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Create a Term in CourseTracks

Create a Term in CourseTracks

Terms created in CourseTracks must be created to identically match the way that the university creates them. Stores that are part of the Follett ACCESS program may not combine terms unless the university combines them. When creating a term in CourseTracks, two additional fields are required for Follett ACCESS stores:

  • includED Last Date to Drop
  • includED Order Release Date


CourseTracks uPlanning uMaintain a Term or Create a Term

FieldDefinition
Term Sales Start DateMust always be the First date of the term.
includED Order Release DateMust be after Sales Start Date and before Class Start Date.
Note: It is suggested that you have your Order Release Date 2 weeks before Class Start Date, to allow time to fulfill any physical material. If the material is all digital, allow 1 week before Class Start Date.
Classes Start DateShould be equal to or after your Order Release Date but before your Last Date to Process Drops (LDTPD).
includED Last Date to Process Drops (LDTPD)Should come after your Class Start Date but all terms and nested terms LDTPD should be before the Order End Date (Sales Date in CourseTracks).
  • Invoicing must be run in SAM after the LDTPD has passed and at least 4 days before your Last Day of Finals.
Opt-Out Deadline

Must be equal to or before your LDTPD for that term.

Opt-In Dates

(Available in SAM - March 2018)

  • The From date indicates when you want to start allowing students to opt-in to the program. The maximum it can be set is 30 days before the Order Release Date.
  • The To date indicates when you want to stop allowing students to opt-in to the program. The maximum it can be set is the Order End Date (Sales End Date), 2 Days. 2 days prior to the Order End Date is the last date for Opt-In.
Sales End Date (Order End Date)

For the term, must be set after all your term's listed LDTPD and before your Last Day of Finals.

  • Example: If you have 3 terms (Spring LDTPD: 02/03/18, Nested Term - Spring A LDTPD: 03/03/18, and Nested Spring B LDTPD: 04/03/2018, then the whole term Sales End Date must be set to after 04/03/2018.
Last Day of Finals

Last Date of the Term.

Nested TermsAll Nested Terms must be set up to be nested in between your Parent Term Order Release Date and have a Last Day of Finals before your Parent Term's Last Day of Finals.
  • Example: Parent term ORD 01/10/2018 and Last Date of Finals 05/05/2018. Nested term ORD must be 01/11/2018 or later and Last Day of Finals must be before 05/05/2018. Could be set 05/04/2018.

 

To create the term in CourseTracks:

  1. Select Create a Term from the CourseTracks Planning menu.
  2. Enter the requested information.
    Note: For detailed process steps, refer to the Add a Term topic in the CourseTracks section.
  3. Enter the Last Day to Drop.
    Important: The Last Day to Process Drops is a minimum of two weeks after the Class Start Date.
  4. Enter the Order Release Date.
    Important: The Order Release Date is a minimum of two weeks before the Class Start Date. The Order End Date is a minimum of two weeks after the Last Day to Drop.

 

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