Skip to main content
Transitioning to a new semester in FieldX is a quick, bulk process. You don’t need to re-invite continuing students — just follow these steps.

​
Step 1: Create the new term

1

Open My Program

Click My Program in the top-right of any page, then go to the Terms and Tracks tab in the sidebar.
2

Add the new term

Scroll to the Academic Terms section and click + Add Term. Enter the term name (e.g., Spring 2026), start date, and end date. Click Create Term.Your new term shows up with an Upcoming chip until its start date, then flips to Active.

​
Step 2: Copy the previous cohort

Instead of building each cohort from scratch, use Copy from existing cohort in the create modal.
1

Create a new cohort

From the Cohorts tab, click Create Cohort.
2

Pick the source cohort

In the form, use Copy from existing cohort to select last term’s version. This carries over:
  • One-time assignments
  • Recurring schedules
  • Settings (default signing faculty, hours report template)
Past-emitted assignments aren’t copied — the new cohort’s schedule starts fresh.
3

Shift dates

Set the First assignment date to the new term’s start date. Every source assignment’s due date is shifted by the same offset, so the rhythm of the semester is preserved.
4

Pick the new academic term

Select your new term in the Academic Terms field. Student placements are auto-created using this term.
5

Create

Click Create Cohort.

​
Step 3: Move continuing students to the new term

1

Open Members

From My Program → Members, switch to the Students sub-tab.
2

Filter by the previous term

Filter the list to show students from the term that just ended (e.g., Fall 2025).
3

Select all

Click the checkbox at the top of the table to Select All.
4

Assign new term

Click Assign Term in the bulk actions bar, then pick the new term (e.g., Spring 2026). You can also click Assign Track if students are moving to a different track.
Your students are now active in the new term.

​
Step 4: Archive previous cohorts

1

Open the Cohorts tab

Find any cohort that has ended.
2

Archive it

Hover the cohort row and click the archive action. Repeat for each finished cohort.
3

Hide archived cohorts

Click Hide Archived in the header to clean up your view. Use Show Archived any time to see them again.
Archiving does not delete data. It moves the cohort out of your active view while preserving all student hours, forms, and reports. You can Unarchive any time, or Permanently Delete when you’re sure you don’t need the data.

​
Step 5: Re-enroll faculty if needed

If faculty supervisors are joining new cohorts for the new semester, generate the cohort’s join code (from the cohort’s Members sub-tab → Generate join code) and send it to them.
Next step: Learn how to generate reports and track program-wide data in Step 6: Evaluations & reports.