Assumptions

• The user has an understanding of the Australian Tertiary Education System / VET Sector;

• Student have already been created and enrolled into Courses; and

• The user is able to target with precision only the records that should be included in the bulk update.

Key Terms and Concepts

Bulk List

A list of one or more process of selection of student data that the user has added to a temporary list for the purposes of performing a bulk action of some kind.

A temporary list of Student on which a bulk action or process is to be performed on. Bulk lists can be generated from the report builder or from the Search Course section. the bulk list needs to include Course Enrolment Id to function.

Report Builder

The Report builder is a tool located in the reports section of the system, that allows for reports to be built and customised to suit the institutions needs.

Firstly the required fields are added to the report, then joiners and options are used to filter the fields and results, and finally the format of the report is selected. Reports can be saved to reused or built and used once as required. Saved reports can be allocated to selected permission levels allowing lower level staff to run reports with the minimal amount of field options required.

Reports can be written directly with SQL if the power user is able to do so.

1. Click on the Student tab in the side menu

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

3. Select the required course from the Course Name drop box

4. Select the Enrolment Status required from the enrolment status drop box. (These two are required to produce a list)

5. Select any other options to reduce the results.

6. Click on the Search Course Enrolments button

7. Select the Tick the boxes next to the required students (or tick the select all option at the top of the tick box section). 

8. Scroll to the bottom of the list and click the Add enrolments to list  button.

9. A bulk list of student enrolments has now been created. 

10. If any of the Students need to be removed from the list click on the Remove icon 

11. Click on the Bulk Course Edit option in the side menu.

12. Update the required fields

13. Click on the Save All Enrolment button

14. A list of changes made for each student will be displayed, scroll through the list checking for any errors.

1. Click on the Student tab in the side menu

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

3. Select the required course from the Course Name drop box

4. Select the Enrolment Status required from the enrolment status drop box. (These two are required to produce a list)

5. Select any other options to reduce the results.

6. Click on the Search Course Enrolments button

7. Select the Tick the boxes next to the required students (or tick the select all option at the top of the tick box section). 

8. Scroll to the bottom of the list and click the Add enrolments to list button.

9. A bulk list of student enrolments has now been created. 

10. If any of the Students need to be removed from the list click on the Remove icon 

11. Click on the Bulk Course Edit option in the side menu.

12. Scroll down to the Scheduled Unit Search section

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

14. Click on the Search Scheduled Units button

15. Click on the tick boxes next to all of the required units (or click on the pencil icon if one one units is required)

16. Click on the Enrol into Selected Scheduled Units button.

17. A list of enrolments for each student will be displayed, scroll through the list checking for any errors.

1. Click on Report Builder under Reports from side menu

2. Select Student Course Enrolment Details as the base report

3. Click on the Load Base Report button

4. Scroll down to the Report Columns section

5. Select the required fields for the report using the Control button and clicking the required options. Ensure that Course Enrolment Id is included or bulk report will not function correctly.

6. Click the Add / Remove Columns button. To update the fields selected either select or deselect the required field and click the Add/ Remove Columns button.

7. Update the Report Column Names and Columns Order numbers as required.

8. Click the update Columns button to make any alterations.

9. Scroll down to the Filter Clause section

10. To filter the returned data clauses can be added either singly or joined together to produce only the required data. E.g. Start date > 01/01/2020 will produce a list of students whose start date is greater than 01/01/2020. But with an additional condition of: Start date > 01/01/2020 AND Funding Type is Fee -Help the data will include students who have both criteria. (For more information on this please see the Report builder KB)

11. Scroll down to the Format Report section.

12. Select the Bulk Student select option.

13. Click the Produce Report button.

14. A List of Student who meet the selected criteria will appear.

15. Click the tick boxes next to the required students, alternatively click the tick all option.

16. Scroll to the bottom of the page.

17. Click the Add selected to list button

18. A list of students has now been created.

19. To remove any students prior to a bulk action click the un-link button

1. Click on Reports in the side menu and click on the Report Builder option

2. Select Student Course Enrolment Details as the base report

3. Click on the Load Base Report button

4. Scroll down to the Report Columns section

5. Select the required fields for the report using the Control button and clicking the required options. Ensure that Course Enrolment Id is included or bulk report will not function correctly.

6. Click the Add / Remove Columns button. To update the fields selected either select or deselect the required field and click the Add/ Remove Columns button.

7. Update the Report Column Names and Columns Order numbers as required.

8. Click the update Columns button to make any alterations.

9. Scroll down to the Filter Clause section

10. To filter the returned data clauses can be added either singly or joined together to produce only the required data. E.g. Start date > 01/01/2020 will produce a list of students whose start date is greater than 01/01/2020. But with an additional condition of: Start date > 01/01/2020 AND Funding Type is Fee -Help the data will include students who have both criteria. (For more information on this please see the Report builder KB)

11. Scroll down to the Format Report section.

12. Select the Bulk Student select option.

13. Click the Produce Report button.

14. A List of Student who meet the selected criteria will appear.

15. Click the tick boxes next to the required students, alternatively click the tick all option.

16. Scroll to the bottom of the page.

17. Click the Add selected to list button

18. Wait for the page to refresh and the list will be generated

19. Under the Student menu, click on the Bulk Course Edit option

20. Remove any required students by clicking on the remove or unlink icon

21. Scroll down to the Enrolment Details section

22. Update the required field and click the Save All Enrolments button.

23. Check for any error messages.