Overview

Workflow

Setting up the Scheduled Program

Set Default Values on the Scheduled Program Level

You have the option to set default values on the Scheduled Program Level that will be inherited automatically to every Course Enrolment record that will be created. Refer to the how-to guide section below on how to add the default values on a New Scheduled Program or to Existing Scheduled Programs.

The table below contains all the fields where you can set the default values:

Field Name	Brief Description
Program Details
Enrolment Status	Default Enrolment status you want to set for each Course Enrolment record made against this Scheduled Program (e.g. Applied, Offered, Enrolled)
Full/Part-Time	Set this field if you want the Course to be studied in either Full or Part Time
Contact Mode	How you want the Course to be studied. Select from the dropdown menu (On-Campus/Attending, Distance, Online, Multi-Mode, Flexible Learning).
Funding Type	Select the funding type option from the dropdown menu – if you want to set this Course to have a default Funding Type.
Fee Type	Option to set the defaullt fee type to either Standard fee or International fee, depending on your fee structure.
HEIMS Details
HEIMS Student Status	Student Status code E490
HEIMS mode of Attendance	Mode of attendance code E329
VET Details
Funding Source National	AVETMISS data element definitions
Purchasing Contract Identifier
Purchasing Contract Schedule Identifier
Funding Source - State Training Authority
Other Details
Notes	Default notes set for this Scheduled Program
Contact	If you want to associate this Course to a specific Contact record.
Allow Online Application	Select Yes if this Course will allow online application enrolment, else, select No.
Applicant Session Recall	Yes/No

How to Add the Default Values

Add Scheduled Units to the Scheduled Program

Once a scheduled program is loaded, at the bottom of the screen you can search for scheduled units and add them to the scheduled program.

Once this is done, you can set a default enrolment status.

Enrolling Students in the Scheduled Program

Add Unit Enrolments to a Course Enrolment

BE ADVISED:

Any TCSI reportable fields (e.g. student status, start-end and census dates etc.) will come into play when enroling the student in the Scheduled Program with related Scheduled Units.
This means that after clicking the button to enrol the student, depending on what fields have been set on the Scheduled Program screen and the Scheduled Units screen, the new records will immediately attempt to push to TCSI.

Then from either the student program screen, you can either add a new course enrolment & associated scheduled units with one click.

If the course enrolment that is loaded is associated with a scheduled program, you can add all units for that scheduled program.

You can also do this for any unenrolled units via the student units screen. The new unit enrolments will have the default enrolment status set on the scheduled program screen

Scheduled Program Units