Adding new Terms

To manually add a new Term in System Administration:

1. Navigate to the Terms tab in your System Administrator account

2. Click Add New Term

3. Enter the Term Name

4. Enter the Start Date

5. Enter the End Date

6. Enter the Term ID

7. Click the Save Term Changes button (checkmark)

 

Screenshot 2023-11-14 102844.jpg

 

To add one or more Terms through an import:

1. Navigate to the Terms tab in your System Administrator account

2. Click Import Data

3. Click the Download the Terms Template .csv link

4. Open the .csv file and add a row for each term that needs to be added. Click here for more information on formatting the import file

5. Once your .csv file is ready to be imported, return to the Terms tab in your System Administrator account

6. Click Import Data

7. Click Browse to Select File and choose your .csv file

8. Once the file has finished uploading, a summary will be displayed

NOTE: If there are any errors with your import file, please correct them and then repeat step 7

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