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Objective

Upon completion of this KB article you will have an understanding of how to Search, Add and Edit Scheduled Units.

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Expand
title2. How to Add / Create Scheduled Unit

  1. Click on the Units tab in the Side menu

  2. Click on the Search option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider (Paradigm requires at least one search criteria)

  4. Click on the Search Unit button

  5. This will show a list of units that meet the searched criteria

  6. To filter the list of units, in the search box above the list of units, start typing the unit name.

  7. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.

  8. Once the required unit has been loaded click on the Scheduled Unit Details in the side menu

  9. Click on the Add Scheduled option in the side menu

  10. Enter the required information in to the fields ensuring some minimum field requirements (Start Date, End Date and HEIMS Census Date and Status set to Active) Additional information recommended however these fields are required to create a basic functioning Scheduled unit.

  11. Click on the Save Scheduled Unit button 

To Add Fees to the Scheduled Unit continue below. There are 4 different methods for adding fees to Scheduled units. 

3. Adding Fees to Scheduled Units

There are 4 methods of for adding fees to Scheduled unitsUnits.

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title3.1. Method 1- Adding Fees for Individual Courses to Scheduled Units

  1. If the institution has many different fees for each unit within in the same course, students within the same units in different courses that are charged different amounts (this can be due to practicums, material costs, etc) This can be useful for overriding Fee rules if required.

    Follow the steps above to schedule a new unit, then continue here to add the available fees.

    1. Once the new schedule has been saved scroll down the Fees associated with this Scheduled Unit section

    2. Click the New Fees button

    3. Scroll down to the Edit Fee Section

    4. Select the Course name from the Drop down box

    5. Enter the Fee Description from the Drop Down Box

    6. Enter the dollar amount in the Fee box (do not a dollar sign as this will cause the fee not to save)

    7. Select the Invoice Fee Code from the drop down box

    8. Enter the Credit points value for this unit into the Credit point field

    9. Enter the EFTSL  into the EFTSL Field

    10. Click on the Save Unit Fees button

    11. To add additional Fees click on the New Fees button

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title3.2. Method 2 - Adding Fees for Multiple Courses to Scheduled Units

  1. Once the new schedule has been saved scroll down the Fees associated with this Scheduled Unit section

  2. Click the New Fees button

  3. Scroll down to the Add Multiple Fees Section

  4. Select the Course names from the Drop down box, to select multiple course hold the control button and click the required course names.

  5. Select the Fee Descriptions required from the drop down box

  6. Enter the dollar amount in the Fee box (do not a dollar sign as this will cause the fee not to save)

  7. Select the Invoice Fee Code from the drop down box

  8. Enter the Credit points value for this unit into the Credit point field

  9. Enter the EFTSL  into the EFTSL Field

  10. Click on the Add Fees button

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title

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3.3. Method 3 - Adding Fees for All Course in selected group to Scheduled Units (e.g. all Undergrad Courses)
Warning

Warning

This will add the standard unit fee that is entered into the Course record page for all courses in the selected group.

  1. Once the new schedule has been saved scroll down the Fees associated with this Scheduled Unit section

  2. Click on the Select Program Level Drop box and select the group of courses to add fees for this course e.g. Undergraduate

  3. Click on the Add Program Fees button

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Please note: This will add the standard unit fee for all courses in the selected group. The Standard unit fee that is entered into the Course record page.

 Method 4 - The Fee rules

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title3.4.  Method 4 - The Fee Rules

  1. Click on the Units tab on the side menu

  2. Click on the Unit Fee Details in the side menu

  3. Click on the Add New Unit Fee on the side menu

  4. Scroll down to the Edit Unit fee Detail Section

  5. Click on the Course Drop down box and Select the Course to add the new fee to

  6. Click on the Course level drop box and select the Study Level that relates to this course

  7. Enter the number of Credit points for the units within the course

  8. Select the Fee Type that this fee is for

  9. Optional: Enter the Unit level code. These must be set within the Base unit prior before adding to fee rules

  10. Enter the dollar amount for this Course, credit point, fee type combination without a dollar symbol

  11. Select the Status

  12. Click on the Save Unit Fee button
    To add another rule press the Add New Unit Fee option on the side menu.

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title5. How to Edit a

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Scheduled Unit

  1. Click On the Units tab in the side menu.

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter at least one of the following options in to the relevant search box: 

    • Unit Code

    • Unit Name

    • Unit Provider

    • Start Date

    • Unit Keywords

    • Unit Status

  4. Click on the Search Scheduled Unit button.

  5. This will show a list of units that meet the searched criteria

  6. To filter the list of units, in the search box above the list of units, start typing the unit name

  7. When you see the record for the unit you are looking for , click on the unit id code, highlighted in blue in the left column of that row.

  8. The Scheduled Unit has now been loaded.

  9. Update the Required information.

  10. Click on the Save Scheduled Unit button

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title6. How to Delete

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a Scheduled Unit
Warning

Warning

Please note:

Before a Scheduled Unit can be deleted all student enrolments in the unit must be removed / deleted. If any enrolments exist the system will not allow the unit to be deleted.

 

  1. Click On the Units tab in the side menu.

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter at least one of the following options in

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  1. the relevant search box: 

    • Unit Code

    • Unit Name

    • Unit Provider

    • Start Date

    • Unit Keywords

    • Unit Status

  2. Click on the Search Scheduled Unit button.

  3. This will show a list of units that meet the searched criteria

  4. To filter the list of units, in the search box above the list of units, start typing the unit name

  5. When you see the record for the unit you are looking for , click on the unit id code, highlighted in blue in the left column of that row.

  6. The Scheduled Unit has now been loaded.

  7. Scroll down and click on the Delete Scheduled Unit button

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title7. How to Add a Contact to a Scheduled Unit

These instructions assume that the Scheduled unit has already been created

  1. Click on the Contacts tab in the side menu.

  2. Click on the 

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  1. Search option in the side menu.

  2. Enter details for one of the following search boxes: Family Name / Surname, Given name.

  3. Click on the Search Contact button to show a list of contacts whose details match your search.

  4. To filter the list, in the search box above the list, start typing the contact's First Name / given name.

  5. When you see the row containing the details for your contact, click on the Contact Role highlighted in blue on the left side of the row, to load the details for that contact.

  6. Check the assigned roles allocated to the contact contains the required role. If Unit Teacher doesn't appear, click on the Contact drop box, select the Unit Teacher role, then click on the Assign Role button.

  7. Scroll down to the Add Contacts Role for Scheduled

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  1. Units section.

  2. Enter any combination of Unit Code, Unit Name, Unit Provider or Unit Keywords, Unit Status (Paradigm requires at least one search criteria)

  3. Click on the Search Scheduled Unit button

  4. This will return a list of units that meet the searched criteria

  5. To filter the list, in the search box above the list, start typing the unit name.

  6. Click on the Select Role drop box and select the required role (the Select tick box will automatically populate) Multiple units may be selected.

  7. Scroll to the bottom of the page and click on the Add Role to Scheduled

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  1. Units button.

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title8. How to Search and

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Add A Unit of Competency to a Scheduled Unit

  1. Click On the Units tab in the side menu.

  2. Click on the Unit Details option in the side menu

  3. Click on the Show Scheduled Units option in the side menu

  4. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  5. Click on the Search Scheduled Unit button.

  6. This will return a list of units that meet the searched criteria

  7. To filter the returned options start typing the name of the unit into the search box. The returned results will reduce to match the criteria.

  8. Click on the blue hyper link on the left side of the required record.

  9. The Scheduled Unit has now been loaded.

  10. Click on the Unit Competency Edit option in the side menu

  11. Search for the Competency by Competency Id, Competency name or Field of Education code or any combination of the three. These can be sorted also by module / competency and ordered by Competency Id or Competency name.

  12. To filter the returned options start typing the name of the unit into the search box. The returned results will reduce to match the criteria.

  13. Click on the blue hyper link on the left side of the required record.

  14. Ensure that the data returned is correct then press the Save Unit button.

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title9.

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How To Change A Scheduled Unit To Flexible Learning

  1. Click on the Units option in the menu

  2. Click on the Search Scheduled Units option

  3. Type in the Scheduled Unit Id and click the Search Scheduled Unit button

  4. Put a tick in the select box at the far right end of the row for the chosen unit enrolment(s)

  5. Click the Add Scheduled Units To List button

  6. Scroll down the page as necessary, to the Scheduled Unit Details section

  7. Set values for the Start Date and End Date

  8. Scroll down toward the bottom of the section, and change the value of the field Flexible Learning to Yes

  9. Click the Save Scheduled Unit button

Further Reading

Filter by label (Content by label)
max5
sorttitle
excerptTypesimple
cqllabel in ( "jasper" , "report" , "ireport" )

Adding Assessments to Scheduled Units

Adding Sessions to Scheduled Units

Rescheduling Units

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max5
sorttitle
excerptTypesimple
cqllabel in ( "scheduled-unit" , "contact" , "competency" , "session" , "assessment" , "reschedule" , "base-unit" , "census-date" , "flexible-learning" , "delivery-mode" , "provider" , "institution" , "organisation" , "participants" , "unit-fees" , "fee-rules" )

Related Pages

Related Labels

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