Step 2: Create a new report period

      
1.You should still be on Academic | Admin | Report Periods.

In the Set Academic Period Detail area, click the Cancel button. This clears the detail area you are currently working with, and allows you to add a new report period.

2.Click Add.

 

3.Enter a Short Description. The short description should be something like ‘2010 Semester 2’
4.Enter the Report Year and the Report Period. The example below show the set up for the second report period for 2010.
5.Click Save.

6.The report period is now saved but it doesn’t contain any school years yet.

Click Load Missing School Years.

7.The school years are added. The Start Date will be set to today, which should be fine. The only reason you would change this is if you were creating a report period for the future, say for next year.

   

    lightbulb_on Depending on your school, iWise may load some school years that you are not using. If this is the case you can delete unwanted school years by using the delete icon, accessed by scrolling to the far right      in the grid.

8. The Cut Off Date will be set to the end of the year. Adjust this date to the date you want class lists to remain static for reporting, no longer keeping up with your timetable. For most schools this will be shortly before reports are finalized.

lightbulb_on It is quite common for the cutoff date for years 11 and 12 to be much earlier than for other school years. Setting an early cutoff date for year 11 in second semester particularly, allows you to keep class lists static and then make changes to your timetable as the students move into year 12.

9.Scroll the grid horizontally and check the Absences To and Absences From fields. These fields are used to calculate the number of absence records included on reports. Modify the Absence To and From dates if necessary.
10.Make sure your timetable source term is correct. Note - some schools use different timetables as the source for academic reports for different school years - eg Junior school vs Senior school.
11.Scroll to the right to manage the person who is the head for that school year and their titles. iWise allows you to specify two heads for each year - perhaps the head of the school, and the deputy.
12.Click Save.

The report period is now set up, but a snapshot of your timetable has not been done yet. The snapshot creates the class lists for reporting. Once the report period has been set up it is done regularly and automatically on a schedule, or you can choose to do it manually.

As you will probably want to go and check that the set up has all been done correctly you will probably want to do a manual snapshot now.

13.Click the Snap icon in the first column for the first school year.
14.You will see a message in the bottom right of your browser telling you that the snapshot is being created.

15.The message above will disappear and then, when the snap shot is finished, you will see another message telling you that it is complete. This can take a few minutes so please be patient.

16.Repeat for the other school years.
lightbulb_on If you prefer to create all the snap shots at once you can do that by manually running the automated schedule.
   1.   Go to Home | Admin | Control Panel | Scheduler.
    2.  Search for and click on ‘Auto Prepare Academic Reports’.
    3.  From the Actions area, select Run Task and then click Go.

          4.  You will see a message in the bottom left of your browser confirming that the task ran successfully.

          5.  The task then runs behind the scenes and is completed within 5 – 10 minutes.

 

The new report period is then complete.