Add the New Year Period

You can set up new periods for a group of classes. Select which current fields to keep and which to leave blank for the new year.

There are a few things you need to do to add the new year/period.

Back up your data

  1. On the File menu, click Backup / Restore / Archive > Backup Data.
  2. Click Backup Data.
  3. Enter a reason for the backup, such as "Backup before adding new year/period".
  4. Select a backup method, and enter or select any relevant information.
  5. Click Start Backup.
  6. After your data is backed up, you can print the backup information for your reference.

Add the new year/period

  1. On the Information tab, click Students > Processes. On the Formation Processes tab, click Add New Year/Period for Classes/Sessions.
  2. Select Use the Automatic Updating method to select a group of classes, and click Next.
  3. Select Post New Year/Period for All Classes.
  4. Select whether you want to include only active, only inactive, or all classes. Click Next.
  5. Enter the new year/period and the date range.
  6. Select which fields to retain from the current records and which to clear out. Click Next.
  7. Insert any dates you know a class will not meet and a note describing why. Click Next.
  8. Review the list of classes/sessions to post in the new year/period. Clear the checkbox for any classes/sessions you do not want to add.
  9. To add another class/session, click Add Class to List. If needed, edit any information in the grid.
  10. When you're ready to add the new year/period, click Next.
  11. To post the information, click Finish.

example of the Add New Year/Period for Classes/Sessions process