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Objective
Learn how to search, 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 per Scheduled Unit record basis.
Complexity:
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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 works in-conjunction with Scheduled Units
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Assumptions
You have an understanding of the Unit Fees for your Institution
You have an understanding of the Institution Unit Fees for local and International students.
You have an understanding of the Credit Points system within your institution
You have an understanding of the Courses within your Institution
Key Terms and Concepts
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Be advisedEnsure that you have all of your Fee Rules correctly entered prior to commencing enrolments. Unit enrolments that have already been created, are not automatically updated when any fee rule is added, removed or modified. In different words, if you have enrolled your student, and then change the fee rules, the student’s enrolment will not reflect the change you make to the fee rules. |
The unit fee rules work in conjunction with scheduled units in order to charge students the correct amount for the units for of the Course for in which they are enrolled. Fee Rules table rules logic eliminates the need to create multiple fee rules in the schedule units via Fees scheduled units via the Fees Associated With this Schedule Scheduled 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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You will need to create Fee Rules prior to creating your scheduled units. If you have a “one-off” Special Fee it should be added to the “Fees Associated with this Scheduled Unit” within the scheduled unit. Any fees entered at the scheduled unit page will override rules corresponding with existing fee rules.
The fee rule logic works based on the highest number of points on adding up the criteria (refer to details below).
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When there are two fee rules that both have the same number of the highest points, the system will select the rule that has the higher fee Amount. |
Points Calculator:
Course Id = 8 points - Exemption, it will depend on the initial set-up for your institution. Please check with our Helpdesk to find out the number of points for your institution.
Credit Points = 1 point
Fee Type = 1 point
Unit Level = 1 point
Program Level = 1 point
Program Type = 1 point
Provider Party Id = 1 point
If required extra weighting can be given to the Course Id field to ensure a 4 or 5-point match if program level is not being used. The system then selects the fee amount that matches the highest number of points in combination.
It is important to map out all combinations of these fields that you require before you start to enter data. That way all combinations required can be entered into Paradigm easily and quickly.
As fees change from one year to the next existing rules can be updated, without changing any historical data of previously enrolled units, or rules can be retired or archived, and new rules can be created.
Section Name | Brief Overview |
|---|---|
Search Unit Fees | This Section is where to search for unit fees that have already been created. |
Edit Unit Fees | New Fees rules are added here |
, and also used for existing fee rules that |
need to be updated / edited |
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Field Requirements For Creating a Unit Fee
Field Name | Required To Create a Fee Rule |
|---|---|
Course ID & Name |
Yes |
Course Level |
Optional |
Credit Point Statement |
Optional |
Fee Type |
Optional |
Unit Level |
Optional |
Amount |
Yes |
Funding Amount |
Optional |
Course Type |
Optional |
Scheduled Unit |
Provider |
Optional |
Unit Fee Status Id |
Yes |
Full
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List of
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Fields Within the Unit Fees
Field Name | Brief Overview | Sample Data |
|---|---|---|
Course | A drop down box containing all of |
your institution's currently active courses. | Bachelor of |
Commerce | ||
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 |
(Please note do not enter a $) |
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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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Base Unit Mandatory Fields
Required Fields | System Required |
|---|---|
Other Unit Id | X |
Unit Name | X |
Status Id | X |
Unit Type | X |
Provider Party Id | X |
Unit Method | X |
Example 1: Fee Type and Credit Points
Course Name | Credit point | Fee Type | Amount |
|---|---|---|---|
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 |
|---|---|---|---|---|
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.
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.
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.
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.
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.
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.
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Do not allow enrolment to commence while still adding fees or Scheduled units.
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Updating a fee won’t update any historical enrolments.
A unit fee may change each year. The fee that is applicable to a new unit enrolment, is the fee that is currently saved at this very instant. Changing the fee value now, will not affect the fees that have been saved for any previously saved unit enrolments. Depending on the business rules at your institution, you may archive the current fee record and create a new fee record.
It is important that all fee rules are saved correctly and checked, prior to beginning any enrolments. Any enrolments that are made prior to the change in unit fees, will require that the fee is manually updated for each enrolment to reflect the new fee.
Make sure fees are correct before proceeding with enrolment
Do not allow enrolments to commence while you are still adding fees or Scheduled units
Updating a fee will not update any historical enrolments. Make sure fees are correct before proceeding with
enrolments.enrolment
Workflow
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To add another rule Click the Add New Unit Fee button on the |
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To edit additional fees |
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scroll to the top of the page and |
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repeat the process |
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from step 5 |
Further
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Reading
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