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, and 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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how-to guides on any fields and status update updates or change
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how-to guides on processes, e.g. enrolment, adding a course, units, etc.
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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:
Table of Contents
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Student > Course Enrolment > Units
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 in this article. You can also perform BULK Actions on unit enrolments as mentioned in the above navigation how-to guides on BULK Units Enrolment processes.
FEE UNITS ENROLLED BY STUDENT
COURSE PRIOR CREDITS
TCSI LOAN INFORMATION - The TCSI Student Loans Packet, for students who have accessed HELP loans
UNITS FINANCIAL SUMMARY INFORMATION - This section provides an overview of the student's financials at a glance, Including 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 bypassing all courses or if the restrict course plan box is ticked then the course rules will apply. This section is one of the two ways you can enrol a student into the scheduled units. The other way to enrol a student is via the Course Plan.
TCSI LOAN INFORMATION
TCSI update has added the ability for Paradigm to download the current status of HELP loans received by the Australian Taxation Office (ATO). One way to view this information in Paradigm is using the STUDENT > Course Enrolment > Units screen, see the sample screenshot below:
The loan data is re-downloaded from TCSI every 24 hours for records that meet one of the following criteria:
Unit enrolments ' last submitted to TCSI within the past 3 calendar days
Unit Enrolments with a census date within the past 6 months
More information about loan processing, including a list of loan status codes, is available on the TCSI Support website.
ADD UNITS VIA SCHEDULED UNITS SEARCH Fields
Field Name
Brief Overview
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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Improved Student Session Enrolments Workflow
The STUDENT > Course Enrolment > Units screen has been upgraded to make it easier to manage student session enrolments in bulk.
Additional functionality has been added to support ad-hoc session enrolments for when a specific student must be enrolled in sessions that would otherwise break the normal session enrolment constraints.
The screen now shows all sessions associated with active unit enrolments in a new section
Staff users may use this new section to perform admin tasks associated with session enrolments across multiple unit enrolments
Staff users may also use this new section to break the normal rules around session group and session class to accommodate unique student requirements
See the sample screenshot below. This section is under the CLASS TIMES of the Student >Course Enrolment > Units screen.
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Fee payment information
Field Name
Element Number
Brief Overview
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.
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Fee Types and Funding Amounts
Within the Fee and Funding fields there are 5 fields that provide vital information for the Accounting Section of the System:
Field Name
Brief Description
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.
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Excluded Fields from Transfer Credits between Courses
⬇ Related How-To Guide:
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Transfer Units from One Course to Another
When 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
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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Note
BE ADVISED:
To ensure that newly created Unit Enrolment records are correctly reported to TCSI there are now two conditions that must be satisfied:
The Base Course record must have been already reported to TCSI
All TCSI Fields must be set on the Scheduled Unit record.
Warning
WARNING:
Paradigm will block the creation of a new Unit Enrolment where the Base Course has been reported via TCSI and one or more TCSI fields on the Scheduled Unit are blank. A suitable error message will be shown to the user.
It is critically important that providers ensure their Scheduled Unit records have been coded without errors BEFORE creating new student Unit Enrolments as part of an upcoming enrolment period.
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title 1. How to Enrol a Student into a Scheduled Unit - (Add Units Via Scheduled Unit Search)
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INFO:
If you want to do bulk enrolment of students to Scheduled Units, refer to this knowledge article: How to Bulk Enrol Students to Scheduled Units.
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How to Enrol a Student into a Scheduled Unit
There are two ways you can enrol a student into scheduled units: (1) via the ADD UNITS VIA SCHEDULED UNIT SEARCH section – refer to the instructions below, and (2) via the Course Plan, refer to the Manage Course Outlines article for the instructions on how you can create or add a Course Plan in Paradigm, and on Student > Course Enrolment > Course Planarticle on how to enrol a student via the Course Plan menu.
NOTE:
Please read carefully the Implications section above before adding any new course enrolment to a student record.
The instructions below assume that you have already setup your fee rules before you add any enrolments to your scheduled units. see Unit Fees - Search, Add and Editfor more details on how Paradigm handles fees.
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Load the student’s record.
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Go to Student > Search > Enter either the student number or name. > Click Search.

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Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.

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Enrol a student into a scheduled unit.
Warning
WARNING:
It is critically important that your Scheduled Unit records have been coded without errors BEFORE adding a new student Unit Enrolment (as part of an upcoming enrolment period).
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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.
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NOTE
INFO:
The UNITS ENROLLED BY STUDENT Form section will return an empty list if the student is new and has not been enrolled to any scheduled units before.

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Once the Units page has been loaded, scroll down to the bottom of the page and look for the ADD UNITS VIA SCHEDULED UNIT SEARCH Form section.
Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria) and click the restrict Course Plan option if required. By checking the Restrict Course Plan checkbox, only the scheduled units which are added to your Course Plan will be included in the search result along with your other criteria.
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NOTE:
It is highly recommended that you do the search by Start and End Date or Semester dates, that way, only scheduled units
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that are created within those dates will return in your search. If not set, it will use the default dates set in the Time Period Configuration: SEARCH_SCHD_UNT_DATE

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After you apply your filters, click the SEARCH SCHEDULED UNIT button.
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INFO:
You can further narrow down your search by typing more filters on the Search Box (very useful if you have lots of scheduled units for that semester), just on the left side above the results table. e.g. typing the initials of the Unit Id, ‘BEM’.
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After clicking the SEARCH SCHEDULED UNIT button, a table will appear at the bottom of the page with all the possible lists lists of the Scheduled Units you’ve searched. Click on either the ➕ Add Unit icon (if only one unit is required) or the ☑ Checkboxes next to all of the required units.
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After checking all the units that you are intending the student to be enrolled in, click the ENROL INTO SELECTED SCHEDULED UNITS button.
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NOTE:
INFO:
Click the ENROL SELECTED SCHEDULED UNITS AS EXEMPT button if you are enrolling a student to Recognise Prior Learning (RPL), see Recognition of Prior Learning (RPL) and Credit Exemptions.
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title 1.1. How to Manage Session Enrolments
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How to Manage Session Enrolments
Paradigm has now an expanded workflow for managing session enrolments as an ADMIN.
The screen now shows all sessions associated with active unit enrolments in a new section
Staff users may use this new section to perform admin tasks associated with session enrolments across multiple unit enrolments
Staff users may also use this new section to break the normal rules around session group and session class to accommodate unique student requirements
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With the student record loaded in the system, choose Student > Course Enrolment > Units menus on the side. Go to the CLASS TIMES section.
This screen shows the breakdown of all the sessions associated with the student’s currently enrolled units.
NOTE:
The number of sessions available on each scheduled unit is dependent on how each of your scheduled units' sessions is configured.
Select the required sessions you want the student to be enrolled into.
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After selecting the required sessions, click the UPDATE SESSION ENROLMENTS button.
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The student’s unit enrolments sessions is/are now updated accordingly.
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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
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.
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INFO: Check the knowledge article below on how to transfer a course enrolment with adding a new course instruction.
https://silverband.atlassian.net/wiki/spaces/PKB/pages/985177/Course#how-to-Transfer-a-Course-Enrolment-Record-for-the-same-Student
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Load the student’s record.
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Go to Student > Search > Enter either the student number or name. > Click Search.

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Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.

NOTE:
Paradigm by default will load the current Course Enrolment that has an Enrolled status. Before you proceed to the instructions below, make sure that the current Course Enrolment loaded in the system is the [Old] Course where the units you want to transfer belong. To load the [Old] Course Enrolment, in the Summary screen, click the ACTIONS button against the Course under the COURSE ENROLMENTS section and click the Edit Course Enrolment option.

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Transfer units from one course to another.
Warning
WARNING:
Before you proceed to the instructions below, as mentioned in the above assumption in this section, make sure that you have already enrolled the student in the Course where you want to transfer the units. If this is not the case yet, refer to the instructions on this workflow: How to Add a Course Enrolment to a Student’s Record.
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After loading the student’s record with the Course Enrolment that you want to transfer (given that the student is also already enrolled in the New Course where the units are to be transferred), 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.
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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.
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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.
A. 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".
B. 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.
C.Transfer Credit the selected units to the degree - choose this option when you do not need to report the transferred unit enrolment to the government via TCSI. The government only wants to know the credit in the form of a credit packet reported against the course enrolment. The prior credit sub-packet will be created automatically when selecting this option on the Student TCSI Edit screen that belongs to the new course.
NOTE:
Refer to the ⬆ above Excluded Fields from Transfer Credits between CoursesKey Terms and Concepts, there are a list of fields which are excluded from performing this option of transfer of the selected units between degrees.
This option will copy the selected units to the new degree (course), where the old unit remains unchanged and the new unit has the status set to "transferred credit", and all of the fee fields are set to '0.00'.
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After selecting your transfer option, a Course drop-down list will appear below. Select the [New] Course where you want all the units to be transferred to, and choose the values for the Credit Basis E561 and Credit Provider E566 fields, and then click the SUBMIT button.
Tip
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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Versions Compared

Old Version 99

New Version 100

Key

Overview

Key Terms and Concepts

TCSI LOAN INFORMATION

ADD UNITS VIA SCHEDULED UNITS SEARCH Fields

Improved Student Session Enrolments Workflow

Fee payment information

Fee Types and Funding Amounts

Excluded Fields from Transfer Credits between Courses

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title 01.
How to Enrol a Student into a Scheduled Unit

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title 1.1
How to Manage Session Enrolments

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title 12.
Transfer Units from One Course to Another

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