| Anchor |
|---|
| SelectActionMenu |
|---|
| SelectActionMenu |
|---|
|
How to Load the Select Action to Perform on Units MenuThis menu in Paradigm will let you bulk update and edit payment information, student status, subsidy amount, recalculate commission amount, and invoice unit enrolments. Follow the instructions below on how to go about using this feature.
Load the student’s record.
Go to Student > Search > Enter either the student number or name. > Click Search. Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.  NOTE: If the student is enrolled to more than one course, and you only want to edit the units specific to a course, load the Course Enrolment Page [see below instruction] of the selected course first before you proceed to The Select Action to Perform on Units menu. However, if the student is only enrolled to one course, or if you want to edit all the units enrolled by the student regardless of the course, proceed to The Select Action to Perform on Units menu instructions.
There are two ways [ OR ] to load the Course Enrolment Page:
From the Student Summary Page [following the steps above], go to Student > Course Enrolment > Course menus on the side. Once the COURSE ENROLMENT LIST will appear, select the course you wanted to edit and click the ACTIONS button on the right side of it, and then select the Edit option from the drop down list.
From the Student Summary Page [following the steps above], click the ACTIONS button on the right side of the chosen course, and select the Edit Course Enrolment option from the drop down list.
The Select Action to Perform on Units menu.
After loading the student’s record, choose the Student > Course Enrolment > Units Edit menus on the side. It will then load a page with all the units enrolled by the student, and all the possible fields you can edit or update, all under the UNITS ENROLLED BY STUDENT Form section.
The Select Action to Perform on Units menu location is highlighted in red in the above screenshot. This menu will give you the following functionality when it comes to editing unit enrolments.
Select all the units you want to apply the list of actions above to perform on units, by ☑ checking the checkboxes on the right, or you can ☑ the checkbox in the header column to select all the units – that is, if you want to edit/update all the units on the list.NOTE: If multiple actions are required once the boxes next to the units have been ☑ checked click on the Remember Selection button to keep the units ticked between actions.  After selecting the required units, continue with the options below, depending on what actions you are planning to perform, select your action below:
| Table of Contents |
|---|
| minLevel | 4 |
|---|
| maxLevel | 5 |
|---|
| style | square |
|---|
|
Deleting Bulk UnitsDeleting Bulk Units
For Deleting bulk units, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Converting Bulk Units from Unpaid to Paid This menu option will allow you to bulk update all or some of the unit enrolments from an unpaid one to paid units. This will just let you confirm that the payment has been received for all the units selected, after confirming – all units payment will then be updated in bulk.
For Converting bulk units from unpaid to paid, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Converting Units to Fee-Help This guide will let you bulk convert the Funding Type of some or all of the unit enrolments historically set from other types of funding to FEE-HELP. After applying this action, all units selected will all then have a Funding Type of FEE-HELP.
For Converting Units to Fee-Help, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Converting Units to Upfront PaymentThis guide will let you bulk convert the Funding Type of some or all of the unit enrolments historically set from other types of funding to UPFRONT FEES. After applying this action, all units selected will all then have a Funding Type of UPFRONT FEES.
For Converting Units to Upfront Payment, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Applying Subsidy Amount to Bulk UnitsThis guide will let you bulk update the Subsidy Type and the Subsidy Amount to some or all of the unit enrolments historically set to other type or amount. After applying this action, all units selected will all then have the same Subsidy Type and Subsidy Amount with all the other financial fields affected auto-recalculated/updated. NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. | Info |
|---|
INFO: If the scholarship or subsidy type applicable for this student is not in the drop down list, or you want to create a new scholarship or subsidy type for this student, refer to the System > Search, Add and Edit Code Item – B. Add a Code Item article. Code Type Id to be searched is “SCHOLARSHIP_TYPE”. After adding the code, the new code will now appear in the drop down list under the Select subsidy type from list: field in the Course Enrolment page. |
For Applying Subsidy amount to bulk units, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Recalculating Commission Amount for Units
For Recalculating Commission amount for units, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
Invoice Selected Unit Enrolments
For Invoice Selected Unit Enrolments, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top
| Status |
|---|
| colour | Purple |
|---|
| title | status >> |
|---|
|
Updating HEIMS Student Status Code for Selected UnitsThis guide will let you bulk update the HEIMS Student Status Code to some or all of the unit enrolments historically set for other types of code. After applying this action, all units selected will all then have a HEIMS Student Status Code, the same as the one you’ve set.
For Updating Student Status for Selected Units, NOTE: The steps below is a continuation of the steps already mentioned above on how to load the Select Action to Perform on Units menu. You can go back to this section by clicking on this link: Load the Select Action to Perform on Units Menu. 
back to top | 
