Description

If I am planning to delay the start of a Term, how do I change the start date, census date, and end date for all the units/Courses?

Can the dates for Sessions be updated in bulk, or this would require amending at the individual Session level? 

Resolution

If there is a need to change dates related to Terms (i.e. start date, census date and end date), the following are the objects that you may want to look into:

1. Term (hed__Term__c).
   
   
2. Unit Offering / Course Offering (hed__Course_Offering__c).
   
   
3. Enrollments (hed__Program_Enrollment__c) with "Commencing Study Period / Semester" = to the Term adjusted in #1.
   • The Enrollment's Start Date should reflect the new start date too.
     
     
4. Unit/Course Enrollment (hed__Course_Enrollment__c) where its "Unit/Course Offering ID" refers to the adjusted Term and Unit/Course Offering in #1 and #2.
   • The Unit Enrollment / Course Enrollment's respective start, census, and end date need to be adjusted too.
     
     
5. Specific to changing dates related to Sessions.
   • Session Time (rio_ed__Session_Time__c) [This is a child to the Session and drive the Session's starts and end date].
     • The Session Time belongs to a Session > Unit Offering / Course Offering as adjusted in #2.
   • Session (rio_ed__Session__c) update the "Booking Status" from "Booked" to "Create/Update Bookings".
     • The Session belongs to Unit Offering / Course Offering as adjusted in #2.
   • If you are editing each individual Session through the "Session Scheduler", the above points are not necessary.

In general, each of the records within the mentioned object above can be handled/updated in bulk via the Data Loader tool or List View (with the filter defined accordingly).

It is recommended that you test this out in sandbox or nominate one record in production to make the adjustment, then, monitor through each of the records closely prior to performing the adjustment in bulk.