Adding a Term to the Registration Portal

There are two records that must be created in order to display Terms to a student in the registration portal. These records include an Academic Calendar record of the "Term" record type and a Student Term Registration record for each student who will need access to the term in the registration portal. Please see the below steps to learn how to create each record, and the record fields to do so:

Academic Calendar (Term)

  1. From within Salesforce, click the Academic Calendars tab. If you do not have an Academic Calendars tab, click the + tab and then click the Academic Calendars link. The Academic Calendars Home page is displayed.
  2. Click the New button.
  3. Select the "Term" record type in the Record Type of new record field. The New Academic Calendar  screen is displayed.
  4. Enter values in the following fields:
    • Academic Calendar Name
    • Term
    • Year
    • Start Date
    • End Date
  5. Click the Save button.

AcademicTerm.png

 

Student Term Registration

  1. From within Salesforce, click the Student Term Registrations tab. If you do not have a Student Term Registrations tab, click the + tab and then click the Student Term Registrations link. The Student Term Registrations Home page is displayed.
  2. Click the New button.
  3. Enter values in the following fields:
    • Student
    • Term Academic Calendar Name
    • Student Program
  4.  Set the Status to "Active".
  5. Click the Save button.

STR.png

Note: A Student Term Registration record will need to be created for each student requiring access to the term in the registration portal.

Tip: An Academic Calendar record of the Session type and Academic Offerings will need to be created as well as scheduled in order to begin displaying offerings within the registration portal.

Was this article helpful?

Sorry this wasn't helpful. Please reach out to your admin for support.