First Initialization

Only site administrators have the ability to initialize a new Time Period. Before you can initialize a new year you will want to make sure that the new Time Period has been provided to Core Data through our Data Management tool. If you are not familiar with your process see your institution's Data Manager for further information or review our Core Data documentation.

Once the new Time Period has been successfully uploaded it will take no longer than 15 minutes for Outcomes to see the newly added Time Period in Core Data. To initialize, you will first want to navigate to Settings and select Time Period Management.


From within this view, you then have to choose the manage link for the appropriate Time Period. Then, you will have to click the button to make it Active. You will then be asked to choose a year to copy your organizational unit structure, template settings and scale settings from. 



If you need to re-initialize a time period from Core Data, select "Reinitialize." Re-initializing the time period will pull the organizational chart from Core Data fresh. Warning: When selecting this option, you will permanently lose any Outcome, Assessments, and manually created org units / courses in the time period.

This is a helpful feature for campuses who have not yet entered data for a given year, but want to:

  • preview their organizational chart during product onboarding, or
  • make major changes to the structure of their organizational chart before a new year kicks off


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