Step 5: Next Semester Set Up

Transitioning to a new semester in FieldX is designed to be a quick, bulk process. You don't need to re-invite students who are continuing in the program; you simply need to move them to the new term.

Follow this three-step workflow to get your program ready.

1. Create the New Term

Before you can move students, the new term must exist in the system.

• 1
  Navigate to the Overview tab.
• 2
  Select My Program.
• 3
  Scroll to the Academic Terms section.
• 4
  Add your new term (e.g., Spring 2026) with its start and end dates.

2. Archive Previous Cohorts

Clean up your dashboard by archiving the classes that have just finished.

• 1
  Go to your Cohorts tab.
• 2
  Click into a cohort that has ended.
• 3
  Go to the Settings tab and select Archive Cohort.
• 4
  Repeat for all finished cohorts.

3. Rollover Students to the New Term

Now that the new term is created and old cohorts are archived, you can bulk-assign your students to the new semester.

• 1
  Go to the Members tab on the main sidebar.
• 2
  Filter the list by the term that just finished (e.g., Fall 2025).
• 3
  Click the checkbox at the top left of the table to Select All members.
• 4
  Click the Assign Term button that appears.
• 5
  Select the New Term (e.g., Spring 2026) from the dropdown menu.

Your students are now active in the new term! You can now proceed to create their new cohorts and assign them accordingly.