Overview
Objective
Upon completion of this KB the user will be able to Search, Add and Edit Units fees within the Fees Matrix (Fees table).
This Learn how to searc, add and edit fee rules for the purpose of calculating the tuition fee amount when new unit enrolment records are created within Paradigm. Fee Rules represent a lower management overhead compared to stating fees on a pers Scheduled Unit record basis.
Complexity:
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Page Contents
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Assumptions
The user has an understanding of the Institution Unit Fees
The user has an understanding of the Institution Unit Fees for local and International students.
The user has an understanding of the Credit points system with in your institution.
The User has an understanding of the Courses within your Institution
Key terms and concepts
Note |
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Be advisedEnsure that you have all of your Fee rules correctly entered prior to commencing enrolment as unit enrolments already created are updated when a fee rule is added, removed or modified. |
The Fees matrix works in-conjunction with Scheduled Units to charge students the correct amount for the units for the Course for which they are enrolled. Fee Rules table eliminates the need to create multiple fee rules in the schedule units via Fees Associated With this Schedule Unit section.
Assumptions
- The user has an understanding of the Institution Unit Fees
- The user has an understanding of the Institution Unit Fees for local and International students.
- The user has an understanding of the Credit points system with in your institution.
- The User has an understanding of the Courses within your Institution
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Once you have created your Fee rules then create your scheduled units. If you have a one of Special fee it can be added to the “Fees Associated with this Scheduled Unit” within the scheduled unit. Any fees entered there will override rules corresponding within the fee table.
The fees table works by the highest number of matched data rules.
For Example
Course = 1 point
Course level = 1 point
Fee Type = 1 point
Credit points = 1 point
Level = 1 point
If required and extra weighting can be given to the Course field to ensure a 4 or 5 point match if level is not used. The system then selects the amount entered that matches the highest number of points in combination.
It is important to map out all combinations of these fields that you require prior to starting to enter data. That way all combinations required can be enter into Paradigm easily and quickly.
As fees change from one year to the next existing rules can either be updated, as it will not change any previously enrolled units, or retired and new rules create.
Section Name | Brief Overview |
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Search Unit Fees | This Section is where to search for unit fees that have already been created. |
Add New unit Fees | New Fees rules are added here. |
Edit Unit Fees | For fee rules that have already been created and need to be updated / edited accessing them here and edits can be made. |
Implications
Minimum field requirements for Unit Fees
Required Fields | Minimum required to create a Fee Rule |
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Course | X |
Course Level | X |
Credit Point Statement | O |
Fee Type | X |
Unit Level | X |
Amount | O |
Funding Amount | X |
Course Type | X |
Scheduled Unit Provide | X |
Unit Fee Status Id | X |
Full list of fields within the Unit Fees
Field Name | Brief Overview | Sample Data |
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Course | A drop down box containing all of the institutions currently active courses. | Bachelor of Arts |
Course Level | The level at which the course is taught |
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Credit Point statement | The number of points that the unit/ subject is worth within the course of study |
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Fee Type | The type of fees to be charged |
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Unit Level | The banding of the unit /subject, or other coding Please note: This needs to be set in the Parent unit prior to scheduling units / Subjects |
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Amount | The amount to be charged for this unit / subject for this course combination |
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Unit Fee Status Id | The Unit fee status indicates if the unit fee is currently in use (Active) or not (Archived) |
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Example
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1: fee type and credit points
Course Name | Credit point | Fee Type | Amount |
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Bachelor of Arts | 6 | Standard | 500.00 |
Bachelor of Arts | 12 | Standard | 1000.00 |
Bachelor of Arts | 18 | Standard | 1500.00 |
Bachelor of Arts | 24 | Standard | 2000.00 |
Bachelor of Arts | 6 | International | 600.00 |
Bachelor of Arts | 12 | International | 1200.00 |
Bachelor of Arts | 18 | International | 1800.00 |
Bachelor of Arts | 24 | International | 2400.00 |
Example
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2: course code, fee type, credit point, level
Course Name | Credit point | Fee Type | Level (banding) | Amount |
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Bachelor of Arts | 6 | Standard | 1 | 500.00 |
Bachelor of Arts | 6 | Standard | 2 | 600.00 |
Bachelor of Arts | 6 | Standard | 3 | 700.00 |
Bachelor of Arts | 12 | Standard | 1 | 1000.00 |
Bachelor of Arts | 12 | Standard | 2 | 1200.00 |
Bachelor of Arts | 12 | Standard | 3 | 1400.00 |
Bachelor of Arts | 18 | Standard | 1 | 1500.00 |
Bachelor of Arts | 18 | Standard | 2 | 1800.00 |
Bachelor of Arts | 18 | Standard | 3 | 2100.00 |
Bachelor of Arts | 24 | Standard | 1 | 2000.00 |
Bachelor of Arts | 24 | Standard | 2 | 2400.00 |
Bachelor of Arts | 24 | Standard | 3 | 2800.00 |
Implications
...
The Fees matrix works in-conjunction with Scheduled Units to charge students the correct amount for the units for the Course for which they are enrolled. Fee Rules table eliminates the need to create multiple fee rules in the schedule units via Fees Associated With this Schedule Unit section.
...
As fees may change from one year to the next existing rules can either be updated, as it will not change any previously enrolled units, or retired and new rules create.
Please ensure that you have all of your Fee rules correctly entered prior to commencing enrolment as units aren’t updated if you make a mistake and go back and update a Fee rule.
Do not allow enrolment to commence while still adding fees or Scheduled units.
Updating a fee won’t update any historical enrolments. Make sure fees are correct before proceeding with enrolments
.
The fees table works by the highest number of matched data rules.
For Example
- Course = 1 point
- Course level = 1 point
- Fee Type = 1 point
- Credit points = 1 point
- Level = 1 point
If required and extra weighting can be given to the Course field to ensure a 4 or 5 point match if level is not used. The system then selects the amount entered that matches the highest number of points in combination.
It is important to map out all combinations of these fields that you require prior to starting to enter data. That way all combinations required can be enter into Paradigm easily and quickly.
...
.
Please ensure that you have all of your Fee rules correctly entered prior to commencing enrolment as units aren’t updated if you make a mistake and go back and update a Fee rule.
Do not allow enrolment to commence while still adding fees or Scheduled units.
Updating a fee won’t update any historical enrolments.
Make sure fees are correct before proceeding with enrolments.
Workflow
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Please note: To reduce the results additional options can be selected when searching. |
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To add another rule Click the Add New Unit Fee button on the side menu. |
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To edit additional fees Scroll to the top of the page and start the process again from step 5 |
Further reading
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Related Pages
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