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Objective

Learn how to searcsearch, 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 per Scheduled Unit record basis.

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Assumptions

  • The user has You have an understanding of the Institution Unit Fees The user has for your Institution

  • You have an understanding of the Institution Unit Fees for local and International students. 

  • The user has You have an understanding of the Credit points Points system with in within your institution.

  • The User has You have an understanding of the Courses within your Institution

Key

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Terms and

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Concepts

Note

Be advised

Ensure that you have all of your Fee rules Rules correctly entered prior to commencing enrolment as unit enrolments already created are updated when a enrolments. Unit enrolments that have already been created, are not automatically updated when any fee rule is added, removed or modified.

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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.

Once you have created your Fee rules then create You will need to create Fee Rules prior to creating your scheduled units. If you have a one of Special fee it can “one-off” Special Fee it should be added to the “Fees Associated with this Scheduled Unit” within the scheduled unit. Any fees entered there at the scheduled unit page will override rules corresponding within the with existing fee tablerules.

The fees table works by fee rule logic works based on the highest number of matched data rules.

For Example

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Course = 1 point

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points on adding up the criteria (refer to details below).

Info

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

  • Credit points Unit Level = 1 point

  • Program Level = 1 point

  • Program Type = 1 point

  • Provider Party Id = 1 point

If required and 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  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 before you start to starting to enter data. That way all combinations required can be enter entered 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 without changing any historical data of previously enrolled units, or rules can be retired or archived, and new rules createcan be created.

Section Name

Brief Overview

Search Unit Fees

This Section is where to search for unit fees that have already been created.

Add New unit

Edit Unit Fees

New Fees rules are added here

.

Edit Unit Fees

For

, and also used for existing fee rules that

have already been created and

need to be updated / edited

accessing them here and edits can be made.

Minimum field requirements for Unit Fees

Required Fields

Minimum required to create

.

Field Requirements For Creating a Unit Fee

Field Name

Required To Create a Fee Rule

Course ID & Name

X

Yes

Course Level

X

Optional

Credit Point Statement

O

Optional

Fee Type

X

Optional

Unit Level

X

Optional

Amount

O

Yes

Funding Amount

X

Optional

Course Type

X

Optional

Scheduled Unit

Provide

Provider

X

Optional

Unit Fee Status Id

X

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

the institutions

your institution's currently active courses.

Bachelor of

Arts

Commerce

Course Level

The level at which the course is taught

  • Postgraduate

  • Undergraduate

  • VET

  • Non-Award

Credit Point statement

The number of points that the unit/ subject is worth within the course of study

  • 4

  • 6

  • 8

Fee Type

The type of fees to be charged

  • Standard Fees

  • International

  • Scholarship

  • HECS

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

  • NP

  • 1

  • 2

  • 3

Amount

The amount to be charged for this unit / subject for this course combination

2000.00

(Please note do not enter a $)

  • 2000.00
     

Unit Fee Status Id

The Unit fee status indicates if the unit fee is currently in use (Active) or not (Archived)

  • Active

  • Archived

  • Unconfirmed

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:

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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 2:

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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

As fees A unit fee 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.

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Do not allow enrolment to commence while still adding fees or Scheduled units.

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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 enrolments.

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  • enrolment

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  • Do not allow enrolment enrolments to commence while you are still adding fees or Scheduled units.

  • Updating a fee won’t will not update any historical enrolments.   Make sure fees are correct before proceeding with enrolments.enrolment

Workflow

Expand
title1. How to Search for a Unit Fee Rule
  1. Click on the Units option in the side menu.

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

  3. Click on the Search Unit Fee in the side menu.

  4. Select the required course from the drop box in the Unit fee search section.

  5. Click the Search unit Fee button

Please note: To reduce the results additional options can be selected when searching.

Expand
title2. How to Add New Unit Fee Rules
  1. Click on the Units option in the side menu.

  2. Click on the Unit Fee  options Details option from the side menu.

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

  4. Scroll to the Edit Unit Fees Section

  5. Select the Course that the Fee rule is to be added to from the drop-down box.

  6. Select the program level Program Level for the course.

  7. Enter the number of credit points Credit Points for the unit within the course.

  8. Select the Fee type

  9. Enter the Unit level code (Please Note: This step is optional. The levels must be set within the parent units before adding fee rules)

  10. Enter the amount to be charged for this course , and for this credit point fee type combination as a combination, without a dollar symbol.

  11. Select the Unit Fee Status Id (Active)

  12. Click on the Save Unit feeFee button.

To add another rule Click the Add New Unit Fee button on the side menu.

Expand
title3. How to Edit Unit Fee Rules
  1. Click on the Units option in the side menu.

  2. Click on the Unit Fee  options Details option from the side menu.

  3. Click on the Edit Unit Fee from  option from the side menu.

  4. Scroll to the Unit Fees SectionFee Search section

  5. Select the Course that the Fee rule Rule is to be added to from the drop-down box.

  6. Click on the Search Unit Fee  button button.

  7. Click on the Pencil icon next to the course fee to be edited.

  8. Update the required fields.

  9. Click the Save Unit Fee  button button.

To edit additional fees Scroll scroll to the top of the page and start repeat the process again from step 5

Further

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