Administrators and academic coordinators

School calendar

Before you start: Agree the academic year, term dates, holidays and school closures before setup.

Actions depend on your school’s enabled modules, your permissions and the record’s current status.

Find your way around

Calendar · Years & terms · Holidays & school days · Events · Export. Select these tabs inside the module; scroll the tab row sideways on a phone.

Open School calendar → Years & terms.
Create a year, using a template where appropriate, and review every term’s start and end date.
Open Holidays & school days and add or import the relevant non-school days; verify the year after import.
Return to the year and select Activate year, confirming when prompted.

What to check: The active year and its terms are available to modules that depend on school dates.

Open Events and create an event.
Enter the title, category, dates or times, location and intended audience.
Save the event and review its details while it is a draft.
Publish when the details are ready; confirm the event appears in the calendar for its audience.

What to check: The event is published to the selected audience. Saving a draft alone does not announce an event.

Open Calendar and choose the period or view you need.
Filter the event types or audience where controls are available.
Open an event for details.
Use Export to download the available calendar export, then check the dates and scope in the downloaded file.

What to check: You have a calendar view or export for the intended period.

Review outstanding attendance, marks and billing for the term with the responsible teams.
Use the term’s Lock action when changes must be paused; use Unlock only when authorised corrections are needed.
Close term when the school has completed its checks.
Prepare the next academic year or rollover using the available year controls; review generated dates before activation.

What to check: The old term has the intended status and the next year is reviewed before use.

1. Prepare and activate an academic year

Open School calendar → Years & terms.

Create a year, using a template where appropriate, and review every term’s start and end date.

Open Holidays & school days and add or import the relevant non-school days; verify the year after import.

Return to the year and select Activate year, confirming when prompted.

What to check: The active year and its terms are available to modules that depend on school dates.

2. Add and publish an event

Open Events and create an event.

Enter the title, category, dates or times, location and intended audience.

Save the event and review its details while it is a draft.

Publish when the details are ready; confirm the event appears in the calendar for its audience.

What to check: The event is published to the selected audience. Saving a draft alone does not announce an event.

3. Use calendar views and export

Open Calendar and choose the period or view you need.

Filter the event types or audience where controls are available.

Open an event for details.

Use Export to download the available calendar export, then check the dates and scope in the downloaded file.

What to check: You have a calendar view or export for the intended period.

4. Close a term and roll forward

Review outstanding attendance, marks and billing for the term with the responsible teams.

Use the term’s Lock action when changes must be paused; use Unlock only when authorised corrections are needed.

Close term when the school has completed its checks.

Prepare the next academic year or rollover using the available year controls; review generated dates before activation.

What to check: The old term has the intended status and the next year is reviewed before use.