Academic Years

Chapter 6: Academic Years

This chapter covers how to create, manage, and use academic years in the system.

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6.1 Understanding Academic Years

An academic year defines the school year period (e.g., 2025-2026) and is used throughout the system to organize:

  • Student enrollments
  • Fee assignments
  • Attendance records
  • Examination records
  • Reports and analytics
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    6.2 Creating an Academic Year

    Step-by-Step Guide

    #### Step 1: Navigate to Academic Years

    • Log in as Administrator
  • Go to Academics → Academic Years
  • Or navigate to: [your-domain]/academic-years

    #### Step 2: Click Add New

  • Click Add Academic Year button
  • A form will appear
  • #### Step 3: Fill in Details

    FieldDescriptionExample
    -----------------------------
    YearAcademic year label2025-2026
    Start DateFirst day of academic yearJanuary 1, 2025
    End DateLast day of academic yearDecember 31, 2025
    Is CurrentSet as active yearCheck (✓)
    DescriptionOptional notesAcademic year for 2025-2026

    #### Step 4: Save

  • Click Save button
  • You will see a success message
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    6.3 Setting Current Academic Year

    Why Set Current Year?

    The "current" academic year is used as the default for:

    • Adding new students
    • Fee assignments
    • Daily operations
  • Reports
  • How to Set Current Year

    #### Method 1: During Creation Check "Set as Current Year" when creating

    #### Method 2: From List

  • Go to Academics → Academic Years
    • Find the year in the list
  • Click Set as Current button
  • Confirm the action
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    6.4 Managing Academic Years

    Editing an Academic Year

  • Go to Academics → Academic Years
    • Find the year you want to edit
  • Click Edit button
    • Modify the details
  • Click Save
  • Deleting an Academic Year

    Important: Only delete academic years with no associated data.

  • Go to Academics → Academic Years
    • Find the year (must have no data)
  • Click Delete button
  • Confirm deletion
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    6.5 Academic Year Rollover

    What is Year Rollover?

    Year rollover is the process of:

    • Creating a new academic year
    • Promoting students to next class
  • Carrying forward required data
  • Performing Year Rollover

    #### Step 1: Access Rollover

  • Go to Academics → Year Rollover
  • #### Step 2: Select Source Year

    • Choose the academic year to copy from
  • Click Continue
  • #### Step 3: Configure New Year

    • Enter new year name (e.g., 2026-2027)
  • Set start and end dates
  • #### Step 4: Select Data to Copy Choose what to copy:

    • [ ] Classes
    • [ ] Sections
    • [ ] Subjects
    • [ ] Fee Types
  • [ ] Other configurations
  • #### Step 5: Student Promotion

  • Choose promotion option:
  • - Auto-promote: Automatically promote all students - Manual: Review each student

  • Define promotion rules:
  • - Grade 1 → Grade 2 - Grade 2 → Grade 3 - etc.

    #### Step 6: Process Rollover

    • Review summary
  • Click Start Rollover
    • Wait for process to complete
  • Verify results
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    6.6 Switching Academic Years

    How to Switch

    If you have multiple academic years, you can switch between them:

    • Click on the current year indicator (usually in header)
    • Select the year you want to switch to
  • System will update to show that year's data
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    6.7 Academic Year Reports

    Viewing Reports

    Navigate to: Academics → Reports

    Available reports:

    • Student enrollment by year
    • Fee collection by year
  • Attendance summary by year
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    6.8 Best Practices

    Tips for Academic Years

  • Plan ahead: Create next year's academic year before current year ends
  • Set current correctly: Ensure only one year is marked as current
  • Run rollover early: Give yourself time to handle issues
  • Backup before rollover: Always backup before major operations
  • Verify data: Check that data copied correctly
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    6.9 Quick Reference

    Common Tasks

    TaskLocation
    ----------------
    Create yearAcademics → Academic Years → Add
    Edit yearAcademics → Academic Years → Edit
    Delete yearAcademics → Academic Years → Delete
    Set currentAcademics → Academic Years → Set Current
    Run rolloverAcademics → Year Rollover

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    Next Steps

  • Chapter 7: Creating classes and sections
  • Chapter 8: Managing subjects
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