Education Setup

Academic Setup

Complete setup before admissions, timetable, assessments, or fee reporting begin.

Create the academic year

1. From the main dashboard, click Education.
2. Click Academic Years.
3. Click Add Year.
4. Enter the year name, start date, end date, and status.
5. Click Save.

Create academic terms

1. Click Academic Terms.
2. Click Add Term.
3. Select the academic year.
4. Enter the term name, start date, end date, and status.
5. Click Save.
6. Repeat for each term used in the year.

Create departments, programs, and courses

1. Click Departments, then click New Department.
2. Enter the department name and save.
3. Click Programs, then click Add Program.
4. Enter program details and select the department where required.
5. Click Save.
6. Click Courses, then click Add Course.
7. Enter course name, code, program, and other required fields.
8. Click Save.

Create intakes and groups

1. Click Intakes, then click Add Intake.
2. Enter intake name, dates, program, and status.
3. Click Save.
4. Click Student Groups, then click New Student Group.
5. Enter group name, intake, program, class, or cohort details.
6. Click Save.

Import setup data

1. Use Programs Import, Courses Import, Intakes Import, Groups Import, or Course Plans Import when bulk setup is faster.
2. Open the import page for the data type.
3. Select the prepared CSV or spreadsheet file.
4. Review the preview or validation messages.
5. Click Import.

Set up academic years and terms first. Most education records become harder to report on if they are created before the academic calendar exists.