The Manage Terms feature allows for the organization of academic periods by defining names, unique term identifiers, and date ranges. While accessible to all clients, this feature is primarily utilized for the Student Reporting and Public Reporting Module and the Longitudinal Reporting feature that's part of the CES AI Addon.
Access the "Manage Terms" feature by clicking "Manage Terms" in the "Term" section on the "Properties" tab of a project, or by navigating to "Account" > "Manage Terms".
Create and Configure Terms
Use the "Manage Terms" tool to create and edit a term as well as establish the parameters for each academic session.
- Navigate to Manage Terms: Click "Manage Terms" in the "Term" section on the "Properties" tab of a project, or navigate to "Account" > "Manage Terms".
- Enter Term Name: Enter the "Term Name" (e.g., Fall 2026).
- Input Term ID: Input a "Term ID".
- Select Term Dates: Select the "Start Date" and "End Date".
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Save the Term: Click "Save Term".
Term Configuration Details
Term ID Requirements
The "Term ID" is a free-form field used to uniquely identify a term within the system. If your institution uses specific codes in a Student Information System (SIS) or Learning Management System (LMS), feel free to use those same codes here for consistency. Alternatively, if you know you are only going to have one Fall 2026 term, you can set the Term ID to "Fall 2026" instead.
Note: Entering a Term ID is required, but its value does not impact system functionality. Whether an SIS ID, a specific name, or another preferred format is entered, the system will operate exactly as expected.
- Ensure Uniqueness: Every "Term ID" must be unique.
- Manage Legacy IDs: Previously, the system generated IDs automatically. Users may manually update these legacy IDs to a preferred format, though it is not required for existing terms.
Set Term Dates
Term dates facilitate data organization, particularly when using Longitudinal Reporting within the "CES AI Addon".
- Set Start Date: Align this setting with the first day of the academic term.
- Set End Date: Align this setting with the final day of the academic term.
Note: If the CES AI Addon is not enabled, these dates do not have an impact in the system, but should still be set to reflect the active project window for accurate record-keeping.
Projects
The "Project" column indicates the total number of projects assigned to a specific term. Click the hyperlinked number to view a list of associated project names.
Deleting a Term
While terms cannot be deleted once created, you can repurpose an existing term to suit your needs. For instance, if you find yourself with a duplicate Fall 2026 entry, you can edit one of the duplicate terms to "Spring 2027" and use it for that upcoming period instead.