Manage Term Types

Use the Configuration tab in the Curriculum Manager module to manage the term types you need for your school.

Term types are the definitions applied to the term dates used in your school. For example, the term type 'UK Term' is linked to the term dates of 'Winter Term', 'Lent Term' and 'Summer Term'.

  1. Open the Curriculum Manager and select the Configuration tab.
  2. Select Manage Term Types from the right hand menu:
    • All term types are listed here.
    • Icons indicate properties each term type. The properties displayed and how they are displayed is determined by the settings in entity preferences.
  3. Use the drop-down in the top right of the screen to change the Group By setting if required.
  4. Use the filters and navigation tools to display the term types that you want to work with.
  5. Choose to:

Add a term type

  1. Select Add Term Type in the top left of the screen to display the Manage Term Types window:

  2. Complete the fields displayed in the Term Type Properties tab:

    Section Explanation
    Term Type Properties
    • Enter a clear and concise name, code and description for the term type.
    • Term Type Programme. Use the drop-down list to select the programme to associate the term type with.
    Term Type Options

    Use the drop downs to:

    • Set the status of the term type. Selecting 'No' marks the term type as 'Inactive'.
    • Set this term type as the default. Only one term type can be marked as the 'Default'. This is preselected when working with term types.
  3. Select Save & Close.The new term type is listed.

Change the order of term types

Change the order that term types are displayed in Ed:gen.

  1. Select Order Term Types in the header bar. The Arrange Term Types window is displayed:

    2. A tab is shown for each programme in the module.

  2. Select the programme that you want to work with.
  3. Select a term type and use the arrows to move it up or down the list.
  4. Select Save & Close to close this window and return to the Manage Term Types screen.

Update term type entity preferences

Update the entities displayed for term types. For example, choose to display term type Description in the Manage Term Types screen grid.

Your entity preferences can also be configured centrally from the Manage Module Entities option.

  1. Select the table icon in the top left of the screen to display the Edit Module Entity window:
    • The Entity Properties tab displays an overview of your entity preferences.
    • The four following tabs hold property details for the entity. A count next to the tab title indicates the number of selections made in the tab.
    • The Audit tab lists any amendments that have been made to the entity.
  2. In the Entity Properties tab:
    • Entity Properties cannot be changed.
    • It is not recommended that you make any changes to Export & Import Options.
    • Filter Options indicate the number of rows displayed if filters are used for the entity. The example below has 6 rows in the filter:
  3. Work through the tabs shown to set details for the entity:

    All of the fields that are available for the entity are listed.

    Change the Display Names for the fields as required:

    All of the filters that can be used for the entity are listed.

    1. Use the checkboxes to select the filters that you want to include for the entity:
    2. Change the Titles used for the filters as required. Your selections determine how filters are displayed for the selected entity:

    All of the group by selections that can be made for the entity are listed.

    1. Use the checkboxes to select the group by selections that you want to include for the entity:
    2. Select a default if required.
    3. Change the Labels and Titles as required:
      • The Label name is displayed in the Group By drop-down menu.
      • The Title name is displayed in the screen where data is grouped. An example of how your selections are displayed for the selected entity is shown below:

    All of the information that can viewed for the entity is listed.

    1. Use the checkboxes on the left to select the columns that you want to display:

      2. Be aware that the selections made in Manage Module Settings can determine the fields that are displayed regardless of whether they are selected here.

    2. Select whether an Image or a Title are displayed in the header bar for the entity. Either:
      • Use the Select Image drop-down to select an image for the entity. An icon is used instead of a column title.
        or
      • Enter a Title for the entity and check the box to the left of the Title. This is useful if you want to customise titles to suit you.
    3. Use the Spacer checkbox to add grey space to the right of columns. This is useful for dividing up the information displayed in the Manage Term Types screen.
    4. Your selections determine the columns displayed for the selected entity:
  4. Choose to change the order that any of your entity selections are displayed in the module.
    1. Select Order Entity xxx in your selected tab. A popup window is displayed, an example is shown below:
    2. Select to make a selection and use the arrows to move it up or down the list.
    3. Select Save & Close to close this window and return to the Edit Module Entity window.
  5. Any changes made to entities are listed under the Audit tab in the window:
  6. Select Save & Close to close the Edit Module Entity window. Your preferences are displayed in the Manage Term Type screen.

Copy a term type

Choose to copy a term type. This is useful for recreating a term type.

  1. Scroll to the term type that you want to copy and click the term tupe icon. A popup window is displayed:

  2. Complete the fields displayed in the Term Type Properties tab:

    Section Explanation
    Term Type Properties
    • Enter a clear and concise name, code and description for the term type.
    • Term Type Programme. Use the drop-down list to select the programme to associate the term type with.
    Term Type Options

    Use the drop downs to:

    • Set the status of the term type. Selecting 'No' marks the term type as 'Inactive'.
    • Set this term type as the default. Only one term type can be marked as the 'Default'. This is preselected when working with term types.
  3. Select Save & Close.The term type is displayed in the Manage Term Types screen.

Edit a Term Type

Update the details of a term type if required. For example, change the status of a term type currently marked as 'Active'.

  1. Scroll to the term type that you want to edit and click the edit icon. The Manage Term Types window is displayed:

  2. Complete the fields displayed in the Term Type Properties tab:

    Section Explanation
    Term Type Properties
    • Enter a clear and concise name, code and description for the term type.
    • Term Type Programme. Use the drop-down list to select the programme to associate the term type with.
    Term Type Options

    Use the drop downs to:

    • Set the status of the term type. Selecting 'No' marks the term type as 'Inactive'.
    • Set this term type as the default. Only one term type can be marked as the 'Default'. This is preselected when working with term types.
  3. Two other tabs are available, these are explained as follows:
    • Metadata. Any metadata fields set up for term types are listed here. Add values for the metadata fields as required.
    • Audit. Any changes made to the term type are listed here.
  4. Select Save & Close.The amended term type is listed.

Delete a term type

Remove a term type that has been added in error.

You cannot delete a term type which is active.

  1. Scroll to the term type that you want to delete and click the delete icon. You are prompted Are you sure you want to delete this term type?
  2. Select Yes.
  3. The term type is removed. A log is kept under the Logging tab for auditing purposes.