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Table of Contents

Objective

Upon completion of this KB the user article you will be able to bulk update in bulk fee the fees associated with Scheduled Units 

Complexity:

Status
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Page Contents

Table of Contents
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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

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Concepts

Field Name

Brief Overview

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

  • Standard

  • International

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

Expand
title1. How to Update Scheduled

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Unit Fees

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In Bulk

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 will all have their fee updated to the same amount.

...

Scheduled units that are to show different fee amounts will need to be

...

updated separately.

  1. Click On the Units tab in the side menu

...

  1. Click on the Search Scheduled

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  1. Units option in the side menu

  2. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  3. Click on the Search Scheduled Unit

...

  1.  button

  2. This will return a list of units that meet the searched criteria

  3. To

...

  1. filter the returned options start typing the name of the unit into

...

  1. the search box. The list of returned results will reduce to match the criteria

...

  1. Click on the tick boxes

...

  1. next to all of the units that require a Scheduled Unit Fee update

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  1. Scroll down and click on the Add Scheduled Units

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  1. To List

...

  1. button

  2. In the Side menu click on the Bulk Edit Scheduled Fee Option

  3. To remove any scheduled units from the list click on the Remove icon

  4. Scroll down to the Fee Associated

...

  1. With Scheduled

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  1. Units section

...

...

  1. Enter the dollar amount into the (

...

  1. without the $ character) in to the Fee

...

  1.  field

  2. Click on the Update Selected Fees

...

  1.  button

Expand
title2. How to Update Scheduled

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Unit Invoice Fees Codes

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In Bulk
  1. Click On

...

  1. the Units

...

  1.  tab in the side menu

...

  1. Click on

...

  1. the Search Scheduled

...

  1. Units option in the side menu

  2. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  3. Click on the Search Scheduled Unit

...

  1.  button

  2. This will return a list of units that meet the searched criteria

  3. To

...

  1. filter the returned options start typing the name of the unit into

...

  1. the search box. The list of returned results will reduce to match the criteria

...

  1. Click on

...

  1. the tick

...

  1. boxes next to all of

...

  1. the units that require a Scheduled Unit Fee update

...

  1. Scroll down and click on

...

  1. the Add Scheduled Units

...

  1. To List button

  2. In the

...

  1. side menu click on

...

  1. the Bulk Edit Scheduled Fee

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  1.  Option

  2. To remove any scheduled units from the list click on the Remove icon

  3. Scroll down to

...

  1. the Fee Associated

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  1. With Scheduled Units section

  2. Click on the

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  1. Select Invoice Fee

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  1. Code field and select the correct Fee Code

  2. Click on

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  1. the Update Selected Fees

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  1.  button

Expand
title3. How to Delete Scheduled Unit Fees

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In Bulk
  1. Click On

...

  1. the Units

...

  1.  tab in the side menu

...

  1. Click on

...

  1. the Search Scheduled

...

  1. Units option in the side menu

  2. Enter any combination of Unit Code, Unit Name, Unit Provider, Start Date, End Date (Paradigm requires at least one search criteria)

  3. Click on the Search Scheduled Unit

...

  1.  button

  2. This will return a list of units that meet the searched criteria

  3. To

...

  1. filter the returned options start typing the name of the unit into

...

  1. the search box. The list of returned results will reduce to match the criteria

...

  1. Click on

...

  1. the tick

...

  1. boxes next to all of

...

  1. the units that require a Scheduled Unit Fee update

...

  1. Scroll down and click on

...

  1. the Add Scheduled Units

...

  1. To List button

  2. In the

...

  1. side menu click on

...

  1. the Bulk Edit Scheduled Fee

...

  1.  option

  2. To remove any scheduled units from the list click on the Remove icon

  3. Scroll down to

...

  1. the Fee Associated

...

  1. With Scheduled Units section

  2. Click on the tick boxes next to all of the fees to be deleted

  3. Click on the Delete Selected Fees

...

  1.  button

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

Filter by label (Content by label)
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cqllabel in ( "scheduled-unit-fee" , "unit-fee" , "scheduled-unit" , "invoice-fee-code" , "update-fees" , "fees-matrix" )