Objective
Upon completion of this KB article you will be able to bulk update the fees associated with Scheduled Units
Complexity:
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Assumptions
- The User has
You have the minimum required permission level to access the Units tab
and an understanding You understand that making changes within this section has system wide implications
.- The user has
You have an understanding of the Australian Tertiary Education System / VET Sector.
Key Terms and Concepts
Field Name | Brief Overview |
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Scheduled Unit Number | System allocated number |
Unit Code(s) | Institution allocated unique unit codes to identify units of study |
Class No | Identifying multiple groups or classes run at the same time. |
Start Date | Commencing date of unit |
Provider | If the provider has multiple institutions within the same system, this can identify which is running this instance of the unit |
Course Id | An abbreviated Course Name or identifier allocated by the institution to uniquely identify the Course |
Description | Fee Description |
Fee | The dollar amount to be charged for this unit of Study |
Invoice Fee Code | Which sub group with in the institution is responsible for the delivery of this unit and therefore is allocated the Fees |
Implications
Students who have already been enrolled into the unit will not have their fees updated. This will need to be edited in the students student's enrolment page or done by Silverband in bulk. For more information please contact the Silverband help desk.
Workflow
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| title | 1. How to Update Scheduled |
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This method assumes that the fees have been added to the individual scheduled units rather than using the Fees matrix. As well as that the fees being changed in bulk to the same amount. Different amounts will need to be done as separate updates. Click On the Units tab in the side menu Click on the Search Scheduled Units option in the side menu Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria) Click on the Search Scheduled Unit button This will return a list of units that meet the searched criteria To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update Scroll down and click on the Add Scheduled Units To List button In the Side menu click on the Bulk Edit Scheduled Fee Option To remove any scheduled units from the list click on the Remove icon Scroll down to the Fee Associated With Scheduled Units section Enter the dollar amount into the (without the $ character) in to the Fee field Click on the Update Selected Fees button
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| title | 1. How to Update Scheduled |
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Click On the Units tab in the side menu Click on the Search Scheduled Units option in the side menu Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria) Click on the Search Scheduled Unit button This will return a list of units that meet the searched criteria To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update Scroll down and click on the Add Scheduled Units To List button In the side menu click on the Bulk Edit Scheduled Fee Option To remove any scheduled units from the list click on the Remove icon Scroll down to the Fee Associated With Scheduled Units section Click on the Select Invoice Fee Code field and select the correct Fee Code Click on the Update Selected Fees button
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| title | 2. How to Delete Scheduled Unit Fees |
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Click On the Units tab in the side menu Click on the Search Scheduled Units option in the side menu Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria) Click on the Search Scheduled Unit button This will return a list of units that meet the searched criteria To filter the returned options start typing the name of the unit into the search box. The list of returned results will reduce to match the criteria Click on the tick boxes next to all of the units that require a Scheduled Unit Fee update Scroll down and click on the Add Scheduled Units To List button In the side menu click on the Bulk Edit Scheduled Fee option To remove any scheduled units from the list click on the Remove icon Scroll down to the Fee Associated
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With Scheduled Units section Click on the tick boxes next to all of the fees to be deleted Click on the Delete Selected Fees button
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Further
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How to Schedule a unit
How to Search for a Scheduled Unit
How to add Fees to a Scheduled units
The Fees Matrix
How to Add (Invoice Fee) Codes to the system
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Reading
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| cql | label in ( "scheduled-unit-fee" , "unit-fee" , "scheduled-unit" , "invoice-fee-code" , "update-fees" , "fees-matrix" ) |
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Related Pages