Academic year setup
Walk through the guided setup hub — finish the definition gate, then readiness steps, complete setup, and activate the year.
Academic year setup is a guided workspace for a single year. You finish a short definition gate (required before activation), then optional readiness steps (classes, teachers, grading, and so on). When the gate is done, you Complete setup and Activate the year.
Who this is for
Administrators preparing a new academic year before day-to-day operations.
Open year setup
- Go to Settings → Academic and open the Academic Year tab.
- Open the year → Year details.
- Click Year setup (or Open setup hub / Start setup when offered after creating a year).
Setup opens full screen. Use Exit to year to return to year details.
Definition vs readiness
| Track | Steps | Blocks activation? |
|---|---|---|
| Definition (gate) | Terms, Levels, Subjects, Subject associations | Yes — all must be satisfied. |
| Readiness | Grading, Classes, Teachers, Supervisions, Admissions / intake, Enrollments | No — you can skip or finish later. |
Finish the definition steps first. Readiness navigation stays locked until the gate is satisfied.
Definition steps (gate)
| Step | What you do |
|---|---|
| Terms | Add at least one term with dates for this year. |
| Levels | Activate which school levels run this year. |
| Subjects | Ensure the school subject list exists (school-wide vocabulary). |
| Subject associations | Say which subjects each level teaches this year (per term as needed). |
You cannot skip a gate step. Counts and checkmarks come from live completeness for the year.
Readiness steps (never block activation)
| Step | What you do |
|---|---|
| Grading | Year grading policy, categories, schemes, and related setup (same tools as Grading setup). |
| Classes | Create class sections for active levels. |
| Teachers | Associate teachers with this year (often from the previous year). |
| Supervisions | Copy or set supervision / homeroom-style responsibilities. |
| Admissions / intake | Promote or decide returning students from the previous year (first year: use admissions/manual intake instead). |
| Enrollments | Place students (level, optional class and payment plan) — fills in over time. |
Use Skip for now on a readiness step if you will finish it after activation. You can undo a skip later.
Complete setup and activate
Complete setup
When every definition step is satisfied, click Complete setup. That marks the year's setup as completed — it does not activate the year by itself.
Activate year
When setup is completed and the year is still a draft, click Activate year. Only then does the year become the active operating year (per your school's year rules).
Readiness is optional for activation
You can activate with empty classes or unfinished enrollments. Operational steps are there to get you ready to teach and bill — they do not block Activate year.