Overview
The article outlines detailed workflows on how to use the Units Page in Paradigm. This includes enrolling students into units, withdrawing students from units, deleting units, transferring units from one course to another. This page also contains the function that allows you to perform bulk actions on selected units. Check the Key Terms and Concepts to learn more about fee types, etc., or you can choose from the list of how-to guides below relating to your concern with unit enrolments.
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| title | Key Terms and Concepts |
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Key Terms and Concepts
Click a term or concept below to learn more about it:
There are 4 sections to this screen: Units Enrolled by student - This is a full list of all of the units that the student has against this course including Scheduled Unit number, Unit Number, Unit Name (Title), Start Date, Census Date, End Date, Status, Institution, Funding type, Mode of Delivery and Class Number. The Units can be edited from here by clicking on the pencil icon or the action menu. These will be addressed further down this article. Fee Units Enrolled By Student Units Financial Summary Information - This section provides an overview of the students financials at a glance, Including total course fee, Amount paid, Total Fees Due, Total Discounts and total funding. Add Units Via Scheduled Unit Search - This Section allows the user to enrol the student into units by passing all course or if the restrict course plan box it ticked then the course rules will apply.
Unit Fields
Field Name | Brief Overview |
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Unit Id | The Institution specific unique unit identification code. | Unit Name | The Specific name of the unit | Unit Provider | Which institution is offering the unit. | Unit Keywords | Keywords are buzz words or words associated with the area of study. This can aide in locating a unit in a particular study area / topic /field. | Start date | What date is the first day of semester / term / delivery period. | End Date | What date is the last day of semester / term / delivery period. | Unit Location | At what location is the unit being delivered. | Restrict Course Plan | This option will restrict what units are displayed according to the course rules or pre-requisites, co-requites, disallowed units, etc. | Class | The Group , cohort or class name. | Unit Status | Active Archived Cancelled Confirmed Unconfirmed
| Order By | Unit Code Unit Name Provider Id Status Id Last Modified Date Unit Id
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Field Name | Element Number | Brief Overview |
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Unit Fee | E384 | The amount pre-programmed into the Fees table for units with the Course of Enrolment. | HEIMS Loan Fee | E529 | The Government charge of 25% of the unit fee for using Fee-HELP. If the student makes any upfront payments the loan fee is 25% of the amount deferred to HELP. | Amount Received |
| The total amount received for this unit of study (Fee-HELP+ Upfront Payments+ Subsidy). | Upfront Payment | E381 | Amount paid to the institution and not deferred to help. | Funding Type |
| Payment method used for students tuition fees. | Funding Amount | E558 | The Amount deferred to HELP. | Subsidy Type |
| Scholarships, discounts or levies paid to the institution for the students tuition. | Subsidy Amount |
| Scholarships, discounts or levies paid to the institution for the students tuition. | Payment Date |
| The date payment is received for tuition. | Amount Due |
| The Current Amount outstanding for the students tuition fees. | HEIMS Student Status | E490 | A code that indicates how a student will be discharging their tuition balance, for example if they are paying upfront or deferring some or all of their tuition fee to the government via a funding scheme. |
back to top Fee Types and Funding Amounts
Within the Fee and Funding fields there are 5 fields that provide the vital information for the Accounting Section of the System: Field Name | Brief Description |
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Unit Fee | The Amount Charged for the unit of Study regardless of funding type. | Amount Received | The Total amount received from all payment methods towards this unit of study. Once all payments types have been received this amount and the unit Fee Amount should be the same, thereby paying off the unit. | Subsidy Amount* | Any discounts, Scholarships or other fee reduction amounts paid on the students behalf. | Upfront Payment* | The Amount the student has elected to pay upfront (either as pre-payment or by promised amount). | Funding Amount* | The Amount the Government is going to pay on the students behalf (excluding any loan fee amounts). |
NOTE: The HEIMS Loan fee is calculated by percentage of the Unit fee and is reporting as part of HEPCAT / TCSI reporting, this amount is not collected by the institution. *These fields [referring to the fields with * symbol in the above table] are revenue sources, the sum of these three fields should always equal to the amount received or the Unit Fee. When entering data into these fields it is important to take into account the funding type. If the Student is upfront the Funding Amount (Fee-HELP/ HECS-HELP) field must be zero. However if the Student is Fee-HELP/ HECS-HELP, the student can make a partial payment and defer the remainder to HELP.
back to top Excluded Fields from Transfer Credits between Courses
⬇ Related How-To Guide: Transfer Units from One Course to AnotherWhen you perform the task of transferring a student’s units from one course to another and you select the bulk select actions ‘Transfer Credit the selected units to the degree’. The following listed fields are excluded from this action: Label ID | Field Name |
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InvoiceId | read only - system populated field | invoiceItemSeqId | read only - system populated field | commissionInvoiceId | read only - system populated field | commissionInvoiceItemSeqId | read only - system populated field | commission2InvoiceId | read only - system populated field | commission2InvoiceItemSeqId | read only - system populated field | oshcInvoiceId | | oshcInvoiceItemSeqId | | gradeReleaseDate | Grade Release Date | destE490 | Student status code | destCensusDate | HEIMS Census Date | destLastSubmitted (TCSI) | HEIMS Validation Status | destLastSubmittedStatus (TCSI) | HEIMS Last Validated | destUid16 (TCSI) | TCSI Unique Identifier | commissionPaidProvider | | eduProviderSalesCommissionRuleId | | eduUnitFeeId | | entityExtraValuesId (TCSI) | TCSI UID | grade | Final Grade Percentage | crmEntityTypeId | CRM Entity Type Id | crmEntityId | CRM Entity Id | externalEntityTypeId | External Entity Type Id | externalEntityId | External Entity Id | remoteSmsEntityId | Remote SMS Entity ID | smsEntityTypeId | SMS Entity Type Id | smsEntityId | SMS Entity Id | Read Only | Read Only |
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| title | 12. Transfer Units from One Course to Another |
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Transfer Units from One Course to Another
NOTE: Please read carefully the Implications section above before adding any new course enrolment to a student record. | Note |
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BE ADVISED: Following the below instruction, the selected units can be transferred from one course to another one. This action can also be performed from the Course screen but will transfer all units from one course to another. This set of steps assumes that the course that the units are going to has already been established / setup in the students course record. |
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. 
Transfer units from one course to another.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to transfer, by ☑ checking the checkboxes on the right, or you can ☑ the checkbox in the header column to select all the units – if you want to transfer all the units on the list. 
Scroll down, click the Select Action to perform on Units drop down list and select your preferred transfer option. See below for a brief overview of each transfer option.
Transfer Selected Unit to the degree – This option will copy the selected units to the new degree, where the new unit gets the status of the old unit (e.g. Completed), and the old unit gets the status of "Transferred".
Transfer Selected units to the degree with no fee checking – This option does the same function as the above, however, it does not check the fee rules and scheduled unit fees.
Transfer Credit to the selected units to the degree This option will copy the selected units to the new degree, where the old unit remains unchanged and new unit has the status set to "transferred credit", and all of the fee fields are set to '0.00' After selecting your transfer option, a Course drop down list will appear below. Select the Course where you want all the units to be transferred to, and then click the SUBMIT button.
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INFO: Check the Success message (that would look like as the below screenshot) to ensure that the units have been successfully transferred to a course. |
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| title | 13. Delete Multiple Units Using the Action Menu |
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Delete Multiple Units Using the Action Menu
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.
Delete all the units you want to delete from the record.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to delete, by ☑ checking the checkboxes on the right of each unit, or you can ☑ the checkbox in the header column to select all the units – that is, if you want to delete all the units on the list. 
Scroll down, and look for the Select Action to perform on Units dropdown menu. Select Delete selected units from the list, and then click the SUBMIT button.
After clicking the SUBMIT button, a message will pop up to verify and confirm the deletion action. Click YES to proceed.
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INFO: After clicking YES, an info message (the same as below) will appear on top of the page to give you the success status of the deletion. |
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| title | 14. Add a Note to Selected Units in Bulk |
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Add a Note to Selected Units in Bulk
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.
Add the notes to selected units in bulk.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to add the notes to selected units in bulk, 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 add the notes to all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Add note to selected Units option. After selecting the Add note to selected Units option, click the SUBMIT button.
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INFO: Check the Success message to ensure that the notes have been successfully added. |
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| title | 15. Hide Units on a Transcript (Bulk) |
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Hide Units on a Transcript (Bulk)
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.
Hide the units on a transcript in bulk.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to to hide on the transcript in bulk, 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 hide all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Update Appear on Transcript for the selected units option.
After selecting the Update Appear on Transcript for the selected units option, the Visibility Status field will appear below. Select Hidden from the drop down list, (alternatively select visible to reveal the units). Click the SUBMIT button to hide the units on the transcript.
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INFO: Check the Success message to ensure that the changes have been successfully applied. |
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| title | 16. Convert Upfront Units to Fee-HELP |
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Convert Upfront Units to Fee-HELP
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.
Convert upfront units to Fee-HELP.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to convert upfront units to Fee-HELP, 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 convert all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Convert selected units to Fee Help option. Click the SUBMIT button after selecting the option.
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INFO: Check the Success message (that would look like as the below screenshot) to ensure that the units have been successfully converted. |
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| title | 17. Convert Fee-HELP Units to Upfront Payment |
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Convert Fee-HELP Units to Upfront Payment
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.
Convert Fee-HELP units to Upfront Payment.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to convert Fee-HELP units to upfront payment, 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 convert all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Convert selected units to Upfront Fees option. Click the SUBMIT button after selecting the option.
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INFO: Check the Success message (that would look like as the below screenshot) to ensure that the units have been successfully converted. |
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| title | 18. Apply a Subsidy and Subsidy Amount to Selected Units in Bulk |
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Apply a Subsidy and Subsidy Amount to Selected Units in Bulk
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.
Apply the subsidy and subsidy amount to selected units in bulk.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to apply the subsidy and subsidy amount to selected units in bulk, 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 update all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Apply a subsidy and subsidy amount to each of the selected units option.
After selecting the Apply a subsidy and subsidy amount to each of the selected units option, the Subsidy Amount and Subsidy Type fields will appear below. Enter the subsidy type to be applied, and the dollar amount to be applied (do not enter a $ symbol), and then click the SUBMIT button.
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INFO: Check the Success message to ensure that the subsidy amount, and the subsidy type have been successfully updated. |
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| title | 19. Convert Selected Units to Paid |
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Convert Selected Units to Paid
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.
Convert units to paid.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to convert to paid, 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 convert all the units on the list to paid.
Scroll down, click the Select Action to perform on Units drop down list and select the Confirm that all unpaid unit enrolments have been paid option. After selecting the Confirm that all unpaid unit enrolments have been paid option, click the SUBMIT button.
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INFO: Check the Success message to ensure that all units selected have been successfully updated. |
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| title | 20. Update Unit Enrolments Status (E490) to Selected Units in Bulk |
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| colour | Purple |
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| title | status >> |
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Update Unit Enrolment Status (E490) to Selected Units in Bulk
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.
Update unit enrolment status (E490) to selected units in bulk.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to update unit enrolment status (E490) to selected units in bulk, 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 update all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Update Student Status for the selected units option.
After selecting the Update Student Status for the selected units option, an Enrolment Status drop down list will appear below. Select the required E490 Fee status from the drop box, and then click the SUBMIT button.
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INFO: Check the Success message to ensure that the units have been successfully updated. |
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| title | 21. Update Grade Descriptions to Selected Units in Bulk |
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| colour | Green |
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| title | grades >> |
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Update Grade Descriptions to Selected Units in Bulk
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.
Update grade descriptions to selected units in bulk.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to update grade descriptions to selected units in bulk, 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 update all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the Update grade description for the selected units option.
After selecting the Update grade description for the selected units option, a Grade drop down list will appear below. Select the required grade from the drop box, and then click the SUBMIT button.
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INFO: Check the Success message to ensure that the unit grades have been successfully updated. |
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| title | 22. Update Advanced Standing Set Fee Fields to 0 and Update Grades |
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| title | grades >> |
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Update Advanced Standing Set Fee Fields to 0 and Update Grades
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.
Update advanced standing set fee fields to 0 and update grades.
After loading the student’s record, choose the Student > Course Enrolment > Units menus on the side. It will then load a page with all the units enrolled by the student under the UNITS ENROLLED BY STUDENT Form section. Select all the units you want to update, 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 update all the units on the list.
Scroll down, click the Select Action to perform on Units drop down list and select the "Update Advanced Standing set fee fields to 0 and update grades" option.
After selecting the option above, the Enrolment Status, Grade, Credit Provider (E566), and Credit Basis (E561) fields will appear below. Select all the required fields. Click the SUBMIT button to apply the changes
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INFO: Check the Success message to ensure that the changes have been successfully applied. |
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