Managing Terms

Overview

This article is intended for System Administrators to manage their terms. When you first purchase Wayfinder, our team will automatically create a term for you based on the dates in your signed contract. 

We do not allow term deletions to prevent mass data archiving. If you have an extra term, please edit it to reflect a future term or contact us at [e-mail]. 

Instructions

1. Log into Wayfinder as a System Administrator
2. Click on the "System Admin" tab on the left-hand side
3. Click on "Term Manager" on the right
   
4. To add a term, click on "Add Term."
5. Fill in the Term Name, Academic Year, Term Start Date, and Term End Date fields. 
6. You may use the "Copy Data From Term" dropdown to copy data from a previous term to the term you are creating.
   • Use the "Copy Staff" and "Copy Teachers" checkboxes to designate which users you would like copied from a previous term. Note that this is a one-time migration and will not continue to copy users from previous terms to your new term. Copying data does not automatically copy classes from previous terms.
   • If you need additional users or classrooms rostered into a term, please choose from one of our onboarding methods: Rostering Options: How Do I Choose?