Overview
Objective
Upon completion of this KB the user will be able to Search, Add and Edit Units fees within the Fees Matrix (Fees table).
This works in-conjunction with Scheduled Units to charge students the correct amount for the units for the Course for which they are enrolled. Fee Rules table eliminates the need to create multiple fee rules in the schedule units via Fees Associated With this Schedule Unit section.
Assumptions
- The user has an understanding of the Institution Unit Fees
- The user has an understanding of the Institution Unit Fees for local and International students.
- The user has an understanding of the Credit points system with in your institution.
- The User has an understanding of the Courses within your Institution
Key terms and concepts
Minimum field requirements for Unit Fees
Required Fields | Minimum required to create a Fee Rule |
---|---|
Course | X |
Course Level | X |
Credit Point Statement | O |
Fee Type | X |
Unit Level | O |
Amount | X |
Funding Amount | X |
Unit Fee Status Id | X |
Full list of fields within the Unit Fees
Field Name | Brief Overview | Sample Data |
---|---|---|
Course | A drop down box containing all of the institutions currently active courses. | Bachelor of Arts |
Course Level | The level at which the course is taught |
|
Credit Point statement | The number of points that the unit/ subject is worth within the course of study | 6 |
Fee Type | The type of fees to be charged |
|
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 |
|
Amount | The amount to be charged for this unit / subject for this course combination |
|
Unit Fee Status Id | The Unit fee status indicates if the unit fee is currently in use (Active) or not (Archived) |
|
Example of Standard and International Fee types / Credit point list
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 of HECS-HELP Funding or other combinations that require more levels of complexity
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
The Fees matrix works in-conjunction with Scheduled Units to charge students the correct amount for the units for the Course for which they are enrolled. Fee Rules table eliminates the need to create multiple fee rules in the schedule units via Fees Associated With this Schedule Unit section.
Once you have created your Fee rules then create your scheduled units. If you have a one of Special fee it can be added to the “Fees Associated with this Scheduled Unit” within the scheduled unit. Any fees entered there will override rules corresponding within the fee table.
As fees 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.
Please ensure that you have all of your Fee rules correctly entered prior to commencing enrolment as units aren’t updated if you make a mistake and go back and update a Fee rule.
Do not allow enrolment to commence while still adding fees or Scheduled units.
Updating a fee won’t update any historical enrolments. Make sure fees are correct before proceeding with enrolments.
The fees table works by the highest number of matched data rules.
For Example
- Course = 1 point
- Course level = 1 point
- Fee Type = 1 point
- Credit points = 1 point
- Level = 1 point
If required and extra weighting can be given to the Course field to ensure a 4 or 5 point match if level is not used. The system then selects the 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 to starting to enter data. That way all combinations required can be enter 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 previously enrolled units, or retired and new rules create.
Please ensure that you have all of your Fee rules correctly entered prior to commencing enrolment as units aren’t updated if you make a mistake and go back and update a Fee rule.
Do not allow enrolment to commence while still adding fees or Scheduled units.
Updating a fee won’t update any historical enrolments.
Make sure fees are correct before proceeding with enrolments.
Workflow
How to Search a Unit Fee Rule
- Click on the Units option in the side menu.
- Click on the Unit Fee options in the side menu.
- Click on the Search Unit Fee in the side menu.
- Select the required course from drop box in the Unit fee search section.
- Click the Search unit Fee button
Please note: To reduce the results additional options can be selected when searching.
How to Add New Unit Fee Rules
- Click on the Units option in the side menu.
- Click on the Unit Fee options from the side menu.
- Click on the Add New Unit Fee from the side menu.
- Scroll to the Edit Unit Fees Section
- Select the Course that the Fee rule is to be added to from the drop down box.
- Select the program level for the course.
- Enter the number of credit points for the unit within the course.
- Select the Fee type
- Enter the Unit level code (Please Note: This step is optional. The levels must be set within the parent units before adding fee rules)
- Enter the amount to be charged for this course, credit point fee type combination without a dollar symbol.
- Select the Unit Fee Status Id (Active)
- Click on the Save Unit fee button.
To add another rule Click the Add New Unit Fee button on the side menu.
How to Edit Unit Fee Rules
- Click on the Units option in the side menu.
- Click on the Unit Fee options from the side menu.
- Click on the Edit Unit Fee from the side menu.
- Scroll to the Unit Fees Section
- Select the Course that the Fee rule is to be added to from the drop down box.
- Click on the Search Unit Fee button.
- Click on the Pencil icon next to the course fee to be edited.
- Update the required fields.
- Click the Save Unit Fee button.
To edit additional fees Scroll to the top of the page and start the process again from step 5