Term dates are the rotation periods on your calendar — the dates on which trainees start and finish terms. They are the backbone of the terms feature: terms and term users both refer to them, and it's the link between a term date and a term user that sets the window over which a term's shifts apply. This is usually the first thing to set up.
A term date is simply a named period with a start and an end, for example "2026 Term 1" running from early February to early May.
Creating a term date
Go to the Admin menu and choose Term Dates.
Click + Add.
Give the term date a Name, then set the Start date and End date.
Save.
Scoping term dates to roles
Different staff groups often rotate on different calendars. You can assign a term date to specific roles — for instance a set of dates that applies to Registrars and a different set that applies to Residents. Only the relevant term dates will then appear when you work with those roles.
Naming conventions
Pick a logical, consistent naming convention so the dates are easy to select later — for example a year followed by the term number ("2026 Term 1", "2026 Term 2"). Consistent names make a big difference when you are choosing dates while creating terms or assigning term users.