Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

Overview


Objective

Upon completion of this KB the user will understand how to Search, Add new and Edit Providers records within Paradigm.

Assumptions

  • The User has the minimum required level to access the Provider tab and an understanding that making changes within this section has system wide implications.
  • The user has an understanding of the Australian Tertiary Education System / VET Sector.

Key terms and concepts

Search Fields

Field NameBrief Overview
Organisation NameThis is the Full name / title of an Institution within Paradigm. This name will use where ever the full title of the institution is required.
Institution StatusThe status of the institution Active or Archived
Abbreviated NameEach institution is given an abbreviated name to make identification
Role

Different Roles within the system will allow for different functionality and need to be used in combination:

  • Educational Program Provider
  • Educational Unit Provider
  • Education Agent
  • Training Organisation
  • HEIMS Higher Education Provider
  • Training Organisation Location
  • Work Experience Provider
  • Education Payment Agent
  • Education Bank
  • Assoc Educational Program Provider
  • SVP Provider
Order by

The list produced can to be ordered by:

  • Name
  • Abbreviation
  • Status Id
  • Last Modified Date


The minimum system required fields

Field NameBrief Overview
NameThe Full and Legal name of the Institution to appear on official documents

Abbreviation

An Abbreviated institution name to be used in drop boxes and internal system instances
ABNThe Australian Business Number is a unique identifier issued by the Australian Business Register
Address Line 1Physical address of Institution
Address line 2Physical address of Institution
SuburbPhysical address of Institution
Post CodePhysical address of Institution
StatePhysical address of Institution
CountryPhysical address of Institution
PhoneContact Phone number of Institution
FaxFax Number of Institution
Other PhoneOther Contact Phone numbers of Institution
MobileMobile phone of Institution
emailPrimary contact of Institution's email address
WebInstitution's Web address
Logo imageInstitution's logo, this in embedded into reports eg Transcripts, AHEGS, CANS, letters,
Web image
Invoice Fee CodeAbbreviated Fee Code eg SF - Star Fleet Academy
GST AmountThe amount of GST charged 10%
HE Provider CodeThe Higher Education Code allocated to each institution by the Government
Agent Commission Percentagethe amount to this agent for referring a student
Agent Category
  • Local
  • Overseas
Agent Focus
Agent Sales Representative
Agent Contact PersonPrimary contact for Agent
Agent Contract Original Date
Agent Contract Renewal Date
Institution Status
  • Active
  • Archived
Provider Course Id Type
  • Short
  • Long
SVP Agent
AHEGS Provider Print Detail
Cricos Provider CodeThe Commonwealth Register of Institutions and Courses for Overseas Students (CRICOS) is a register of Australian education providers that recruit, enrol and teach overseas students. Registration on CRICOS allows providers to offer courses to overseas students studying in Australia on student visas.
Related Bank Account
Same as Above (Tick Box)
Billing Attention Name
Billing Company Name
Address Line 1
Address Line 2
Suburb
Postcode
State
Country
Phone
Fax
Other Phone
Mobile

Provider Roles 

These be added when a record is created or at later time when required

Assigned Roles for Provider options
Education Provider
Educational Program Provider
Educational Unit Provider
Education Agent
Training Organisation
HEIMS Higher Education Provider
Training Organisation Location
Work Experience Provider
Education Payment Agent
Education Bank
Assoc Educational Program Provider
SVP Provider

Workflow

How to Load a Provider

  1. Click on the Provider tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institutionbutton
  5. This will show a list of Providers that meet the searched criteria
  6. To filter the list of Providers, in the search box  above the list of Providers , start typing the  full provider name.
  7. When you see the record for the Provider you are looking for, click on the Provider code for that provider , highlighted in blue in the left column of that row
  8. The Provider record has now been loaded.

How to Create  / Add a Provider record

  1. Click on the Provider tab in the side menu
  2. Click on the Add new option in the side menu
  3. Enter the required information in the correct fields
  4. Click on the Save Details  button


How to Assign Provider Roles

  1. Click on the Provider tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution button
  5. This will show a list of Providers that meet the searched criteria
  6. To filter the returned options in this box  above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded.
  9. Click on the Assign Roles Drop Box to Select the required Role
  10. Click on the Assign Role Button


How to delete an Assigned Provider Role

  1. Click on the Provider tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution button
  5. This will return a list of Providers that meet the searched criteria
  6. To filter the returned options in this box  above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded.
  9. Click on the delete icon next to the role to be removed
  10. A warning message will appear  - Are you Sure you want to delete the Selected Item
  11. To Proceed Click Ok, to abort click cancel.


How to Add Attachment to Provider Record

  1. Click on the Provider tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution button
  5. This will return a list of Providers that meet the searched criteria
  6. To filter the returned options in this box  above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded.
  9. Scroll to the Bottom of the Page
  10. Click the Add File Attachment button
  11. Click on the Purpose Drop box and select the required Section
  12. Click on the Category Drop Box and Select the Required Option
  13. Enter the name of  the Attachment
  14. Optional - Enter a brief description of the Attachment
  15. Select the lowest Permission level required to View this attachment
  16. Click the Choose File  button
  17. Navigate to the item to be attached
  18. Click on the Save File Attachment button 
  19. Check for Successful save message.

How to Edit / Update a Provider Record

  1. Click on the Provider tab in the side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution button
  5. This will return a list of Providers that meet the searched criteria
  6. To filter the returned options in this box  above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded.
  9.  Update the required data.
  10. Click on the Save Details  button


Further reading



  • No labels