How to a New Campus Provider Record
Why Add a New Provider Record in Paradigm A Provider record in Paradigm is a generic record used to represent some type of organisation or other business entity that provides one or more services in an education context. The specific services that are offered are confirmed by granting roles to the provider record within Paradigm. These roles inform Paradigm about when to make a specific Provider available as an option in a drop-down menu field on a range of record types recorded within Paradigm. Primary Provider All Paradigm sites will have at least one Provider record that is used to designate the education institution itself. This is the primary Provider record for various system tasks such as government PIR reporting. The primary Provider is identified by the role ‘TCSI PIR Provider’ or ‘HEIMS Higher Education Provider’ based on the reporting frameworks that are applied to the Provider. Additionally, we also require provider records that are used in any capacity for TCSI reporting to be associated with the primary Provider via the field “Parent Reporting Provider” found on the Provider Edit screen. The primary Provider record itself is associated with itself. In contrast, a campus location (Campus Specific Provider record) would be associated with the Primary Provider via that same field. Campus Specific Provider An education provider may operate across multiple geographic locations or campuses. Each of these locations should be tracked as a separate Provider record within Paradigm. When a provider is operating across multiple campuses, we recommend that Provider roles are assigned as follows: Primary Provider, e.g. Silverband University (SBUNI) • PIR Provider • Communication sender (the email address of the originator of communication events that are issued via Paradigm) • Educational Program Provider (the owner of base courses whose content is to be delivered) • Educational Unit Provider (the owner of scheduled units whose content can be delivered) Campus Specific Provider, e.g. Silverband University - Sydney (SBUNI-SYD) • Educational Program Provider (the owner of base courses whose content is to be delivered) • Educational Unit Provider (the owner of scheduled units whose content can be delivered) When creating and updating records in Paradigm we recommend coding the provider-related fields as follows: • Base course – Primary Provider (e.g. SBUNI) • Base unit – Primary Provider (e.g. SBUNI) • Scheduled unit – Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.) • Student home institution – Primary Provider (e.g. SBUNI) • Student course enrolment home institution – Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.) • Time periods – Primary Provider (e.g. SBUNI) where the academic calendar is common to all campuses, otherwise Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.) • Contact - Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.)
How to create the New Campus Provider Record in Paradigm In the ADDRESS Form section of the provider record, click the EDIT ADDRESS button.Image Removed Refer to the same instructions in Workflow 2 above to create a new Provider record Fields to Note when adding a New Campus Provider record: The EDIT ADDRESS button will open the CONTACT DETAILS - PROVIDER Form section page where you can add the following contact types: Residential, Billing, Employer Address, Emergency Contact Details. You can either (Option 1)click the blue hyperlink of each type under the CONTACT DETAILS Form section above or (Option 2)click the drop-down menu under the CONTACT DETAILS -PROVIDER Form section to start adding the contact information.Image Removed Once you have entered the appropriate details for the specified contact category, click the SAVE PROVIDER CONTACT DETAILS button.Image Removed Info | INFO: Once you have saved the new provider details, you have the option of copying those details to the alternate contact type by clicking the COPY FROM PERMANENT or BILLING DETAILS button, and then click the SAVE PROVIDER CONTACT DETAILS button again to copy After adding the new Provider record, proceed to add the campus location details by following the instructions on this workflow: Add the Provider Contact Record. Also assign the roles of the new Provider record with the following, see Workflow 3 above: Tip |
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SUCCESS: You New Campus Provider has now been created. You can now create records, e.g. Scheduled Units specific to the new campus provider. |
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