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Overview

This article provides the detailed workflows on how to Search, Add and Edit Scheduled Units. In addition, users should pay attention to the special notes on some fields as well as system implications mentioned as below.

Complexity MEDIUM


Navigation

Workflow


 Assumptions

Assumptions

  • You know how to create a base unit;

  • You have an understanding of time periods / time period creation;

  • You have a sufficiently high level of system access to create a scheduled unit; and

  • A base unit record must have already been created before you can create a scheduled unit.

 Key Terms and Concepts

Key Terms and Concepts


FORM FIELDS Adding a Scheduled Unit Fields (REQUIRED and OPTIONAL)


*Denotes fields that are required by the system to create a viable functioning Scheduled unit

Field Name

Description

Scheduled Unit Id

Unique code that identifies a specific scheduled unit record

Unit Id

Internal System Id Code for units. These numbers are allocated by the system when a unit is created

Unit Code(s) *

Unique Code for a unit given by the institution to identify the unit

Provider Other Unit Id

Code extension given to units to identify them in LMS (Learning Management Systems)

Scheduled Unit Name *

Full name of the unit. This will appear on the student transcript

Class

Identifying multiple groups or classes that can be scheduled to run at the same time

Home Institution *

If the provider has multiple institutions within the same system, this can identify which provider is running this instance of the unit

Contact

The name of the person / administrator responsible for this unit

Teacher

The name of the teacher who will deliver the material for this unit

Minimum Participants

Minimum number of students required to run this unit

Maximum Participants

Indicates the maximum number of students to be enrolled into this scheduled unit. It is useful to ensure that the enrolments don't exceed class room capacity

Once the maximum has been reached students will not be able to add this schedule via the Course plan enrolment method. This number can be increased once the maximum has been reached within the edit Schedule unit page. Once the number has been increased students will again be able to enrol into this scheduled unit via the Course Plan.

Count of Current Participants

This is automatically updated by the system after each unit enrolment is added, deleted or updated.

Indicates the number of students currently enrolled in the scheduled unit. This will help to support class viability decisions as scheduled units with fewer than the institution-determined enrolment minimum number may not be financially viable and may need to be cancelled.

Count of Withdrawn Participants

The number of students who have withdrawn from this unit. This is automatically updated by the system after each unit enrolment is deleted or updated.

Count of Transferred Participants

How many students have transferred out of this scheduled unit into another. This is automatically updated by the system after each unit enrolment is deleted or updated.

Location (Campus)

The location where this scheduled unit is to be delivered. It is useful when delivering the scheduled unit at multiple locations.

Venue

The building and/or room number

Mode of Delivery *

Online, On Campus, Intensive, Printed

Time Period

The Id of the time period record that has start and end dates that correspond to the start and end dates of the scheduled unit.

Unit Start Date *

The date when the unit is scheduled to start

Expected End Date *

The date when the scheduled unit is expected to finish

HEIMS Census Date E489

The final date students can withdraw without incurring the full cost of the unit. HEIMS requires that this date be no less than 20% of the way through the unit. E489 is a HEIMS required reporting field.

HEIMS Summer School Indicator E551

Is this unit being delivered in Summer school e.g. outside of normal Semesters

Unit of Study Year long indicator E622

An indicator for units that run for a full year

Status

  • Active

  • Archived

  • Cancelled

  • Confirmed

  • Deleted

  • Unconfirmed.

Units must have a status of Active to be available on the course plan

Printed Comments

Comments to appear on the results report for students to see

Internal Comments

Comments for internal staff only

Result Comments

Comments to appear on the results report for students to see

Exclude Sessions on Course Plan

  • Yes

  • No

Invoice Fee Code

The Department / School which receives the fees for this unit

GST Percentage

If GST is to be charged for this unit, enter 10 to store a value of 10%, or adjust up or down as necessary

Nominal Hours

Nominal hours are the Nationally agreed hours required to deliver this unit

VET reporting required field

Scheduled Hours

The number of hours the institution / provider has scheduled to deliver this units / competency.

VET reporting required field

VET in Schools

Is this unit a part of the National VET in schools program.

VET reporting required field

Delivery Mode Identifier

In what mode is this unit being delivered.

  • Combination of All Modes

  • Combination of External and Workplace -based

  • Combination of Internal and External

  • Combination of Internal and Workplace-based

  • External Delivery

  • Internal Delivery

  • Not Applicable

  • Workplace-based Delivery

VET reporting required field

School

To which School / Department does this unit belong

Contact

The primary contact within the School that is responsible for this unit

Flexible Learning

When enabled allows Paradigm to store dates at the unit enrolment level that differ to the dates defined by the associated scheduled unit.

Flexible Learning in the context of Paradigm functions is unrelated to scheduled units that operate in a blended or flexible delivery mode.

UQAF Approval Date

SMS Entity Id

SMS Entity Type Id

Remote SMS Entity Id

KEY CONCEPT >> Flexible Learning

BE ADVISED

Flexible Learning in the context of Paradigm functions is unrelated to scheduled units that operate in a blended or flexible delivery mode.

WARNING

The use of flexible learning has significant implications for how enrolment dates are managed within Paradigm. This feature is normally not appropriate for Higher Education providers. It is strongly recommended to speak with a member of the Silverband Support team prior to enabling Flexible Learning on a scheduled unit.

Flexible Learning is intended for VET and ELICOS providers who require the option of storing dates at a unit enrolment that are different to the dates set on the associated scheduled unit. In Paradigm under normal circumstances, the start date, expected end date and census date at a unit enrolment are exactly the same as the dates set on the associated scheduled unit.

You need to have the highest system permission level to access this function.

The use of Flexible Learning mode should not be taken lightly due to the implications to business operations including government reporting. A user will need to posses the highest system permission level in order to set the Flexible Learning field.

KEY CONCEPT >> Session Enrolment Restriction

NOTE

This field is related to English Language Intensive Courses for Overseas Students (ELICOS). Opting into the use of this field has implications around session visibility for enrolments made via the course plan.

Session Enrolment Restriction works by filtering the shown list of sessions at the moment of session enrolment based on the dates specified against the record set in the restriction test.

Date restriction options:

  • Course enrolment = course start and expected end date

  • Unit enrolment = unit enrolment start date and expected end date

  • Scheduled unit = scheduled unit start and end dates

KEY CONCEPT >> Participant Counters

NOTE

The status codes for unit enrolments are configured with default values using the default Paradigm enrolment status codes. This configuration is not end user configurable.

Current Participants Count

Count the number of students with a unit enrolment status set to one of the following options:

  • Applied (ENROLMENT_APPLIED)

  • Confirmed (ENROLMENT_CONFIRMED)

  • Enrolled (ENROLMENT_ENROLLED)

  • Completed (ENROLMENT_COMPLETED)

  • Failed (ENROLMENT_FAILED)

Withdrawn Participants Count

Count the number of students with a unit enrolment status set to one of the following options:

  • Withdrawn (ENROLMENT_WITHDRAWN)

Transferred Participants Count

Count the number of students with a unit enrolment status set to one of the following options:

  • Transferred (ENROLMENT_TRANSFERED)

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Implications

BE ADVISED

A new scheduled unit must be created whenever one or more of the following seven fields changes:

  1. Unit Code

  2. Unit Name

  3. Start Date

  4. End Date

  5. Census Date

  6. Delivery Mode

  7. Home Institution (otherwise known as the location of delivery)

If any of these seven fields change then a new scheduled unit MUST be created regardless of the course the student is undertaking.

E.g. If the Students are sitting in the same room (location / institution), with the same delivery method, at the same time (start date), learning the same material / subject (unit code), it is one scheduled unit.

INFO

Scheduled units that have been associated to a particular contact can be un-associated by setting the contact drop box to blank.

WARNING

Historical Scheduled Units should NEVER be updated and reused again as this will alter the dates for students who were previously enrolled into the unit.

A new and unique Scheduled Unit must be created each time a unit is offered.

NOTE

  • Always ensure that dates are entered correctly as incorrect information can have a flow-on effect for reporting periods.

  • A Census Date MUST always fall between the start date and end date of the unit and NO LESS than 20% of the way through the entire delivery period of the unit.

  • Previous Scheduled Units SHOULD NOT be updated and reused as a new unit. This will affect any historical student data. Scheduled Units should be either rescheduled or created as a new Scheduled Unit.

  • Fee alterations will not update the unit fees for any students already enrolled into the unit.

  • HEIMS Census dates are required to be no less than 20% of the way through the unit.

Workflow

 1. How to Search for a Scheduled Unit

1. How to SEARCH for a Scheduled Unit


  1. Click On the Units tab in the side menu.

  2. Click on the Search Scheduled Units option in the side menu

  3. Enter at least one of the following options in to the relevant search box: 

    • Unit Code

    • Unit Name

    • Unit Provider

    • Start Date

    • Unit Keywords

    • Unit Status

  4. Click on the Search Scheduled Unit button.

  5. This will show a list of units that meet the searched criteria

  6. To filter the list of units, in the search box above the list of units, start typing the unit name

  7. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.

  8. The Scheduled Unit has now been loaded.

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 2. How to Add / Create Scheduled Unit

2. How to ADD or CREATE a Schedule Unit


  1. Click on the Units tab in the Side menu

  2. Click on the Search option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider (Paradigm requires at least one search criteria)

  4. Click on the Search Unit button

  5. This will show a list of units that meet the searched criteria

  6. To filter the list of units, in the search box above the list of units, start typing the unit name.

  7. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.

  8. Once the required unit has been loaded click on Scheduled Unit Details in the side menu

  9. Click on the Add Scheduled option in the side menu

  10. Enter the details for as many of the fields as possible, while ensuring that the information that meets the minimum field requirements has been entered to create a basic functioning Scheduled unit (Start Date, End Date and HEIMS Census Date and setting the Unit Status to Active). It is recommended to add any further information for any of the remaining fields.

  11. Click on the Save Scheduled Unit button 

To Add Fees to the Scheduled Unit continue below. There are 4 different methods for adding fees to Scheduled units. 

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 3. The 4 Methods of Adding Fees to Scheduled Units

3. Four Methods of ADDING Fees to Scheduled Units


There are 4 methods to add fees to Scheduled Units.

Refer to the next four workflows below this section:

>3.1. Method 1- Adding Fees for Individual Courses to Scheduled Units

>3.2. Method 2 - Adding Fees for Multiple Courses to Scheduled Units

>3.3. Method 3 - Adding Fees for All Courses in selected group to Scheduled Units (e.g. all Undergrad Courses)

>3.4. Method 4 - The Fee Rules

 3.1. Method 1- Adding Fees for Individual Courses to Scheduled Units

When the institution has many different fees for each unit within in the same course, students within the same units in different courses can be charged different amounts (this can be due to practicums, material costs, etc). This can be useful for overriding Fee Rules if required.

Follow the steps above in Workflow #1 to search for a scheduled unit, or Workflow #2 to create a new scheduled unit, then continue here to add the available fees.

  1. Once the new scheduled unit has been saved, scroll down to the Fees associated with this Scheduled Unit section

  2. Click the New Fees button

  3. Scroll down to the Edit Fee section

  4. Select the Course name from the drop down box

  5. Enter the Fee Description from the drop down Box

  6. Enter the dollar amount in the Fee box (do not type a dollar sign as this will cause the fee to not save)

  7. Select the Invoice Fee Code from the drop down box

  8. Enter the Credit points value for this unit into the Credit point field

  9. Enter the EFTSL  into the EFTSL Field

  10. Click on the Save Unit Fees button

  11. To add additional Fees click on the New Fees button and repeat from Step 2.

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 3.2. Method 2 - Adding Fees for Multiple Courses to Scheduled Units

Follow the steps above in Workflow #1 to search for a scheduled unit, or Workflow #2 to create a new scheduled unit, then continue here to add the available fees.

  1. Once the new scheduled unit has been saved, scroll down to the Fees associated with this Scheduled Unit section

  2. Click the New Fees button

  3. Scroll down to the Add Multiple Fees Section

  4. Select the Course names from the Drop down box. To select multiple courses, hold the control button and click each of the required course names.

  5. Select the Fee Descriptions required from the drop down box

  6. Enter the dollar amount in the Fee box (do not type a dollar sign as this will cause the fee to not save)

  7. Select the Invoice Fee Code from the drop down box

  8. Enter the Credit points value for this unit into the Credit point field

  9. Enter the EFTSL into the EFTSL Field

  10. Click on the Add Fees button

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 3.3. Method 3 - Adding Fees for All Courses in selected group to Scheduled Units (e.g. all Undergrad Courses)

WARNING

This will add the standard unit fee that is entered into the Course record page for all courses in the selected group.

Follow the steps above in Workflow #1 to search for a scheduled unit, or Workflow #2 to create a new scheduled unit, then continue here to add the available fees.

  1. Once the new scheduled unit has been saved, scroll down to the Fees associated with this Scheduled Unit section

  2. Click on the Select Program Level drop box and select the group of courses to add fees for this course e.g. Undergraduate

  3. Click on the Add Program Fees button

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 3.4. Method 4 - The Fee Rules

The Unit level code is optional at step 9 below. If Unit Level is to be used, it must be set and saved within the base unit before you can add it as a condition to the fee rules. If necessary, save it at the base unit first, and then return here to add fee rules.

  1. Click on the Units tab on the side menu

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

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

  4. Scroll down to the Edit Unit Fee Detail Section

  5. Click on the Course drop down box and select the Course to add the new fee to

  6. Click on the Course Level drop box and select the Study Level that relates to this course

  7. Enter the number of Credit points for the units within the course

  8. Select the Fee Type that this fee is for

  9. Optional: Enter the Unit level code. These must be set within the Base unit prior before adding to fee rules

  10. Enter the dollar amount for this Course, credit point, fee type combination without a dollar symbol

  11. Select the Status

  12. Click on the Save Unit Fee button
    To add another rule press the Add New Unit Fee option on the side menu and repeat from step 4.

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 4. How to Edit a Scheduled Unit

4. How to EDIT a Schedule Unit


  1. Follow the steps above in Workflow #1 to search for a scheduled unit.

  2. Update the Required information.

  3. Click on the Save Scheduled Unit button

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 5. How to Delete a Scheduled Unit

5. How to DELETE a Scheduled Unit


WARNING

Before a Scheduled Unit can be deleted, all student enrolments in the unit must be removed / deleted. If any enrolments exist, the system will not allow the unit to be deleted.

  1. Follow the steps above in Workflow #1 to search for a scheduled unit.

  2. Scroll down and click on the Delete Scheduled Unit button

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 6. How to Add a Contact to a Scheduled Unit

6. How to ADD a Contact to a Scheduled Unit


These instructions assume that the Scheduled unit has already been created

  1. Click on the Contacts tab in the side menu.

  2. Click on the Search option in the side menu.

  3. Enter details for one of the following search boxes: Family Name / Surname, Given name.

  4. Click on the Search Contact button to show a list of contacts whose details match your search.

  5. To filter the list, in the search box above the list, start typing the contact's First Name / given name.

  6. When you see the row containing the details for your contact, click on the Contact Role highlighted in blue on the left side of the row, to load the details for that contact.

  7. Check the assigned roles allocated to the contact contains the required role. If the role of Unit Teacher doesn't appear in the list, click on the Contact drop box, select the Unit Teacher role, then click on the Assign Role button.

  8. Scroll down to the Add Contacts Role for Scheduled Units section.

  9. Enter any combination of Unit Code, Unit Name, Unit Provider or Unit Keywords, Unit Status (Paradigm requires at least one search criteria)

  10. Click on the Search Scheduled Unit button

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

  12. To filter the list, in the search box above the list, start typing the unit name.

  13. Click on the Select Role drop box and select the required role (the Select tick box will automatically populate) Multiple units may be selected.

  14. Scroll to the bottom of the page and click on the Add Role to Scheduled Units button.

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 7. How to Search and Add A Unit of Competency to a Scheduled Unit

7. How to SEARCH and ADD a Unit of Competency to a Scheduled Unit


  1. Click On the Units tab in the side menu.

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

  3. Click on the Show Scheduled Units option in the side menu

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

  5. Click on the Search Scheduled Unit button.

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

  7. To filter the returned options start typing the name of the unit into the search box. The returned results will reduce to match the criteria.

  8. Click on the blue hyper link on the left side of the required record.

  9. The Scheduled Unit has now been loaded.

  10. Click on the Unit Competency Edit option in the side menu

  11. Search for the Competency by Competency Id, Competency name or Field of Education code or any combination of the three. These can be sorted also by module / competency and ordered by Competency Id or Competency name.

  12. To filter the returned options start typing the name of the unit into the search box. The returned results will reduce to match the criteria.

  13. Click on the blue hyper link on the left side of the required record.

  14. Ensure that the data returned is correct then press the Save Unit button.

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 8. How To Change A Scheduled Unit To Flexible Learning

8. How to CHANGE a Scheduled Unit to Flexible Learning


  1. Click on the Units option in the menu

  2. Click on the Search Scheduled Units option

  3. Type in the Unit Code or Scheduled unit Name and click the Search Scheduled Unit button

  4. Among a list of returned results, click the blue hyperlink for the chosen Scheduled Unit No.

  5. Scroll down the page if necessary, to find the field called Flexible Learning

  6. Change the value of the field Flexible Learning to Yes

  7. Click the Save Scheduled Unit button

  8. This will allow you to adjust the expected End Date field on the student’s Unit enrolment screen

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Related Pages

Overview | Assumptions | Key Terms and Concepts | Implications | Workflow | Video | Related Pages | Further Reading


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