Batches & academic setup
Create the academic grouping before linking classes, people and curriculum.
For: Organization Admin
Reviewed 2026-10-25
You may not see every control shown. Your role, custom permissions, assigned records and plan apply. All screenshots use sample data in Light mode with Emerald.
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Metadata batch directory
Batches are managed from Settings > Metadata > Batches by organization Admin. The list shows all, active and disabled counts with search and status controls. Use a meaningful name for the academic cycle or grouping your institution actually uses.
A batch is not a teacher permission group or a paid subscription. Its role is academic organization. Before creating a duplicate batch to fix a missing subject, check the existing class and enrollment relationships.
Steps
- Open Settings > Metadata and choose Batches.
- Search the current batch name and clear filters if needed.
- Use the existing batch's Edit action or start the add workflow.
Add or update a batch
The batch form collects the values shown in the dialog, including the batch name and state. Choose values that distinguish one cycle from another. Review the existing organization setup before disabling a batch connected to ongoing teaching.
Changes affect organization metadata. They do not automatically clone subjects, migrate assignment submissions or renew a billing plan. For curriculum reuse across batches, use the dedicated cloning workflow.
Steps
- Choose Add batch and complete its required fields.
- Save and confirm it appears in the directory.
- Use the relevant edit/status control for later corrections.
Edit a batch and check its academic context
Use the row's Edit action to correct the batch name. The batch directory is a management list, not a separate batch-detail report with class tabs. To inspect connected curriculum, open Classes and check the batch shown for each class.
Create the destination batch and class before cloning curriculum. A clone copies content into the destination context; it does not create student enrollments or move the source population automatically. Disabling a batch is a separate confirmed action, not a name edit.
Steps
- Open Settings > Metadata > Batches and choose the batch's Edit action.
- Correct the name, save and verify the updated row.
- Open Classes separately to confirm the intended class/batch pairing.