Objective
Upon completion of this KB article you will understand how to Search, Add and Edit Provider records within Paradigm.
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The User has the minimum required level to access the Provider tab and an understanding that making changes within this section has system wide implications.
The user has an understanding of the Australian Tertiary Education System / VET Sector.
A provider record must have been created and saved before trying to assign a role to that provider
Key terms and concepts
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Field Name | Brief Overview |
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Organisation Name | This is the Full name / title of an Institution within Paradigm. This name will use where ever the full title of the institution is required. |
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Institution Status | The status of the institution Active or Archived |
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Abbreviated Name | Each institution is given an abbreviated name to make identification |
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Role | Different Roles within the system will allow for different functionality and need to be used in combination: Educational Program Provider Educational Unit Provider Education Agent Training Organisation HEIMS Higher Education Provider Training Organisation Location Work Experience Provider Education Payment Agent Education Bank Assoc Educational Program Provider SVP Provider
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Order by | The list produced can to be ordered by: Name Abbreviation Status Id Last Modified Date
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| 2. The Minimum System Required Fields |
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Field Name | Brief Overview |
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Name | The Full and Legal name of the Institution to appear on official documents |
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Abbreviation | An Abbreviated institution name to be used in drop boxes and internal system instances |
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ABN | The Australian Business Number is a unique identifier issued by the Australian Business Register |
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Address Line 1 | Physical address of Institution |
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Address line 2 | Physical address of Institution |
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Suburb | Physical address of Institution |
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Post Code | Physical address of Institution |
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State | Physical address of Institution |
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Country | Physical address of Institution |
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Phone | Contact Phone number of Institution |
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Fax | Fax Number of Institution |
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Other Phone | Other Contact Phone numbers of Institution |
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Mobile | Mobile phone of Institution |
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email | Primary contact of Institution's email address |
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Web | Institution's Web address |
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Logo image | Institution's logo, this in embedded into reports eg Transcripts, AHEGS, CANS, letters, |
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Web image |
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Invoice Fee Code | Abbreviated Fee Code eg SF - Star Fleet Academy |
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GST Amount | The amount of GST charged 10% |
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HE Provider Code | The Higher Education Code allocated to each institution by the Government |
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Agent Commission Percentage | the amount to this agent for referring a student |
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Agent Category | |
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Agent Focus |
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Agent Sales Representative |
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Agent Contact Person | Primary contact for Agent |
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Agent Contract Original Date |
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Agent Contract Renewal Date |
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Institution Status | |
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Provider Course Id Type | |
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SVP Agent |
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AHEGS Provider Print Detail |
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Cricos Provider Code | The Commonwealth Register of Institutions and Courses for Overseas Students (CRICOS) is a register of Australian education providers that recruit, enrol and teach overseas students. Registration on CRICOS allows providers to offer courses to overseas students studying in Australia on student visas. |
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Related Bank Account |
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Same as Above (Tick Box) |
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Billing Attention Name |
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Billing Company Name |
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Address Line 1 |
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Address Line 2 |
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Suburb |
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Postcode |
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State |
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Country |
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Phone |
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Fax |
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Other Phone |
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Mobile |
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Provider Roles
These may be added when a record is created or at later time when required
Assigned Roles for Provider options |
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Education Provider |
Educational Program Provider |
Educational Unit Provider |
Education Agent |
Training Organisation |
HEIMS Higher Education Provider |
Training Organisation Location |
Work Experience Provider |
Education Payment Agent |
Education Bank |
Assoc Educational Program Provider |
SVP Provider |
Workflow
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| title | 1. How to Load a Provider Record |
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Click on the Provider tab in the side menu Click on the Search option in the side menu Enter the Organisation name or Abbreviation Click on the Search Institution
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button This will show a list of Providers that meet the searched criteria To filter the list of Providers, in the search box above the list of Providers, start typing the Provider name to reduce the number of results. When you see the record for the Provider you are looking for, click on the Provider code for that provider, highlighted in blue in the left column of that row The Provider record has now been loaded.
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| title | 2. How to Create / Add a Provider Record |
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Click on the Provider tab in the side menu Click on the Add new option in the side menu Enter the required information in the correct fields Click on the Save Details button
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Warning
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Before you try to assign a role to a provider, a provider record must have already been created and saved |
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| title | 3. How to Assign Provider Roles |
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For a new Provider, refer to the section above "How To Create / Add a Provider Record". For an existing Provider, load the provider record or refer to the section above "How To Load a Provider Record". Click on the Assign Roles dropdown box to select the role that you want to assign to the provider Click on the Assign Role button
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| title | 4. How to Delete an Assigned Provider Role |
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Load the provider record or refer to the section above "How To Load a Provider Record". Click on the delete icon next to the role to be removed  Image ModifiedA warning message will appear - Are you sure you want to delete the selected item To proceed, click OK, or to keep the assigned role, click CANCEL.
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| title | 5. How to Add Attachment to Provider Record |
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Load the provider record or refer to the section above "How To Load a Provider Record". Scroll to the Bottom of the Page Click the Add File Attachment button
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Click on the Purpose Drop box and select the required Section Click on the Category Drop Box and Select the Required Option Enter the name of the Attachment Optional - Enter a brief description of the Attachment Select the lowest Permission level required to View this attachment Click the Choose File button
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Navigate to the item to be attached Click on the Save File Attachment button
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Check for Successful save message.
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| title | 6. How to Edit / Update a Provider Record |
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Load the provider record or refer to the section above "How To Load a Provider Record". Update the required data. Click on the Save Details button
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Further Reading
| Filter by label (Content by label) |
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| max | 5 |
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| sort | title |
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| excerptType | simple |
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| cql | label in ( "jasper" , "report" , "ireport" ) |
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