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Setting up term sets

A term set enables a School Administrator to divide the school year into segments. A term set consists of one or more terms in sequence, each with a start and end date. For example, a school on a semester system would have a term set with two terms; a school on a trimester schedule would employ a term set with three terms.

The administrator can put classes into more than one term set; that is, some students can follow one term set and others follow another term set. The administrator can also put a student into classes in different term sets.

The administrator can create as many term sets as necessary. A scheduling group [>>] is assigned one term set.

To work with a term set: You can do this if your role is School Administrator.[SA]

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On the home page, in the control bar under ADMIN, click Scheduling. The Scheduling page appears.

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Click Scheduling Term Sets. The Term Sets page appears displaying a list of term sets.

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Under Term Set Name, click a term set to work with it. The Edit Term Set page appears.

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Or, select a term set and in the Actions menu select Edit Term Dates....

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To delete a term set, select it and in the Actions menu select Delete Term Set.

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To create a new term set, in the Actions menu select Add Term Set....

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Adjust options, including Term set name.

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To add a new term, in the Actions menu select Add Term and enter the name and Code in the appropriate column.

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To delete a term, select it and in the Actions menu select Delete Term.

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Click Continue. The Term Dates page appears.

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Set options, which include:

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Use this Term Set for this Scheduling Group: Deselect this option only temporarily when setting up a planning schedule [>>]. This option must be selected to enter term dates or copy this term set to other groups. If this option is not selected when you click OK, Chancery SMS deletes all term dates.

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Scheduling Group: Select a group to which this term set should apply.

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Copy to other groups: Click to copy these term dates to one or more other scheduling groups.

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School Year: Indicates the full date range of all term sets. These dates cannot fall outside the school's calendar.

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Adjust terms:

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Start: Enter a start date for each semester. A semester's Start date cannot overlap another semester's End.

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End: Enter an end date for each semester. A semester's End date cannot overlap with another semester's Start.

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Click OK.

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Or, click Edit term set to return to the Edit term set page.

Note: For data mapping [>>], the administrator can define a maximum of 12 unique term ranges for each school year. If the administrator can combine terms to form another term, that term does not count toward the maximum number of allowed terms. For example, if there are three term sets (year, quarters, and semesters) then the total number of terms is seven (1 + 4 + 2). However, since the quarters can be combined to form both the semesters and the year, only the four terms in the quarters are counted toward the maximum number of terms. Terms within the same term set cannot overlap.

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