, the full date will appear in the version; including the month, date, and year.
- Month
- When month is selected, the month and year will appear in the version.
- Year
- When year is selected, only the year will appear in the version.
When enabled, the user will be able to select the year (e.g. 2022) that a version of the curriculum starts and ends. - Custom
- When Custom is used, the institution can choose to name the terms to suit their preferences. The version would display the custom term and the year, for example, Winter 2024. Additionally, once selected, the Term Names must also be configured.
When enabled, the user will be able to select the specific term (e.g., Fall, Winter) that a version of the curriculum starts and ends.
Term Name
Term Names apply when the Custom option is selected for the Term Type. These are the labels that will appear on the version, and they must be entered in chronological order. The first term, regardless of the label, will begin on January 1st of each year, with the remaining terms divided evenly across the year. The terms can not have custom dates, and are divided evenly upon creation.
For example, if your institution has four terms (Winter, Spring, Summer, Fall) - then the first term (Winter) would begin on January 1. The remaining terms would be evenly spaced as follows:
- Winter - January 1
- Spring - April 1
- Summer - July 1
- Fall - October 1
The Term Names are not intended to be changed after creation, and will be disabled as a setting. If you would like to discuss making any adjustments to the Term Names, please contact our Support Team.
Current Term
The Current Term defines what is the current term when using the Custom term type. When the Current Term is defined, records that fall under this term would be considered the current version. Items that contain a version prior to this term will reflect as Past, and items that do not occur until a later date will reflect as Future.
For example, if today's date is 1/18/2024, and the Current Term is set to Winter 2024, then items that begin with the term of Winter 2024 (or items that began earlier but contain 'Indefinite' as the end date) will be considered the active item.
When the current term is adjusted, for example, changing to Spring 2024, the labels would be adjusted accordingly.
This setting may be adjusted by Admins, CM Admins, or users with permissions to Admin Settings as needed. If the setting is changed, you will need to click on the Save Settings button at the bottom for them to take effect.
Term Range for Admins
This setting determines the number of past and future terms admin users will see as an option when creating or editing items. Most institutions set this term range to allow admin users to have a greater number of past terms available in order to enter more historical data. The number of visible terms can be adjusted at any time by a system administrator.
If the setting is changed, you will need to click on the Save Settings button at the bottom for them to take effect.
Term Range for Users
This setting determines the number of past and future terms non-admin users will see as an option when creating or editing items. Most institutions set this term range fairly small (3-5 years) to reduce the number of potential errors. The number of visible terms can be adjusted at any time by a system administrator.
If the setting is changed, you will need to click on the Save Settings button at the bottom for them to take effect.
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