Fix mis-matched school assessment periods for MAT MIS reporting

This article provides guidance on aligning assessment periods across schools in a Multi-Academy Trust (MAT) to ensure consistent reporting. It highlights the importance of setting up a 3-term academic calendar and outlines steps to correct misconfigured assessment periods, including downloading assessment data, deleting incorrect assessments, and re-establishing the correct reporting frequency.

When implementing assessments across your MAT, you might notice schools have different assessment periods. We suggest standardizing the reporting frequency for all schools, and we'll guide you on how to do this.

The most common reason for this issue is an incorrect academic calendar setup when assessments were rolled out. We recommend schools to configure 3 terms and include holidays for half terms, instead of setting up 6 terms. More details are available here: New School Year Setup

Correctly configured assessment periods on school sites should look like this with 3 terms.

Ones set up incorrectly will look like this with 6 terms.

For the school with the incorrect assessment periods, you will need to:

1. Correct the school's academic calendar to 3 terms: Amending the Academic Calendar
2. Download all data for all the assessments using the Students > Assessments > Summative Tracking > Export page so so they are not lost.
3. Delete all the assessments using the 'termly' assessment periods from the Annual Policy: Delete an Assessment
4. Go to Students > Assessments > Annual Policy > Assessment Periods. Click on the Termly assessment period item, and click the Delete button. Top Tip: This button will only show if you've deleted all the assessments using this assessment period from the Annual Policy.

Finally, push out the assessments to this school from the MAT MIS again, selecting Termly as the reporting frequency. Do not set up custom periods.